Skye Global Management LP
Skye Global Management LP reported 30 US-listed holdings worth $5.14 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Amazon.com Inc. (44.8%), Visa Inc. (9.3%) and General Electric Co. (8.0%). Against the quarter before, it opened 0 positions, added to 14, trimmed 15 and sold out of 14.
Reported holdings$5.14B+10.7% on Q1 2026
Positions30-14 on Q1 2026
The largest ten85.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 14 largest of its 30 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 14Held 1Trimmed 15Sold out 14
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 14
- Visa Inc. V+441,718 shares · +46%
- Waste Connections Inc. WCN+216,000 shares · +23%
- Danaher Corp. DHR+178,000 shares · +72%
- Thermo Fisher Scientific Inc. TMO+32,000 shares · +27%
- Ferrovial SE FER+184,000 shares · +39%
- Ferguson Enterprises Inc. FERG+38,000 shares · +18%
- Republic Services, Inc. RSG+40,000 shares · +20%
- MercadoLibre, Inc. MELI+3,460 shares · +126%
and 6 more in the table below
Trimmed 15
- General Electric Co. GE-104,000 shares · -9%
- Moody's Corp. MCO-56,000 shares · -15%
- Amazon.com Inc. AMZN-80,000 shares · -1%
- Microsoft Corp. MSFT-49,800 shares · -8%
- Vulcan Materials Co. VMC-55,500 shares · -15%
- S&P Global Inc. SPGI-39,500 shares · -8%
- Hilton Worldwide Holdings Inc. HLT-38,000 shares · -9%
- Martin Marietta Materials Inc. MLM-16,000 shares · -6%
and 7 more in the table below
Sold out of 14
- Apple Inc. AAPL$20.9 million last quarter
- American Express Co. AXP$19.8 million last quarter
- Perimeter Solutions Inc PRM$15.9 million last quarter
- Woodward, Inc. WWD$14.3 million last quarter
- Waste Management Inc. WM$13.1 million last quarter
- Workday, Inc. WDAY$6.8 million last quarter
- Toast, Inc. TOST$6.6 million last quarter
- Heico Corp. New HEIA$6.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Amazon.com Inc. AMZN | 9,672,000 | $2.31 billion | 44.84% | -80,000 |
| Visa Inc. V | 1,391,718 | $477.5 million | 9.29% | +441,718 |
| General Electric Co. GE | 1,098,000 | $410.4 million | 7.98% | -104,000 |
| Microsoft Corp. MSFT | 572,000 | $213.4 million | 4.15% | -49,800 |
| S&P Global Inc. SPGI | 486,500 | $198.1 million | 3.85% | -39,500 |
| Waste Connections Inc. WCN | 1,148,000 | $191.4 million | 3.72% | +216,000 |
| TransDigm Group Inc. TDG | 120,000 | $159.8 million | 3.11% | +2,000 |
| Martin Marietta Materials Inc. MLM | 252,000 | $145.3 million | 2.83% | -16,000 |
| Moody's Corp. MCO | 312,000 | $141.3 million | 2.75% | -56,000 |
| Hilton Worldwide Holdings Inc. HLT | 382,000 | $126.2 million | 2.46% | -38,000 |
| Alphabet Inc. GOOGL | 320,000 | $114.4 million | 2.22% | -22,000 |
| Vulcan Materials Co. VMC | 308,500 | $91.0 million | 1.77% | -55,500 |
| Danaher Corp. DHR | 426,000 | $81.1 million | 1.58% | +178,000 |
| Thermo Fisher Scientific Inc. TMO | 150,500 | $75.5 million | 1.47% | +32,000 |
| Ferguson Enterprises Inc. FERG | 248,000 | $58.9 million | 1.14% | +38,000 |
| Sherwin Williams Co. SHW | 160,500 | $55.3 million | 1.07% | -9,500 |
| Republic Services, Inc. RSG | 240,500 | $51.2 million | 1.00% | +40,000 |
| Ferrovial SE FER | 656,000 | $45.0 million | 0.88% | +184,000 |
| Union Pacific Corp. UNP | 142,000 | $38.6 million | 0.75% | -12,000 |
| DoorDash, Inc. DASH | 178,000 | $32.8 million | 0.64% | +30,000 |
| Netflix Inc. NFLX | 382,000 | $27.3 million | 0.53% | +20,000 |
| Spotify Technology S.A. SPOT | 54,800 | $25.2 million | 0.49% | +2,000 |
| Coupang Inc. Class A CPNG | 862,000 | $15.0 million | 0.29% | -32,000 |
| Sea Limited SE | 136,000 | $13.0 million | 0.25% | +7,500 |
| Canadian Pacific Kansas City LT CP | 142,000 | $12.3 million | 0.24% | -34,500 |
| MercadoLibre, Inc. MELI | 6,200 | $10.5 million | 0.20% | +3,460 |
| Kenvue Inc. KVUE | 456,000 | $8.7 million | 0.17% | -336,000 |
| Colgate-Palmolive Co. CL | 82,500 | $7.6 million | 0.15% | +16,500 |
| Louisiana-Pacific Corp. LPX | 60,000 | $4.7 million | 0.09% | -2,000 |
| Costco Wholesale Corp. COST | 4,400 | $4.1 million | 0.08% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.