Skye Global Management LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Skye Global Management LP held in its portfolio 47 assets valued at $5,420,388,965 (i.e. $5.42B).
The most valuable assets in the portfolio included: AMAZON COM INC ($2.07B), GE AEROSPACE ($388.12M), and MICROSOFT CORP ($286.30M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Skye Global Management LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMAZON COM INC | 8976000 | 2071840320 | COM |
| GE AEROSPACE | 1260000 | 388117800 | COM NEW |
| MICROSOFT CORP | 592000 | 286303040 | COM |
| AMAZON COM INC | 1094000 | 252517080 | CALL |
| S&P GLOBAL INC | 436500 | 228110535 | COM |
| SPDR S&P 500 ETF TR | 321300 | 219100896 | CALL |
| VISA INC | 562000 | 197099020 | COM CL A |
| MOODYS CORP | 346500 | 177009525 | COM |
| MARTIN MARIETTA MATLS INC | 274000 | 170608840 | COM |
| TRANSDIGM GROUP INC | 120000 | 159582000 | COM |
| WASTE CONNECTIONS INC | 892000 | 156421120 | COM |
| VULCAN MATLS CO | 438000 | 124926360 | COM |
| HILTON WORLDWIDE HLDGS INC | 432500 | 124235625 | COM |
| ALPHABET INC | 342000 | 107046000 | CAP STK CL A |
| META PLATFORMS INC | 106000 | 69969540 | CL A |
| THERMO FISHER SCIENTIFIC INC | 108000 | 62580600 | COM |
| KENVUE INC | 3400000 | 58650000 | COM |
| CASEYS GEN STORES INC | 96500 | 53336515 | COM |
| SHERWIN WILLIAMS CO | 162500 | 52654875 | COM |
| DANAHER CORPORATION | 196000 | 44868320 | COM |
| REPUBLIC SVCS INC | 182000 | 38571260 | COM |
| UNION PAC CORP | 164500 | 38052140 | COM |
| DOORDASH INC | 142000 | 32160160 | CL A |
| FERGUSON ENTERPRISES INC | 132000 | 29387160 | COMMON STOCK NEW |
| APPLE INC | 106000 | 28817160 | CALL |
| PROCTER AND GAMBLE CO | 183300 | 26268723 | COM |
| NETFLIX INC | 274000 | 25690240 | COM |
| AMERICAN EXPRESS CO | 65500 | 24231725 | COM |
| FERROVIAL SE | 372000 | 24034920 | ORD SHS |
| COUPANG INC | 842000 | 19862780 | CL A |
| PERIMETER SOLUTIONS INC | 712000 | 19601360 | COMMON STOCK |
| SEA LTD | 120000 | 15308400 | SPONSORD ADS |
| CANADIAN PACIFIC KANSAS CITY | 192500 | 14173775 | COM |
| LINDE PLC | 25200 | 10745028 | SHS |
| COLGATE PALMOLIVE CO | 128500 | 10154070 | COM |
| SPOTIFY TECHNOLOGY S A | 16850 | 9784964 | SHS |
| BOEING CO | 38000 | 8250560 | COM |
| LOUISIANA PAC CORP | 81000 | 6541560 | COM |
| HEICO CORP NEW | 25200 | 6361236 | CL A |
| PRIMO BRANDS CORPORATION | 388500 | 6351975 | CLASS A COM SHS |
| MERCADOLIBRE INC | 2940 | 5921924 | COM |
| COSTCO WHSL CORP NEW | 4400 | 3794296 | COM |
| CITIGROUP INC | 31500 | 3675735 | COM NEW |
| BANK AMERICA CORP | 48400 | 2662000 | COM |
| RESTAURANT BRANDS INTL INC | 31815 | 2170737 | COM |
| RALPH LAUREN CORP | 4200 | 1485162 | CL A |
| VAIL RESORTS INC | 10180 | 1351904 | COM |
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