Skye Global Management LP
Net seller this quarter
$5.14B
30
-$32.1M
85.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $2.31B | 44.84% | 0.09% | -0.8% | Q4 2017 |
 V | $477M | 9.29% | 0.07% | +46.5% | Q4 2017 |
 GE | $410M | 7.98% | 0.11% | -8.7% | Q3 2023 |
 MSFT | $213M | 4.15% | 0.01% | -8.0% | Q4 2017 |
 SPGI | $198M | 3.85% | 0.17% | -7.5% | Q3 2018 |
 WCN | $191M | 3.72% | 0.46% | +23.2% | Q2 2019 |
 TDG | $160M | 3.11% | 0.21% | +1.7% | Q1 2018 |
 MLM | $145M | 2.83% | 0.42% | -6.0% | Q1 2023 |
 MCO | $141M | 2.75% | 0.18% | -15.2% | Q4 2019 |
 HLT | $126M | 2.46% | 0.17% | -9.1% | Q1 2023 |
 GOOGL | $114M | 2.22% | 0.00% | -6.4% | Q1 2020 |
 VMC | $91M | 1.77% | 0.24% | -15.3% | Q1 2023 |
 DHR | $81.1M | 1.58% | 0.06% | +71.8% | Q1 2019 |
 TMO | $75.5M | 1.47% | 0.04% | +27.0% | Q1 2019 |
 FERG | $58.9M | 1.14% | 0.13% | +18.1% | Q1 2024 |
 SHW | $55.3M | 1.07% | 0.07% | -5.6% | Q1 2024 |
 RSG | $51.2M | 1.00% | 0.08% | +20.0% | Q4 2019 |
 FER | $45M | 0.88% | 0.09% | +39.0% | Q4 2024 |
 UNP | $38.6M | 0.75% | 0.02% | -7.8% | Q1 2021 |
 DASH | $32.8M | 0.64% | Not reported | +20.3% | Q1 2024 |
 NFLX | $27.3M | 0.53% | 0.01% | +5.5% | Q1 2018 |
 SPOT | $25.2M | 0.49% | 0.03% | +3.8% | Q3 2018 |
 CPNG | $15M | 0.29% | Not reported | -3.6% | Q3 2021 |
 SE | $13M | 0.25% | 0.08% | +5.8% | Q1 2019 |
 CP | $12.3M | 0.24% | 0.02% | -19.6% | Q1 2021 |
 MELI | $10.5M | 0.20% | 0.01% | +126.3% | Q1 2019 |
 KVUE | $8.71M | 0.17% | 0.02% | -42.4% | Q2 2023 |
 CL | $7.56M | 0.15% | 0.01% | +25.0% | Q3 2023 |
 LPX | $4.72M | 0.09% | 0.09% | -3.2% | Q4 2024 |
 COST | $4.12M | 0.08% | 0.00% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| AMZN | $2.03B | 40.58% | 0.09% | +8.7% | Q4 2017 |
| GE | $341M | 6.82% | 0.12% | -4.6% | Q3 2023 |
| V | $287M | 5.74% | 0.05% | +69.0% | Q4 2017 |
| MSFT | $230M | 4.60% | 0.01% | +5.0% | Q4 2017 |
| SPGI | $224M | 4.47% | 0.18% | +20.5% | Q3 2018 |
| MCO | $161M | 3.21% | 0.21% | +6.2% | Q4 2019 |
| MLM | $158M | 3.15% | 0.45% | -2.2% | Q1 2023 |
| WCN | $151M | 3.03% | 0.37% | +4.5% | Q2 2019 |
| TDG | $137M | 2.73% | 0.21% | -1.7% | Q1 2018 |
| HLT | $128M | 2.55% | 0.18% | -2.9% | Q1 2023 |
| VMC | $99.1M | 1.98% | 0.28% | -16.9% | Q1 2023 |
| GOOGL | $98.3M | 1.97% | 0.00% | Not reported | Q1 2020 |
| TMO | $58.2M | 1.16% | 0.03% | +9.7% | Q1 2019 |
| SHW | $54.5M | 1.09% | 0.07% | +4.6% | Q1 2024 |
| FERG | $49M | 0.98% | 0.11% | +59.1% | Q1 2024 |
| DHR | $47M | 0.94% | 0.04% | +26.5% | Q1 2019 |
| RSG | $43.9M | 0.88% | 0.06% | +10.2% | Q4 2019 |
| UNP | $37.4M | 0.75% | 0.03% | -6.4% | Q1 2021 |
| NFLX | $34.8M | 0.70% | 0.01% | +32.1% | Q1 2018 |
| FER | $30.7M | 0.61% | 0.07% | +26.9% | Q4 2024 |
| SPOT | $25.6M | 0.51% | 0.03% | +213.4% | Q3 2018 |
| DASH | $22.2M | 0.44% | Not reported | +4.2% | Q1 2024 |
 AAPL | $20.9M | 0.42% | 0.00% | Not reported | Q2 2018 |
 AXP | $19.8M | 0.40% | 0.01% | Not reported | Q2 2024 |
| CPNG | $16.9M | 0.34% | Not reported | +6.2% | Q3 2021 |
 PRM | $15.9M | 0.32% | 0.40% | -8.4% | Q4 2021 |
 WWD | $14.3M | 0.29% | 0.07% | Not reported | Q2 2024 |
| CP | $13.9M | 0.28% | 0.02% | -8.3% | Q1 2021 |
| KVUE | $13.7M | 0.27% | 0.04% | -76.7% | Q2 2023 |
 WM | $13.1M | 0.26% | 0.01% | Not reported | Q4 2019 |
| SE | $10.6M | 0.21% | 0.07% | +7.1% | Q1 2019 |
 WDAY | $6.83M | 0.14% | 0.02% | Not reported | Q4 2017 |
 TOST | $6.57M | 0.13% | 0.11% | New | Q1 2026 |
 HEI.A | $6.23M | 0.12% | Not reported | +17.1% | Q2 2025 |
 CASY | $5.97M | 0.12% | 0.02% | -91.5% | Q1 2024 |
| CL | $5.63M | 0.11% | 0.01% | -48.6% | Q3 2023 |
| MELI | $4.74M | 0.09% | 0.01% | -6.8% | Q1 2019 |
| LPX | $4.51M | 0.09% | 0.09% | -23.5% | Q4 2024 |
| COST | $4.38M | 0.09% | 0.00% | Not reported | Q1 2021 |
 SAP | $3.97M | 0.08% | 0.00% | Not reported | Q3 2022 |
 CART | $3.07M | 0.06% | 0.03% | New | Q1 2026 |
 VRSK | $1.99M | 0.04% | 0.01% | Not reported | Q4 2019 |
 PRMB | $1.19M | 0.02% | 0.02% | -83.7% | Q4 2024 |
 GTM | $1.01M | 0.02% | 0.06% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $2.07B | 38.22% | 0.08% | +11.9% | Q4 2017 |
| GE | $388M | 7.16% | 0.12% | -1.7% | Q3 2023 |
| MSFT | $286M | 5.28% | 0.01% | -41.5% | Q4 2017 |
| SPGI | $228M | 4.21% | 0.15% | +7.5% | Q3 2018 |
| V | $197M | 3.64% | 0.03% | -31.8% | Q4 2017 |
| MCO | $177M | 3.27% | 0.19% | +6.8% | Q4 2019 |
| MLM | $171M | 3.15% | 0.45% | +0.7% | Q1 2023 |
| TDG | $160M | 2.94% | 0.21% | Not reported | Q1 2018 |
| WCN | $156M | 2.89% | 0.35% | +30.7% | Q2 2019 |
| VMC | $125M | 2.30% | 0.34% | Not reported | Q1 2023 |
| HLT | $124M | 2.29% | 0.19% | Not reported | Q1 2023 |
| GOOGL | $107M | 1.97% | 0.00% | +72.7% | Q1 2020 |
 META | $70M | 1.29% | Not reported | Not reported | Q1 2018 |
| TMO | $62.6M | 1.15% | 0.03% | Not reported | Q1 2019 |
| KVUE | $58.7M | 1.08% | 0.18% | +130.4% | Q2 2023 |
| CASY | $53.3M | 0.98% | 0.26% | -23.4% | Q1 2024 |
| SHW | $52.7M | 0.97% | 0.07% | Not reported | Q1 2024 |
| DHR | $44.9M | 0.83% | 0.03% | Not reported | Q1 2019 |
| RSG | $38.6M | 0.71% | 0.06% | +179.1% | Q4 2019 |
| UNP | $38.1M | 0.70% | 0.03% | +9.3% | Q1 2021 |
| DASH | $32.2M | 0.59% | Not reported | +273.7% | Q1 2024 |
| FERG | $29.4M | 0.54% | 0.07% | +3.1% | Q1 2024 |
 PG | $26.3M | 0.48% | 0.01% | +6.3% | Q4 2020 |
| NFLX | $25.7M | 0.47% | 0.01% | +77.9% | Q1 2018 |
| AXP | $24.2M | 0.45% | 0.01% | Not reported | Q2 2024 |
| FER | $24M | 0.44% | 0.05% | +2.8% | Q4 2024 |
| CPNG | $19.9M | 0.37% | Not reported | Not reported | Q3 2021 |
| PRM | $19.6M | 0.36% | 0.48% | Not reported | Q4 2021 |
| SE | $15.3M | 0.28% | 0.07% | +376.2% | Q1 2019 |
| CP | $14.2M | 0.26% | 0.02% | Not reported | Q1 2021 |
 LIN | $10.7M | 0.20% | 0.01% | New | Q4 2025 |
| CL | $10.2M | 0.19% | 0.02% | -23.7% | Q3 2023 |
| SPOT | $9.78M | 0.18% | 0.01% | +0.3% | Q3 2018 |
 BA | $8.25M | 0.15% | 0.00% | Not reported | Q3 2018 |
| LPX | $6.54M | 0.12% | 0.12% | +5.5% | Q4 2024 |
| HEI.A | $6.36M | 0.12% | Not reported | Not reported | Q2 2025 |
| PRMB | $6.35M | 0.12% | 0.11% | +52.4% | Q4 2024 |
| MELI | $5.92M | 0.11% | 0.01% | +16.7% | Q1 2019 |
| COST | $3.79M | 0.07% | 0.00% | Not reported | Q1 2021 |
 C | $3.68M | 0.07% | 0.00% | New | Q4 2025 |
 BAC | $2.66M | 0.05% | 0.00% | New | Q4 2025 |
 QSR | $2.17M | 0.04% | 0.01% | -74.8% | Q4 2020 |
 RL | $1.49M | 0.03% | Not reported | New | Q4 2025 |
 MTN | $1.35M | 0.02% | 0.03% | -3.1% | Q4 2017 |
| Q3 2025 | |||||
| AMZN | $1.76B | 35.26% | 0.08% | +14.9% | Q4 2017 |
| MSFT | $524M | 10.49% | 0.01% | Not reported | Q4 2017 |
| GE | $386M | 7.72% | 0.12% | Not reported | Q3 2023 |
| V | $281M | 5.63% | 0.04% | +53.7% | Q4 2017 |
| SPGI | $198M | 3.95% | 0.13% | +51.5% | Q3 2018 |
| MLM | $171M | 3.43% | 0.45% | -5.1% | Q1 2023 |
| TDG | $158M | 3.17% | 0.21% | Not reported | Q1 2018 |
| MCO | $155M | 3.09% | 0.18% | +37.5% | Q4 2019 |
| VMC | $135M | 2.70% | 0.33% | -9.2% | Q1 2023 |
| WCN | $120M | 2.40% | 0.27% | +15.3% | Q2 2019 |
| HLT | $112M | 2.25% | 0.19% | Not reported | Q1 2023 |
| META | $77.8M | 1.56% | Not reported | Not reported | Q1 2018 |
| CASY | $71.2M | 1.43% | 0.34% | Not reported | Q1 2024 |
| SHW | $56.3M | 1.13% | 0.07% | Not reported | Q1 2024 |
 MA | $54M | 1.08% | 0.01% | Not reported | Q3 2019 |
| TMO | $52.4M | 1.05% | 0.03% | -26.3% | Q1 2019 |
| GOOGL | $48.1M | 0.96% | 0.00% | Not reported | Q1 2020 |
 LRCX | $45.8M | 0.92% | 0.03% | -53.0% | Q4 2024 |
 KLAC | $41M | 0.82% | 0.03% | -59.1% | Q4 2024 |
| DHR | $38.9M | 0.78% | 0.03% | +7.7% | Q1 2019 |
 CMG | $37.2M | 0.74% | 0.07% | Not reported | Q1 2023 |
| UNP | $35.6M | 0.71% | 0.03% | +19.0% | Q1 2021 |
| FERG | $28.7M | 0.58% | 0.07% | +14.3% | Q1 2024 |
| CPNG | $27.1M | 0.54% | Not reported | Not reported | Q3 2021 |
| PG | $26.5M | 0.53% | 0.01% | Not reported | Q4 2020 |
| KVUE | $24M | 0.48% | 0.08% | +40.0% | Q2 2023 |
| AAPL | $23.1M | 0.46% | 0.00% | +170.2% | Q2 2018 |
| AXP | $21.8M | 0.44% | 0.01% | Not reported | Q2 2024 |
| FER | $21.2M | 0.42% | 0.05% | +11.6% | Q4 2024 |
| NFLX | $18.5M | 0.37% | 0.00% | Not reported | Q1 2018 |
| PRM | $15.9M | 0.32% | 0.48% | +15.9% | Q4 2021 |
 SHOP | $15.2M | 0.30% | 0.03% | +48.9% | Q4 2017 |
| RSG | $15M | 0.30% | 0.02% | +34.7% | Q4 2019 |
| CP | $14.3M | 0.29% | 0.02% | Not reported | Q1 2021 |
| CL | $13.5M | 0.27% | 0.02% | Not reported | Q3 2023 |
 UNH | $13.1M | 0.26% | 0.00% | Not reported | Q4 2017 |
 GEHC | $12.8M | 0.26% | 0.04% | -62.2% | Q4 2024 |
| SPOT | $11.7M | 0.23% | 0.01% | Not reported | Q3 2018 |
| DASH | $10.3M | 0.21% | Not reported | +201.6% | Q1 2024 |
| QSR | $8.08M | 0.16% | 0.04% | Not reported | Q4 2020 |
 WMT | $7.83M | 0.16% | 0.00% | +57.0% | Q1 2023 |
 CLH | $7.8M | 0.16% | 0.06% | New | Q3 2025 |
| LPX | $6.82M | 0.14% | 0.11% | +12.6% | Q4 2024 |
| HEI.A | $6.4M | 0.13% | Not reported | +200.0% | Q2 2025 |
| MELI | $5.89M | 0.12% | 0.01% | Not reported | Q1 2019 |
| PRMB | $5.64M | 0.11% | 0.07% | Not reported | Q4 2024 |
 LYFT | $5.55M | 0.11% | 0.70% | Not reported | Q1 2020 |
 AUR | $4.53M | 0.09% | 0.04% | Not reported | Q2 2021 |
 AXON | $4.52M | 0.09% | 0.01% | Not reported | Q4 2019 |
| SE | $4.5M | 0.09% | 0.01% | +100.0% | Q1 2019 |