13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002097
Total Value
$3.45B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 13,046,000 | $1.66B | 48.07% |
| 2 | MICROSOFT CORP | MSFT | 2,046,000 | $646.0M | 18.72% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 2,174,000 | $161.8M | 4.69% |
| 4 | UNION PAC CORP | UNP | 792,000 | $161.3M | 4.67% |
| 5 | S&P GLOBAL INC | SPGI | 376,000 | $137.4M | 3.98% |
| 6 | APPLE INC | AAPL | 674,000 | $115.4M | 3.34% |
| 7 | TRANSDIGM GROUP INC | TDG | 136,500 | $115.1M | 3.34% |
| 8 | MOODYS CORP | MCO | 264,000 | $83.5M | 2.42% |
| 9 | KENVUE INC | KVUE | 3,872,000 | $77.7M | 2.25% |
| 10 | DANAHER CORPORATION | 235851102 | 228,500 | $56.7M | 1.64% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 106,000 | $53.7M | 1.56% |
| 12 | PROCTER AND GAMBLE CO | 742718109 | 278,000 | $40.5M | 1.18% |
| 13 | SHELL PLC | RYDAF | 472,000 | $30.4M | 0.88% |
| 14 | GENERAL ELECTRIC CO | 369604301 | 248,500 | $27.5M | 0.80% |
| 15 | CHIPOTLE MEXICAN GRILL INC | CMG | 10,500 | $19.2M | 0.56% |
| 16 | VISA INC | V | 52,600 | $12.1M | 0.35% |
| 17 | STERIS PLC | STE | 54,600 | $12.0M | 0.35% |
| 18 | VULCAN MATLS CO | 929160109 | 37,800 | $7.6M | 0.22% |
| 19 | WASTE CONNECTIONS INC | WCN | 50,400 | $6.8M | 0.20% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 10,500 | $5.9M | 0.17% |
| 21 | COLGATE PALMOLIVE CO | CL | 82,000 | $5.8M | 0.17% |
| 22 | WALMART INC | WMT | 35,800 | $5.7M | 0.17% |
| 23 | HILTON WORLDWIDE HLDGS INC | HLT | 27,200 | $4.1M | 0.12% |
| 24 | CANADIAN NAT RES LTD | 136385101 | 50,400 | $3.3M | 0.09% |
| 25 | MARTIN MARIETTA MATLS INC | 573284106 | 3,360 | $1.4M | 0.04% |
| 26 | SHOPIFY INC | SHOP | 15,800 | $862,206 | 0.02% |