13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000488
Total Value
$4.80B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 11,324,000 | $2.48B | 51.79% |
| 2 | MICROSOFT CORP | MSFT | 672,000 | $283.2M | 5.90% |
| 3 | GE AEROSPACE | 369604301 | 1,438,000 | $239.8M | 5.00% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 712,000 | $140.6M | 2.93% |
| 5 | TRANSDIGM GROUP INC | TDG | 105,000 | $133.1M | 2.77% |
| 6 | MARTIN MARIETTA MATLS INC | 573284106 | 256,500 | $132.5M | 2.76% |
| 7 | WASTE CONNECTIONS INC | WCN | 648,000 | $111.2M | 2.32% |
| 8 | VULCAN MATLS CO | 929160109 | 428,000 | $110.1M | 2.30% |
| 9 | HILTON WORLDWIDE HLDGS INC | HLT | 440,000 | $108.8M | 2.27% |
| 10 | UNION PAC CORP | UNP | 420,000 | $95.8M | 2.00% |
| 11 | S&P GLOBAL INC | SPGI | 182,000 | $90.6M | 1.89% |
| 12 | MOODYS CORP | MCO | 182,000 | $86.2M | 1.80% |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 1,154,000 | $83.5M | 1.74% |
| 14 | CASEYS GEN STORES INC | 147528103 | 168,500 | $66.8M | 1.39% |
| 15 | PRIMO BRANDS CORPORATION | PRMB | 1,865,000 | $57.4M | 1.20% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 106,500 | $55.4M | 1.15% |
| 17 | KLA CORP | KLAC | 84,800 | $53.4M | 1.11% |
| 18 | APPLIED MATLS INC | 038222105 | 282,000 | $45.9M | 0.96% |
| 19 | META PLATFORMS INC | META | 76,200 | $44.6M | 0.93% |
| 20 | DANAHER CORPORATION | 235851102 | 172,000 | $39.5M | 0.82% |
| 21 | LAM RESEARCH CORP | LRCX | 542,000 | $39.1M | 0.82% |
| 22 | FERGUSON ENTERPRISES INC | FERG | 208,000 | $36.1M | 0.75% |
| 23 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 418,000 | $32.7M | 0.68% |
| 24 | VISA INC | V | 102,000 | $32.2M | 0.67% |
| 25 | APPLE INC | AAPL | 124,500 | $31.2M | 0.65% |
| 26 | SHERWIN WILLIAMS CO | SHW | 80,500 | $27.4M | 0.57% |
| 27 | COUPANG INC | CPNG | 1,058,000 | $23.3M | 0.48% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 108,000 | $18.1M | 0.38% |
| 29 | SYNOPSYS INC | SNPS | 31,600 | $15.3M | 0.32% |
| 30 | MERCADOLIBRE INC | MELI | 7,200 | $12.2M | 0.26% |
| 31 | FERROVIAL SE | FER | 252,000 | $10.6M | 0.22% |
| 32 | GRINDR INC | GRND | 592,000 | $10.6M | 0.22% |
| 33 | CHIPOTLE MEXICAN GRILL INC | CMG | 118,500 | $7.1M | 0.15% |
| 34 | STERIS PLC | STE | 29,600 | $6.1M | 0.13% |
| 35 | LOUISIANA PAC CORP | LPX | 40,500 | $4.2M | 0.09% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 4,400 | $4.0M | 0.08% |
| 37 | UNITED AIRLS HLDGS INC | UNTCW | 40,500 | $3.9M | 0.08% |
| 38 | AERCAP HOLDINGS NV | AER | 40,500 | $3.9M | 0.08% |
| 39 | DEERE & CO | DE | 6,400 | $2.7M | 0.06% |
| 40 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 16,800 | $2.5M | 0.05% |
| 41 | WALMART INC | WMT | 25,200 | $2.3M | 0.05% |
| 42 | ONTO INNOVATION INC | ONTO | 12,600 | $2.1M | 0.04% |
| 43 | AXON ENTERPRISE INC | AXON | 3,200 | $1.9M | 0.04% |
| 44 | NEWS CORP NEW | NWSLL | 65,200 | $1.8M | 0.04% |
| 45 | LOAR HOLDINGS INC | LOAR | 21,000 | $1.6M | 0.03% |
| 46 | NETFLIX INC | NFLX | 840 | $748,709 | 0.02% |
| 47 | COMFORT SYS USA INC | 199908104 | 1,680 | $712,421 | 0.01% |