13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001164
Total Value
$3.76B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 6,254,000 | $1.19B | 31.62% |
| 2 | MICROSOFT CORP | MSFT | 1,012,000 | $379.9M | 10.10% |
| 3 | GE AEROSPACE | 369604301 | 1,282,000 | $256.6M | 6.82% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,456,000 | $241.7M | 6.42% |
| 5 | TRANSDIGM GROUP INC | TDG | 110,000 | $152.2M | 4.04% |
| 6 | MARTIN MARIETTA MATLS INC | 573284106 | 298,500 | $142.7M | 3.79% |
| 7 | S&P GLOBAL INC | SPGI | 236,000 | $119.9M | 3.19% |
| 8 | VULCAN MATLS CO | 929160109 | 498,000 | $116.2M | 3.09% |
| 9 | WASTE CONNECTIONS INC | WCN | 592,000 | $115.6M | 3.07% |
| 10 | MOODYS CORP | MCO | 236,000 | $109.9M | 2.92% |
| 11 | VISA INC | V | 292,000 | $102.3M | 2.72% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 432,500 | $98.4M | 2.62% |
| 13 | KLA CORP | KLAC | 134,500 | $91.4M | 2.43% |
| 14 | LAM RESEARCH CORP | LRCX | 1,002,000 | $72.8M | 1.94% |
| 15 | META PLATFORMS INC | META | 95,000 | $54.8M | 1.46% |
| 16 | CASEYS GEN STORES INC | 147528103 | 126,000 | $54.7M | 1.45% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 95,000 | $47.3M | 1.26% |
| 18 | SHERWIN WILLIAMS CO | SHW | 106,000 | $37.0M | 0.98% |
| 19 | DANAHER CORPORATION | 235851102 | 164,500 | $33.7M | 0.90% |
| 20 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 416,500 | $33.6M | 0.89% |
| 21 | MERCADOLIBRE INC | MELI | 16,000 | $31.2M | 0.83% |
| 22 | PROCTER AND GAMBLE CO | 742718109 | 154,000 | $26.2M | 0.70% |
| 23 | APPLIED MATLS INC | 038222105 | 172,000 | $25.0M | 0.66% |
| 24 | UNITED AIRLS HLDGS INC | UNTCW | 358,000 | $24.7M | 0.66% |
| 25 | COUPANG INC | CPNG | 1,120,000 | $24.6M | 0.65% |
| 26 | WILLIAMS COS INC | 969457100 | 346,500 | $20.7M | 0.55% |
| 27 | FERGUSON ENTERPRISES INC | FERG | 104,000 | $16.7M | 0.44% |
| 28 | KENVUE INC | KVUE | 654,000 | $15.7M | 0.42% |
| 29 | UNION PAC CORP | UNP | 65,500 | $15.5M | 0.41% |
| 30 | FERROVIAL SE | FER | 274,000 | $12.3M | 0.33% |
| 31 | DELTA AIR LINES INC DEL | DAL | 254,000 | $11.1M | 0.29% |
| 32 | SHELL PLC | RYDAF | 136,500 | $10.0M | 0.27% |
| 33 | NETFLIX INC | NFLX | 10,500 | $9.8M | 0.26% |
| 34 | ONTO INNOVATION INC | ONTO | 80,000 | $9.7M | 0.26% |
| 35 | GRINDR INC | GRND | 532,000 | $9.5M | 0.25% |
| 36 | SPOTIFY TECHNOLOGY S A | SPOT | 12,600 | $6.9M | 0.18% |
| 37 | REPUBLIC SVCS INC | 760759100 | 25,200 | $6.1M | 0.16% |
| 38 | LOUISIANA PAC CORP | LPX | 65,000 | $6.0M | 0.16% |
| 39 | KINDER MORGAN INC DEL | EP-PC | 160,000 | $4.6M | 0.12% |
| 40 | COSTCO WHSL CORP NEW | 22160K105 | 4,400 | $4.2M | 0.11% |
| 41 | AXON ENTERPRISE INC | AXON | 6,400 | $3.4M | 0.09% |
| 42 | SHOPIFY INC | SHOP | 33,600 | $3.2M | 0.09% |
| 43 | DEERE & CO | DE | 5,250 | $2.5M | 0.07% |
| 44 | APPLE INC | AAPL | 10,500 | $2.3M | 0.06% |
| 45 | PRIMO BRANDS CORPORATION | PRMB | 52,500 | $1.9M | 0.05% |
| 46 | COMFORT SYS USA INC | 199908104 | 5,040 | $1.6M | 0.04% |
| 47 | LOAR HOLDINGS INC | LOAR | 21,000 | $1.5M | 0.04% |
| 48 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 8,400 | $1.4M | 0.04% |
| 49 | HUNTINGTON INGALLS INDS INC | 446413106 | 6,300 | $1.3M | 0.03% |
| 50 | CHIPOTLE MEXICAN GRILL INC | CMG | 25,200 | $1.3M | 0.03% |
| 51 | PERIMETER SOLUTIONS INC | PRM | 105,000 | $1.1M | 0.03% |
| 52 | QXO INC | QXO-PB | 25,200 | $341,208 | 0.01% |