13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002018
Total Value
$5.75B
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 6,984,000 | $1.53B | 26.67% |
| 2 | SPDR S&P 500 ETF TR | SPY | 1,680,000 | $1.04B | 18.07% |
| 3 | MICROSOFT CORP | MSFT | 1,012,000 | $503.4M | 8.76% |
| 4 | GE AEROSPACE | 369604301 | 1,282,000 | $330.0M | 5.74% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,012,000 | $229.2M | 3.99% |
| 6 | VISA INC | V | 536,000 | $190.3M | 3.31% |
| 7 | TRANSDIGM GROUP INC | TDG | 120,000 | $182.5M | 3.18% |
| 8 | MARTIN MARIETTA MATLS INC | 573284106 | 286,500 | $157.3M | 2.74% |
| 9 | S&P GLOBAL INC | SPGI | 268,000 | $141.3M | 2.46% |
| 10 | VULCAN MATLS CO | 929160109 | 482,500 | $125.8M | 2.19% |
| 11 | MOODYS CORP | MCO | 236,000 | $118.4M | 2.06% |
| 12 | HILTON WORLDWIDE HLDGS INC | HLT | 432,500 | $115.2M | 2.01% |
| 13 | WASTE CONNECTIONS INC | WCN | 592,000 | $110.5M | 1.92% |
| 14 | KLA CORP | KLAC | 92,800 | $83.1M | 1.45% |
| 15 | META PLATFORMS INC | META | 106,000 | $78.2M | 1.36% |
| 16 | LAM RESEARCH CORP | LRCX | 728,000 | $70.9M | 1.23% |
| 17 | CASEYS GEN STORES INC | 147528103 | 126,000 | $64.3M | 1.12% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 146,500 | $59.4M | 1.03% |
| 19 | SHERWIN WILLIAMS CO | SHW | 162,500 | $55.8M | 0.97% |
| 20 | MASTERCARD INCORPORATED | MA | 95,000 | $53.4M | 0.93% |
| 21 | UNITY SOFTWARE INC | U | 2,028,000 | $49.1M | 0.85% |
| 22 | DANAHER CORPORATION | 235851102 | 182,000 | $36.0M | 0.63% |
| 23 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 450,000 | $33.3M | 0.58% |
| 24 | UNITED AIRLS HLDGS INC | UNTCW | 406,000 | $32.3M | 0.56% |
| 25 | UNION PAC CORP | UNP | 126,500 | $29.1M | 0.51% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 172,500 | $27.5M | 0.48% |
| 27 | COUPANG INC | CPNG | 842,000 | $25.2M | 0.44% |
| 28 | FERGUSON ENTERPRISES INC | FERG | 112,000 | $24.4M | 0.42% |
| 29 | KENVUE INC | KVUE | 1,054,000 | $22.1M | 0.38% |
| 30 | AMERICAN EXPRESS CO | AXP | 65,500 | $20.9M | 0.36% |
| 31 | NETFLIX INC | NFLX | 15,400 | $20.6M | 0.36% |
| 32 | FERROVIAL SE | FER | 324,500 | $17.4M | 0.30% |
| 33 | UNITY SOFTWARE INC | U | 714,000 | $17.3M | 0.30% |
| 34 | CANADIAN PACIFIC KANSAS CITY | CP | 192,500 | $15.3M | 0.27% |
| 35 | DELTA AIR LINES INC DEL | DAL | 274,500 | $13.5M | 0.23% |
| 36 | SPOTIFY TECHNOLOGY S A | SPOT | 16,800 | $12.9M | 0.22% |
| 37 | REPUBLIC SVCS INC | 760759100 | 48,400 | $11.9M | 0.21% |
| 38 | PERIMETER SOLUTIONS INC | PRM | 614,500 | $8.6M | 0.15% |
| 39 | SHOPIFY INC | SHOP | 68,500 | $7.9M | 0.14% |
| 40 | APPLE INC | AAPL | 33,600 | $6.9M | 0.12% |
| 41 | MERCADOLIBRE INC | MELI | 2,520 | $6.6M | 0.11% |
| 42 | DEERE & CO | DE | 12,600 | $6.4M | 0.11% |
| 43 | LOUISIANA PAC CORP | LPX | 68,200 | $5.9M | 0.10% |
| 44 | WASTE MGMT INC DEL | 94106L109 | 25,200 | $5.8M | 0.10% |
| 45 | GRINDR INC | GRND | 254,000 | $5.8M | 0.10% |
| 46 | AXON ENTERPRISE INC | AXON | 6,300 | $5.2M | 0.09% |
| 47 | WALMART INC | WMT | 48,400 | $4.7M | 0.08% |
| 48 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 25,200 | $4.6M | 0.08% |
| 49 | COSTCO WHSL CORP NEW | 22160K105 | 4,400 | $4.4M | 0.08% |
| 50 | NATERA INC | NTRA | 25,200 | $4.3M | 0.07% |
| 51 | DOORDASH INC | DASH | 12,600 | $3.1M | 0.05% |
| 52 | QXO INC | QXO-PB | 126,500 | $2.7M | 0.05% |
| 53 | CORE & MAIN INC | CNM | 38,000 | $2.3M | 0.04% |
| 54 | HEICO CORP NEW | HEI-A | 8,400 | $2.2M | 0.04% |
| 55 | STERIS PLC | STE | 8,400 | $2.0M | 0.04% |
| 56 | SEA LTD | SE | 12,600 | $2.0M | 0.04% |
| 57 | LOAR HOLDINGS INC | LOAR | 21,000 | $1.8M | 0.03% |
| 58 | VIKING HOLDINGS LTD | VIK | 33,600 | $1.8M | 0.03% |
| 59 | COMFORT SYS USA INC | 199908104 | 2,520 | $1.4M | 0.02% |
| 60 | KNIFE RIVER CORP | KNF | 12,600 | $1.0M | 0.02% |