13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003246
Total Value
$5.00B
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 8,024,000 | $1.76B | 35.26% |
| 2 | MICROSOFT CORP | MSFT | 1,012,000 | $524.2M | 10.49% |
| 3 | GE AEROSPACE | 369604301 | 1,282,000 | $385.7M | 7.72% |
| 4 | VISA INC | V | 824,000 | $281.3M | 5.63% |
| 5 | S&P GLOBAL INC | SPGI | 406,000 | $197.6M | 3.95% |
| 6 | MARTIN MARIETTA MATLS INC | 573284106 | 272,000 | $171.4M | 3.43% |
| 7 | TRANSDIGM GROUP INC | TDG | 120,000 | $158.2M | 3.17% |
| 8 | MOODYS CORP | MCO | 324,500 | $154.6M | 3.09% |
| 9 | VULCAN MATLS CO | 929160109 | 438,000 | $134.7M | 2.70% |
| 10 | WASTE CONNECTIONS INC | WCN | 682,500 | $120.0M | 2.40% |
| 11 | HILTON WORLDWIDE HLDGS INC | HLT | 432,500 | $112.2M | 2.25% |
| 12 | META PLATFORMS INC | META | 106,000 | $77.8M | 1.56% |
| 13 | CASEYS GEN STORES INC | 147528103 | 126,000 | $71.2M | 1.43% |
| 14 | SHERWIN WILLIAMS CO | SHW | 162,500 | $56.3M | 1.13% |
| 15 | MASTERCARD INCORPORATED | MA | 95,000 | $54.0M | 1.08% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 108,000 | $52.4M | 1.05% |
| 17 | ALPHABET INC | GOOG | 198,000 | $48.1M | 0.96% |
| 18 | LAM RESEARCH CORP | LRCX | 342,000 | $45.8M | 0.92% |
| 19 | KLA CORP | KLAC | 38,000 | $41.0M | 0.82% |
| 20 | DANAHER CORPORATION | 235851102 | 196,000 | $38.9M | 0.78% |
| 21 | CHIPOTLE MEXICAN GRILL INC | CMG | 948,000 | $37.2M | 0.74% |
| 22 | UNION PAC CORP | UNP | 150,500 | $35.6M | 0.71% |
| 23 | FERGUSON ENTERPRISES INC | FERG | 128,000 | $28.7M | 0.58% |
| 24 | AMAZON COM INC | AMZN | 126,000 | $27.7M | 0.55% |
| 25 | COUPANG INC | CPNG | 842,000 | $27.1M | 0.54% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 172,500 | $26.5M | 0.53% |
| 27 | KENVUE INC | KVUE | 1,476,000 | $24.0M | 0.48% |
| 28 | APPLE INC | AAPL | 90,800 | $23.1M | 0.46% |
| 29 | AMERICAN EXPRESS CO | AXP | 65,500 | $21.8M | 0.44% |
| 30 | FERROVIAL SE | FER | 362,000 | $21.2M | 0.42% |
| 31 | NETFLIX INC | NFLX | 15,400 | $18.5M | 0.37% |
| 32 | PERIMETER SOLUTIONS INC | PRM | 712,000 | $15.9M | 0.32% |
| 33 | SHOPIFY INC | SHOP | 102,000 | $15.2M | 0.30% |
| 34 | REPUBLIC SVCS INC | 760759100 | 65,200 | $15.0M | 0.30% |
| 35 | CANADIAN PACIFIC KANSAS CITY | CP | 192,500 | $14.3M | 0.29% |
| 36 | COLGATE PALMOLIVE CO | CL | 168,500 | $13.5M | 0.27% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 37,800 | $13.1M | 0.26% |
| 38 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 170,000 | $12.8M | 0.26% |
| 39 | SPOTIFY TECHNOLOGY S A | SPOT | 16,800 | $11.7M | 0.23% |
| 40 | DOORDASH INC | DASH | 38,000 | $10.3M | 0.21% |
| 41 | RESTAURANT BRANDS INTL INC | 76131D103 | 126,000 | $8.1M | 0.16% |
| 42 | WALMART INC | WMT | 76,000 | $7.8M | 0.16% |
| 43 | CLEAN HARBORS INC | CLH | 33,600 | $7.8M | 0.16% |
| 44 | LOUISIANA PAC CORP | LPX | 76,800 | $6.8M | 0.14% |
| 45 | HEICO CORP NEW | HEI-A | 25,200 | $6.4M | 0.13% |
| 46 | MERCADOLIBRE INC | MELI | 2,520 | $5.9M | 0.12% |
| 47 | PRIMO BRANDS CORPORATION | PRMB | 255,000 | $5.6M | 0.11% |
| 48 | LYFT INC | LYFT | 252,000 | $5.5M | 0.11% |
| 49 | AURORA INNOVATION INC | AUROW | 840,000 | $4.5M | 0.09% |
| 50 | AXON ENTERPRISE INC | AXON | 6,300 | $4.5M | 0.09% |
| 51 | SEA LTD | SE | 25,200 | $4.5M | 0.09% |
| 52 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 25,200 | $4.2M | 0.08% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 4,400 | $4.1M | 0.08% |
| 54 | DEERE & CO | DE | 8,400 | $3.8M | 0.08% |
| 55 | JPMORGAN CHASE & CO. | VYLD | 10,500 | $3.3M | 0.07% |
| 56 | QXO INC | QXO-PB | 126,500 | $2.4M | 0.05% |
| 57 | SPDR S&P 500 ETF TR | SPY | 3,500 | $2.3M | 0.05% |
| 58 | COMFORT SYS USA INC | 199908104 | 2,520 | $2.1M | 0.04% |
| 59 | LOAR HOLDINGS INC | LOAR | 21,000 | $1.7M | 0.03% |
| 60 | VAIL RESORTS INC | MTN | 10,500 | $1.6M | 0.03% |
| 61 | INSTALLED BLDG PRODS INC | 45780R101 | 6,300 | $1.6M | 0.03% |
| 62 | TRACTOR SUPPLY CO | TSCO | 16,800 | $955,416 | 0.02% |
| 63 | SELECT SECTOR SPDR TR | 81369Y795 | 2,000 | $308,460 | 0.01% |
| 64 | VERTIV HOLDINGS CO | VRT | 1,500 | $226,290 | 0.00% |
| 65 | PALANTIR TECHNOLOGIES INC | PLTR | 1,000 | $182,420 | 0.00% |
| 66 | COINBASE GLOBAL INC | COIN | 500 | $168,745 | 0.00% |
| 67 | STRATEGY INC | STRK | 500 | $161,105 | 0.00% |
| 68 | COREWEAVE INC | CRWV | 500 | $68,425 | 0.00% |
| 69 | SOLARIS ENERGY INFRAS INC | SEI | 1,000 | $39,970 | 0.00% |
| 70 | GEMINI SPACE STA INC | GEMI | 200 | $4,792 | 0.00% |