13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000475
Total Value
$5.42B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 8,976,000 | $2.07B | 38.22% |
| 2 | GE AEROSPACE | 369604301 | 1,260,000 | $388.1M | 7.16% |
| 3 | MICROSOFT CORP | MSFT | 592,000 | $286.3M | 5.28% |
| 4 | AMAZON COM INC | AMZN | 1,094,000 | $252.5M | 4.66% |
| 5 | S&P GLOBAL INC | SPGI | 436,500 | $228.1M | 4.21% |
| 6 | SPDR S&P 500 ETF TR | SPY | 321,300 | $219.1M | 4.04% |
| 7 | VISA INC | V | 562,000 | $197.1M | 3.64% |
| 8 | MOODYS CORP | MCO | 346,500 | $177.0M | 3.27% |
| 9 | MARTIN MARIETTA MATLS INC | 573284106 | 274,000 | $170.6M | 3.15% |
| 10 | TRANSDIGM GROUP INC | TDG | 120,000 | $159.6M | 2.94% |
| 11 | WASTE CONNECTIONS INC | WCN | 892,000 | $156.4M | 2.89% |
| 12 | VULCAN MATLS CO | 929160109 | 438,000 | $124.9M | 2.30% |
| 13 | HILTON WORLDWIDE HLDGS INC | HLT | 432,500 | $124.2M | 2.29% |
| 14 | ALPHABET INC | GOOG | 342,000 | $107.0M | 1.97% |
| 15 | META PLATFORMS INC | META | 106,000 | $70.0M | 1.29% |
| 16 | THERMO FISHER SCIENTIFIC INC | TMO | 108,000 | $62.6M | 1.15% |
| 17 | KENVUE INC | KVUE | 3,400,000 | $58.6M | 1.08% |
| 18 | CASEYS GEN STORES INC | 147528103 | 96,500 | $53.3M | 0.98% |
| 19 | SHERWIN WILLIAMS CO | SHW | 162,500 | $52.7M | 0.97% |
| 20 | DANAHER CORPORATION | 235851102 | 196,000 | $44.9M | 0.83% |
| 21 | REPUBLIC SVCS INC | 760759100 | 182,000 | $38.6M | 0.71% |
| 22 | UNION PAC CORP | UNP | 164,500 | $38.1M | 0.70% |
| 23 | DOORDASH INC | DASH | 142,000 | $32.2M | 0.59% |
| 24 | FERGUSON ENTERPRISES INC | FERG | 132,000 | $29.4M | 0.54% |
| 25 | APPLE INC | AAPL | 106,000 | $28.8M | 0.53% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 183,300 | $26.3M | 0.48% |
| 27 | NETFLIX INC | NFLX | 274,000 | $25.7M | 0.47% |
| 28 | AMERICAN EXPRESS CO | AXP | 65,500 | $24.2M | 0.45% |
| 29 | FERROVIAL SE | FER | 372,000 | $24.0M | 0.44% |
| 30 | COUPANG INC | CPNG | 842,000 | $19.9M | 0.37% |
| 31 | PERIMETER SOLUTIONS INC | PRM | 712,000 | $19.6M | 0.36% |
| 32 | SEA LTD | SE | 120,000 | $15.3M | 0.28% |
| 33 | CANADIAN PACIFIC KANSAS CITY | CP | 192,500 | $14.2M | 0.26% |
| 34 | LINDE PLC | LIN | 25,200 | $10.7M | 0.20% |
| 35 | COLGATE PALMOLIVE CO | CL | 128,500 | $10.2M | 0.19% |
| 36 | SPOTIFY TECHNOLOGY S A | SPOT | 16,850 | $9.8M | 0.18% |
| 37 | BOEING CO | BA-PA | 38,000 | $8.3M | 0.15% |
| 38 | LOUISIANA PAC CORP | LPX | 81,000 | $6.5M | 0.12% |
| 39 | HEICO CORP NEW | HEI-A | 25,200 | $6.4M | 0.12% |
| 40 | PRIMO BRANDS CORPORATION | PRMB | 388,500 | $6.4M | 0.12% |
| 41 | MERCADOLIBRE INC | MELI | 2,940 | $5.9M | 0.11% |
| 42 | COSTCO WHSL CORP NEW | 22160K105 | 4,400 | $3.8M | 0.07% |
| 43 | CITIGROUP INC | C-PR | 31,500 | $3.7M | 0.07% |
| 44 | BANK AMERICA CORP | 060505104 | 48,400 | $2.7M | 0.05% |
| 45 | RESTAURANT BRANDS INTL INC | 76131D103 | 31,815 | $2.2M | 0.04% |
| 46 | RALPH LAUREN CORP | RL | 4,200 | $1.5M | 0.03% |
| 47 | VAIL RESORTS INC | MTN | 10,180 | $1.4M | 0.02% |