EdgeMarket › What Skye Global Management Lp reported owning
What Skye Global Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.0BPositions
47Quarter
2026-03-31Shown below
44largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 2.0B | 40.6% | 9.8M | 258.63 | +15.6% |
| GE GENERAL ELECTRIC CO | 341.1M | 6.8% | 1.2M | 348.37 | +30.7% |
| V VISA INC. | 287.1M | 5.7% | 950.0K | 371.04 | +7.9% |
| MSFT MICROSOFT CORP | 230.2M | 4.6% | 621.8K | 483.24 | -4.4% |
| SPGI S&P Global Inc. | 223.7M | 4.5% | 526.0K | 431.29 | -22.6% |
| MCO MOODYS CORP /DE/ | 160.5M | 3.2% | 368.0K | 503.32 | -2.3% |
| MLM MARTIN MARIETTA MATERIALS INC | 157.8M | 3.2% | 268.0K | 534.92 | -10.9% |
| WCN Waste Connections, Inc. | 151.4M | 3.0% | 932.0K | 169.40 | -8.8% |
| TDG TransDigm Group INC | 136.8M | 2.7% | 118.0K | 1,200.35 | -14.4% |
| HLT Hilton Worldwide Holdings Inc. | 127.7M | 2.6% | 420.0K | 326.63 | +21.0% |
| VMC Vulcan Materials CO | 99.1M | 2.0% | 364.0K | 276.04 | -3.6% |
| GOOGL Alphabet Inc. | 98.3M | 2.0% | 342.0K | 344.82 | +73.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 58.2M | 1.2% | 118.5K | 629.27 | +27.2% |
| SHW SHERWIN WILLIAMS CO | 54.5M | 1.1% | 170.0K | 346.59 | -5.6% |
| FERG Ferguson Enterprises Inc. /DE/ | 49.0M | 1.0% | 210.0K | 242.24 | +5.1% |
| DHR DANAHER CORP /DE/ | 47.0M | 0.9% | 248.0K | 218.85 | +3.5% |
| RSG REPUBLIC SERVICES, INC. | 43.9M | 0.9% | 200.5K | 220.67 | -6.5% |
| UNP UNION PACIFIC CORP | 37.4M | 0.7% | 154.0K | 308.05 | +36.5% |
| NFLX NETFLIX INC | 34.8M | 0.7% | 362.0K | 79.59 | -34.4% |
| FER Ferrovial N.V. | 30.7M | 0.6% | 472.0K | 62.84 | +13.4% |
| SPOT Spotify Technology S.A. | 25.6M | 0.5% | 52.8K | 533.72 | -24.2% |
| DASH DoorDash, Inc. | 22.2M | 0.4% | 148.0K | 223.49 | -8.3% |
| AAPL Apple Inc. | 20.9M | 0.4% | 82.5K | 309.35 | +36.9% |
| AXP AMERICAN EXPRESS CO | 19.8M | 0.4% | 65.5K | 336.00 | +8.9% |
| CPNG Coupang, Inc. | 16.9M | 0.3% | 894.0K | 16.45 | -43.0% |
| PRM Perimeter Solutions, Inc. | 15.9M | 0.3% | 652.0K | 31.44 | +70.7% |
| WWD Woodward, Inc. | 14.3M | 0.3% | 40.0K | 343.26 | +39.4% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 13.9M | 0.3% | 176.5K | 96.69 | +30.2% |
| KVUE Kenvue Inc. | 13.7M | 0.3% | 792.0K | 19.06 | -11.9% |
| WM WASTE MANAGEMENT INC | 13.1M | 0.3% | 56.8K | 224.06 | -2.6% |
| SE Sea Ltd | 10.6M | 0.2% | 128.5K | 117.53 | -34.2% |
| WDAY Workday, Inc. | 6.8M | 0.1% | 52.6K | 200.01 | -12.1% |
| TOST Toast, Inc. | 6.6M | 0.1% | 248.0K | 36.64 | -13.6% |
| unmapped CUSIP 422806208 | 6.2M | 0.1% | 29.5K | — | — |
| CASY CASEYS GENERAL STORES INC | 6.0M | 0.1% | 8.2K | 835.74 | +62.8% |
| CL COLGATE PALMOLIVE CO | 5.6M | 0.1% | 66.0K | 91.08 | +5.8% |
| MELI MERCADOLIBRE INC | 4.7M | 0.1% | 2.7K | 1,922.73 | -17.7% |
| LPX LOUISIANA-PACIFIC CORP | 4.5M | 0.1% | 62.0K | 73.18 | -21.2% |
| COST COSTCO WHOLESALE CORP /NEW | 4.4M | 0.1% | 4.4K | 947.74 | -4.7% |
| SAP SAP SE | 4.0M | 0.1% | 23.2K | 218.68 | -19.8% |
| CART Maplebear Inc. | 3.1M | 0.1% | 82.0K | 49.83 | +9.5% |
| VRSK Verisk Analytics, Inc. | 2.0M | 0.0% | 10.5K | 187.50 | -30.8% |
| PRMB Primo Brands Corp | 1.2M | 0.0% | 63.2K | 23.12 | -7.8% |
| GTM ZoomInfo Technologies Inc. | 1.0M | 0.0% | 168.5K | 3.97 | -60.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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