Holdings of Skye Global Management LP
40 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.8 % of the equity sleeve
Sector breakdown
- Consumer discretionary 49.6 %
- Financials 15.6 %
- Industrials 11.5 %
- Materials 7.0 %
- Technology 5.9 %
- Communication 3.0 %
- Health care 2.4 %
- Consumer staples 0.8 %
- Unattributed 4.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- DE 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 39 | 4.4B $ | 99.91 % |
| 2 | DE | 1 | 4M $ | 0.09 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 9,752,000 | 2B $ | |
| 2 | General Electric Co | 1,202,000 | 341.1M $ | |
| 3 | Visa Inc | 950,000 | 287.1M $ | |
| 4 | Microsoft Corp | 621,800 | 230.2M $ | |
| 5 | S&P Global Inc | 526,000 | 223.7M $ | |
| 6 | Moody's Corp | 368,000 | 160.5M $ | |
| 7 | Martin Marietta Materials Inc | 268,000 | 157.8M $ | |
| 8 | TransDigm Group Inc | 118,000 | 136.8M $ | |
| 9 | Hilton Worldwide Holdings Inc | 420,000 | 127.7M $ | |
| 10 | Vulcan Materials Co | 364,000 | 99.1M $ | |
| 11 | Alphabet Inc | 342,000 | 98.3M $ | |
| 12 | Thermo Fisher Scientific Inc | 118,500 | 58.2M $ | |
| 13 | Sherwin-Williams Co/The | 170,000 | 54.5M $ | |
| 14 | Ferguson Enterprises Inc | 210,000 | 49M $ | |
| 15 | Danaher Corp | 248,000 | 47M $ | |
| 16 | Republic Services Inc | 200,500 | 43.9M $ | |
| 17 | Union Pacific Corp | 154,000 | 37.4M $ | |
| 18 | Netflix Inc | 362,000 | 34.8M $ | |
| 19 | DoorDash Inc | 148,000 | 22.2M $ | |
| 20 | Apple Inc | 82,500 | 20.9M $ | |
| 21 | American Express Co | 65,500 | 19.8M $ | |
| 22 | Coupang Inc | 894,000 | 16.9M $ | |
| 23 | Perimeter Solutions Inc | 652,000 | 15.9M $ | |
| 24 | Woodward Inc | 40,000 | 14.3M $ | |
| 25 | Kenvue Inc | 792,000 | 13.7M $ | |
| 26 | Waste Management Inc | 56,800 | 13.1M $ | |
| 27 | Sea Ltd | 128,500 | 10.6M $ | |
| 28 | Workday Inc | 52,600 | 6.8M $ | |
| 29 | Toast Inc | 248,000 | 6.6M $ | |
| 30 | HEICO Corp | 29,500 | 6.2M $ | |
| 31 | Casey's General Stores Inc | 8,200 | 6M $ | |
| 32 | Colgate-Palmolive Co | 66,000 | 5.6M $ | |
| 33 | MercadoLibre Inc | 2,740 | 4.7M $ | |
| 34 | Louisiana-Pacific Corp | 62,000 | 4.5M $ | |
| 35 | Costco Wholesale Corp | 4,400 | 4.4M $ | |
| 36 | SAP SE | 23,200 | 4M $ | |
| 37 | Maplebear Inc | 82,000 | 3.1M $ | |
| 38 | Verisk Analytics Inc | 10,500 | 2M $ | |
| 39 | Primo Brands Corp | 63,200 | 1.2M $ | |
| 40 | ZoomInfo Technologies Inc | 168,500 | 1M $ |