The Analysis of Skye Global Management LP's Holdings
Currently, Skye Global Management LP holds 45 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in AMZN (+952.0K shares, valued at $219.7M), N/A (+144.0K shares, valued at $45.1M), WCN (+209.5K shares, valued at $36.7M); decreased their positions in MSFT (-420.0K shares, valued at $203.1M), V (-262.0K shares, valued at $91.9M), CASY (-29.5K shares, valued at $16.3M); initiated new positions in N/A (+106.0K shares, valued at $28.8M), N/A (+25.2K shares, valued at $10.7M), BA (+38.0K shares, valued at $8.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC9.0M shares11.86%2025-12-312026-02-17
GE AEROSPACE GE AEROSPACE1.3M shares-1.72%2025-12-312026-02-17 MSFT MICROSOFT CORP592.0K shares-41.50%2025-12-312026-02-17 SPGI S&P GLOBAL INC436.5K shares7.51%2025-12-312026-02-17 V VISA INC562.0K shares-31.80%2025-12-312026-02-17 MCO MOODYS CORP346.5K shares6.78%2025-12-312026-02-17 MLM MARTIN MARIETTA MATLS INC274.0K shares0.74%2025-12-312026-02-17 TDG TRANSDIGM GROUP INC120.0K shares0.00%2025-12-312026-02-17 WCN WASTE CONNECTIONS INC892.0K shares30.70%2025-12-312026-02-17 VMC VULCAN MATLS CO438.0K shares0.00%2025-12-312026-02-17 HLT HILTON WORLDWIDE HLDGS INC432.5K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC342.0K shares72.73%2025-12-312026-02-17 META META PLATFORMS INC106.0K shares0.00%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC108.0K shares0.00%2025-12-312026-02-17 KVUE KENVUE INC3.4M shares130.35%2025-12-312026-02-17 CASY CASEYS GEN STORES INC96.5K shares-23.41%2025-12-312026-02-17 SHW SHERWIN WILLIAMS CO162.5K shares0.00%2025-12-312026-02-17 DHR DANAHER CORPORATION196.0K shares0.00%2025-12-312026-02-17 RSG REPUBLIC SVCS INC182.0K shares179.14%2025-12-312026-02-17 UNP UNION PAC CORP164.5K shares9.30%2025-12-312026-02-17 DASH DOORDASH INC142.0K shares273.68%2025-12-312026-02-17 APPLE INC APPLE INC106.0K sharesnew addition2025-12-312026-02-17 PG PROCTER AND GAMBLE CO183.3K shares6.26%2025-12-312026-02-17 NFLX NETFLIX INC274.0K shares1679.22%2025-12-312026-02-17 AXP AMERICAN EXPRESS CO65.5K shares0.00%2025-12-312026-02-17 FER FERROVIAL SE372.0K shares2.76%2025-12-312026-02-17 CPNG COUPANG INC842.0K shares0.00%2025-12-312026-02-17 SE SEA LTD120.0K shares376.19%2025-12-312026-02-17 LINDE PLC LINDE PLC25.2K sharesnew addition2025-12-312026-02-17 CL COLGATE PALMOLIVE CO128.5K shares-23.74%2025-12-312026-02-17 SPOT SPOTIFY TECHNOLOGY S A16.9K shares0.30%2025-12-312026-02-17 BA BOEING CO38.0K sharesnew addition2025-12-312026-02-17 LPX LOUISIANA PAC CORP81.0K shares5.47%2025-12-312026-02-17 HEI.A HEICO CORP NEW25.2K shares0.00%2025-12-312026-02-17 PRMB PRIMO BRANDS CORPORATION388.5K shares52.35%2025-12-312026-02-17 MELI MERCADOLIBRE INC2.9K shares16.67%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW4.4K shares0.00%2025-12-312026-02-17 CITIGROUP INC CITIGROUP INC31.5K sharesnew addition2025-12-312026-02-17 BAC BANK AMERICA CORP48.4K sharesnew addition2025-12-312026-02-17 QSR RESTAURANT BRANDS INTL INC31.8K shares-74.75%2025-12-312026-02-17 RL RALPH LAUREN CORP4.2K sharesnew addition2025-12-312026-02-17 MTN VAIL RESORTS INC10.2K shares-3.05%2025-12-312026-02-17 Call Option Holdings
Put Option Holdings
No put option holdings data available