Skye Global Management LP reported 30 positions worth $5.14B for the quarter ended Jun 30, 2026, up 10.7% on the prior quarter. It opened 0 new positions, added to 14, trimmed 15 and exited 14. Its largest holding is Amazon Com Inc at 44.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| V Visa Inc. | +441.7K | +46.5% | $151.55M | 9.29% |
| WCN Waste Connections, Inc. | +216.0K | +23.2% | $36.01M | 3.72% |
| DHR Danaher Corp | +178.0K | +71.8% | $33.91M | 1.58% |
| TMO Thermo Fisher Scientific Inc. | +32.0K | +27.0% | $16.04M | 1.47% |
| FER Ferrovial N.V. | +184.0K | +39.0% | $12.62M | 0.876% |
| FERG Ferguson Enterprises Inc. | +38.0K | +18.1% | $9.02M | 1.14% |
| RSG Republic Services, Inc. | +40.0K | +20.0% | $8.52M | 0.997% |
| MELI Mercadolibre Inc | +3,460 | +126.3% | $5.87M | 0.205% |
| DASH DoorDash, Inc. | +30.0K | +20.3% | $5.54M | 0.639% |
| TDG TransDigm Group INC | +2,000 | +1.7% | $2.66M | 3.11% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GE General Electric Co | -104.0K | -8.7% | $38.87M | 7.98% |
| MCO Moodys Corp | -56.0K | -15.2% | $25.36M | 2.75% |
| AAPL Apple Inc. | -82.5K | -100.0% | $20.94M | Exited |
| AXP American Express Co | -65.5K | -100.0% | $19.81M | Exited |
| AMZN Amazon Com Inc | -80.0K | -0.8% | $19.07M | 44.84% |
| MSFT Microsoft Corp | -49.8K | -8.0% | $18.58M | 4.15% |
| VMC Vulcan Materials CO | -55.5K | -15.2% | $16.37M | 1.77% |
| SPGI S&P Global Inc. | -39.5K | -7.5% | $16.09M | 3.85% |
| PRM Perimeter Solutions, Inc. | -652.0K | -100.0% | $15.92M | Exited |
| WWD Woodward, Inc. | -40.0K | -100.0% | $14.32M | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| AAPL Apple Inc. | -82.5K | $20.94M | 0.451% |
| AXP American Express Co | -65.5K | $19.81M | 0.427% |
| PRM Perimeter Solutions, Inc. | -652.0K | $15.92M | 0.343% |
| WWD Woodward, Inc. | -40.0K | $14.32M | 0.308% |
| WM Waste Management Inc | -56.8K | $13.05M | 0.281% |
| WDAY Workday, Inc. | -52.6K | $6.83M | 0.147% |
| TOST Toast, Inc. | -248.0K | $6.57M | 0.142% |
| HEI-A Heico Corp | -29.5K | $6.23M | 0.134% |
| CASY Caseys General Stores Inc | -8,200 | $5.97M | 0.129% |
| SAP Sap Se | -23.2K | $3.97M | 0.086% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 9.67M | $2.31B | 44.84% | -80.0K | -0.8% | Reduced | 0.09% |
| 2 | V Visa Inc. | Financial Services | 1.39M | $477.48M | 9.29% | +441.7K | +46.5% | Added | 0.08% |
| 3 | GE General Electric Co | Industrials | 1.10M | $410.36M | 7.98% | -104.0K | -8.7% | Reduced | 0.11% |
| 4 | MSFT Microsoft Corp | Technology | 572.0K | $213.37M | 4.15% | -49.8K | -8.0% | Reduced | 0.01% |
| 5 | SPGI S&P Global Inc. | Financial Services | 486.5K | $198.13M | 3.85% | -39.5K | -7.5% | Reduced | 0.16% |
| 6 | WCN Waste Connections, Inc. | Industrials | 1.15M | $191.36M | 3.72% | +216.0K | +23.2% | Added | 0.45% |
| 7 | TDG TransDigm Group INC | Industrials | 120.0K | $159.84M | 3.11% | +2,000 | +1.7% | Added | 0.21% |
| 8 | MLM Martin Marietta Materials Inc | Basic Materials | 252.0K | $145.33M | 2.83% | -16.0K | -6.0% | Reduced | 0.42% |
| 9 | MCO Moodys Corp | Financial Services | 312.0K | $141.31M | 2.75% | -56.0K | -15.2% | Reduced | 0.18% |
| 10 | HLT Hilton Worldwide Holdings Inc. | Consumer Discretionary | 382.0K | $126.24M | 2.46% | -38.0K | -9.0% | Reduced | 0.17% |
| 11 | GOOGL Alphabet Inc. | Technology | 320.0K | $114.36M | 2.22% | -22.0K | -6.4% | Reduced | 0% |
| 12 | VMC Vulcan Materials CO | Basic Materials | 308.5K | $91.01M | 1.77% | -55.5K | -15.2% | Reduced | 0.24% |
| 13 | DHR Danaher Corp | Healthcare | 426.0K | $81.14M | 1.58% | +178.0K | +71.8% | Added | 0.06% |
| 14 | TMO Thermo Fisher Scientific Inc. | Healthcare | 150.5K | $75.45M | 1.47% | +32.0K | +27.0% | Added | 0.04% |
| 15 | FERG Ferguson Enterprises Inc. | Industrials | 248.0K | $58.86M | 1.14% | +38.0K | +18.1% | Added | 0.13% |
Tip. Select a row to see that position’s full history at Skye Global Management.
As of its Q2 2026 13F filing, Skye Global Management LP’s five largest positions were Amazon Com Inc (AMZN) at 44.8%, Visa Inc. (V) at 9.3%, General Electric Co (GE) at 8.0%, Microsoft Corp (MSFT) at 4.2%, S&P Global Inc. (SPGI) at 3.9% of the reported portfolio.
Skye Global Management LP reported a 13F portfolio worth $5.14B across 30 positions for Q2 2026. That is up 10.7% from the previous quarter.
Its largest purchases by value were Visa Inc. ($151.55M), Waste Connections, Inc. ($36.01M), Danaher Corp ($33.91M). It opened 0 new positions.
Its largest sales by value were General Electric Co ($38.87M), Moodys Corp ($25.36M), Apple Inc. ($20.94M). It exited 14 positions entirely.
From the Form 13F-HR reports Skye Global Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.