§ 13F · FUND PROFILE
Skye Global Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.0B (13F)Positions · 70Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$168M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 9.75M | $2.0B | 40.6% | +9% |
| 2 | GE | GE AEROSPACE | 1.20M | $341M | 6.8% | −5% |
| 3 | V | VISA INC | 950K | $287M | 5.7% | +69% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 399K | $259M | 5.2% | +24% |
| 5 | MSFT | MICROSOFT CORP | 622K | $230M | 4.6% | +5% |
| 6 | SPGI | S&P GLOBAL INC | 526K | $224M | 4.5% | +21% |
| 7 | MCO | MOODYS CORP | 368K | $161M | 3.2% | +6% |
| 8 | MLM | MARTIN MARIETTA MATLS INC | 268K | $158M | 3.2% | −2% |
| 9 | WCN | WASTE CONNECTIONS INC | 932K | $151M | 3.0% | +4% |
| 10 | TDG | TRANSDIGM GROUP INC | 118K | $137M | 2.7% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SKYE SIGNAL
AC read
Skye Global Management LP is a Other fund managing $5.0 billion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed