§ 13F · FUND PROFILE
Skye Global Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4997.0T (13F)Positions · 70Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$274.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 8.98M | $2071.8T | 38.2% | +12% |
| 2 | GE | GE AEROSPACE | 1.26M | $388.1T | 7.2% | −2% |
| 3 | MSFT | MICROSOFT CORP | 592K | $286.3T | 5.3% | −42% |
| 4 | AMZN | AMAZON COM INC | 1.09M | $252.5T | 4.7% | +768% |
| 5 | SPGI | S&P GLOBAL INC | 437K | $228.1T | 4.2% | +8% |
| 6 | SPY | SPDR S&P 500 ETF TR | 321K | $219.1T | 4.0% | NEW |
| 7 | V | VISA INC | 562K | $197.1T | 3.6% | −32% |
| 8 | MCO | MOODYS CORP | 347K | $177.0T | 3.3% | +7% |
| 9 | MLM | MARTIN MARIETTA MATLS INC | 274K | $170.6T | 3.1% | +1% |
| 10 | TDG | TRANSDIGM GROUP INC | 120K | $159.6T | 2.9% | ±0% |
§ 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 $4997023.9 trillion in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed