§ 13F · FUND PROFILE
Skye Global Management LP.
AUM · $5.1B (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 9.67M | $2.3B | 44.8% | −1% |
| 2 | V | VISA INC | 1.39M | $477M | 9.3% | +47% |
| 3 | GE | GE AEROSPACE | 1.10M | $410M | 8.0% | −9% |
| 4 | MSFT | MICROSOFT CORP | 572K | $213M | 4.2% | −8% |
| 5 | SPGI | S&P GLOBAL INC | 487K | $198M | 3.9% | −8% |
| 6 | WCN | WASTE CONNECTIONS INC | 1.15M | $191M | 3.7% | +23% |
| 7 | TDG | TRANSDIGM GROUP INC | 120K | $160M | 3.1% | +2% |
| 8 | MLM | MARTIN MARIETTA MATLS INC | 252K | $145M | 2.8% | −6% |
| 9 | MCO | MOODYS CORP | 312K | $141M | 2.7% | −15% |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | 382K | $126M | 2.5% | −9% |
§ 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 $5.1 billion in assets. The fund runs a portfolio of 30 positions.
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