Universe · entity
Skye Global Management LP
Institutional manager (13F) · CIK 1675884
13F holdings · as of 2026-03-31 · top 44 · reported portfolio $4.6B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $2.0B | 9,752,000 |
| 2 | GE AEROSPACE | $341M | 1,202,000 |
| 3 | VISA INC | $287M | 950,000 |
| 4 | MICROSOFT CORP | $230M | 621,800 |
| 5 | S&P GLOBAL INC | $224M | 526,000 |
| 6 | MOODYS CORP | $161M | 368,000 |
| 7 | MARTIN MARIETTA MATLS INC | $158M | 268,000 |
| 8 | WASTE CONNECTIONS INC | $151M | 932,000 |
| 9 | TRANSDIGM GROUP INC | $137M | 118,000 |
| 10 | HILTON WORLDWIDE HLDGS INC | $128M | 420,000 |
| 11 | VULCAN MATLS CO | $99M | 364,000 |
| 12 | ALPHABET INC | $98M | 342,000 |
| 13 | THERMO FISHER SCIENTIFIC INC | $58M | 118,500 |
| 14 | SHERWIN WILLIAMS CO | $54M | 170,000 |
| 15 | FERGUSON ENTERPRISES INC | $49M | 210,000 |
| 16 | DANAHER CORP DEL | $47M | 248,000 |
| 17 | REPUBLIC SVCS INC | $44M | 200,500 |
| 18 | UNION PAC CORP | $37M | 154,000 |
| 19 | NETFLIX INC. | $35M | 362,000 |
| 20 | FERROVIAL SE | $31M | 472,000 |
| 21 | SPOTIFY TECHNOLOGY S A | $26M | 52,800 |
| 22 | DOORDASH INC | $22M | 148,000 |
| 23 | APPLE INC | $21M | 82,500 |
| 24 | AMERICAN EXPRESS CO | $20M | 65,500 |
| 25 | COUPANG INC | $17M | 894,000 |
| 26 | PERIMETER SOLUTIONS INC | $16M | 652,000 |
| 27 | WOODWARD INC | $14M | 40,000 |
| 28 | CANADIAN PACIFIC KANSAS CITY | $14M | 176,500 |
| 29 | KENVUE INC | $14M | 792,000 |
| 30 | WASTE MGMT INC DEL | $13M | 56,800 |
| 31 | SEA LTD | $11M | 128,500 |
| 32 | WORKDAY INC | $7M | 52,600 |
| 33 | TOAST INC | $7M | 248,000 |
| 34 | HEICO CORP NEW | $6M | 29,500 |
| 35 | CASEYS GEN STORES INC | $6M | 8,200 |
| 36 | COLGATE PALMOLIVE CO | $6M | 66,000 |
| 37 | MERCADOLIBRE INC | $5M | 2,740 |
| 38 | LOUISIANA PAC CORP | $5M | 62,000 |
| 39 | COSTCO WHOLESALE CORPORATION | $4M | 4,400 |
| 40 | SAP SE | $4M | 23,200 |
| 41 | MAPLEBEAR INC | $3M | 82,000 |
| 42 | VERISK ANALYTICS INC | $2M | 10,500 |
| 43 | PRIMO BRANDS CORPORATION | $1M | 63,200 |
| 44 | ZOOMINFO TECHNOLOGIES INC | $1M | 168,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.