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Skye Global Management LP
hedge fundUpdated 27 days agoManaged by Skye Global Management Lp • Latest filing Q2 2026
Portfolio value
$5.1B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $3.1B |
| Q2 2023 | $3.6B |
| Q3 2023 | $3.5B |
| Q4 2023 | $3.5B |
| Q1 2024 | $4.2B |
| Q2 2024 | $4.4B |
| Q3 2024 | $4.1B |
| Q4 2024 | $4.8B |
| Q1 2025 | $3.8B |
| Q2 2025 | $5.7B |
| Q3 2025 | $5B |
| Q4 2025 | $5.4B |
| Q1 2026 | $5B |
| Q2 2026 | $5.1B |
Top holdings
30 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $2.3B | 9.67M | 44.84% | — |
| 2 | V V VISA INC | $477.5M | 1.39M | 9.29% | — |
| 3 | G GE GE AEROSPACE | $410.4M | 1.10M | 7.98% | — |
| 4 | M MSFT MICROSOFT CORP | $213.4M | 572.0K | 4.15% | — |
| 5 | S SPGI S&P GLOBAL INC | $198.1M | 486.5K | 3.85% | — |
| 6 | W WCN WASTE CONNECTIONS INC | $191.4M | 1.15M | 3.72% | — |
| 7 | T TDG TRANSDIGM GROUP INC | $159.8M | 120.0K | 3.11% | — |
| 8 | M MLM MARTIN MARIETTA MATLS INC | $145.3M | 252.0K | 2.83% | — |
| 9 | M MCO MOODYS CORP | $141.3M | 312.0K | 2.75% | — |
| 10 | H HLT HILTON WORLDWIDE HLDGS INC | $126.2M | 382.0K | 2.46% | — |
| 11 | G GOOGN ALPHABET INC | $114.4M | 320.0K | 2.22% | — |
| 12 | V VMC VULCAN MATLS CO | $91M | 308.5K | 1.77% | — |
| 13 | D DHR DANAHER CORP DEL | $81.1M | 426.0K | 1.58% | — |
| 14 | T TMO THERMO FISHER SCIENTIFIC INC | $75.5M | 150.5K | 1.47% | — |
| 15 | F FERG FERGUSON ENTERPRISES INC | $58.9M | 248.0K | 1.14% | — |
| 16 | S SHW SHERWIN WILLIAMS CO | $55.3M | 160.5K | 1.07% | — |
| 17 | R RSG REPUBLIC SVCS INC | $51.2M | 240.5K | 1.00% | — |
| 18 | F FER FERROVIAL NV | $45M | 656.0K | 0.88% | — |
| 19 | U UNP UNION PAC CORP | $38.6M | 142.0K | 0.75% | — |
| 20 | D DASH DOORDASH INC | $32.8M | 178.0K | 0.64% | — |