Back to Skye Global Management LP
Q2 2026 13F filing
Updated 27 days ago30 disclosed positions worth $5.1B
Portfolio value
$5.1B
Total holdings
30
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | N NFLX NETFLIX INC. | $27.3M | 382.0K | 0.53% | — |
| 22 | S SPOT SPOTIFY TECHNOLOGY S A | $25.2M | 54.8K | 0.49% | — |
| 23 | C CPNG COUPANG INC | $15M | 862.0K | 0.29% | — |
| 24 | S SE SEA LTD | $13M | 136.0K | 0.25% | — |
| 25 | C CP CANADIAN PACIFIC KANSAS CITY | $12.3M | 142.0K | 0.24% | — |
| 26 | M MELI MERCADOLIBRE INC | $10.5M | 6.2K | 0.20% | — |
| 27 | K KVUE KENVUE INC | $8.7M | 456.0K | 0.17% | — |
| 28 | C CL COLGATE PALMOLIVE CO | $7.6M | 82.5K | 0.15% | — |
| 29 | L LPX LOUISIANA PAC CORP | $4.7M | 60.0K | 0.09% | — |
| 30 | C COST COSTCO WHOLESALE CORPORATION | $4.1M | 4.4K | 0.08% | — |