Skye Global Management LP
Top Portfolio Positions
43 positions ·
$4,637,126,854 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,752,000 | $2,031,049,040 | 43.80% | |
| GE |
General Electric Co
Industrials
|
1,202,000 | $341,091,540 | 7.36% | |
| V |
Visa Inc.
Financial Services
|
950,000 | $287,128,000 | 6.19% | |
| MSFT |
Microsoft Corp
Technology
|
621,800 | $230,171,706 | 4.96% | |
| SPGI |
S&P Global Inc.
Financial Services
|
526,000 | $223,728,840 | 4.82% | |
| MCO |
Moodys Corp /De/
Financial Services
|
368,000 | $160,540,000 | 3.46% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
268,000 | $157,766,240 | 3.40% | |
| WCN |
Waste Connections, Inc.
Industrials
|
932,000 | $151,394,080 | 3.26% | |
| TDG |
TransDigm Group INC
Industrials
|
118,000 | $136,757,280 | 2.95% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
420,000 | $127,713,600 | 2.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CASY
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,968,452 | 8,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,336,515 | 96,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,230,320 | 126,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $64,294,020 | 126,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,689,040 | 126,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,764,755 | 168,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,092,635 | 218,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $87,186,460 | 228,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,505,062 | 61,250 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||