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 MCO
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $160,540,000 | 368,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $177,009,525 | 346,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $154,617,760 | 324,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $118,375,240 | 236,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $109,902,840 | 236,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,153,340 | 182,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $94,206,115 | 198,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $114,946,722 | 273,078 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $118,891,575 | 302,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $65,809,360 | 168,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $83,468,880 | 264,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $96,666,160 | 278,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $70,384,600 | 230,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $68,401,210 | 245,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,031,925 | 267,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,764,055 | 131,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $44,538,120 | 132,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,209,070 | 41,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,178,914 | 17,400 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $28,443,520 | 98,000 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $1,607,400 | 7,600 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||