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 |
|---|---|---|---|---|
| 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
Holdings in MLM
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $157,766,240 | 268,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $170,608,840 | 274,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $171,436,160 | 272,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $157,277,040 | 286,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $142,721,805 | 298,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $132,482,250 | 256,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $74,547,625 | 138,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,782,100 | 84,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $30,083,060 | 49,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,157,178 | 16,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,379,212 | 3,360 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,551,278 | 3,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,704,288 | 4,800 | Shares | Sole | 2023-05-15 | |
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