Q1 2025 · 13F-HR
Skye Global Management LPholdings as filed
Filed 2025-05-15 · accession 0001420506-25-001164
$3.76B
Reported value
52
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $1.19B | 31.6% | 6,254,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $379.9M | 10.1% | 1,012,000 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $256.6M | 6.82% | 1,282,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $241.7M | 6.42% | 1,456,000 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $152.2M | 4.04% | 110,000 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $142.7M | 3.79% | 298,500 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $119.9M | 3.19% | 236,000 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $116.2M | 3.09% | 498,000 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $115.6M | 3.07% | 592,000 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $109.9M | 2.92% | 236,000 | Common | SOLE |
| 92826C839 | V | VISA INC | $102.3M | 2.72% | 292,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $98.4M | 2.62% | 432,500 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $91.4M | 2.43% | 134,500 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $72.8M | 1.94% | 1,002,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $54.8M | 1.46% | 95,000 | Common | SOLE |
| 147528103 | CASY | CASEYS GEN STORES INC | $54.7M | 1.45% | 126,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $47.3M | 1.26% | 95,000 | Common | SOLE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $37.0M | 0.98% | 106,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $33.7M | 0.90% | 164,500 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $33.6M | 0.89% | 416,500 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $31.2M | 0.83% | 16,000 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $26.2M | 0.70% | 154,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $25.0M | 0.66% | 172,000 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $24.7M | 0.66% | 358,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $24.6M | 0.65% | 1,120,000 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $20.7M | 0.55% | 346,500 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $16.7M | 0.44% | 104,000 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $15.7M | 0.42% | 654,000 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $15.5M | 0.41% | 65,500 | Common | SOLE |
| N3168P101 | FER | FERROVIAL SE | $12.3M | 0.33% | 274,000 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $11.1M | 0.29% | 254,000 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $10.0M | 0.27% | 136,500 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $9.8M | 0.26% | 10,500 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $9.7M | 0.26% | 80,000 | Common | SOLE |
| 39854F101 | GRND | GRINDR INC | $9.5M | 0.25% | 532,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $6.9M | 0.18% | 12,600 | Common | SOLE |
| 760759100 | RSG | REPUBLIC SVCS INC | $6.1M | 0.16% | 25,200 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $6.0M | 0.16% | 65,000 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $4.6M | 0.12% | 160,000 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4.2M | 0.11% | 4,400 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $3.4M | 0.09% | 6,400 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $3.2M | 0.09% | 33,600 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $2.5M | 0.07% | 5,250 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.3M | 0.06% | 10,500 | Common | SOLE |
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $1.9M | 0.05% | 52,500 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $1.6M | 0.04% | 5,040 | Common | SOLE |
| 53947R105 | LOAR | LOAR HOLDINGS INC | $1.5M | 0.04% | 21,000 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $1.4M | 0.04% | 8,400 | Common | SOLE |
| 446413106 | HII | HUNTINGTON INGALLS INDS INC | $1.3M | 0.03% | 6,300 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $1.3M | 0.03% | 25,200 | Common | SOLE |
| 71385M107 | PRM | PERIMETER SOLUTIONS INC | $1.1M | 0.03% | 105,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $341,208 | 0.01% | 25,200 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.