Skye Global Management Lp Top Holdings and 13F Report (2024) About Skye Global Management LpInvestment ActivitySkye Global Management Lp has $4.14 billion in total holdings as of September 30, 2024.Skye Global Management Lp owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.10% of the portfolio was purchased this quarter.About 14.91% of the portfolio was sold this quarter.This quarter, Skye Global Management Lp has purchased 34 new stocks and bought additional shares in 11 stocks.Skye Global Management Lp sold shares of 15 stocks and completely divested from 7 stocks this quarter.Largest Holdings Amazon.com $2,220,712,430General Electric $284,378,640Microsoft $255,598,200TransDigm Group $159,838,560Union Pacific $146,902,080 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $19,062,720 HoldingMeta Platforms $18,890,520 HoldingCoupang $15,024,600 HoldingDelta Air Lines $2,133,180 HoldingUnited Airlines $1,797,390 Holding Largest Purchases this Quarter Amazon.com 560,454 shares (about $104.43M)Martin Marietta Materials 54,000 shares (about $29.07M)Vulcan Materials 80,000 shares (about $20.03M)FERGUSON ENTERPRISES INC 96,000 shares (about $19.06M)Meta Platforms 33,000 shares (about $18.89M) Largest Sales this Quarter Union Pacific 481,170 shares (about $118.60M)Apple 317,500 shares (about $73.98M)Canadian Pacific Kansas City 622,000 shares (about $53.21M)S&P Global 93,500 shares (about $48.30M)Moody's 74,578 shares (about $35.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkye Global Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$2,220,712,430$104,429,394 ▲4.9%11,918,16953.6%Retail/WholesaleGEGeneral Electric$284,378,640$11,691,960 ▼-3.9%1,508,0006.9%TransportationMSFTMicrosoft$255,598,200$25,818,000 ▼-9.2%594,0006.2%Computer and TechnologyTDGTransDigm Group$159,838,560$1,324,377 ▲0.8%112,0003.9%AerospaceUNPUnion Pacific$146,902,080$118,598,782 ▼-44.7%596,0003.5%TransportationCPCanadian Pacific Kansas City$110,004,440$53,205,880 ▼-32.6%1,286,0002.7%TransportationWCNWaste Connections$108,007,280$6,437,520 ▼-5.6%604,0002.6%Business ServicesSPGIS&P Global$105,648,790$48,303,970 ▼-31.4%204,5002.6%Business ServicesHLTHilton Worldwide$102,803,000$18,901,000 ▼-15.5%446,0002.5%Consumer DiscretionaryMCOMoody's$94,206,115$35,393,973 ▼-27.3%198,5002.3%FinanceCASYCasey's General Stores$82,092,635$3,757,100 ▼-4.4%218,5002.0%Retail/WholesaleMLMMartin Marietta Materials$74,547,625$29,065,500 ▲63.9%138,5001.8%ConstructionAAPLApple$66,754,500$73,977,500 ▼-52.6%286,5001.6%Computer and TechnologyPRMWPrimo Water$55,853,000$28,089,211 ▼-33.5%2,212,0001.3%UtilitiesDHRDanaher$39,478,840$2,557,784 ▲6.9%142,0001.0%Multi-Sector ConglomeratesVMCVulcan Materials$39,067,080$20,034,400 ▲105.3%156,0000.9%ConstructionTMOThermo Fisher Scientific$37,114,200$3,092,850 ▲9.1%60,0000.9%MedicalVVisa$28,594,800$14,132,430 ▲97.7%104,0000.7%Business ServicesFERGUSON ENTERPRISES INC$19,062,720$19,062,720 ▲New Holding96,0000.5%COMMON STOCK NEWMETAMeta Platforms$18,890,520$18,890,520 ▲New Holding33,0000.5%Computer and TechnologyPGProcter & Gamble$18,705,600$7,274,400 ▼-28.0%108,0000.5%Consumer StaplesCPNGCoupang$15,024,600$15,024,600 ▲New Holding612,0000.4%Retail/WholesaleSAPSAP$10,721,880$7,113,555 ▲197.1%46,8000.3%Computer and TechnologyCMGChipotle Mexican Grill$9,449,680$5,070,560 ▼-34.9%164,0000.2%Retail/WholesaleWMTWalmart$8,398,000$6,015,875 ▲252.5%104,0000.2%Retail/WholesaleGRNDGrindr$7,062,560$1,336,160 ▲23.3%592,0000.2%Computer and TechnologyMELIMercadoLibre$6,935,625$4,350,155 ▲168.3%3,3800.2%Retail/WholesaleSTESTERIS$4,074,672$5,626,928 ▼-58.0%16,8000.1%MedicalCOSTCostco Wholesale$3,900,688$4,095,722 ▼-51.2%4,4000.1%Retail/WholesaleDALDelta Air Lines$2,133,180$2,133,180 ▲New Holding42,0000.1%TransportationUALUnited Airlines$1,797,390$1,797,390 ▲New Holding31,5000.0%TransportationCELHCelsius$1,646,400$1,646,400 ▲New Holding52,5000.0%Consumer StaplesLOAR HOLDINGS INC$1,566,3900.0%21,0000.0%COM SHSSHWSherwin-Williams$801,507$801,507 ▲New Holding2,1000.0%Basic MaterialsSHELShell$0$87,890,121 ▼-100.0%00.0%Oils/EnergyFERGFerguson$0$68,164,800 ▼-100.0%00.0%Industrial ProductsCNQCanadian Natural Resources$0$5,980,800 ▼-100.0%00.0%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$0$5,127,395 ▼-100.0%00.0%Computer and TechnologyWWDWoodward$0$2,746,485 ▼-100.0%00.0%AerospaceWSOWatsco$0$729,603 ▼-100.0%00.0%ConstructionAXPAmerican Express$0$486,255 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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