Skye Global Management Lp Top Holdings and 13F Report (2025)

About Skye Global Management Lp

Investment Activity

Skye Global Management Lp has $4.80 billion in total holdings as of December 31, 2024.
Skye Global Management Lp owns shares of 47 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 14.78% of the portfolio was purchased this quarter.
About 7.55% of the portfolio was sold this quarter.
This quarter, Skye Global Management Lp has purchased 34 new stocks and bought additional shares in 13 stocks.
Skye Global Management Lp sold shares of 13 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Amazon.com: $2,484,372,360
Microsoft: $283,248,000
General Electric: $239,844,020
Taiwan Semiconductor Manufacturing: $140,612,880
TransDigm Group: $133,064,400

Largest New Holdings this Quarter

Taiwan Semiconductor Manufacturing: $140,612,880 Holding
PRIMO BRANDS CORPORATION: $57,386,050 Holding
KLA: $53,434,176 Holding
Applied Materials: $45,861,660 Holding
LAM RESEARCH CORP: $39,148,660 Holding

Largest Purchases this Quarter

Taiwan Semiconductor Manufacturing: 712,000 shares (about $140.61M)
Vulcan Materials: 272,000 shares (about $69.97M)
Martin Marietta Materials: 118,000 shares (about $60.95M)
PRIMO BRANDS CORPORATION: 1,865,000 shares (about $57.39M)
KLA: 84,800 shares (about $53.43M)

Largest Sales this Quarter

Amazon.com: 594,169 shares (about $130.35M)
Apple: 162,000 shares (about $40.57M)
Union Pacific: 176,000 shares (about $40.14M)
Casey's General Stores: 50,000 shares (about $19.81M)
General Electric: 70,000 shares (about $11.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AMZN Amazon.com	$2,484,372,360	$130,354,737 ▼	-5.0%	11,324,000	51.8%	Retail/Wholesale
MSFT Microsoft	$283,248,000	$32,877,000 ▲	13.1%	672,000	5.9%	Computer and Technology
GE General Electric	$239,844,020	$11,675,300 ▼	-4.6%	1,438,000	5.0%	Transportation
TSM Taiwan Semiconductor Manufacturing	$140,612,880	$140,612,880 ▲	New Holding	712,000	2.9%	Computer and Technology
TDG TransDigm Group	$133,064,400	$8,870,960 ▼	-6.3%	105,000	2.8%	Aerospace
MLM Martin Marietta Materials	$132,482,250	$60,947,000 ▲	85.2%	256,500	2.8%	Construction
WCN Waste Connections	$111,183,840	$7,549,520 ▲	7.3%	648,000	2.3%	Business Services
VMC Vulcan Materials	$110,094,440	$69,966,560 ▲	174.4%	428,000	2.3%	Construction
HLT Hilton Worldwide	$108,750,400	$1,482,960 ▼	-1.3%	440,000	2.3%	Consumer Discretionary
UNP Union Pacific	$95,776,800	$40,135,040 ▼	-29.5%	420,000	2.0%	Transportation
SPGI S&P Global	$90,641,460	$11,205,675 ▼	-11.0%	182,000	1.9%	Business Services
MCO Moody's	$86,153,340	$7,810,605 ▼	-8.3%	182,000	1.8%	Finance
CP Canadian Pacific Kansas City	$83,514,980	$9,552,840 ▼	-10.3%	1,154,000	1.7%	Transportation
CASY Casey's General Stores	$66,764,755	$19,811,500 ▼	-22.9%	168,500	1.4%	Retail/Wholesale
PRIMO BRANDS CORPORATION	$57,386,050	$57,386,050 ▲	New Holding	1,865,000	1.2%	CLASS A COM SHS
TMO Thermo Fisher Scientific	$55,404,495	$24,190,695 ▲	77.5%	106,500	1.2%	Medical
KLAC KLA	$53,434,176	$53,434,176 ▲	New Holding	84,800	1.1%	Computer and Technology
AMAT Applied Materials	$45,861,660	$45,861,660 ▲	New Holding	282,000	1.0%	Computer and Technology
META Meta Platforms	$44,615,862	$25,294,032 ▲	130.9%	76,200	0.9%	Computer and Technology
DHR Danaher	$39,482,600	$6,886,500 ▲	21.1%	172,000	0.8%	Medical
LAM RESEARCH CORP	$39,148,660	$39,148,660 ▲	New Holding	542,000	0.8%	COM NEW
FERGUSON ENTERPRISES INC	$36,102,560	$19,439,840 ▲	116.7%	208,000	0.8%	COMMON STOCK NEW
GEHC GE HealthCare Technologies	$32,679,240	$32,679,240 ▲	New Holding	418,000	0.7%	Medical
V Visa	$32,236,080	$632,080 ▼	-1.9%	102,000	0.7%	Business Services
AAPL Apple	$31,177,290	$40,568,040 ▼	-56.5%	124,500	0.6%	Computer and Technology
SHW Sherwin-Williams	$27,364,365	$26,650,512 ▲	3,733.3%	80,500	0.6%	Basic Materials
CPNG Coupang	$23,254,840	$9,803,080 ▲	72.9%	1,058,000	0.5%	Retail/Wholesale
PG Procter & Gamble	$18,106,200		0.0%	108,000	0.4%	Consumer Staples
SNPS Synopsys	$15,337,376	$15,337,376 ▲	New Holding	31,600	0.3%	Computer and Technology
MELI MercadoLibre	$12,243,168	$6,495,681 ▲	113.0%	7,200	0.3%	Retail/Wholesale
FERROVIAL SE	$10,591,560	$10,591,560 ▲	New Holding	252,000	0.2%	ORD SHS
GRND Grindr	$10,561,280		0.0%	592,000	0.2%	Computer and Technology
CMG Chipotle Mexican Grill	$7,145,550	$2,743,650 ▼	-27.7%	118,500	0.1%	Retail/Wholesale
STE STERIS	$6,084,576	$2,631,168 ▲	76.2%	29,600	0.1%	Medical
LPX Louisiana-Pacific	$4,193,775	$4,193,775 ▲	New Holding	40,500	0.1%	Construction
COST Costco Wholesale	$4,031,588		0.0%	4,400	0.1%	Retail/Wholesale
UAL United Airlines	$3,932,550	$873,900 ▲	28.6%	40,500	0.1%	Transportation
AER AerCap	$3,875,850	$3,875,850 ▲	New Holding	40,500	0.1%	Transportation
DE Deere & Company	$2,711,680	$2,711,680 ▲	New Holding	6,400	0.1%	Industrial Products
ICE Intercontinental Exchange	$2,503,368	$2,503,368 ▲	New Holding	16,800	0.1%	Finance
WMT Walmart	$2,276,820	$7,119,580 ▼	-75.8%	25,200	0.0%	Retail/Wholesale
ONTO Onto Innovation	$2,100,042	$2,100,042 ▲	New Holding	12,600	0.0%	Computer and Technology
AXON Axon Enterprise	$1,901,824	$1,901,824 ▲	New Holding	3,200	0.0%	Aerospace
NWSA News	$1,795,608	$1,795,608 ▲	New Holding	65,200	0.0%	Consumer Discretionary
LOAR HOLDINGS INC	$1,552,110		0.0%	21,000	0.0%	COM SHS
NFLX Netflix	$748,709	$748,709 ▲	New Holding	840	0.0%	Consumer Discretionary
FIX Comfort Systems USA	$712,421	$712,421 ▲	New Holding	1,680	0.0%	Construction
PRMW Primo Water	$0	$55,853,000 ▼	-100.0%	0	0.0%	Utilities
SAP SAP	$0	$10,721,880 ▼	-100.0%	0	0.0%	Computer and Technology
DAL Delta Air Lines	$0	$2,133,180 ▼	-100.0%	0	0.0%	Transportation
CELH Celsius	$0	$1,646,400 ▼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Skye Global Management Lp Top Holdings and 13F Report (2025)

About Skye Global Management Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Skye Global Management Lp Top Holdings and 13F Report (2025)

About Skye Global Management Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSkye Global Management Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools