Skye-Global-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LOAR",
  "PRM",
  "FERG",
  "HLT",
  "UNP",
  "FER.MC",
  "AMAT",
  "ICE",
  "META",
  "KMI",
  "LRCX",
  "QXO",
  "MSFT",
  "GE",
  "KLAC",
  "AAPL",
  "GEHC",
  "PG",
  "KVUE",
  "SPGI",
  "SHW",
  "SHOP",
  "SHEL",
  "RSG",
  "TMO",
  "TDG",
  "UAL",
  "LPX",
  "PRMB",
  "TSM",
  "GRND",
  "AXON",
  "WCN",
  "AMZN",
  "HII",
  "V",
  "WMB",
  "ONTO",
  "SPOT",
  "MELI",
  "CASY",
  "CMG",
  "FIX",
  "COST",
  "CPNG",
  "DHR",
  "DE",
  "DAL",
  "MCO",
  "VMC",
  "NFLX",
  "MLM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 52
Total Value: 3762711863
Accession Number: 0001420506-25-001164
Form Type: 13F-HR
CIK: skye-global-management-lp
Manager Name: Skye-Global-Management-Lp

Data Enrichment

100% identified

52 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:6.3M

Value:$1.2B

% of Portfolio:31.6% ($1.2B/$3.8B)

MICROSOFT CORP

MSFT|594918104

Shares:1.0M

Value:$379.9M

% of Portfolio:10.1% ($379.9M/$3.8B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.3M

Value:$256.6M

% of Portfolio:6.8% ($256.6M/$3.8B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5M

Value:$241.7M

% of Portfolio:6.4% ($241.7M/$3.8B)

TransDigm Group INC

TDG|893641100

Shares:110.0K

Value:$152.2M

% of Portfolio:4.0% ($152.2M/$3.8B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:298.5K

Value:$142.7M

% of Portfolio:3.8% ($142.7M/$3.8B)

S&P Global Inc.

SPGI|78409V104

Shares:236.0K

Value:$119.9M

% of Portfolio:3.2% ($119.9M/$3.8B)

Vulcan Materials CO

VMC|929160109

Shares:498.0K

Value:$116.2M

% of Portfolio:3.1% ($116.2M/$3.8B)

Waste Connections, Inc.

WCN|94106B101

Shares:592.0K

Value:$115.6M

% of Portfolio:3.1% ($115.6M/$3.8B)

MOODYS CORP /DE/

MCO|615369105

Shares:236.0K

Value:$109.9M

% of Portfolio:2.9% ($109.9M/$3.8B)

VISA INC.

V|92826C839

Shares:292.0K

Value:$102.3M

% of Portfolio:2.7% ($102.3M/$3.8B)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:432.5K

Value:$98.4M

% of Portfolio:2.6% ($98.4M/$3.8B)

KLA CORP

KLAC|482480100

Shares:134.5K

Value:$91.4M

% of Portfolio:2.4% ($91.4M/$3.8B)

LAM RESEARCH CORP

LRCX|512807306

Shares:1.0M

Value:$72.8M

% of Portfolio:1.9% ($72.8M/$3.8B)

Meta Platforms, Inc.

META|30303M102

Shares:95.0K

Value:$54.8M

% of Portfolio:1.5% ($54.8M/$3.8B)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:126.0K

Value:$54.7M

% of Portfolio:1.5% ($54.7M/$3.8B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:95.0K

Value:$47.3M

% of Portfolio:1.3% ($47.3M/$3.8B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:106.0K

Value:$37.0M

% of Portfolio:1.0% ($37.0M/$3.8B)

DANAHER CORP /DE/

DHR|235851102

Shares:164.5K

Value:$33.7M

% of Portfolio:0.9% ($33.7M/$3.8B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:416.5K

Value:$33.6M

% of Portfolio:0.9% ($33.6M/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	6.3M	QoQ -44.77% (-5.1M) YoY -43.24% (-4.8M)	All Managers (Combined)	$1.2B	31.6% ($1.2B/$3.8B)	QoQ -52.10% (-$1294.5M) YoY -40.14% (-$797.9M)
MICROSOFT CORP(MSFTcusip594918104)	1.0M	QoQ +50.59% (+340.0K) YoY +15.52% (+136.0K)	All Managers (Combined)	$379.9M	10.1% ($379.9M/$3.8B)	QoQ +34.12% (+$96.6M) YoY +3.07% (+$11.3M)
GENERAL ELECTRIC CO(GEcusip369604301)	1.3M	QoQ -10.84% (-156.0K) YoY -10.22% (-146.0K)	All Managers (Combined)	$256.6M	6.8% ($256.6M/$3.8B)	QoQ +6.98% (-$16.7M) YoY +2.36% (-$5.9M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.5M	QoQ +104.49% (+744.0K) YoY NEW(+1.5M)	All Managers (Combined)	$241.7M	6.4% ($241.7M/$3.8B)	QoQ +71.88% (+$101.1M) YoY NEW(+$241.7M)
TransDigm Group INC(TDGcusip893641100)	110.0K	QoQ +4.76% (+5.0K) YoY -13.04% (-16.5K)	All Managers (Combined)	$152.2M	4.0% ($152.2M/$3.8B)	QoQ +14.35% (+$19.1M) YoY -2.33% (-$3.6M)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	298.5K	QoQ +16.37% (+42.0K) YoY +509.18% (+249.5K)	All Managers (Combined)	$142.7M	3.8% ($142.7M/$3.8B)	QoQ +7.72% (+$10.2M) YoY +374.42% (+$112.6M)
S&P Global Inc.(SPGIcusip78409V104)	236.0K	QoQ +29.67% (+54.0K) YoY -25.31% (-80.0K)	All Managers (Combined)	$119.9M	3.2% ($119.9M/$3.8B)	QoQ +32.29% (+$29.3M) YoY -10.80% (-$14.5M)
Vulcan Materials CO(VMCcusip929160109)	498.0K	QoQ +16.35% (+70.0K) YoY NEW(+498.0K)	All Managers (Combined)	$116.2M	3.1% ($116.2M/$3.8B)	QoQ +5.53% (+$6.1M) YoY NEW(+$116.2M)
Waste Connections, Inc.(WCNcusip94106B101)	592.0K	QoQ -8.64% (-56.0K) YoY +124.24% (+328.0K)	All Managers (Combined)	$115.6M	3.1% ($115.6M/$3.8B)	QoQ +3.92% (-$4.4M) YoY +154.46% (+$70.1M)
MOODYS CORP /DE/(MCOcusip615369105)	236.0K	QoQ +29.67% (+54.0K) YoY -21.98% (-66.5K)	All Managers (Combined)	$109.9M	2.9% ($109.9M/$3.8B)	QoQ +27.56% (+$23.7M) YoY -7.56% (-$9.0M)
VISA INC.(Vcusip92826C839)	292.0K	QoQ +186.27% (+190.0K) YoY +672.48% (+254.2K)	All Managers (Combined)	$102.3M	2.7% ($102.3M/$3.8B)	QoQ +217.45% (+$70.1M) YoY +870.06% (+$91.8M)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	432.5K	QoQ -1.70% (-7.5K) YoY -9.51% (-45.5K)	All Managers (Combined)	$98.4M	2.6% ($98.4M/$3.8B)	QoQ -9.50% (-$10.3M) YoY -3.47% (-$3.5M)
KLA CORP(KLACcusip482480100)	134.5K	QoQ +58.60% (+49.7K) YoY NEW(+134.5K)	All Managers (Combined)	$91.4M	2.4% ($91.4M/$3.8B)	QoQ +71.11% (+$38.0M) YoY NEW(+$91.4M)
LAM RESEARCH CORP(LRCXcusip512807306)	1.0M	QoQ +84.87% (+460.0K) YoY NEW(+1.0M)	All Managers (Combined)	$72.8M	1.9% ($72.8M/$3.8B)	QoQ +86.07% (+$33.7M) YoY NEW(+$72.8M)
Meta Platforms, Inc.(METAcusip30303M102)	95.0K	QoQ +24.67% (+18.8K) YoY NEW(+95.0K)	All Managers (Combined)	$54.8M	1.5% ($54.8M/$3.8B)	QoQ +22.72% (+$10.1M) YoY NEW(+$54.8M)
CASEYS GENERAL STORES INC(CASYcusip147528103)	126.0K	QoQ -25.22% (-42.5K) YoY +105.71% (+64.8K)	All Managers (Combined)	$54.7M	1.5% ($54.7M/$3.8B)	QoQ -18.08% (-$12.1M) YoY +180.38% (+$35.2M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	95.0K	QoQ -10.79% (-11.5K) YoY +44.37% (+29.2K)	All Managers (Combined)	$47.3M	1.3% ($47.3M/$3.8B)	QoQ -14.67% (-$8.1M) YoY +23.60% (+$9.0M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	106.0K	QoQ +31.67% (+25.5K) YoY +530.95% (+89.2K)	All Managers (Combined)	$37.0M	1.0% ($37.0M/$3.8B)	QoQ +35.26% (+$9.6M) YoY +534.33% (+$31.2M)
DANAHER CORP /DE/(DHRcusip235851102)	164.5K	QoQ -4.36% (-7.5K) YoY +5.44% (-8.5K)	All Managers (Combined)	$33.7M	0.9% ($33.7M/$3.8B)	QoQ -14.58% (-$5.8M) YoY -13.43% (-$5.2M)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	416.5K	QoQ -0.35% (-1.5K) YoY NEW(+416.5K)	All Managers (Combined)	$33.6M	0.9% ($33.6M/$3.8B)	QoQ +2.86% (-$936.5K) YoY NEW(+$33.6M)