Skye Global Management LP

Filing Details

13F-HR2025-03-31
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
Manager Name
Skye Global Management LP
Data Enrichment
100% identified
52 identified0 unidentified

Holdings

52 positions
Manager:
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Page 1 of 3
AMAZON COM INC
Shares:
6254000(-44.8%)
Value:
$1.2T(-52.1%)
MICROSOFT CORP
Shares:
1012000(+50.6%)
Value:
$379.9B(+34.1%)
GENERAL ELECTRIC CO
Shares:
1282000(-10.8%)
Value:
$256.6B(+7.0%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
1456000(+104.5%)
Value:
$241.7B(+71.9%)
TransDigm Group INC
Shares:
110000(+4.8%)
Value:
$152.2B(+14.3%)
MARTIN MARIETTA MATERIALS INC
Shares:
298500(+16.4%)
Value:
$142.7B(+7.7%)
S&P Global Inc.
Shares:
236000(+29.7%)
Value:
$119.9B(+32.3%)
Vulcan Materials CO
Shares:
498000(+16.4%)
Value:
$116.2B(+5.5%)
Waste Connections, Inc.
Shares:
592000(-8.6%)
Value:
$115.6B(+3.9%)
MOODYS CORP /DE/
Shares:
236000(+29.7%)
Value:
$109.9B(+27.6%)
VISA INC.
Shares:
292000(+186.3%)
Value:
$102.3B(+217.4%)
Hilton Worldwide Holdings Inc.
Shares:
432500(-1.7%)
Value:
$98.4B(-9.5%)
KLA CORP
Shares:
134500(+58.6%)
Value:
$91.4B(+71.1%)
LAM RESEARCH CORP
Shares:
1002000(+84.9%)
Value:
$72.8B(+86.1%)
Meta Platforms, Inc.
Shares:
95000(+24.7%)
Value:
$54.8B(+22.7%)
CASEYS GENERAL STORES INC
Shares:
126000(-25.2%)
Value:
$54.7B(-18.1%)
THERMO FISHER SCIENTIFIC INC.
Shares:
95000(-10.8%)
Value:
$47.3B(-14.7%)
SHERWIN WILLIAMS CO
Shares:
106000(+31.7%)
Value:
$37.0B(+35.3%)
DANAHER CORP /DE/
Shares:
164500(-4.4%)
Value:
$33.7B(-14.6%)
GE HealthCare Technologies Inc.
Shares:
416500(-0.3%)
Value:
$33.6B(+2.9%)