Skye Global Management LP

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: 0001675884
Manager Name: Skye Global Management LP

Data Enrichment

100% identified

52 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $3,762,711.863K total value

52 positions

Manager:

SEC FilingSEC DataHachi Filing

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MERCADOLIBRE INC

MELI|58733R102

16000(+122.2%)

Value:

$31.2B(+154.9%)

PROCTER & GAMBLE Co

PG|742718109

154000(+42.6%)

Value:

$26.2B(+44.9%)

APPLIED MATERIALS INC /DE

AMAT|038222105

172000(-39.0%)

Value:

$25.0B(-45.6%)

United Airlines Holdings, Inc.

UAL|910047109

358000(+784.0%)

Value:

$24.7B(+528.6%)

Coupang, Inc.

CPNG|22266T109

1120000(+5.9%)

Value:

$24.6B(+5.6%)

WILLIAMS COMPANIES, INC.

WMB|969457100

346500

Value:

$20.7B

Ferguson Enterprises Inc. /DE/

FERG|31488V107

104000(-50.0%)

Value:

$16.7B(-53.8%)

Kenvue Inc.

KVUE|49177J102

654000

Value:

$15.7B

UNION PACIFIC CORP

UNP|907818108

65500(-84.4%)

Value:

$15.5B(-83.8%)

Ferrovial SE

FER.MC|N3168P101

274000(+8.7%)

Value:

$12.3B(+16.2%)

DELTA AIR LINES, INC.

DAL|247361702

254000

Value:

$11.1B

Shell plc

SHEL|780259305

136500

Value:

$10.0B

NETFLIX INC

NFLX|64110L106

10500(+1150.0%)

Value:

$9.8B(+1207.8%)

ONTO INNOVATION INC.

ONTO|683344105

80000(+534.9%)

Value:

$9.7B(+362.2%)

Grindr Inc.

GRND|39854F101

532000(-10.1%)

Value:

$9.5B(-9.8%)

Spotify Technology S.A.

SPOT|L8681T102

12600

Value:

$6.9B

REPUBLIC SERVICES, INC.

RSG|760759100

25200

Value:

$6.1B

LOUISIANA-PACIFIC CORP

LPX|546347105

65000(+60.5%)

Value:

$6.0B(+42.6%)

KINDER MORGAN, INC.

KMI|49456B101

160000

Value:

$4.6B

COSTCO WHOLESALE CORP /NEW

COST|22160K105

4400(+0.0%)

Value:

$4.2B(+3.2%)

Instrument	Shares		Other Manager	Value
Mercadolibre Inc(MELIcusip58733R102)	16.0K	QoQ +122.22% (+8.8K) YoY NEW(+16.0K)	All Managers (Combined)	$31.2M	QoQ +154.94% (+$19.0M) YoY NEW(+$31.2M)
Procter & Gamble Co(PGcusip742718109)	154.0K	QoQ +42.59% (+46.0K) YoY -38.02% (-94.5K)	All Managers (Combined)	$26.2M	QoQ +44.94% (+$8.1M) YoY -34.90% (-$14.1M)
Applied Materials Inc /De(AMATcusip038222105)	172.0K	QoQ -39.00% (-110.0K) YoY NEW(+172.0K)	All Managers (Combined)	$25.0M	QoQ -45.57% (-$20.9M) YoY NEW(+$25.0M)
United Airlines Holdings, Inc.(UALcusip910047109)	358.0K	QoQ +783.95% (+317.5K) YoY NEW(+358.0K)	All Managers (Combined)	$24.7M	QoQ +528.59% (+$20.8M) YoY NEW(+$24.7M)
Coupang, Inc.(CPNGcusip22266T109)	1.1M	QoQ +5.86% (+62.0K) YoY NEW(+1.1M)	All Managers (Combined)	$24.6M	QoQ +5.61% (+$1.3M) YoY NEW(+$24.6M)
Williams Companies, Inc.(WMBcusip969457100)	346.5K	QoQ NEW(+346.5K) YoY NEW(+346.5K)	All Managers (Combined)	$20.7M	QoQ NEW(+$20.7M) YoY NEW(+$20.7M)
Ferguson Enterprises Inc. /De/(FERGcusip31488V107)	104.0K	QoQ -50.00% (-104.0K) YoY NEW(+104.0K)	All Managers (Combined)	$16.7M	QoQ -53.84% (-$19.4M) YoY NEW(+$16.7M)
Kenvue Inc.(KVUEcusip49177J102)	654.0K	QoQ NEW(+654.0K) YoY NEW(+654.0K)	All Managers (Combined)	$15.7M	QoQ NEW(+$15.7M) YoY NEW(+$15.7M)
Union Pacific Corp(UNPcusip907818108)	65.5K	QoQ -84.40% (-354.5K) YoY -94.00% (-1.0M)	All Managers (Combined)	$15.5M	QoQ -83.84% (-$80.3M) YoY -94.23% (-$253.1M)
Ferrovial Se(FER.MCcusipN3168P101)	274.0K	QoQ +8.73% (+22.0K) YoY NEW(+274.0K)	All Managers (Combined)	$12.3M	QoQ +16.20% (+$1.7M) YoY NEW(+$12.3M)
Delta Air Lines, Inc.(DALcusip247361702)	254.0K	QoQ NEW(+254.0K) YoY NEW(+254.0K)	All Managers (Combined)	$11.1M	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
Shell Plc(SHELcusip780259305)	136.5K	QoQ NEW(+136.5K) YoY -82.13% (-627.5K)	All Managers (Combined)	$10.0M	QoQ NEW(+$10.0M) YoY -80.47% (-$41.2M)
Netflix Inc(NFLXcusip64110L106)	10.5K	QoQ +1150.00% (+9.7K) YoY NEW(+10.5K)	All Managers (Combined)	$9.8M	QoQ +1207.79% (+$9.0M) YoY NEW(+$9.8M)
Onto Innovation Inc.(ONTOcusip683344105)	80.0K	QoQ +534.92% (+67.4K) YoY NEW(+80.0K)	All Managers (Combined)	$9.7M	QoQ +362.23% (+$7.6M) YoY NEW(+$9.7M)
Grindr Inc.(GRNDcusip39854F101)	532.0K	QoQ -10.13% (-60.0K) YoY +44.56% (+164.0K)	All Managers (Combined)	$9.5M	QoQ -9.83% (-$1.0M) YoY +155.45% (+$5.8M)
Spotify Technology S.A.(SPOTcusipL8681T102)	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$6.9M	QoQ NEW(+$6.9M) YoY NEW(+$6.9M)
Republic Services, Inc.(RSGcusip760759100)	25.2K	QoQ NEW(+25.2K) YoY NEW(+25.2K)	All Managers (Combined)	$6.1M	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
Louisiana-Pacific Corp(LPXcusip546347105)	65.0K	QoQ +60.49% (+24.5K) YoY NEW(+65.0K)	All Managers (Combined)	$6.0M	QoQ +42.56% (+$1.8M) YoY NEW(+$6.0M)
Kinder Morgan, Inc.(KMIcusip49456B101)	160.0K	QoQ NEW(+160.0K) YoY NEW(+160.0K)	All Managers (Combined)	$4.6M	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
Costco Wholesale Corp /New(COSTcusip22160K105)	4.4K	QoQ 0.00% (+0) YoY -58.09% (-6.1K)	All Managers (Combined)	$4.2M	QoQ +3.22% (+$129.8K) YoY -45.90% (-$3.5M)