Skye Global Management LP

Investment Portfolio & 13F Holdings Analysis

About

Skye Global Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 52 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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AMAZON COM INC

AMZN|023135106

6254000(-44.8%)

Value:

$1.2T(-52.1%)

MICROSOFT CORP

MSFT|594918104

1012000(+50.6%)

Value:

$379.9B(+34.1%)

GENERAL ELECTRIC CO

GE|369604301

1282000(-10.8%)

Value:

$256.6B(+7.0%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

1456000(+104.5%)

Value:

$241.7B(+71.9%)

TransDigm Group INC

TDG|893641100

110000(+4.8%)

Value:

$152.2B(+14.3%)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

298500(+16.4%)

Value:

$142.7B(+7.7%)

S&P Global Inc.

SPGI|78409V104

236000(+29.7%)

Value:

$119.9B(+32.3%)

Vulcan Materials CO

VMC|929160109

498000(+16.4%)

Value:

$116.2B(+5.5%)

Waste Connections, Inc.

WCN|94106B101

592000(-8.6%)

Value:

$115.6B(+3.9%)

MOODYS CORP /DE/

MCO|615369105

236000(+29.7%)

Value:

$109.9B(+27.6%)

VISA INC.

V|92826C839

292000(+186.3%)

Value:

$102.3B(+217.4%)

Hilton Worldwide Holdings Inc.

HLT|43300A203

432500(-1.7%)

Value:

$98.4B(-9.5%)

KLA CORP

KLAC|482480100

134500(+58.6%)

Value:

$91.4B(+71.1%)

LAM RESEARCH CORP

LRCX|512807306

1002000(+84.9%)

Value:

$72.8B(+86.1%)

Meta Platforms, Inc.

META|30303M102

95000(+24.7%)

Value:

$54.8B(+22.7%)

CASEYS GENERAL STORES INC

CASY|147528103

126000(-25.2%)

Value:

$54.7B(-18.1%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

95000(-10.8%)

Value:

$47.3B(-14.7%)

SHERWIN WILLIAMS CO

SHW|824348106

106000(+31.7%)

Value:

$37.0B(+35.3%)

DANAHER CORP /DE/

DHR|235851102

164500(-4.4%)

Value:

$33.7B(-14.6%)

GE HealthCare Technologies Inc.

GEHC|36266G107

416500(-0.3%)

Value:

$33.6B(+2.9%)

Instrument	Shares		Other Manager	Value
Amazon Com Inc(AMZNcusip023135106)	6.3M	QoQ -44.77% (-5.1M) YoY -43.24% (-4.8M)	All Managers (Combined)	$1.2B	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +2.86% (-$936.5K) YoY NEW(+$33.6M)