The Analysis of Skye Global Management LP's Holdings

Currently, Skye Global Management LP holds 60 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in AMZN (+1.0M shares, valued at $228.4M), V (+288.0K shares, valued at $98.3M), SPGI (+138.0K shares, valued at $67.2M); decreased their positions in KLAC (-54.8K shares, valued at $59.1M), LRCX (-386.0K shares, valued at $51.7M), GEHC (-280.0K shares, valued at $21.0M); initiated new positions in GOOGL (+198.0K shares, valued at $48.1M), CMG (+948.0K shares, valued at $37.2M), CL (+168.5K shares, valued at $13.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC8.0M shares14.89%2025-09-302025-11-14

MSFT MICROSOFT CORP1.0M shares0.00%2025-09-302025-11-14

GE GE AEROSPACE1.3M shares0.00%2025-09-302025-11-14

V VISA INC824.0K shares53.73%2025-09-302025-11-14

SPGI S&P GLOBAL INC406.0K shares51.49%2025-09-302025-11-14

MLM MARTIN MARIETTA MATLS INC272.0K shares-5.06%2025-09-302025-11-14

TDG TRANSDIGM GROUP INC120.0K shares0.00%2025-09-302025-11-14

MCO MOODYS CORP324.5K shares37.50%2025-09-302025-11-14

Sponsored

VMC VULCAN MATLS CO438.0K shares-9.22%2025-09-302025-11-14

WCN WASTE CONNECTIONS INC682.5K shares15.29%2025-09-302025-11-14

HLT HILTON WORLDWIDE HLDGS INC432.5K shares0.00%2025-09-302025-11-14

META META PLATFORMS INC106.0K shares0.00%2025-09-302025-11-14

CASY CASEYS GEN STORES INC126.0K shares0.00%2025-09-302025-11-14

SHW SHERWIN WILLIAMS CO162.5K shares0.00%2025-09-302025-11-14

MA MASTERCARD INCORPORATED95.0K shares0.00%2025-09-302025-11-14

TMO THERMO FISHER SCIENTIFIC INC108.0K shares-26.28%2025-09-302025-11-14

Sponsored

GOOGL ALPHABET INC198.0K sharesnew addition2025-09-302025-11-14

LRCX LAM RESEARCH CORP342.0K shares-53.02%2025-09-302025-11-14

KLAC KLA CORP38.0K shares-59.05%2025-09-302025-11-14

DHR DANAHER CORPORATION196.0K shares7.69%2025-09-302025-11-14

CMG CHIPOTLE MEXICAN GRILL INC948.0K sharesnew addition2025-09-302025-11-14

UNP UNION PAC CORP150.5K shares18.97%2025-09-302025-11-14

FERG FERGUSON ENTERPRISES INC128.0K shares14.29%2025-09-302025-11-14

CPNG COUPANG INC842.0K shares0.00%2025-09-302025-11-14

Sponsored

PG PROCTER AND GAMBLE CO172.5K shares0.00%2025-09-302025-11-14

KVUE KENVUE INC1.5M shares40.04%2025-09-302025-11-14

AAPL APPLE INC90.8K shares170.24%2025-09-302025-11-14

AXP AMERICAN EXPRESS CO65.5K shares0.00%2025-09-302025-11-14

FER FERROVIAL SE362.0K shares11.56%2025-09-302025-11-14

NFLX NETFLIX INC15.4K shares0.00%2025-09-302025-11-14

PRM PERIMETER SOLUTIONS INC712.0K shares15.87%2025-09-302025-11-14

SHOP SHOPIFY INC102.0K shares48.91%2025-09-302025-11-14

Sponsored

RSG REPUBLIC SVCS INC65.2K shares34.71%2025-09-302025-11-14

CP CANADIAN PACIFIC KANSAS CITY192.5K shares0.00%2025-09-302025-11-14

CL COLGATE PALMOLIVE CO168.5K sharesnew addition2025-09-302025-11-14

UNH UNITEDHEALTH GROUP INC37.8K sharesnew addition2025-09-302025-11-14

GEHC GE HEALTHCARE TECHNOLOGIES I170.0K shares-62.22%2025-09-302025-11-14

SPOT SPOTIFY TECHNOLOGY S A16.8K shares0.00%2025-09-302025-11-14

DASH DOORDASH INC38.0K shares201.59%2025-09-302025-11-14

QSR RESTAURANT BRANDS INTL INC126.0K sharesnew addition2025-09-302025-11-14

Sponsored

WMT WALMART INC76.0K shares57.02%2025-09-302025-11-14

CLH CLEAN HARBORS INC33.6K sharesnew addition2025-09-302025-11-14

LPX LOUISIANA PAC CORP76.8K shares12.61%2025-09-302025-11-14

HEI.A HEICO CORP NEW25.2K shares200.00%2025-09-302025-11-14

MELI MERCADOLIBRE INC2.5K shares0.00%2025-09-302025-11-14

PRMB PRIMO BRANDS CORPORATION255.0K sharesnew addition2025-09-302025-11-14

LYFT LYFT INC252.0K sharesnew addition2025-09-302025-11-14

AUR AURORA INNOVATION INC840.0K sharesnew addition2025-09-302025-11-14

Sponsored

AXON AXON ENTERPRISE INC6.3K shares0.00%2025-09-302025-11-14

SE SEA LTD25.2K shares100.00%2025-09-302025-11-14

ICE INTERCONTINENTAL EXCHANGE IN25.2K shares0.00%2025-09-302025-11-14

COST COSTCO WHSL CORP NEW4.4K shares0.00%2025-09-302025-11-14

DE DEERE & CO8.4K shares-33.33%2025-09-302025-11-14

JPM JPMORGAN CHASE & CO.10.5K sharesnew addition2025-09-302025-11-14

QXO QXO INC126.5K shares0.00%2025-09-302025-11-14

FIX COMFORT SYS USA INC2.5K shares0.00%2025-09-302025-11-14

Sponsored

LOAR LOAR HOLDINGS INC21.0K shares0.00%2025-09-302025-11-14

MTN VAIL RESORTS INC10.5K sharesnew addition2025-09-302025-11-14

IBP INSTALLED BLDG PRODS INC6.3K sharesnew addition2025-09-302025-11-14

TSCO TRACTOR SUPPLY CO16.8K sharesnew addition2025-09-302025-11-14

Call Option Holdings

AMAZON COM INC Call CallAMAZON COM INC126.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

SPDR S&P 500 ETF TR Put PutSPDR S&P 500 ETF TR3.5K sharesnew addition2025-09-302025-11-14

SELECT SECTOR SPDR TR Put PutSELECT SECTOR SPDR TR2.0K sharesnew addition2025-09-302025-11-14

VERTIV HOLDINGS CO Put PutVERTIV HOLDINGS CO1.5K sharesnew addition2025-09-302025-11-14

PALANTIR TECHNOLOGIES INC Put PutPALANTIR TECHNOLOGIES INC1.0K sharesnew addition2025-09-302025-11-14

COINBASE GLOBAL INC Put PutCOINBASE GLOBAL INC500 sharesnew addition2025-09-302025-11-14

STRATEGY INC Put PutSTRATEGY INC500 sharesnew addition2025-09-302025-11-14

COREWEAVE INC Put PutCOREWEAVE INC500 sharesnew addition2025-09-302025-11-14

SOLARIS ENERGY INFRAS INC Put PutSOLARIS ENERGY INFRAS INC1.0K sharesnew addition2025-09-302025-11-14

GEMINI SPACE STA INC Put PutGEMINI SPACE STA INC200 sharesnew addition2025-09-302025-11-14