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The Analysis of Skye Global Management LP's Holdings & P&L

Currently, Skye Global Management LP holds 44 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in AMZN (+776.0K shares, valued at $161.6M), V (+388.0K shares, valued at $117.3M), SPGI (+89.5K shares, valued at $38.1M); decreased their positions in CASY (-88.3K shares, valued at $64.3M), KVUE (-2.6M shares, valued at $45.0M), VMC (-74.0K shares, valued at $20.2M); initiated new positions in AAPL (+82.5K shares, valued at $20.9M), WWD (+40.0K shares, valued at $14.3M), WM (+56.8K shares, valued at $13.1M).

1M P&L

+36.4M+0.82%

3M P&L

+410.0M+10.09%

HY P&L

+226.7M+5.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail2.1B

48.6%

2Financial Data & Stock Exchanges405.1M

9.3%

3Building Materials295.5M

6.8%

Top Industries by Stock Count

1Internet Retail4 stocks

10.8%

2Household & Personal Products3 stocks

8.1%

3Internet Content & Information3 stocks

8.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC9.8M shares8.65%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.2M shares-4.60%2026-03-312026-05-15

V VISA INC950.0K shares69.04%2026-03-312026-05-15

MSFT MICROSOFT CORP621.8K shares5.03%2026-03-312026-05-15

SPGI S&P GLOBAL INC526.0K shares20.50%2026-03-312026-05-15

MCO MOODYS CORP368.0K shares6.20%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC268.0K shares-2.19%2026-03-312026-05-15

WCN WASTE CONNECTIONS INC932.0K shares4.48%2026-03-312026-05-15

Sponsored

TDG TRANSDIGM GROUP INC118.0K shares-1.67%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC420.0K shares-2.89%2026-03-312026-05-15

VMC VULCAN MATLS CO364.0K shares-16.89%2026-03-312026-05-15

ALPHABET INC ALPHABET INC342.0K shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC118.5K shares9.72%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO170.0K shares4.62%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC210.0K shares59.09%2026-03-312026-05-15

DHR DANAHER CORP DEL248.0K shares26.53%2026-03-312026-05-15

Sponsored

RSG REPUBLIC SVCS INC200.5K shares10.16%2026-03-312026-05-15

UNP UNION PAC CORP154.0K shares-6.38%2026-03-312026-05-15

NFLX NETFLIX INC.362.0K shares32.12%2026-03-312026-05-15

FER FERROVIAL SE472.0K shares26.88%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A52.8K shares213.35%2026-03-312026-05-15

DASH DOORDASH INC148.0K shares4.23%2026-03-312026-05-15

AAPL APPLE INC82.5K sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO65.5K shares0.00%2026-03-312026-05-15

Sponsored

CPNG COUPANG INC894.0K shares6.18%2026-03-312026-05-15

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC652.0K shares-8.43%2026-03-312026-05-15

WWD WOODWARD INC40.0K sharesnew addition2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY176.5K shares-8.31%2026-03-312026-05-15

KVUE KENVUE INC792.0K shares-76.71%2026-03-312026-05-15

WM WASTE MGMT INC DEL56.8K sharesnew addition2026-03-312026-05-15

SE SEA LTD128.5K shares7.08%2026-03-312026-05-15

WDAY WORKDAY INC52.6K sharesnew addition2026-03-312026-05-15

Sponsored

TOST TOAST INC248.0K sharesnew addition2026-03-312026-05-15

HEI.A HEICO CORP NEW29.5K shares17.06%2026-03-312026-05-15

CASY CASEYS GEN STORES INC8.2K shares-91.50%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO66.0K shares-48.64%2026-03-312026-05-15

MELI MERCADOLIBRE INC2.7K shares-6.80%2026-03-312026-05-15

LPX LOUISIANA PAC CORP62.0K shares-23.46%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION4.4K shares0.00%2026-03-312026-05-15

SAP SAP SE23.2K sharesnew addition2026-03-312026-05-15

Sponsored

CART MAPLEBEAR INC82.0K sharesnew addition2026-03-312026-05-15

VRSK VERISK ANALYTICS INC10.5K sharesnew addition2026-03-312026-05-15

PRMB PRIMO BRANDS CORPORATION63.2K shares-83.73%2026-03-312026-05-15

GTM ZOOMINFO TECHNOLOGIES INC168.5K sharesnew addition2026-03-312026-05-15

AMZN

AMAZON COM INC

8.65%

Shares9.8M

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-4.60%

Shares1.2M

Event2026-03-31

Filed2026-05-15

VISA INC

69.04%

Shares950.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

5.03%

Shares621.8K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

20.50%

Shares526.0K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

6.20%

Shares368.0K

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS INC

-2.19%

Shares268.0K

Event2026-03-31

Filed2026-05-15

WCN

WASTE CONNECTIONS INC

4.48%

Shares932.0K

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

-1.67%

Shares118.0K

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

-2.89%

Shares420.0K

Event2026-03-31

Filed2026-05-15

VMC

VULCAN MATLS CO

-16.89%

Shares364.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares342.0K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

9.72%

Shares118.5K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

4.62%

Shares170.0K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

59.09%

Shares210.0K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

26.53%

Shares248.0K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

10.16%

Shares200.5K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-6.38%

Shares154.0K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

32.12%

Shares362.0K

Event2026-03-31

Filed2026-05-15

FER

FERROVIAL SE

26.88%

Shares472.0K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

213.35%

Shares52.8K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

4.23%

Shares148.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

New

Shares82.5K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

0.00%

Shares65.5K

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

6.18%

Shares894.0K

Event2026-03-31

Filed2026-05-15

PERIMETER SOLUTIONS INC

-8.43%

Shares652.0K

Event2026-03-31

Filed2026-05-15

WWD

WOODWARD INC

New

Shares40.0K

Event2026-03-31

Filed2026-05-15

CANADIAN PACIFIC KANSAS CITY

-8.31%

Shares176.5K

Event2026-03-31

Filed2026-05-15

KVUE

KENVUE INC

-76.71%

Shares792.0K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

New

Shares56.8K

Event2026-03-31

Filed2026-05-15

SEA LTD

7.08%

Shares128.5K

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

New

Shares52.6K

Event2026-03-31

Filed2026-05-15

TOST

TOAST INC

New

Shares248.0K

Event2026-03-31

Filed2026-05-15

HEI.A

HEICO CORP NEW

17.06%

Shares29.5K

Event2026-03-31

Filed2026-05-15

CASY

CASEYS GEN STORES INC

-91.50%

Shares8.2K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-48.64%

Shares66.0K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

-6.80%

Shares2.7K

Event2026-03-31

Filed2026-05-15

LPX

LOUISIANA PAC CORP

-23.46%

Shares62.0K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

SAP

SAP SE

New

Shares23.2K

Event2026-03-31

Filed2026-05-15

CART

MAPLEBEAR INC

New

Shares82.0K

Event2026-03-31

Filed2026-05-15

VRSK

VERISK ANALYTICS INC

New

Shares10.5K

Event2026-03-31

Filed2026-05-15

PRMB

PRIMO BRANDS CORPORATION

-83.73%

Shares63.2K

Event2026-03-31

Filed2026-05-15

GTM

ZOOMINFO TECHNOLOGIES INC

New

Shares168.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T399.0K shares24.18%2026-03-312026-05-15

ISHARES TR Call CallISHARES TR1.1M sharesnew addition2026-03-312026-05-15

AMAZON COM INC Call CallAMAZON COM INC25.2K shares-97.70%2026-03-312026-05-15

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

24.18%

Shares399.0K

Event2026-03-31

Filed2026-05-15

ISHARES TR Call

ISHARES TR

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

AMAZON COM INC Call

AMAZON COM INC

-97.70%

Shares25.2K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available