Skye Global Management
$4.6B Assets Reported
53 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 9,752,000 | $2.0B | 43.7% |
| GE | GE AEROSPACE | 1,202,000 | $341M | 7.3% |
| V | VISA INC | 950,000 | $287M | 6.2% |
| MSFT | MICROSOFT CORP | 621,800 | $230M | 5.0% |
| SPGI | S&P GLOBAL INC | 526,000 | $224M | 4.8% |
| MCO | MOODYS CORP | 368,000 | $161M | 3.5% |
| MLM | MARTIN MARIETTA MATLS INC | 268,000 | $158M | 3.4% |
| WCN | WASTE CONNECTIONS INC | 932,000 | $151M | 3.3% |
| TDG | TRANSDIGM GROUP INC | 118,000 | $137M | 2.9% |
| HLT | HILTON WORLDWIDE HLDGS INC | 420,000 | $128M | 2.8% |
Track Skye Global Management's 13F portfolio: $4.6B in reported holdings, 53 positions. Top holdings, AUM, and quarterly changes on SentiSense.