Skye Global Management LP In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Skye Global Management LP reported 30 stock positions worth $5.1 billion . Its top holding was Amazon.com (AMZN) at 44.8% of the portfolio, followed by Visa Class A (V, 9.3% ) and General Electric (GE, 8.0% ). Compared with Q1 2026, it sold out of 14, added to 14 and reduced 15. The biggest buy was Visa Class A (V, shares +47% ) and the biggest sale S&P Global (SPGI, shares −8% ).
Location WEST PALM BEACH, FL
CIK 0001675884
Portfolio Value $5.1B (Q2 2026) Holdings 30 stocks · $5.1B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 AMZN Amazon.com Inc. 9,672,000 $2.3B Reduce -0.8% V Visa Inc. Class A 1,391,718 $477.5M Add +46.5% GE General Electric filed as GE AEROSPACE 1,098,000 $410.4M Reduce -8.7% MSFT Microsoft Corp. 572,000 $213.4M Reduce -8.0% SPGI S&P Global Inc. 486,500 $198.1M Reduce -7.5% WCN Waste Connections Inc. 1,148,000 $191.4M Add +23.2% TDG Transdigm Group Inc. 120,000 $159.8M Add +1.7% MLM Martin Marietta Materials 252,000 $145.3M Reduce -6.0% MCO Moody's Corp. 312,000 $141.3M Reduce -15.2% HLT Hilton Worldwide Holdings Inc. 382,000 $126.2M Reduce -9.1% GOOGL Alphabet Inc. Class A 320,000 $114.4M Reduce -6.4% VMC Vulcan Materials Co. 308,500 $91.0M Reduce -15.3% DHR Danaher Corp. 426,000 $81.1M Add +71.8% TMO Thermo Fisher Scientific Inc. 150,500 $75.5M Add +27.0% FERG Ferguson Enterprises Inc. 248,000 $58.9M Add +18.1% SHW The Sherwin-Williams Co. 160,500 $55.3M Reduce -5.6% RSG Republic Services Inc. 240,500 $51.2M Add +19.9% FER Ferrovial NV 656,000 $45.0M Add +39.0% UNP Union Pacific Corp. 142,000 $38.6M Reduce -7.8% DASH DoorDash Inc. Class A 178,000 $32.8M Add +20.3% NFLX Netflix Inc. 382,000 $27.3M Add +5.5% SPOT Spotify Technology SA 54,800 $25.2M Add +3.8% CPNG Coupang Inc. 862,000 $15.0M Reduce -3.6% SE Sea Ltd.-ADR 136,000 $13.0M Add +5.8% CP Canadian Pacific Kansas City 142,000 $12.3M Reduce -19.6% MELI MercadoLibre Inc. 6,200 $10.5M Add +126.3% KVUE Kenvue Inc. 456,000 $8.7M Reduce -42.4% CL Colgate-Palmolive Co. 82,500 $7.6M Add +25.0% LPX Louisiana-Pacific Corp. 60,000 $4.7M Reduce -3.2% COST Costco Wholesale Corp. 4,400 $4.1M No change
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ SPGI S&P Global Inc. Reduce -7.5% 3.85% −0.96 MSFT Microsoft Corp. Reduce -8.0% 4.15% −0.81 MCO Moody's Corp. Reduce -15.2% 2.75% −0.71 MLM Martin Marietta Materials Reduce -6.0% 2.83% −0.57 AAPL Apple Inc. Sold out 0.00% −0.45 AXP American Express Co. Sold out 0.00% −0.43 VMC Vulcan Materials Co. Reduce -15.3% 1.77% −0.36 PRM Perimeter Solutions Inc. Sold out 0.00% −0.34 WWD Woodward Inc. Sold out 0.00% −0.31 HLT Hilton Worldwide Holdings Inc. Reduce -9.1% 2.46% −0.29 WM Waste Management Inc. Sold out 0.00% −0.28 WDAY Workday Inc. Class A Sold out 0.00% −0.15 TOST Toast Inc. Class A Sold out 0.00% −0.14 HEI.A Heico Corp. Class A Sold out 0.00% −0.13 CASY Casey's General Stores Inc. Sold out 0.00% −0.13 KVUE Kenvue Inc. Reduce -42.4% 0.17% −0.12 SHW The Sherwin-Williams Co. Reduce -5.6% 1.07% −0.10 SAP Sap SE-Sponsored ADR Sold out 0.00% −0.09 CPNG Coupang Inc. Reduce -3.6% 0.29% −0.07 CART Maplebear Inc. Sold out 0.00% −0.07 CP Canadian Pacific Kansas City Reduce -19.6% 0.24% −0.06 UNP Union Pacific Corp. Reduce -7.8% 0.75% −0.05 VRSK Verisk Analytics Inc. Sold out 0.00% −0.04 PRMB Primo Brands Corp. Sold out 0.00% −0.03 GTM Zoominfo Technologies Inc. Sold out 0.00% −0.02 LPX Louisiana-Pacific Corp. Reduce -3.2% 0.09% −0.01 GOOGL Alphabet Inc. Class A Reduce -6.4% 2.22% +0.11 GE General Electric Reduce -8.7% 7.98% +0.64 AMZN Amazon.com Inc. Reduce -0.8% 44.84% +1.10
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ V Visa Inc. Class A Add +46.5% 9.29% +3.10 DHR Danaher Corp. Add +71.8% 1.58% +0.57 WCN Waste Connections Inc. Add +23.2% 3.72% +0.46 FER Ferrovial NV Add +39.0% 0.88% +0.21 TMO Thermo Fisher Scientific Inc. Add +27.0% 1.47% +0.21 TDG Transdigm Group Inc. Add +1.7% 3.11% +0.16 DASH DoorDash Inc. Class A Add +20.3% 0.64% +0.16 MELI MercadoLibre Inc. Add +126.3% 0.20% +0.10 FERG Ferguson Enterprises Inc. Add +18.1% 1.14% +0.09 RSG Republic Services Inc. Add +19.9% 1.00% +0.05 CL Colgate-Palmolive Co. Add +25.0% 0.15% +0.03 SE Sea Ltd.-ADR Add +5.8% 0.25% +0.02 SPOT Spotify Technology SA Add +3.8% 0.49% −0.06 NFLX Netflix Inc. Add +5.5% 0.53% −0.22
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ STATE STR SPDR S&P 500 ETF T call Sold out 399,000 $259.5Mbefore exit ISHARES TR call Sold out 1,113,000 $96.5Mbefore exit AMAZON COM INC call Sold out 25,200 $5.2Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 30 $5.1B AMZN, V, GE, MSFT, SPGI Q1 2026 44 $4.6B AMZN, GE, V, MSFT, SPGI Q4 2025 45 $4.9B AMZN, GE, MSFT, SPGI, V Q3 2025 60 $5.0B AMZN, MSFT, GE, V, SPGI Q2 2025 58 $4.7B AMZN, MSFT, GE, TSM, V Q1 2025 52 $3.8B AMZN, MSFT, GE, TSM, TDG Q4 2024 47 $4.8B AMZN, MSFT, GE, TSM, TDG Q3 2024 34 $4.1B AMZN, GE, MSFT, TDG, UNP Q2 2024 34 $4.4B AMZN, MSFT, GE, UNP, CP Q1 2024 Amended 31 $4.2B AMZN, MSFT, UNP, AAPL, GE