Skye Global Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Skye Global Management LP reported 31 stock positions worth $4.2 billion. Its top holding was Amazon.com (AMZN) at 47.2% of the portfolio, followed by Microsoft (MSFT, 8.8%) and Union Pacific (UNP, 6.4%). Compared with Q4 2023, it opened 10 new positions, sold out of 2, added to 12 and reduced 8. The biggest buy was Apple (AAPL, shares +596%) and the biggest sale Microsoft (MSFT, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001675884
- Portfolio Value
- $4.2B (Q1 2024)
- SEC Filing
- 0001420506-24-000929 ↗ filed May 15, 2024
Holdings Value
Holdings 31 stocks · $4.2B
| AMZN Amazon.com Inc. | 47.22% | 11,020,000 | $2.0B | Reduce -8.2% |
| MSFT Microsoft Corp. | 8.76% | 876,000 | $368.6M | Reduce -32.4% |
| UNP Union Pacific Corp. | 6.38% | 1,092,000 | $268.6M | Add +7.1% |
| AAPL Apple Inc. | 6.25% | 1,534,000 | $263.1M | Add +595.7% |
| GE General Electric | 5.95% | 1,428,000 | $250.7M | Add +112.5% |
| CP Canadian Pacific Kansas City | 4.19% | 2,002,000 | $176.5M | Reduce -5.6% |
| TDG Transdigm Group Inc. | 3.70% | 126,500 | $155.8M | Add +0.4% |
| SPGI S&P Global Inc. | 3.19% | 316,000 | $134.4M | Add +15.3% |
| MCO Moody's Corp. | 2.82% | 302,500 | $118.9M | Add +79.5% |
| HLT Hilton Worldwide Holdings Inc. | 2.42% | 478,000 | $102.0M | Add +131.5% |
| SHEL Shell PLC-ADR | 1.22% | 764,000 | $51.2M | Add +7176.2% |
| WCN Waste Connections Inc. | 1.08% | 264,000 | $45.4M | Add +30.4% |
| PG The Procter & Gamble Co. | 0.96% | 248,500 | $40.3M | Reduce -21.4% |
| DHR Danaher Corp. | 0.93% | 156,000 | $39.0M | Reduce -27.3% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 65,800 | $38.2M | Reduce -39.1% |
| FERG Ferguson Jersey Ltd. | 0.73% | 140,000 | $30.6M | New |
| MLM Martin Marietta Materials | 0.71% | 49,000 | $30.1M | Add +199.7% |
| CASY Casey's General Stores Inc. | 0.46% | 61,250 | $19.5M | New |
| CMG Chipotle Mexican Grill Inc. | 0.43% | 6,300 | $18.3M | Reduce -17.1% |
| STE Steris PLC | 0.32% | 60,000 | $13.5M | Add +18.6% |
| V Visa Inc. Class A | 0.25% | 37,800 | $10.5M | Reduce -65.8% |
| AUR Aurora Innovation Inc. | 0.25% | 3,680,000 | $10.4M | New |
| COST Costco Wholesale Corp. | 0.18% | 10,500 | $7.7M | No change |
| SHW The Sherwin-Williams Co. | 0.14% | 16,800 | $5.8M | New |
| DASH DoorDash Inc. Class A | 0.13% | 40,000 | $5.5M | New |
| YOU Clear Secure Inc. Class A | 0.13% | 254,500 | $5.4M | New |
| GRND Grindr Inc. | 0.09% | 368,000 | $3.7M | Add +145.3% |
| CSGP Costar Group Inc. | 0.07% | 31,500 | $3.0M | New |
| SHOP Shopify Inc. Class A | 0.06% | 30,000 | $2.3M | New |
| FOUR SHIFT4 Payments Inc. Class A | 0.05% | 29,500 | $1.9M | New |
| CHE Chemed Corp. | 0.02% | 1,050 | $674K | New |
Portfolio Sells Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Reduce -32.4% | 8.76% | −5.21 |
| AMZN Amazon.com Inc. | Reduce -8.2% | 47.22% | −5.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -39.1% | 0.91% | −0.73 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.67 |
| CP Canadian Pacific Kansas City | Reduce -5.6% | 4.19% | −0.61 |
| V Visa Inc. Class A | Reduce -65.8% | 0.25% | −0.57 |
| DHR Danaher Corp. | Reduce -27.3% | 0.93% | −0.50 |
| PG The Procter & Gamble Co. | Reduce -21.4% | 0.96% | −0.37 |
| CMG Chipotle Mexican Grill Inc. | Reduce -17.1% | 0.43% | −0.06 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| AAPL Apple Inc. | Add +595.7% | 6.25% | +5.03 |
| GE General Electric | Add +112.5% | 5.95% | +3.50 |
| HLT Hilton Worldwide Holdings Inc. | Add +131.5% | 2.42% | +1.34 |
| SHEL Shell PLC-ADR | Add +7176.2% | 1.22% | +1.20 |
| MCO Moody's Corp. | Add +79.5% | 2.82% | +0.94 |
| FERG Ferguson Jersey Ltd. | New | 0.73% | +0.73 |
| MLM Martin Marietta Materials | Add +199.7% | 0.71% | +0.48 |
| CASY Casey's General Stores Inc. | New | 0.46% | +0.46 |
| AUR Aurora Innovation Inc. | New | 0.25% | +0.25 |
| WCN Waste Connections Inc. | Add +30.4% | 1.08% | +0.21 |
| SHW The Sherwin-Williams Co. | New | 0.14% | +0.14 |
| DASH DoorDash Inc. Class A | New | 0.13% | +0.13 |
| YOU Clear Secure Inc. Class A | New | 0.13% | +0.13 |
| CSGP Costar Group Inc. | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | New | 0.06% | +0.06 |
| GRND Grindr Inc. | Add +145.3% | 0.09% | +0.05 |
| TDG Transdigm Group Inc. | Add +0.4% | 3.70% | +0.05 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.05% | +0.05 |
| CHE Chemed Corp. | New | 0.02% | +0.02 |
| STE Steris PLC | Add +18.6% | 0.32% | +0.00 |
| SPGI S&P Global Inc. | Add +15.3% | 3.19% | −0.26 |
| UNP Union Pacific Corp. | Add +7.1% | 6.38% | −0.80 |
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 2024Amended | 31 | $4.2B | AMZN, MSFT, UNP, AAPL, GE |