Skye Global Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Skye Global Management LP reported 34 stock positions worth $4.4 billion. Its top holding was Amazon.com (AMZN) at 49.7% of the portfolio, followed by Microsoft (MSFT, 6.6%) and General Electric (GE, 5.6%). Compared with Q1 2024, it opened 11 new positions, sold out of 8, added to 10 and reduced 13. The biggest buy was Amazon.com (AMZN, shares +3%) and the biggest sale Apple (AAPL, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001675884
- Portfolio Value
- $4.4B (Q2 2024)
- SEC Filing
- 0001420506-24-001454 ↗ filed Aug 14, 2024
Holdings Value
Holdings 34 stocks · $4.4B
| AMZN Amazon.com Inc. | 49.66% | 11,357,715 | $2.2B | Add +3.1% |
| MSFT Microsoft Corp. | 6.61% | 654,000 | $292.3M | Reduce -25.3% |
| GE General Electric filed as GE AEROSPACE | 5.65% | 1,570,000 | $249.6M | Add +9.9% |
| UNP Union Pacific Corp. | 5.51% | 1,077,170 | $243.7M | Reduce -1.4% |
| CP Canadian Pacific Kansas City | 3.40% | 1,908,000 | $150.2M | Reduce -4.7% |
| TDG Transdigm Group Inc. | 3.21% | 111,072 | $141.9M | Reduce -12.2% |
| SPGI S&P Global Inc. | 3.01% | 298,000 | $132.9M | Reduce -5.7% |
| AAPL Apple Inc. | 2.88% | 604,000 | $127.2M | Reduce -60.6% |
| HLT Hilton Worldwide Holdings Inc. | 2.61% | 528,000 | $115.2M | Add +10.5% |
| MCO Moody's Corp. | 2.60% | 273,078 | $114.9M | Reduce -9.7% |
| WCN Waste Connections Inc. | 2.54% | 640,000 | $112.2M | Add +142.4% |
| SHEL Shell PLC-ADR | 1.99% | 1,217,652 | $87.9M | Add +59.4% |
| CASY Casey's General Stores Inc. | 1.97% | 228,500 | $87.2M | Add +273.1% |
| PRMW Primo Water Corp. | 1.64% | 3,324,444 | $72.7M | New |
| FERG Ferguson Jersey Ltd. | 1.54% | 352,000 | $68.2M | Add +151.4% |
| MLM Martin Marietta Materials | 1.04% | 84,500 | $45.8M | Add +72.5% |
| DHR Danaher Corp. | 0.75% | 132,800 | $33.2M | Reduce -14.9% |
| TMO Thermo Fisher Scientific Inc. | 0.69% | 55,000 | $30.4M | Reduce -16.4% |
| PG The Procter & Gamble Co. | 0.56% | 150,000 | $24.7M | Reduce -39.6% |
| VMC Vulcan Materials Co. | 0.43% | 76,000 | $18.9M | New |
| CMG Chipotle Mexican Grill Inc. | 0.36% | 252,000 | $15.8M | Reduce -20.0% |
| V Visa Inc. Class A | 0.31% | 52,600 | $13.8M | Add +39.1% |
| STE Steris PLC | 0.20% | 40,000 | $8.8M | Reduce -33.3% |
| COST Costco Wholesale Corp. | 0.17% | 9,020 | $7.7M | Reduce -14.1% |
| CNQ Canadian Natural Resources | 0.14% | 168,000 | $6.0M | New |
| GRND Grindr Inc. | 0.13% | 480,000 | $5.9M | Add +30.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 29,500 | $5.1M | New |
| SAP Sap SE-Sponsored ADR | 0.07% | 15,750 | $3.2M | New |
| WWD Woodward Inc. | 0.06% | 15,750 | $2.7M | New |
| MELI MercadoLibre Inc. | 0.05% | 1,260 | $2.1M | New |
| WMT Walmart Inc. | 0.05% | 29,500 | $2.0M | New |
| LOAR Loar Holdings Inc. | 0.03% | 21,000 | $1.1M | New |
| WSO Watsco Inc. | 0.02% | 1,575 | $730K | New |
| AXP American Express Co. | 0.01% | 2,100 | $486K | New |
Portfolio Sells Q1 2024 → Q2 2024
| AAPL Apple Inc. | Reduce -60.6% | 2.88% | −3.37 |
| MSFT Microsoft Corp. | Reduce -25.3% | 6.61% | −2.14 |
| UNP Union Pacific Corp. | Reduce -1.4% | 5.51% | −0.87 |
| CP Canadian Pacific Kansas City | Reduce -4.7% | 3.40% | −0.79 |
| TDG Transdigm Group Inc. | Reduce -12.2% | 3.21% | −0.49 |
| PG The Procter & Gamble Co. | Reduce -39.6% | 0.56% | −0.40 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.25 |
| MCO Moody's Corp. | Reduce -9.7% | 2.60% | −0.22 |
| TMO Thermo Fisher Scientific Inc. | Reduce -16.4% | 0.69% | −0.22 |
| SPGI S&P Global Inc. | Reduce -5.7% | 3.01% | −0.19 |
| DHR Danaher Corp. | Reduce -14.9% | 0.75% | −0.17 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.14 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.13 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.13 |
| STE Steris PLC | Reduce -33.3% | 0.20% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Reduce -20.0% | 0.36% | −0.08 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.07 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.06 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.05 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -14.1% | 0.17% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| AMZN Amazon.com Inc. | Add +3.1% | 49.66% | +2.44 |
| PRMW Primo Water Corp. | New | 1.64% | +1.64 |
| CASY Casey's General Stores Inc. | Add +273.1% | 1.97% | +1.51 |
| WCN Waste Connections Inc. | Add +142.4% | 2.54% | +1.46 |
| FERG Ferguson Jersey Ltd. | Add +151.4% | 1.54% | +0.82 |
| SHEL Shell PLC-ADR | Add +59.4% | 1.99% | +0.77 |
| VMC Vulcan Materials Co. | New | 0.43% | +0.43 |
| MLM Martin Marietta Materials | Add +72.5% | 1.04% | +0.32 |
| HLT Hilton Worldwide Holdings Inc. | Add +10.5% | 2.61% | +0.18 |
| CNQ Canadian Natural Resources | New | 0.14% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.12% | +0.12 |
| SAP Sap SE-Sponsored ADR | New | 0.07% | +0.07 |
| WWD Woodward Inc. | New | 0.06% | +0.06 |
| V Visa Inc. Class A | Add +39.1% | 0.31% | +0.06 |
| MELI MercadoLibre Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.05% | +0.05 |
| GRND Grindr Inc. | Add +30.4% | 0.13% | +0.04 |
| LOAR Loar Holdings Inc. | New | 0.03% | +0.03 |
| WSO Watsco Inc. | New | 0.02% | +0.02 |
| AXP American Express Co. | New | 0.01% | +0.01 |
| GE General Electric | Add +9.9% | 5.65% | −0.31 |
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 |