Skye Global Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Skye Global Management LP reported 34 stock positions worth $4.1 billion. Its top holding was Amazon.com (AMZN) at 53.6% of the portfolio, followed by General Electric (GE, 6.9%) and Microsoft (MSFT, 6.2%). Compared with Q2 2024, it opened 6 new positions, sold out of 6, added to 11 and reduced 16. The biggest buy was Amazon.com (AMZN, shares +5%) and the biggest sale an exit from Shell PLC-ADR (SHEL).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001675884
- Portfolio Value
- $4.1B (Q3 2024)
- SEC Filing
- 0001420506-24-002458 ↗ filed Nov 14, 2024
Holdings Value
Holdings 34 stocks · $4.1B
| AMZN Amazon.com Inc. | 53.62% | 11,918,169 | $2.2B | Add +4.9% |
| GE General Electric filed as GE AEROSPACE | 6.87% | 1,508,000 | $284.4M | Reduce -4.0% |
| MSFT Microsoft Corp. | 6.17% | 594,000 | $255.6M | Reduce -9.2% |
| TDG Transdigm Group Inc. | 3.86% | 112,000 | $159.8M | Add +0.8% |
| UNP Union Pacific Corp. | 3.55% | 596,000 | $146.9M | Reduce -44.7% |
| CP Canadian Pacific Kansas City | 2.66% | 1,286,000 | $110.0M | Reduce -32.6% |
| WCN Waste Connections Inc. | 2.61% | 604,000 | $108.0M | Reduce -5.6% |
| SPGI S&P Global Inc. | 2.55% | 204,500 | $105.6M | Reduce -31.4% |
| HLT Hilton Worldwide Holdings Inc. | 2.48% | 446,000 | $102.8M | Reduce -15.5% |
| MCO Moody's Corp. | 2.27% | 198,500 | $94.2M | Reduce -27.3% |
| CASY Casey's General Stores Inc. | 1.98% | 218,500 | $82.1M | Reduce -4.4% |
| MLM Martin Marietta Materials | 1.80% | 138,500 | $74.5M | Add +63.9% |
| AAPL Apple Inc. | 1.61% | 286,500 | $66.8M | Reduce -52.6% |
| PRMW Primo Water Corp. | 1.35% | 2,212,000 | $55.9M | Reduce -33.5% |
| DHR Danaher Corp. | 0.95% | 142,000 | $39.5M | Add +6.9% |
| VMC Vulcan Materials Co. | 0.94% | 156,000 | $39.1M | Add +105.3% |
| TMO Thermo Fisher Scientific Inc. | 0.90% | 60,000 | $37.1M | Add +9.1% |
| V Visa Inc. Class A | 0.69% | 104,000 | $28.6M | Add +97.7% |
| FERG Ferguson Enterprises Inc. | 0.46% | 96,000 | $19.1M | Reduce -72.7% |
| META Meta Platforms Inc. Class A | 0.46% | 33,000 | $18.9M | New |
| PG The Procter & Gamble Co. | 0.45% | 108,000 | $18.7M | Reduce -28.0% |
| CPNG Coupang Inc. | 0.36% | 612,000 | $15.0M | New |
| SAP Sap SE-Sponsored ADR | 0.26% | 46,800 | $10.7M | Add +197.1% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 164,000 | $9.4M | Reduce -34.9% |
| WMT Walmart Inc. | 0.20% | 104,000 | $8.4M | Add +252.5% |
| GRND Grindr Inc. | 0.17% | 592,000 | $7.1M | Add +23.3% |
| MELI MercadoLibre Inc. | 0.17% | 3,380 | $6.9M | Add +168.3% |
| STE Steris PLC | 0.10% | 16,800 | $4.1M | Reduce -58.0% |
| COST Costco Wholesale Corp. | 0.09% | 4,400 | $3.9M | Reduce -51.2% |
| DAL Delta Air Lines Inc. | 0.05% | 42,000 | $2.1M | New |
| UAL United Airlines Holdings Inc. | 0.04% | 31,500 | $1.8M | New |
| CELH Celsius Holdings Inc. | 0.04% | 52,500 | $1.6M | New |
| LOAR Loar Holdings Inc. | 0.04% | 21,000 | $1.6M | No change |
| SHW The Sherwin-Williams Co. | 0.02% | 2,100 | $802K | New |
Portfolio Sells Q2 2024 → Q3 2024
| SHEL Shell PLC-ADR | Sold out | 0.00% | −1.99 |
| UNP Union Pacific Corp. | Reduce -44.7% | 3.55% | −1.97 |
| AAPL Apple Inc. | Reduce -52.6% | 1.61% | −1.27 |
| FERG Ferguson Enterprises Inc. | Reduce -72.7% | 0.46% | −1.08 |
| CP Canadian Pacific Kansas City | Reduce -32.6% | 2.66% | −0.74 |
| SPGI S&P Global Inc. | Reduce -31.4% | 2.55% | −0.46 |
| MSFT Microsoft Corp. | Reduce -9.2% | 6.17% | −0.44 |
| MCO Moody's Corp. | Reduce -27.3% | 2.27% | −0.33 |
| PRMW Primo Water Corp. | Reduce -33.5% | 1.35% | −0.30 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Reduce -34.9% | 0.23% | −0.13 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -15.5% | 2.48% | −0.12 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -28.0% | 0.45% | −0.11 |
| STE Steris PLC | Reduce -58.0% | 0.10% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -51.2% | 0.09% | −0.08 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.06 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Sold out | 0.00% | −0.01 |
| CASY Casey's General Stores Inc. | Reduce -4.4% | 1.98% | +0.01 |
| WCN Waste Connections Inc. | Reduce -5.6% | 2.61% | +0.07 |
| GE General Electric | Reduce -4.0% | 6.87% | +1.22 |
Portfolio Buys Q2 2024 → Q3 2024
| AMZN Amazon.com Inc. | Add +4.9% | 53.62% | +3.95 |
| MLM Martin Marietta Materials | Add +63.9% | 1.80% | +0.76 |
| TDG Transdigm Group Inc. | Add +0.8% | 3.86% | +0.65 |
| VMC Vulcan Materials Co. | Add +105.3% | 0.94% | +0.52 |
| META Meta Platforms Inc. Class A | New | 0.46% | +0.46 |
| V Visa Inc. Class A | Add +97.7% | 0.69% | +0.38 |
| CPNG Coupang Inc. | New | 0.36% | +0.36 |
| TMO Thermo Fisher Scientific Inc. | Add +9.1% | 0.90% | +0.21 |
| DHR Danaher Corp. | Add +6.9% | 0.95% | +0.20 |
| SAP Sap SE-Sponsored ADR | Add +197.1% | 0.26% | +0.19 |
| WMT Walmart Inc. | Add +252.5% | 0.20% | +0.16 |
| MELI MercadoLibre Inc. | Add +168.3% | 0.17% | +0.12 |
| DAL Delta Air Lines Inc. | New | 0.05% | +0.05 |
| UAL United Airlines Holdings Inc. | New | 0.04% | +0.04 |
| CELH Celsius Holdings Inc. | New | 0.04% | +0.04 |
| GRND Grindr Inc. | Add +23.3% | 0.17% | +0.04 |
| SHW The Sherwin-Williams Co. | New | 0.02% | +0.02 |
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 |