Skye Global Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Skye Global Management LP reported 47 stock positions worth $4.8 billion. Its top holding was Amazon.com (AMZN) at 51.8% of the portfolio, followed by Microsoft (MSFT, 5.9%) and General Electric (GE, 5.0%). Compared with Q3 2024, it opened 16 new positions, sold out of 3, added to 13 and reduced 14. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale General Electric (GE, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001675884
- Portfolio Value
- $4.8B (Q4 2024)
- SEC Filing
- 0001420506-25-000488 ↗ filed Feb 14, 2025
Holdings Value
Holdings 47 stocks · $4.8B
| AMZN Amazon.com Inc. | 51.79% | 11,324,000 | $2.5B | Reduce -5.0% |
| MSFT Microsoft Corp. | 5.90% | 672,000 | $283.2M | Add +13.1% |
| GE General Electric filed as GE AEROSPACE | 5.00% | 1,438,000 | $239.8M | Reduce -4.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.93% | 712,000 | $140.6M | New |
| TDG Transdigm Group Inc. | 2.77% | 105,000 | $133.1M | Reduce -6.3% |
| MLM Martin Marietta Materials | 2.76% | 256,500 | $132.5M | Add +85.2% |
| WCN Waste Connections Inc. | 2.32% | 648,000 | $111.2M | Add +7.3% |
| VMC Vulcan Materials Co. | 2.29% | 428,000 | $110.1M | Add +174.4% |
| HLT Hilton Worldwide Holdings Inc. | 2.27% | 440,000 | $108.8M | Reduce -1.4% |
| UNP Union Pacific Corp. | 2.00% | 420,000 | $95.8M | Reduce -29.5% |
| SPGI S&P Global Inc. | 1.89% | 182,000 | $90.6M | Reduce -11.0% |
| MCO Moody's Corp. | 1.80% | 182,000 | $86.2M | Reduce -8.3% |
| CP Canadian Pacific Kansas City | 1.74% | 1,154,000 | $83.5M | Reduce -10.3% |
| CASY Casey's General Stores Inc. | 1.39% | 168,500 | $66.8M | Reduce -22.9% |
| PRMB Primo Brands Corp. | 1.20% | 1,865,000 | $57.4M | Reduce -15.7% |
| TMO Thermo Fisher Scientific Inc. | 1.16% | 106,500 | $55.4M | Add +77.5% |
| KLAC KLA Corp. | 1.11% | 84,800 | $53.4M | New |
| AMAT Applied Materials Inc. | 0.96% | 282,000 | $45.9M | New |
| META Meta Platforms Inc. Class A | 0.93% | 76,200 | $44.6M | Add +130.9% |
| DHR Danaher Corp. | 0.82% | 172,000 | $39.5M | Add +21.1% |
| LRCX Lam Research Corp. | 0.82% | 542,000 | $39.1M | New |
| FERG Ferguson Enterprises Inc. | 0.75% | 208,000 | $36.1M | Add +116.7% |
| GEHC GE Healthcare Technology | 0.68% | 418,000 | $32.7M | New |
| V Visa Inc. Class A | 0.67% | 102,000 | $32.2M | Reduce -1.9% |
| AAPL Apple Inc. | 0.65% | 124,500 | $31.2M | Reduce -56.5% |
| SHW The Sherwin-Williams Co. | 0.57% | 80,500 | $27.4M | Add +3733.3% |
| CPNG Coupang Inc. | 0.48% | 1,058,000 | $23.3M | Add +72.9% |
| PG The Procter & Gamble Co. | 0.38% | 108,000 | $18.1M | No change |
| SNPS Synopsys Inc. | 0.32% | 31,600 | $15.3M | New |
| MELI MercadoLibre Inc. | 0.26% | 7,200 | $12.2M | Add +113.0% |
| FER Ferrovial NV | 0.22% | 252,000 | $10.6M | New |
| GRND Grindr Inc. | 0.22% | 592,000 | $10.6M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 118,500 | $7.1M | Reduce -27.7% |
| STE Steris PLC | 0.13% | 29,600 | $6.1M | Add +76.2% |
| LPX Louisiana-Pacific Corp. | 0.09% | 40,500 | $4.2M | New |
| COST Costco Wholesale Corp. | 0.08% | 4,400 | $4.0M | No change |
| UAL United Airlines Holdings Inc. | 0.08% | 40,500 | $3.9M | Add +28.6% |
| AER Aercap Holdings NV | 0.08% | 40,500 | $3.9M | New |
| DE Deere & Co. | 0.06% | 6,400 | $2.7M | New |
| ICE Intercontinental Exchange Inc. | 0.05% | 16,800 | $2.5M | New |
| WMT Walmart Inc. | 0.05% | 25,200 | $2.3M | Reduce -75.8% |
| ONTO Onto Innovation Inc. | 0.04% | 12,600 | $2.1M | New |
| AXON Axon Enterprise Inc. | 0.04% | 3,200 | $1.9M | New |
| NWSA News Corp. Class A | 0.04% | 65,200 | $1.8M | New |
| LOAR Loar Holdings Inc. | 0.03% | 21,000 | $1.6M | No change |
| NFLX Netflix Inc. | 0.02% | 840 | $749K | New |
| FIX Comfort Systems USA Inc. | 0.01% | 1,680 | $712K | New |
Portfolio Sells Q3 2024 → Q4 2024
| GE General Electric | Reduce -4.6% | 5.00% | −1.87 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 51.79% | −1.83 |
| UNP Union Pacific Corp. | Reduce -29.5% | 2.00% | −1.55 |
| TDG Transdigm Group Inc. | Reduce -6.3% | 2.77% | −1.09 |
| AAPL Apple Inc. | Reduce -56.5% | 0.65% | −0.96 |
| CP Canadian Pacific Kansas City | Reduce -10.3% | 1.74% | −0.92 |
| SPGI S&P Global Inc. | Reduce -11.0% | 1.89% | −0.66 |
| CASY Casey's General Stores Inc. | Reduce -22.9% | 1.39% | −0.59 |
| MCO Moody's Corp. | Reduce -8.3% | 1.80% | −0.48 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.26 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.4% | 2.27% | −0.22 |
| WMT Walmart Inc. | Reduce -75.8% | 0.05% | −0.16 |
| PRMB Primo Brands Corp. | Reduce -15.7% | 1.20% | −0.15 |
| CMG Chipotle Mexican Grill Inc. | Reduce -27.7% | 0.15% | −0.08 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.05 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Reduce -1.9% | 0.67% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| TSM Taiwan Semiconductor-SP ADR | New | 2.93% | +2.93 |
| VMC Vulcan Materials Co. | Add +174.4% | 2.29% | +1.35 |
| KLAC KLA Corp. | New | 1.11% | +1.11 |
| MLM Martin Marietta Materials | Add +85.2% | 2.76% | +0.96 |
| AMAT Applied Materials Inc. | New | 0.96% | +0.96 |
| LRCX Lam Research Corp. | New | 0.82% | +0.82 |
| GEHC GE Healthcare Technology | New | 0.68% | +0.68 |
| SHW The Sherwin-Williams Co. | Add +3733.3% | 0.57% | +0.55 |
| META Meta Platforms Inc. Class A | Add +130.9% | 0.93% | +0.47 |
| SNPS Synopsys Inc. | New | 0.32% | +0.32 |
| FERG Ferguson Enterprises Inc. | Add +116.7% | 0.75% | +0.29 |
| TMO Thermo Fisher Scientific Inc. | Add +77.5% | 1.16% | +0.26 |
| FER Ferrovial NV | New | 0.22% | +0.22 |
| CPNG Coupang Inc. | Add +72.9% | 0.48% | +0.12 |
| MELI MercadoLibre Inc. | Add +113.0% | 0.26% | +0.09 |
| LPX Louisiana-Pacific Corp. | New | 0.09% | +0.09 |
| AER Aercap Holdings NV | New | 0.08% | +0.08 |
| DE Deere & Co. | New | 0.06% | +0.06 |
| ICE Intercontinental Exchange Inc. | New | 0.05% | +0.05 |
| ONTO Onto Innovation Inc. | New | 0.04% | +0.04 |
| AXON Axon Enterprise Inc. | New | 0.04% | +0.04 |
| UAL United Airlines Holdings Inc. | Add +28.6% | 0.08% | +0.04 |
| NWSA News Corp. Class A | New | 0.04% | +0.04 |
| STE Steris PLC | Add +76.2% | 0.13% | +0.03 |
| NFLX Netflix Inc. | New | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | New | 0.01% | +0.01 |
| DHR Danaher Corp. | Add +21.1% | 0.82% | −0.13 |
| MSFT Microsoft Corp. | Add +13.1% | 5.90% | −0.27 |
| WCN Waste Connections Inc. | Add +7.3% | 2.32% | −0.29 |
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 |