Skye Global Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Skye Global Management LP reported 52 stock positions worth $3.8 billion. Its top holding was Amazon.com (AMZN) at 31.6% of the portfolio, followed by Microsoft (MSFT, 10.1%) and General Electric (GE, 6.8%). Compared with Q4 2024, it opened 11 new positions, sold out of 6, added to 22 and reduced 17. The biggest buy was Microsoft (MSFT, shares +51%) and the biggest sale Amazon.com (AMZN, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001675884
- Portfolio Value
- $3.8B (Q1 2025)
- SEC Filing
- 0001420506-25-001164 ↗ filed May 15, 2025
Holdings Value
Holdings 52 stocks · $3.8B
| AMZN Amazon.com Inc. | 31.62% | 6,254,000 | $1.2B | Reduce -44.8% |
| MSFT Microsoft Corp. | 10.10% | 1,012,000 | $379.9M | Add +50.6% |
| GE General Electric filed as GE AEROSPACE | 6.82% | 1,282,000 | $256.6M | Reduce -10.8% |
| TSM Taiwan Semiconductor-SP ADR | 6.42% | 1,456,000 | $241.7M | Add +104.5% |
| TDG Transdigm Group Inc. | 4.04% | 110,000 | $152.2M | Add +4.8% |
| MLM Martin Marietta Materials | 3.79% | 298,500 | $142.7M | Add +16.4% |
| SPGI S&P Global Inc. | 3.19% | 236,000 | $119.9M | Add +29.7% |
| VMC Vulcan Materials Co. | 3.09% | 498,000 | $116.2M | Add +16.4% |
| WCN Waste Connections Inc. | 3.07% | 592,000 | $115.6M | Reduce -8.6% |
| MCO Moody's Corp. | 2.92% | 236,000 | $109.9M | Add +29.7% |
| V Visa Inc. Class A | 2.72% | 292,000 | $102.3M | Add +186.3% |
| HLT Hilton Worldwide Holdings Inc. | 2.62% | 432,500 | $98.4M | Reduce -1.7% |
| KLAC KLA Corp. | 2.43% | 134,500 | $91.4M | Add +58.6% |
| LRCX Lam Research Corp. | 1.94% | 1,002,000 | $72.8M | Add +84.9% |
| META Meta Platforms Inc. Class A | 1.46% | 95,000 | $54.8M | Add +24.7% |
| CASY Casey's General Stores Inc. | 1.45% | 126,000 | $54.7M | Reduce -25.2% |
| TMO Thermo Fisher Scientific Inc. | 1.26% | 95,000 | $47.3M | Reduce -10.8% |
| SHW The Sherwin-Williams Co. | 0.98% | 106,000 | $37.0M | Add +31.7% |
| DHR Danaher Corp. | 0.90% | 164,500 | $33.7M | Reduce -4.4% |
| GEHC GE Healthcare Technology | 0.89% | 416,500 | $33.6M | Reduce -0.4% |
| MELI MercadoLibre Inc. | 0.83% | 16,000 | $31.2M | Add +122.2% |
| PG The Procter & Gamble Co. | 0.70% | 154,000 | $26.2M | Add +42.6% |
| AMAT Applied Materials Inc. | 0.66% | 172,000 | $25.0M | Reduce -39.0% |
| UAL United Airlines Holdings Inc. | 0.66% | 358,000 | $24.7M | Add +784.0% |
| CPNG Coupang Inc. | 0.65% | 1,120,000 | $24.6M | Add +5.9% |
| WMB Williams Cos Inc. | 0.55% | 346,500 | $20.7M | New |
| FERG Ferguson Enterprises Inc. | 0.44% | 104,000 | $16.7M | Reduce -50.0% |
| KVUE Kenvue Inc. | 0.42% | 654,000 | $15.7M | New |
| UNP Union Pacific Corp. | 0.41% | 65,500 | $15.5M | Reduce -84.4% |
| FER Ferrovial NV | 0.33% | 274,000 | $12.3M | Add +8.7% |
| DAL Delta Air Lines Inc. | 0.29% | 254,000 | $11.1M | New |
| SHEL Shell PLC-ADR | 0.27% | 136,500 | $10.0M | New |
| NFLX Netflix Inc. | 0.26% | 10,500 | $9.8M | Add +1150.0% |
| ONTO Onto Innovation Inc. | 0.26% | 80,000 | $9.7M | Add +534.9% |
| GRND Grindr Inc. | 0.25% | 532,000 | $9.5M | Reduce -10.1% |
| SPOT Spotify Technology SA | 0.18% | 12,600 | $6.9M | New |
| RSG Republic Services Inc. | 0.16% | 25,200 | $6.1M | New |
| LPX Louisiana-Pacific Corp. | 0.16% | 65,000 | $6.0M | Add +60.5% |
| KMI Kinder Morgan Inc. | 0.12% | 160,000 | $4.6M | New |
| COST Costco Wholesale Corp. | 0.11% | 4,400 | $4.2M | No change |
| AXON Axon Enterprise Inc. | 0.09% | 6,400 | $3.4M | Add +100.0% |
| SHOP Shopify Inc. Class A | 0.09% | 33,600 | $3.2M | New |
| DE Deere & Co. | 0.07% | 5,250 | $2.5M | Reduce -18.0% |
| AAPL Apple Inc. | 0.06% | 10,500 | $2.3M | Reduce -91.6% |
| PRMB Primo Brands Corp. | 0.05% | 52,500 | $1.9M | Reduce -97.2% |
| FIX Comfort Systems USA Inc. | 0.04% | 5,040 | $1.6M | Add +200.0% |
| LOAR Loar Holdings Inc. | 0.04% | 21,000 | $1.5M | No change |
| ICE Intercontinental Exchange Inc. | 0.04% | 8,400 | $1.4M | Reduce -50.0% |
| HII Huntington Ingalls Industrie | 0.03% | 6,300 | $1.3M | New |
| CMG Chipotle Mexican Grill Inc. | 0.03% | 25,200 | $1.3M | Reduce -78.7% |
| PRM Perimeter Solutions Inc. | 0.03% | 105,000 | $1.1M | New |
| QXO Qxo Inc. | 0.01% | 25,200 | $341K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Reduce -44.8% | 31.62% | −20.17 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −1.74 |
| UNP Union Pacific Corp. | Reduce -84.4% | 0.41% | −1.59 |
| PRMB Primo Brands Corp. | Reduce -97.2% | 0.05% | −1.15 |
| AAPL Apple Inc. | Reduce -91.6% | 0.06% | −0.59 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.32 |
| FERG Ferguson Enterprises Inc. | Reduce -50.0% | 0.44% | −0.31 |
| AMAT Applied Materials Inc. | Reduce -39.0% | 0.66% | −0.29 |
| STE Steris PLC | Sold out | 0.00% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -78.7% | 0.03% | −0.12 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.08 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.05 |
| NWSA News Corp. Class A | Sold out | 0.00% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -50.0% | 0.04% | −0.01 |
| DE Deere & Co. | Reduce -18.0% | 0.07% | +0.01 |
| GRND Grindr Inc. | Reduce -10.1% | 0.25% | +0.03 |
| CASY Casey's General Stores Inc. | Reduce -25.2% | 1.45% | +0.06 |
| DHR Danaher Corp. | Reduce -4.4% | 0.90% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.8% | 1.26% | +0.10 |
| GEHC GE Healthcare Technology | Reduce -0.4% | 0.89% | +0.21 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -1.7% | 2.62% | +0.35 |
| WCN Waste Connections Inc. | Reduce -8.6% | 3.07% | +0.75 |
| GE General Electric | Reduce -10.8% | 6.82% | +1.82 |
Portfolio Buys Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Add +50.6% | 10.10% | +4.19 |
| TSM Taiwan Semiconductor-SP ADR | Add +104.5% | 6.42% | +3.49 |
| V Visa Inc. Class A | Add +186.3% | 2.72% | +2.05 |
| KLAC KLA Corp. | Add +58.6% | 2.43% | +1.32 |
| SPGI S&P Global Inc. | Add +29.7% | 3.19% | +1.30 |
| TDG Transdigm Group Inc. | Add +4.8% | 4.04% | +1.27 |
| MCO Moody's Corp. | Add +29.7% | 2.92% | +1.12 |
| LRCX Lam Research Corp. | Add +84.9% | 1.94% | +1.12 |
| MLM Martin Marietta Materials | Add +16.4% | 3.79% | +1.03 |
| VMC Vulcan Materials Co. | Add +16.4% | 3.09% | +0.79 |
| UAL United Airlines Holdings Inc. | Add +784.0% | 0.66% | +0.57 |
| MELI MercadoLibre Inc. | Add +122.2% | 0.83% | +0.57 |
| WMB Williams Cos Inc. | New | 0.55% | +0.55 |
| META Meta Platforms Inc. Class A | Add +24.7% | 1.46% | +0.53 |
| KVUE Kenvue Inc. | New | 0.42% | +0.42 |
| SHW The Sherwin-Williams Co. | Add +31.7% | 0.98% | +0.41 |
| PG The Procter & Gamble Co. | Add +42.6% | 0.70% | +0.32 |
| DAL Delta Air Lines Inc. | New | 0.29% | +0.29 |
| SHEL Shell PLC-ADR | New | 0.27% | +0.27 |
| NFLX Netflix Inc. | Add +1150.0% | 0.26% | +0.24 |
| ONTO Onto Innovation Inc. | Add +534.9% | 0.26% | +0.21 |
| SPOT Spotify Technology SA | New | 0.18% | +0.18 |
| CPNG Coupang Inc. | Add +5.9% | 0.65% | +0.17 |
| RSG Republic Services Inc. | New | 0.16% | +0.16 |
| KMI Kinder Morgan Inc. | New | 0.12% | +0.12 |
| FER Ferrovial NV | Add +8.7% | 0.33% | +0.11 |
| SHOP Shopify Inc. Class A | New | 0.09% | +0.09 |
| LPX Louisiana-Pacific Corp. | Add +60.5% | 0.16% | +0.07 |
| AXON Axon Enterprise Inc. | Add +100.0% | 0.09% | +0.05 |
| HII Huntington Ingalls Industrie | New | 0.03% | +0.03 |
| FIX Comfort Systems USA Inc. | Add +200.0% | 0.04% | +0.03 |
| PRM Perimeter Solutions Inc. | New | 0.03% | +0.03 |
| QXO Qxo Inc. | New | 0.01% | +0.01 |
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 |