Skye Global Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Skye Global Management LP reported 58 stock positions worth $4.7 billion. Its top holding was Amazon.com (AMZN) at 32.7% of the portfolio, followed by Microsoft (MSFT, 10.7%) and General Electric (GE, 7.0%). Compared with Q1 2025, it opened 14 new positions, sold out of 8, added to 26 and reduced 10. The biggest buy was Visa Class A (V, shares +84%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- WEST PALM BEACH, FL
- CIK
- 0001675884
- Portfolio Value
- $4.7B (Q2 2025)
- SEC Filing
- 0001420506-25-002018 ↗ filed Aug 14, 2025
Holdings Value
Holdings 58 stocks · $4.7B
| AMZN Amazon.com Inc. | 32.67% | 6,984,000 | $1.5B | Add +11.7% |
| MSFT Microsoft Corp. | 10.73% | 1,012,000 | $503.4M | No change |
| GE General Electric filed as GE AEROSPACE | 7.04% | 1,282,000 | $330.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 4.89% | 1,012,000 | $229.2M | Reduce -30.5% |
| V Visa Inc. Class A | 4.06% | 536,000 | $190.3M | Add +83.6% |
| TDG Transdigm Group Inc. | 3.89% | 120,000 | $182.5M | Add +9.1% |
| MLM Martin Marietta Materials | 3.35% | 286,500 | $157.3M | Reduce -4.0% |
| SPGI S&P Global Inc. | 3.01% | 268,000 | $141.3M | Add +13.6% |
| VMC Vulcan Materials Co. | 2.68% | 482,500 | $125.8M | Reduce -3.1% |
| MCO Moody's Corp. | 2.52% | 236,000 | $118.4M | No change |
| HLT Hilton Worldwide Holdings Inc. | 2.46% | 432,500 | $115.2M | No change |
| WCN Waste Connections Inc. | 2.36% | 592,000 | $110.5M | No change |
| KLAC KLA Corp. | 1.77% | 92,800 | $83.1M | Reduce -31.0% |
| META Meta Platforms Inc. Class A | 1.67% | 106,000 | $78.2M | Add +11.6% |
| LRCX Lam Research Corp. | 1.51% | 728,000 | $70.9M | Reduce -27.4% |
| CASY Casey's General Stores Inc. | 1.37% | 126,000 | $64.3M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.27% | 146,500 | $59.4M | Add +54.2% |
| SHW The Sherwin-Williams Co. | 1.19% | 162,500 | $55.8M | Add +53.3% |
| MA Mastercard Inc. Class A | 1.14% | 95,000 | $53.4M | New |
| U Unity Software Inc. | 1.05% | 2,028,000 | $49.1M | New |
| DHR Danaher Corp. | 0.77% | 182,000 | $36.0M | Add +10.6% |
| GEHC GE Healthcare Technology | 0.71% | 450,000 | $33.3M | Add +8.0% |
| UAL United Airlines Holdings Inc. | 0.69% | 406,000 | $32.3M | Add +13.4% |
| UNP Union Pacific Corp. | 0.62% | 126,500 | $29.1M | Add +93.1% |
| PG The Procter & Gamble Co. | 0.59% | 172,500 | $27.5M | Add +12.0% |
| CPNG Coupang Inc. | 0.54% | 842,000 | $25.2M | Reduce -24.8% |
| FERG Ferguson Enterprises Inc. | 0.52% | 112,000 | $24.4M | Add +7.7% |
| KVUE Kenvue Inc. | 0.47% | 1,054,000 | $22.1M | Add +61.2% |
| AXP American Express Co. | 0.45% | 65,500 | $20.9M | New |
| NFLX Netflix Inc. | 0.44% | 15,400 | $20.6M | Add +46.7% |
| FER Ferrovial NV | 0.37% | 324,500 | $17.4M | Add +18.4% |
| CP Canadian Pacific Kansas City | 0.33% | 192,500 | $15.3M | New |
| DAL Delta Air Lines Inc. | 0.29% | 274,500 | $13.5M | Add +8.1% |
| SPOT Spotify Technology SA | 0.27% | 16,800 | $12.9M | Add +33.3% |
| RSG Republic Services Inc. | 0.25% | 48,400 | $11.9M | Add +92.1% |
| PRM Perimeter Solutions Inc. | 0.18% | 614,500 | $8.6M | Add +485.2% |
| SHOP Shopify Inc. Class A | 0.17% | 68,500 | $7.9M | Add +103.9% |
| AAPL Apple Inc. | 0.15% | 33,600 | $6.9M | Add +220.0% |
| MELI MercadoLibre Inc. | 0.14% | 2,520 | $6.6M | Reduce -84.3% |
| DE Deere & Co. | 0.14% | 12,600 | $6.4M | Add +140.0% |
| LPX Louisiana-Pacific Corp. | 0.13% | 68,200 | $5.9M | Add +4.9% |
| WM Waste Management Inc. | 0.12% | 25,200 | $5.8M | New |
| GRND Grindr Inc. | 0.12% | 254,000 | $5.8M | Reduce -52.3% |
| AXON Axon Enterprise Inc. | 0.11% | 6,300 | $5.2M | Reduce -1.6% |
| WMT Walmart Inc. | 0.10% | 48,400 | $4.7M | New |
| ICE Intercontinental Exchange Inc. | 0.10% | 25,200 | $4.6M | Add +200.0% |
| COST Costco Wholesale Corp. | 0.09% | 4,400 | $4.4M | No change |
| NTRA Natera Inc. | 0.09% | 25,200 | $4.3M | New |
| DASH DoorDash Inc. Class A | 0.07% | 12,600 | $3.1M | New |
| QXO Qxo Inc. | 0.06% | 126,500 | $2.7M | Add +402.0% |
| CNM Core & Main Inc. Class A | 0.05% | 38,000 | $2.3M | New |
| HEI.A Heico Corp. Class A | 0.05% | 8,400 | $2.2M | New |
| STE Steris PLC | 0.04% | 8,400 | $2.0M | New |
| SE Sea Ltd.-ADR | 0.04% | 12,600 | $2.0M | New |
| LOAR Loar Holdings Inc. | 0.04% | 21,000 | $1.8M | No change |
| VIK Viking Holdings Ltd. | 0.04% | 33,600 | $1.8M | New |
| FIX Comfort Systems USA Inc. | 0.03% | 2,520 | $1.4M | Reduce -50.0% |
| KNF Knife River Corp. | 0.02% | 12,600 | $1.0M | New |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T calls ($1.0B), UNITY SOFTWARE INC calls ($17.3M).
Portfolio Sells Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | Reduce -30.5% | 4.89% | −1.54 |
| MELI MercadoLibre Inc. | Reduce -84.3% | 0.14% | −0.69 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.66 |
| KLAC KLA Corp. | Reduce -31.0% | 1.77% | −0.66 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.55 |
| MLM Martin Marietta Materials | Reduce -4.0% | 3.35% | −0.44 |
| LRCX Lam Research Corp. | Reduce -27.4% | 1.51% | −0.42 |
| VMC Vulcan Materials Co. | Reduce -3.1% | 2.68% | −0.40 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.27 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.26 |
| GRND Grindr Inc. | Reduce -52.3% | 0.12% | −0.13 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.12 |
| CPNG Coupang Inc. | Reduce -24.8% | 0.54% | −0.11 |
| PRMB Primo Brands Corp. | Sold out | 0.00% | −0.05 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.03 |
| FIX Comfort Systems USA Inc. | Reduce -50.0% | 0.03% | −0.01 |
| AXON Axon Enterprise Inc. | Reduce -1.6% | 0.11% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| V Visa Inc. Class A | Add +83.6% | 4.06% | +1.34 |
| MA Mastercard Inc. Class A | New | 1.14% | +1.14 |
| AMZN Amazon.com Inc. | Add +11.7% | 32.67% | +1.05 |
| U Unity Software Inc. | New | 1.05% | +1.05 |
| AXP American Express Co. | New | 0.45% | +0.45 |
| CP Canadian Pacific Kansas City | New | 0.33% | +0.33 |
| META Meta Platforms Inc. Class A | Add +11.6% | 1.67% | +0.21 |
| UNP Union Pacific Corp. | Add +93.1% | 0.62% | +0.21 |
| SHW The Sherwin-Williams Co. | Add +53.3% | 1.19% | +0.21 |
| NFLX Netflix Inc. | Add +46.7% | 0.44% | +0.18 |
| PRM Perimeter Solutions Inc. | Add +485.2% | 0.18% | +0.15 |
| WM Waste Management Inc. | New | 0.12% | +0.12 |
| WMT Walmart Inc. | New | 0.10% | +0.10 |
| RSG Republic Services Inc. | Add +92.1% | 0.25% | +0.09 |
| NTRA Natera Inc. | New | 0.09% | +0.09 |
| SPOT Spotify Technology SA | Add +33.3% | 0.27% | +0.09 |
| AAPL Apple Inc. | Add +220.0% | 0.15% | +0.09 |
| SHOP Shopify Inc. Class A | Add +103.9% | 0.17% | +0.08 |
| FERG Ferguson Enterprises Inc. | Add +7.7% | 0.52% | +0.08 |
| DE Deere & Co. | Add +140.0% | 0.14% | +0.07 |
| DASH DoorDash Inc. Class A | New | 0.07% | +0.07 |
| ICE Intercontinental Exchange Inc. | Add +200.0% | 0.10% | +0.06 |
| KVUE Kenvue Inc. | Add +61.2% | 0.47% | +0.05 |
| QXO Qxo Inc. | Add +402.0% | 0.06% | +0.05 |
| CNM Core & Main Inc. Class A | New | 0.05% | +0.05 |
| HEI.A Heico Corp. Class A | New | 0.05% | +0.05 |
| FER Ferrovial NV | Add +18.4% | 0.37% | +0.04 |
| SE Sea Ltd.-ADR | New | 0.04% | +0.04 |
| STE Steris PLC | New | 0.04% | +0.04 |
| VIK Viking Holdings Ltd. | New | 0.04% | +0.04 |
| UAL United Airlines Holdings Inc. | Add +13.4% | 0.69% | +0.03 |
| KNF Knife River Corp. | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +54.2% | 1.27% | +0.01 |
| DAL Delta Air Lines Inc. | Add +8.1% | 0.29% | −0.01 |
| LPX Louisiana-Pacific Corp. | Add +4.9% | 0.13% | −0.03 |
| PG The Procter & Gamble Co. | Add +12.0% | 0.59% | −0.11 |
| DHR Danaher Corp. | Add +10.6% | 0.77% | −0.13 |
| TDG Transdigm Group Inc. | Add +9.1% | 3.89% | −0.15 |
| SPGI S&P Global Inc. | Add +13.6% | 3.01% | −0.17 |
| GEHC GE Healthcare Technology | Add +8.0% | 0.71% | −0.18 |
Options Activity Q1 2025 → Q2 2025
| STATE STR SPDR S&P 500 ETF T | call | New | 1,680,000 | $1.0B |
| UNITY SOFTWARE INC | call | New | 714,000 | $17.3M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |