Skye Global Management LP

CIK 0001675884 · WEST PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Skye Global Management LP reported 30 positions worth $5.14B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMZN (44.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.14B
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.0%
Est. Net Flow (Q)
2026 Q2
10 / 30 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMZNAMAZON COM INCSH$2.31B44.84%9,672,000
2VVISA INCSH$477.5M9.29%1,391,718
3GEGE AEROSPACESH$410.4M7.98%1,098,000
4MSFTMICROSOFT CORPSH$213.4M4.15%572,000
5SPGIS&P GLOBAL INCSH$198.1M3.85%486,500
6WCNWASTE CONNECTIONS INCSH$191.4M3.72%1,148,000
7TDGTRANSDIGM GROUP INCSH$159.8M3.11%120,000
8MLMMARTIN MARIETTA MATLS INCSH$145.3M2.83%252,000
9MCOMOODYS CORPSH$141.3M2.75%312,000
10HLTHILTON WORLDWIDE HLDGS INCSH$126.2M2.46%382,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Skye Global Management LP hold as of Q2 2026?

Skye Global Management LP reported 30 positions worth $5.14B in its Q2 2026 13F filing. Largest positions: AMZN (44.8%), V (9.3%), GE (8.0%), MSFT (4.2%) and SPGI (3.9%).

What did Skye Global Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Skye Global Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.