2026 Q2 Portfolio Activity
In 2026 Q2, Skye Global Management LP maintained a portfolio of 47 distinct positions. They heavily accumulated shares in VISA INC, increasing the position by 46.5%. Conversely, Skye Global Management LP completely exited their position in STATE STR SPDR S&P 500 ETF T.
Position History
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Total Positions
47
Quarter
2026 Q2
Top Holding
AMZN (44.8%)
Top 10 Concentration
85.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47
Skye Global Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 44.84% | 40.58% |
#1
Prev: #1
|
6.5 |
—
|
-80,000 | -0.8% |
P
S
|
9,672,000 | $2,305,224,480 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 9.29% | 5.74% |
#2
1
Prev: #3
|
7.7 |
—
|
441,718 | 46.5% |
P
S
|
1,391,718 | $477,484,529 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GE
GE AEROSPACE
|
Industrials | 7.98% | 6.82% |
#3
1
Prev: #2
|
4.7 |
—
|
-104,000 | -8.7% |
P
S
|
1,098,000 | $410,355,540 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.15% | 4.60% |
#4
1
Prev: #5
|
2.7 |
—
|
-49,800 | -8.0% |
P
S
|
572,000 | $213,367,440 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 3.85% | 4.47% |
#5
1
Prev: #6
|
2.5 |
—
|
-39,500 | -7.5% |
P
S
|
486,500 | $198,131,990 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 3.72% | 3.03% |
#6
3
Prev: #9
|
4.0 |
—
|
216,000 | 23.2% |
P
S
|
1,148,000 | $191,360,120 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 3.11% | 2.73% |
#7
3
Prev: #10
|
1.7 |
—
|
2,000 | 1.7% |
P
S
|
120,000 | $159,844,800 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLM
MARTIN MARIETTA...
|
Basic Materials | 2.83% | 3.15% |
#8
Prev: #8
|
1.6 |
—
|
-16,000 | -6.0% |
P
S
|
252,000 | $145,328,400 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCO
MOODYS CORP
|
Financial Services | 2.75% | 3.21% |
#9
2
Prev: #7
|
1.6 |
—
|
-56,000 | -15.2% |
P
S
|
312,000 | $141,311,040 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 2.46% | 2.55% |
#10
1
Prev: #11
|
1.5 |
—
|
-38,000 | -9.0% |
P
S
|
382,000 | $126,235,720 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.22% | 1.97% |
#11
2
Prev: #13
|
1.4 |
—
|
-22,000 | -6.4% |
P
S
|
320,000 | $114,358,400 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 1.77% | 1.98% |
#12
Prev: #12
|
1.2 |
—
|
-55,500 | -15.2% |
P
S
|
308,500 | $91,010,585 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.58% | 0.94% |
#13
5
Prev: #18
|
3.6 |
—
|
178,000 | 71.8% |
P
S
|
426,000 | $81,144,480 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.47% | 1.16% |
#14
1
Prev: #15
|
3.1 |
—
|
32,000 | 27.0% |
P
S
|
150,500 | $75,454,680 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 1.14% | 0.98% |
#15
2
Prev: #17
|
2.5 |
—
|
38,000 | 18.1% |
P
S
|
248,000 | $58,857,840 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 1.07% | 1.09% |
#16
Prev: #16
|
0.9 |
—
|
-9,500 | -5.6% |
P
S
|
160,500 | $55,263,360 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 1.00% | 0.88% |
#17
2
Prev: #19
|
2.4 |
—
|
40,000 | 20.0% |
P
S
|
240,500 | $51,245,740 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FER
FERROVIAL NV
|
Industrials | 0.88% | 0.61% |
#18
4
Prev: #22
|
2.9 |
—
|
184,000 | 39.0% |
P
S
|
656,000 | $45,008,160 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.75% | 0.75% |
#19
1
Prev: #20
|
0.8 |
—
|
-12,000 | -7.8% |
P
S
|
142,000 | $38,624,000 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 0.64% | 0.44% |
#20
4
Prev: #24
|
2.8 |
—
|
30,000 | 20.3% |
P
S
|
178,000 | $32,846,340 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.53% | 0.70% |
#21
Prev: #21
|
2.2 |
—
|
20,000 | 5.5% |
P
S
|
382,000 | $27,274,800 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.49% | 0.51% |
#22
1
Prev: #23
|
0.7 |
—
|
2,000 | 3.8% |
P
S
|
54,800 | $25,160,324 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.29% | 0.34% |
#23
4
Prev: #27
|
0.6 |
—
|
-32,000 | -3.6% |
P
S
|
862,000 | $14,972,940 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 0.25% | 0.21% |
#24
9
Prev: #33
|
2.1 |
—
|
7,500 | 5.8% |
P
S
|
136,000 | $13,032,880 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 0.24% | 0.28% |
#25
5
Prev: #30
|
0.6 |
—
|
-34,500 | -19.5% |
P
S
|
142,000 | $12,304,300 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.20% | 0.09% |
#26
14
Prev: #40
|
3.1 |
—
|
3,460 | 126.3% |
P
S
|
6,200 | $10,523,818 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 0.17% | 0.27% |
#27
4
Prev: #31
|
0.1 |
—
|
-336,000 | -42.4% |
P
S
|
456,000 | $8,714,160 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.15% | 0.11% |
#28
10
Prev: #38
|
2.6 |
—
|
16,500 | 25.0% |
P
S
|
82,500 | $7,563,600 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LPX
LOUISIANA PAC C...
|
Industrials | 0.09% | 0.09% |
#29
12
Prev: #41
|
0.5 |
—
|
-2,000 | -3.2% |
P
S
|
60,000 | $4,719,600 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.08% | 0.09% |
#30
12
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
4,400 | $4,116,068 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GTM
ZOOMINFO TECHNO...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #47) |
0.0 |
—
|
-168,500 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRMB
PRIMO BRANDS CO...
|
Consumer Defensive | 0.00% | 0.02% |
Sold All 😨
(Was: #46) |
0.0 |
—
|
-63,200 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 0.00% | 0.04% |
Sold All 😨
(Was: #45) |
0.0 |
—
|
-10,500 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 0.00% | 0.06% |
Sold All 😨
(Was: #44) |
0.0 |
—
|
-82,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SAP
SAP SE
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #43) |
0.0 |
—
|
-23,200 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CALL
AMAZON COM INC
|
|
CALL Option | 0.00% | 0.10% |
Sold All 😨
(Was: #39) |
0.0 |
—
|
-25,200 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.00% | 0.12% |
Sold All 😨
(Was: #37) |
0.0 |
—
|
-8,200 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 0.00% | 0.12% |
Sold All 😨
(Was: #36) |
0.0 |
—
|
-29,500 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TOST
TOAST INC
|
Technology | 0.00% | 0.13% |
Sold All 😨
(Was: #35) |
0.0 |
—
|
-248,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WDAY
WORKDAY INC
|
Technology | 0.00% | 0.14% |
Sold All 😨
(Was: #34) |
0.0 |
—
|
-52,600 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.00% | 0.26% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-56,800 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WWD
WOODWARD INC
|
Industrials | 0.00% | 0.29% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-40,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRM
PERIMETER SOLUT...
|
Basic Materials | 0.00% | 0.32% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-652,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.00% | 0.40% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-65,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.00% | 0.42% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-82,500 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CALL
ISHARES TR
|
|
CALL Option | 0.00% | 1.93% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-1,113,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
CALL
STATE STR SPDR ...
|
|
CALL Option | 0.00% | 5.18% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-399,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-47 of 47 holdings