Institutional Fund
Skye Global Management LP
West Palm Beach, FLCIK 16758845 filings on record
Portfolio Value
$4.64B
Q1 2026
Holdings
44
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-6.2%
from $4.95B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc43.7%
- Ge Aerospace7.3%
- Visa Inc6.2%
- Microsoft Corp5.0%
- S&P Global Inc4.8%
- Moodys Corp3.5%
- Other29.5%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 9.75M | $2.03B | 43.7% | +776.0K | Added |
| 2 | Ge Aerospace | 1.20M | $341.09M | 7.3% | −58.0K | Reduced |
| 3 | Visa Inc | 950.0K | $287.13M | 6.2% | +388.0K | Added |
| 4 | Microsoft Corp | 621.8K | $230.17M | 5.0% | +29.8K | Added |
| 5 | S&P Global Inc | 526.0K | $223.73M | 4.8% | +89.5K | Added |
| 6 | Moodys Corp | 368.0K | $160.54M | 3.5% | +21.5K | Added |
| 7 | Martin Marietta Matls Inc | 268.0K | $157.77M | 3.4% | −6.0K | Reduced |
| 8 | Waste Connections Inc | 932.0K | $151.39M | 3.3% | +40.0K | Added |
| 9 | Transdigm Group Inc | 118.0K | $136.76M | 2.9% | −2.0K | Reduced |
| 10 | Hilton Worldwide Hldgs Inc | 420.0K | $127.71M | 2.8% | −12.5K | Reduced |
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