StockDriftsStockDriftsTop 30 Skye Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 44.84% | 9.67M | $2.31B | -0.82%(-80.00K) | $175.43(+49.65%) | 2026-06-30 | |
| V | VISA INC | 9.29% | 1.39M | $477.5M | +46.50%(+441.72K) | $327.54(+10.50%) | 2026-06-30 | |
| GE | GE AEROSPACE | 7.98% | 1.10M | $410.4M | -8.65%(-104.00K) | $107.54(+244.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.15% | 572.0K | $213.4M | -8.01%(-49.80K) | $302.99(+60.42%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 3.85% | 486.5K | $198.1M | -7.51%(-39.50K) | $462.28(-10.09%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 3.72% | 1.15M | $191.4M | +23.18%(+216.00K) | $166.73(-1.17%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 3.11% | 120.0K | $159.8M | +1.69%(+2.00K) | $817.10(+53.83%) | 2026-06-30 | |
| MLM | MARTIN MARIETTA MATLS INC | 2.83% | 252.0K | $145.3M | -5.97%(-16.00K) | $530.13(+2.92%) | 2026-06-30 | |
| MCO | MOODYS CORP | 2.75% | 312.0K | $141.3M | -15.22%(-56.00K) | $415.68(+16.67%) | 2026-06-30 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 2.46% | 382.0K | $126.2M | -9.05%(-38.00K) | $185.42(+77.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.03% | +77.28% | +11.80% | +74.69% |
| Top 20 Holdings Unweighted | +18.27% | +65.45% | +11.12% | +69.39% |
Skye Global Management LP reports $5.14B in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (44.8%), V (9.3%) and GE (8.0%). The top 20 holdings account for 97.5% of reported assets. Its disclosed equity book has returned +77.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Skye Global Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1675884). View Skye Global Management LP’s 13F filings on SEC