StockDriftsStockDriftsTop 44 Skye Global Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 43.74% | 9.75M | $2.03B | +8.65%(+776.00K) | $175.43(+38.33%) | 2026-03-31 | |
| GE | GE AEROSPACE | 7.35% | 1.20M | $341.1M | -4.60%(-58.00K) | $107.54(+251.06%) | 2026-03-31 | |
| V | VISA INC | 6.18% | 950.0K | $287.1M | +69.04%(+388.00K) | $330.43(+9.59%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.96% | 621.8K | $230.2M | +5.03%(+29.80K) | $302.99(+28.88%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 4.82% | 526.0K | $223.7M | +20.50%(+89.50K) | $462.28(-4.84%) | 2026-03-31 | |
| MCO | MOODYS CORP | 3.46% | 368.0K | $160.5M | +6.20%(+21.50K) | $415.68(+18.00%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 3.4% | 268.0K | $157.8M | -2.19%(-6.00K) | $530.13(+13.07%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 3.26% | 932.0K | $151.4M | +4.48%(+40.00K) | $167.29(+0.91%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 2.95% | 118.0K | $136.8M | -1.67%(-2.00K) | $810.06(+66.47%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 2.75% | 420.0K | $127.7M | -2.89%(-12.50K) | $185.42(+82.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.77% | +89.61% |
| Top 20 Holdings Unweighted | +19.59% | +71.04% |
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