Skye Global Management LP: 13F holdings
CIK 16758842026Q2
| Positions | 30 |
|---|
| Reported value | $5.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 30 (-17 vs prior quarter) |
|---|
| Reported value | $5.1bn (+2.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 9,672,000 | $2.3bn | 44.8% |
| V VISA INC | 1,391,718 | $477.5m | 9.3% |
| GE GE AEROSPACE | 1,098,000 | $410.4m | 8.0% |
| MSFT MICROSOFT CORP | 572,000 | $213.4m | 4.2% |
| SPGI S&P GLOBAL INC | 486,500 | $198.1m | 3.9% |
| WCN WASTE CONNECTIONS INC | 1,148,000 | $191.4m | 3.7% |
| TDG TRANSDIGM GROUP INC | 120,000 | $159.8m | 3.1% |
| MLM MARTIN MARIETTA MATLS INC | 252,000 | $145.3m | 2.8% |
| MCO MOODYS CORP | 312,000 | $141.3m | 2.7% |
| HLT HILTON WORLDWIDE HLDGS INC | 382,000 | $126.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1675884")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples