Filed: 5/15/2025ACC: 0001420506-25-001164
📋 What this filing means
SKYE GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $3.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$3.76B
Total AUM (reported)
19.69M
Total Shares
Allocation by class
COM$2.82B74.9%
COM NEW$432.29M11.5%
SPONSORED ADS$241.70M6.4%
COM CL A$102.33M2.7%
CL A$82.52M2.2%
COMMON STOCK$34.67M0.9%
COMMON STOCK NEW$16.66M0.4%
Portfolio Concentration
Top 3$1.83B48.5%
4–10$998.13M26.5%
11–25$757.80M20.1%
Rest$180.41M4.8%
Top 3 weight
48.5%
Top 10 weight
75.1%
Voting Authority Distribution
Total shares with voting rights: 19.69M
Sole
Full voting authority
19.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
AMAZON COM INC
SOLEShares6.25M
TypeSH
Market value$1.19B
31.62%
Sole
6.25M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.01M
TypeSH
Market value$379.89M
10.10%
Sole
1.01M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares1.28M
TypeSH
Market value$256.59M
6.82%
Sole
1.28M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.46M
TypeSH
Market value$241.70M
6.42%
Sole
1.46M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares110K
TypeSH
Market value$152.16M
4.04%
Sole
110K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares298.50K
TypeSH
Market value$142.72M
3.79%
Sole
298.50K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares236K
TypeSH
Market value$119.91M
3.19%
Sole
236K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares498K
TypeSH
Market value$116.18M
3.09%
Sole
498K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares592K
TypeSH
Market value$115.55M
3.07%
Sole
592K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares236K
TypeSH
Market value$109.90M
2.92%
Sole
236K
Shared
0.00
None
0.00
VISA INC
SOLEShares292K
TypeSH
Market value$102.33M
2.72%
Sole
292K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares432.50K
TypeSH
Market value$98.42M
2.62%
Sole
432.50K
Shared
0.00
None
0.00
KLA CORP
SOLEShares134.50K
TypeSH
Market value$91.43M
2.43%
Sole
134.50K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares1M
TypeSH
Market value$72.85M
1.94%
Sole
1M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares95K
TypeSH
Market value$54.75M
1.46%
Sole
95K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares126K
TypeSH
Market value$54.69M
1.45%
Sole
126K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares95K
TypeSH
Market value$47.27M
1.26%
Sole
95K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares106K
TypeSH
Market value$37.01M
0.98%
Sole
106K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares164.50K
TypeSH
Market value$33.72M
0.90%
Sole
164.50K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares416.50K
TypeSH
Market value$33.62M
0.89%
Sole
416.50K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares16K
TypeSH
Market value$31.21M
0.83%
Sole
16K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares154K
TypeSH
Market value$26.24M
0.70%
Sole
154K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares172K
TypeSH
Market value$24.96M
0.66%
Sole
172K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares358K
TypeSH
Market value$24.72M
0.66%
Sole
358K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.12M
TypeSH
Market value$24.56M
0.65%
Sole
1.12M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 6.25M | SH | $1.19B 31.62% | 6.25M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.01M | SH | $379.89M 10.10% | 1.01M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 1.28M | SH | $256.59M 6.82% | 1.28M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.46M | SH | $241.70M 6.42% | 1.46M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 110K | SH | $152.16M 4.04% | 110K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 298.50K | SH | $142.72M 3.79% | 298.50K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 236K | SH | $119.91M 3.19% | 236K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 498K | SH | $116.18M 3.09% | 498K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 592K | SH | $115.55M 3.07% | 592K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 236K | SH | $109.90M 2.92% | 236K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 292K | SH | $102.33M 2.72% | 292K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 432.50K | SH | $98.42M 2.62% | 432.50K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 134.50K | SH | $91.43M 2.43% | 134.50K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 1M | SH | $72.85M 1.94% | 1M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 95K | SH | $54.75M 1.46% | 95K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 126K | SH | $54.69M 1.45% | 126K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 95K | SH | $47.27M 1.26% | 95K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 106K | SH | $37.01M 0.98% | 106K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 164.50K | SH | $33.72M 0.90% | 164.50K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 416.50K | SH | $33.62M 0.89% | 416.50K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 16K | SH | $31.21M 0.83% | 16K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 154K | SH | $26.24M 0.70% | 154K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 172K | SH | $24.96M 0.66% | 172K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 358K | SH | $24.72M 0.66% | 358K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.12M | SH | $24.56M 0.65% | 1.12M | 0.00 | 0.00 |
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