Filed: 8/14/2025ACC: 0001420506-25-002018
📋 What this filing means
SKYE GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $5.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$5.75B
Total AUM (reported)
24.87M
Total Shares
Allocation by class
COM$3.49B60.8%
CALL$1.06B18.4%
COM NEW$500.19M8.7%
SPONSORED ADS$229.21M4.0%
COM CL A$190.31M3.3%
CL A$164.42M2.9%
COMMON STOCK$42.91M0.7%
Portfolio Concentration
Top 3$3.07B53.5%
4–10$1.36B23.6%
11–25$989.00M17.2%
Rest$326.16M5.7%
Top 3 weight
53.5%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 24.87M
Sole
Full voting authority
24.87M
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
AMAZON COM INC
SOLEShares6.98M
TypeSH
Market value$1.53B
26.67%
Sole
6.98M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.68M
TypeSH
Market value$1.04B
18.07%
Sole
1.68M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.01M
TypeSH
Market value$503.38M
8.76%
Sole
1.01M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares1.28M
TypeSH
Market value$329.97M
5.74%
Sole
1.28M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.01M
TypeSH
Market value$229.21M
3.99%
Sole
1.01M
Shared
0.00
None
0.00
VISA INC
SOLEShares536K
TypeSH
Market value$190.31M
3.31%
Sole
536K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares120K
TypeSH
Market value$182.48M
3.18%
Sole
120K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares286.50K
TypeSH
Market value$157.28M
2.74%
Sole
286.50K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares268K
TypeSH
Market value$141.31M
2.46%
Sole
268K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares482.50K
TypeSH
Market value$125.85M
2.19%
Sole
482.50K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares236K
TypeSH
Market value$118.38M
2.06%
Sole
236K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares432.50K
TypeSH
Market value$115.19M
2.01%
Sole
432.50K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares592K
TypeSH
Market value$110.54M
1.92%
Sole
592K
Shared
0.00
None
0.00
KLA CORP
SOLEShares92.80K
TypeSH
Market value$83.12M
1.45%
Sole
92.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares106K
TypeSH
Market value$78.24M
1.36%
Sole
106K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares728K
TypeSH
Market value$70.86M
1.23%
Sole
728K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares126K
TypeSH
Market value$64.29M
1.12%
Sole
126K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares146.50K
TypeSH
Market value$59.40M
1.03%
Sole
146.50K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares162.50K
TypeSH
Market value$55.80M
0.97%
Sole
162.50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares95K
TypeSH
Market value$53.38M
0.93%
Sole
95K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares2.03M
TypeSH
Market value$49.08M
0.85%
Sole
2.03M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares182K
TypeSH
Market value$35.95M
0.63%
Sole
182K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares450K
TypeSH
Market value$33.33M
0.58%
Sole
450K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares406K
TypeSH
Market value$32.33M
0.56%
Sole
406K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares126.50K
TypeSH
Market value$29.11M
0.51%
Sole
126.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 6.98M | SH | $1.53B 26.67% | 6.98M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | CALL | 1.68M | SH | $1.04B 18.07% | 1.68M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.01M | SH | $503.38M 8.76% | 1.01M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 1.28M | SH | $329.97M 5.74% | 1.28M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.01M | SH | $229.21M 3.99% | 1.01M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 536K | SH | $190.31M 3.31% | 536K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 120K | SH | $182.48M 3.18% | 120K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 286.50K | SH | $157.28M 2.74% | 286.50K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 268K | SH | $141.31M 2.46% | 268K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 482.50K | SH | $125.85M 2.19% | 482.50K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 236K | SH | $118.38M 2.06% | 236K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 432.50K | SH | $115.19M 2.01% | 432.50K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 592K | SH | $110.54M 1.92% | 592K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 92.80K | SH | $83.12M 1.45% | 92.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 106K | SH | $78.24M 1.36% | 106K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 728K | SH | $70.86M 1.23% | 728K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 126K | SH | $64.29M 1.12% | 126K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 146.50K | SH | $59.40M 1.03% | 146.50K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 162.50K | SH | $55.80M 0.97% | 162.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 95K | SH | $53.38M 0.93% | 95K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 2.03M | SH | $49.08M 0.85% | 2.03M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 182K | SH | $35.95M 0.63% | 182K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 450K | SH | $33.33M 0.58% | 450K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 406K | SH | $32.33M 0.56% | 406K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 126.50K | SH | $29.11M 0.51% | 126.50K | 0.00 | 0.00 |
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