Filed: 11/14/2025ACC: 0001420506-25-003246
📋 What this filing means
SKYE GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $5.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$5.00B
Total AUM (reported)
23.03M
Total Shares
Allocation by class
COM$3.86B77.2%
COM NEW$474.84M9.5%
COM CL A$281.30M5.6%
CL A$175.73M3.5%
CAP STK CL A$48.13M1.0%
COMMON STOCK NEW$28.75M0.6%
COMMON STOCK$28.71M0.6%
Portfolio Concentration
Top 3$2.67B53.5%
4–10$1.22B24.4%
11–25$753.99M15.1%
Rest$353.55M7.1%
Top 3 weight
53.5%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 23.03M
Sole
Full voting authority
23.03M
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)
Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:
AMAZON COM INC
SOLEShares8.02M
TypeSH
Market value$1.76B
35.26%
Sole
8.02M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.01M
TypeSH
Market value$524.17M
10.49%
Sole
1.01M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares1.28M
TypeSH
Market value$385.65M
7.72%
Sole
1.28M
Shared
0.00
None
0.00
VISA INC
SOLEShares824K
TypeSH
Market value$281.30M
5.63%
Sole
824K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares406K
TypeSH
Market value$197.60M
3.95%
Sole
406K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares272K
TypeSH
Market value$171.44M
3.43%
Sole
272K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares120K
TypeSH
Market value$158.16M
3.17%
Sole
120K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares324.50K
TypeSH
Market value$154.62M
3.09%
Sole
324.50K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares438K
TypeSH
Market value$134.74M
2.70%
Sole
438K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares682.50K
TypeSH
Market value$119.98M
2.40%
Sole
682.50K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares432.50K
TypeSH
Market value$112.21M
2.25%
Sole
432.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares106K
TypeSH
Market value$77.84M
1.56%
Sole
106K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares126K
TypeSH
Market value$71.23M
1.43%
Sole
126K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares162.50K
TypeSH
Market value$56.27M
1.13%
Sole
162.50K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares95K
TypeSH
Market value$54.04M
1.08%
Sole
95K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares108K
TypeSH
Market value$52.38M
1.05%
Sole
108K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares198K
TypeSH
Market value$48.13M
0.96%
Sole
198K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares342K
TypeSH
Market value$45.79M
0.92%
Sole
342K
Shared
0.00
None
0.00
KLA CORP
SOLEShares38K
TypeSH
Market value$40.99M
0.82%
Sole
38K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares196K
TypeSH
Market value$38.86M
0.78%
Sole
196K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares948K
TypeSH
Market value$37.15M
0.74%
Sole
948K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares150.50K
TypeSH
Market value$35.57M
0.71%
Sole
150.50K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares128K
TypeSH
Market value$28.75M
0.58%
Sole
128K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares126K
TypeSH
Market value$27.67M
0.55%
Sole
126K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares842K
TypeSH
Market value$27.11M
0.54%
Sole
842K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 8.02M | SH | $1.76B 35.26% | 8.02M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.01M | SH | $524.17M 10.49% | 1.01M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 1.28M | SH | $385.65M 7.72% | 1.28M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 824K | SH | $281.30M 5.63% | 824K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 406K | SH | $197.60M 3.95% | 406K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 272K | SH | $171.44M 3.43% | 272K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 120K | SH | $158.16M 3.17% | 120K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 324.50K | SH | $154.62M 3.09% | 324.50K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 438K | SH | $134.74M 2.70% | 438K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 682.50K | SH | $119.98M 2.40% | 682.50K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 432.50K | SH | $112.21M 2.25% | 432.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 106K | SH | $77.84M 1.56% | 106K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 126K | SH | $71.23M 1.43% | 126K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 162.50K | SH | $56.27M 1.13% | 162.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 95K | SH | $54.04M 1.08% | 95K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 108K | SH | $52.38M 1.05% | 108K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 198K | SH | $48.13M 0.96% | 198K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 342K | SH | $45.79M 0.92% | 342K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 38K | SH | $40.99M 0.82% | 38K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 196K | SH | $38.86M 0.78% | 196K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 948K | SH | $37.15M 0.74% | 948K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 150.50K | SH | $35.57M 0.71% | 150.50K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 128K | SH | $28.75M 0.58% | 128K | 0.00 | 0.00 |
AMAZON COM INCSOLE | CALL | 126K | SH | $27.67M 0.55% | 126K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 842K | SH | $27.11M 0.54% | 842K | 0.00 | 0.00 |
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