Filed: 2/17/2026ACC: 0001420506-26-000475
📋 What this filing means
SKYE GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $5.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$5.42B
Total AUM (reported)
24.48M
Total Shares
Allocation by class
COM$3.98B73.4%
CALL$500.44M9.2%
COM NEW$391.79M7.2%
COM CL A$197.10M3.6%
CL A$129.84M2.4%
CAP STK CL A$107.05M2.0%
COMMON STOCK NEW$29.39M0.5%
Portfolio Concentration
Top 3$2.75B50.7%
4–10$1.40B25.9%
11–25$1.02B18.8%
Rest$248.42M4.6%
Top 3 weight
50.7%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 24.48M
Sole
Full voting authority
24.48M
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)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
AMAZON COM INC
SOLEShares8.98M
TypeSH
Market value$2.07B
38.22%
Sole
8.98M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares1.26M
TypeSH
Market value$388.12M
7.16%
Sole
1.26M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares592K
TypeSH
Market value$286.30M
5.28%
Sole
592K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.09M
TypeSH
Market value$252.52M
4.66%
Sole
1.09M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares436.50K
TypeSH
Market value$228.11M
4.21%
Sole
436.50K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares321.30K
TypeSH
Market value$219.10M
4.04%
Sole
321.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares562K
TypeSH
Market value$197.10M
3.64%
Sole
562K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares346.50K
TypeSH
Market value$177.01M
3.27%
Sole
346.50K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares274K
TypeSH
Market value$170.61M
3.15%
Sole
274K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares120K
TypeSH
Market value$159.58M
2.94%
Sole
120K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares892K
TypeSH
Market value$156.42M
2.89%
Sole
892K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares438K
TypeSH
Market value$124.93M
2.30%
Sole
438K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares432.50K
TypeSH
Market value$124.24M
2.29%
Sole
432.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares342K
TypeSH
Market value$107.05M
1.97%
Sole
342K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares106K
TypeSH
Market value$69.97M
1.29%
Sole
106K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares108K
TypeSH
Market value$62.58M
1.15%
Sole
108K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares3.40M
TypeSH
Market value$58.65M
1.08%
Sole
3.40M
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares96.50K
TypeSH
Market value$53.34M
0.98%
Sole
96.50K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares162.50K
TypeSH
Market value$52.65M
0.97%
Sole
162.50K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares196K
TypeSH
Market value$44.87M
0.83%
Sole
196K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares182K
TypeSH
Market value$38.57M
0.71%
Sole
182K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares164.50K
TypeSH
Market value$38.05M
0.70%
Sole
164.50K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares142K
TypeSH
Market value$32.16M
0.59%
Sole
142K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares132K
TypeSH
Market value$29.39M
0.54%
Sole
132K
Shared
0.00
None
0.00
APPLE INC
SOLEShares106K
TypeSH
Market value$28.82M
0.53%
Sole
106K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 8.98M | SH | $2.07B 38.22% | 8.98M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 1.26M | SH | $388.12M 7.16% | 1.26M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 592K | SH | $286.30M 5.28% | 592K | 0.00 | 0.00 |
AMAZON COM INCSOLE | CALL | 1.09M | SH | $252.52M 4.66% | 1.09M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 436.50K | SH | $228.11M 4.21% | 436.50K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | CALL | 321.30K | SH | $219.10M 4.04% | 321.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 562K | SH | $197.10M 3.64% | 562K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 346.50K | SH | $177.01M 3.27% | 346.50K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 274K | SH | $170.61M 3.15% | 274K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 120K | SH | $159.58M 2.94% | 120K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 892K | SH | $156.42M 2.89% | 892K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 438K | SH | $124.93M 2.30% | 438K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 432.50K | SH | $124.24M 2.29% | 432.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 342K | SH | $107.05M 1.97% | 342K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 106K | SH | $69.97M 1.29% | 106K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 108K | SH | $62.58M 1.15% | 108K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 3.40M | SH | $58.65M 1.08% | 3.40M | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 96.50K | SH | $53.34M 0.98% | 96.50K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 162.50K | SH | $52.65M 0.97% | 162.50K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 196K | SH | $44.87M 0.83% | 196K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 182K | SH | $38.57M 0.71% | 182K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 164.50K | SH | $38.05M 0.70% | 164.50K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 142K | SH | $32.16M 0.59% | 142K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 132K | SH | $29.39M 0.54% | 132K | 0.00 | 0.00 |
APPLE INCSOLE | CALL | 106K | SH | $28.82M 0.53% | 106K | 0.00 | 0.00 |
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