Filed: 5/15/2026ACC: 0001420506-26-001032
📋 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 $5.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$5.00B
Total AUM (reported)
23.25M
Total Shares
Allocation by class
COM$3.72B74.3%
CALL$361.22M7.2%
COM NEW$341.09M6.8%
COM CL A$287.13M5.7%
CAP STK CL A$98.35M2.0%
CL A$58.74M1.2%
COMMON STOCK NEW$48.98M1.0%
Portfolio Concentration
Top 3$2.66B53.1%
4–10$1.32B26.4%
11–25$845.96M16.9%
Rest$179.50M3.6%
Top 3 weight
53.1%
Top 10 weight
79.5%
Voting Authority Distribution
Total shares with voting rights: 23.25M
Sole
Full voting authority
23.25M
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
SOLEShares9.75M
TypeSH
Market value$2.03B
40.58%
Sole
9.75M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares1.20M
TypeSH
Market value$341.09M
6.82%
Sole
1.20M
Shared
0.00
None
0.00
VISA INC
SOLEShares950K
TypeSH
Market value$287.13M
5.74%
Sole
950K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares399K
TypeSH
Market value$259.49M
5.18%
Sole
399K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares621.80K
TypeSH
Market value$230.17M
4.60%
Sole
621.80K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares526K
TypeSH
Market value$223.73M
4.47%
Sole
526K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares368K
TypeSH
Market value$160.54M
3.21%
Sole
368K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares268K
TypeSH
Market value$157.77M
3.15%
Sole
268K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares932K
TypeSH
Market value$151.39M
3.03%
Sole
932K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares118K
TypeSH
Market value$136.76M
2.73%
Sole
118K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares420K
TypeSH
Market value$127.71M
2.55%
Sole
420K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares364K
TypeSH
Market value$99.12M
1.98%
Sole
364K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares342K
TypeSH
Market value$98.35M
1.97%
Sole
342K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.11M
TypeSH
Market value$96.49M
1.93%
Sole
1.11M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares118.50K
TypeSH
Market value$58.25M
1.16%
Sole
118.50K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares170K
TypeSH
Market value$54.49M
1.09%
Sole
170K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares210K
TypeSH
Market value$48.98M
0.98%
Sole
210K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares248K
TypeSH
Market value$47.02M
0.94%
Sole
248K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares200.50K
TypeSH
Market value$43.91M
0.88%
Sole
200.50K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares154K
TypeSH
Market value$37.36M
0.75%
Sole
154K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares362K
TypeSH
Market value$34.81M
0.70%
Sole
362K
Shared
0.00
None
0.00
FERROVIAL SE
SOLEShares472K
TypeSH
Market value$30.70M
0.61%
Sole
472K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares52.80K
TypeSH
Market value$25.60M
0.51%
Sole
52.80K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares148K
TypeSH
Market value$22.22M
0.44%
Sole
148K
Shared
0.00
None
0.00
APPLE INC
SOLEShares82.50K
TypeSH
Market value$20.94M
0.42%
Sole
82.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 9.75M | SH | $2.03B 40.58% | 9.75M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 1.20M | SH | $341.09M 6.82% | 1.20M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 950K | SH | $287.13M 5.74% | 950K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | CALL | 399K | SH | $259.49M 5.18% | 399K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 621.80K | SH | $230.17M 4.60% | 621.80K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 526K | SH | $223.73M 4.47% | 526K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 368K | SH | $160.54M 3.21% | 368K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 268K | SH | $157.77M 3.15% | 268K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 932K | SH | $151.39M 3.03% | 932K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 118K | SH | $136.76M 2.73% | 118K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 420K | SH | $127.71M 2.55% | 420K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 364K | SH | $99.12M 1.98% | 364K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 342K | SH | $98.35M 1.97% | 342K | 0.00 | 0.00 |
ISHARES TRSOLE | CALL | 1.11M | SH | $96.49M 1.93% | 1.11M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 118.50K | SH | $58.25M 1.16% | 118.50K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 170K | SH | $54.49M 1.09% | 170K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 210K | SH | $48.98M 0.98% | 210K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 248K | SH | $47.02M 0.94% | 248K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 200.50K | SH | $43.91M 0.88% | 200.50K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 154K | SH | $37.36M 0.75% | 154K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 362K | SH | $34.81M 0.70% | 362K | 0.00 | 0.00 |
FERROVIAL SESOLE | ORD SHS | 472K | SH | $30.70M 0.61% | 472K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 52.80K | SH | $25.60M 0.51% | 52.80K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 148K | SH | $22.22M 0.44% | 148K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 82.50K | SH | $20.94M 0.42% | 82.50K | 0.00 | 0.00 |
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