Filed: 8/14/2026ACC: 0001420506-26-001667
📋 What this filing means
SKYE GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $5.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$5.14B
Total AUM (reported)
20.45M
Total Shares
Allocation by class
COM$3.95B76.8%
COM CL A$477.48M9.3%
COM NEW$410.36M8.0%
CAP STK CL A$114.36M2.2%
COMMON STOCK NEW$58.86M1.1%
CL A$47.82M0.9%
ORD SHS$45.01M0.9%
Portfolio Concentration
Top 3$3.19B62.1%
4–10$1.18B22.9%
11–25$736.56M14.3%
Rest$35.64M0.7%
Top 3 weight
62.1%
Top 10 weight
85.0%
Voting Authority Distribution
Total shares with voting rights: 20.45M
Sole
Full voting authority
20.45M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
AMAZON COM INC
SOLEShares9.67M
TypeSH
Market value$2.31B
44.84%
Sole
9.67M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.39M
TypeSH
Market value$477.48M
9.29%
Sole
1.39M
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares1.10M
TypeSH
Market value$410.36M
7.98%
Sole
1.10M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares572K
TypeSH
Market value$213.37M
4.15%
Sole
572K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares486.50K
TypeSH
Market value$198.13M
3.85%
Sole
486.50K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares1.15M
TypeSH
Market value$191.36M
3.72%
Sole
1.15M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares120K
TypeSH
Market value$159.84M
3.11%
Sole
120K
Shared
0.00
None
0.00
MARTIN MARIETTA MATLS INC
SOLEShares252K
TypeSH
Market value$145.33M
2.83%
Sole
252K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares312K
TypeSH
Market value$141.31M
2.75%
Sole
312K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares382K
TypeSH
Market value$126.24M
2.46%
Sole
382K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares320K
TypeSH
Market value$114.36M
2.22%
Sole
320K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares308.50K
TypeSH
Market value$91.01M
1.77%
Sole
308.50K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares426K
TypeSH
Market value$81.14M
1.58%
Sole
426K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares150.50K
TypeSH
Market value$75.45M
1.47%
Sole
150.50K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares248K
TypeSH
Market value$58.86M
1.14%
Sole
248K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares160.50K
TypeSH
Market value$55.26M
1.07%
Sole
160.50K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares240.50K
TypeSH
Market value$51.25M
1.00%
Sole
240.50K
Shared
0.00
None
0.00
FERROVIAL NV
SOLEShares656K
TypeSH
Market value$45.01M
0.88%
Sole
656K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares142K
TypeSH
Market value$38.62M
0.75%
Sole
142K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares178K
TypeSH
Market value$32.85M
0.64%
Sole
178K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares382K
TypeSH
Market value$27.27M
0.53%
Sole
382K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares54.80K
TypeSH
Market value$25.16M
0.49%
Sole
54.80K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares862K
TypeSH
Market value$14.97M
0.29%
Sole
862K
Shared
0.00
None
0.00
SEA LTD
SOLEShares136K
TypeSH
Market value$13.03M
0.25%
Sole
136K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares142K
TypeSH
Market value$12.30M
0.24%
Sole
142K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 9.67M | SH | $2.31B 44.84% | 9.67M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.39M | SH | $477.48M 9.29% | 1.39M | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 1.10M | SH | $410.36M 7.98% | 1.10M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 572K | SH | $213.37M 4.15% | 572K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 486.50K | SH | $198.13M 3.85% | 486.50K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 1.15M | SH | $191.36M 3.72% | 1.15M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 120K | SH | $159.84M 3.11% | 120K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 252K | SH | $145.33M 2.83% | 252K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 312K | SH | $141.31M 2.75% | 312K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 382K | SH | $126.24M 2.46% | 382K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 320K | SH | $114.36M 2.22% | 320K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 308.50K | SH | $91.01M 1.77% | 308.50K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 426K | SH | $81.14M 1.58% | 426K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 150.50K | SH | $75.45M 1.47% | 150.50K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 248K | SH | $58.86M 1.14% | 248K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 160.50K | SH | $55.26M 1.07% | 160.50K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 240.50K | SH | $51.25M 1.00% | 240.50K | 0.00 | 0.00 |
FERROVIAL NVSOLE | ORD SHS | 656K | SH | $45.01M 0.88% | 656K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 142K | SH | $38.62M 0.75% | 142K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 178K | SH | $32.85M 0.64% | 178K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 382K | SH | $27.27M 0.53% | 382K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 54.80K | SH | $25.16M 0.49% | 54.80K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 862K | SH | $14.97M 0.29% | 862K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 136K | SH | $13.03M 0.25% | 136K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 142K | SH | $12.30M 0.24% | 142K | 0.00 | 0.00 |
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