Skye Global Management LP
CIK 1675884
13F filing for Q2 2026・No. 902
- Holdings
- US$5.14B
- Quarter change
- +US$136.27M
- Entries
- 30
- Net bought (estimate)
- −US$15.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 14
- Cut 15
- Added 14
- Corporate actions 0
- Unchanged 1
Largest holdings
30 stocks worth US$5.14B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 9,672,000 | US$2.31B | 44.84% |
| VVISA INCCOM CL A | Added | 1,391,718 | US$477.48M | 9.29% |
| GEGE AEROSPACECOM NEW | Cut | 1,098,000 | US$410.36M | 7.98% |
| MSFTMicrosoftCOM | Cut | 572,000 | US$213.37M | 4.15% |
| SPGIS&P GLOBAL INCCOM | Cut | 486,500 | US$198.13M | 3.85% |
| WCNWASTE CONNECTIONS INCCOM | Added | 1,148,000 | US$191.36M | 3.72% |
| TDGTRANSDIGM GROUP INCCOM | Added | 120,000 | US$159.84M | 3.11% |
| MLMMARTIN MARIETTA MATLS INCCOM | Cut | 252,000 | US$145.33M | 2.83% |
| MCOMOODYS CORPCOM | Cut | 312,000 | US$141.31M | 2.75% |
| HLTHILTON WORLDWIDE HLDGS INCCOM | Cut | 382,000 | US$126.24M | 2.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.