account_balance
Investment manager · 13F filer · SEC CIK 1675884
Skye Global Management LP
Reported value$5.14Bas of Jun 30, 2026
Positions30 0 new, 14 sold out
Top 10 weight85.0%AMZN alone is 45%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
44.8%
VVisa Inc.
9.3%Added +46%
GEGeneral Electric Co
8.0%Trimmed −9%
MSFTMicrosoft Corp
4.2%Trimmed −8%
SPGIS&P Global Inc.
3.9%Trimmed −8%
WCNWaste Connections, Inc.
3.7%+23%
TDGTransDigm Group INC
3.1%
MLMMartin Marietta Materials Inc
2.8%
MCOMoody's Corp
2.7%
HLTHilton Worldwide Holdings Inc.
2.5%−9%
GOOGLAlphabet Inc.
2.2%−6%
VMCAMZNAmazon.com Inc
44.8%
VVisa Inc.
9.3%+46%
GEGeneral Electric Co
8.0%−9%
MSFT4.2%SPGIWCN3.7%TDG3.1%MLM2.8%MCO2.7%HLTGOOGLVMCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 44.8% HeldV Visa Inc. 9.3% Added +46%GE General Electric Co 8.0% Trimmed −9%MSFT Microsoft Corp 4.2% Trimmed −8%SPGI S&P Global Inc. 3.9% Trimmed −8%WCN Waste Connections, Inc. 3.7% Added +23%TDG TransDigm Group INC 3.1% HeldMLM Martin Marietta Materials Inc 2.8% Trimmed −6%MCO Moody's Corp 2.7% Trimmed −15%HLT Hilton Worldwide Holdings Inc. 2.5% Trimmed −9%GOOGL Alphabet Inc. 2.2% Trimmed −6%VMC Vulcan Materials CO 1.8% Trimmed −15%
What changed
Biggest moves since Mar 31, 2026
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