Funds › Skye Global Management LPSkye Global Management LP 13F holdings, Q2 2026 Skye Global Management LP disclosed 30 US equity positions worth $5.1bn in its Q2 2026 13F filing. Its largest position is AMZN at 44.8% of the reported book, followed by V and GE. Versus Q1 2026 it opened 0 new positions, added to 14, reduced 15 and exited 14.
$5.1bn Reported equity book Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
30 Positions Distinct securities in the equity book with a reported value above zero. Options are excluded.
44.8% Largest position The largest single position as a share of the reported equity book.
85.0% Top 10 weight The ten largest positions together, as a share of the reported equity book.
4 Effective positions 1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
35 Quarters on file since Q4 2017 Quarters for which this manager's 13F holdings are on record. Holdings Against Q1 2026: 0 new , 14 added , 15 reduced , 14 exited
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Stock Sector Weight Value Shares Δ shares Action AMZN AMAZON COM INC Consumer Cyclical 44.8% $2.3bn 9.67m −0.8% reduced V VISA INC Financial Services 9.3% $477m 1.39m +46% added GE GENERAL ELECTRIC CO Industrials 8.0% $410m 1.10m −8.7% reduced MSFT MICROSOFT CORP Technology 4.2% $213m 572,000 −8.0% reduced SPGI S&P GLOBAL INC Financial Services 3.9% $198m 486,500 −7.5% reduced WCN WASTE CONNECTIONS INC Industrials 3.7% $191m 1.15m +23% added TDG TRANSDIGM GROUP INC Industrials 3.1% $160m 120,000 +1.7% added MLM MARTIN MARIETTA MATLS INC Basic Materials 2.8% $145m 252,000 −6.0% reduced MCO MOODYS CORP Financial Services 2.7% $141m 312,000 −15% reduced HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2.5% $126m 382,000 −9.0% reduced GOOGL ALPHABET INC Communication Services 2.2% $114m 320,000 −6.4% reduced VMC VULCAN MATLS CO Basic Materials 1.8% $91.0m 308,500 −15% reduced DHR DANAHER CORP DEL Healthcare 1.6% $81.1m 426,000 +72% added TMO THERMO FISHER SCIENTIFIC INC Healthcare 1.5% $75.5m 150,500 +27% added FERG FERGUSON ENTERPRISES INC Industrials 1.1% $58.9m 248,000 +18% added SHW SHERWIN WILLIAMS CO Basic Materials 1.1% $55.3m 160,500 −5.6% reduced RSG REPUBLIC SVCS INC Industrials 1.0% $51.2m 240,500 +20% added FERROVIAL NV no ticker – 0.9% $45.0m 656,000 +39% added UNP UNION PACIFIC CORP Industrials 0.8% $38.6m 142,000 −7.8% reduced DASH DOORDASH INC Consumer Cyclical 0.6% $32.8m 178,000 +20% added NFLX NETFLIX INC. Communication Services 0.5% $27.3m 382,000 +5.5% added SPOT SPOTIFY TECHNOLOGY S A Communication Services 0.5% $25.2m 54,800 +3.8% added CPNG COUPANG INC Consumer Cyclical 0.3% $15.0m 862,000 −3.6% reduced SE SEA LTD Consumer Cyclical 0.3% $13.0m 136,000 +5.8% added CP CANADIAN PACIFIC KANSAS CITY Industrials 0.2% $12.3m 142,000 −20% reduced MELI MERCADOLIBRE Consumer Cyclical 0.2% $10.5m 6,200 +126% added KVUE KENVUE INC Consumer Defensive 0.2% $8.7m 456,000 −42% reduced CL COLGATE PALMOLIVE CO Consumer Defensive 0.1% $7.6m 82,500 +25% added LPX LOUISIANA PAC CORP Industrials 0.09% $4.7m 60,000 −3.2% reduced COST COSTCO WHOLESALE CORPORATION Consumer Defensive 0.08% $4.1m 4,400 0.0% held
Exited since Q1 2026 Sector mix Consumer Cyclical 48.7% Industrials 18.0% Financial Services 15.9% Basic Materials 5.7% Technology 4.2% Communication Services 3.2% Healthcare 3.0% Unclassified 0.9% Consumer Defensive 0.4% Book over time Every quarter on file (35) Where Skye Global Management LP was early Concentration and tenure
36.2% Median largest position, all quarters The largest single position as a share of the reported equity book.
88.3% Median top 10 weight, all quarters The ten largest positions together, as a share of the reported equity book.
Concentrated Style, by median largest position
1 Median completed holding, quarters