Skye Global Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Skye Global Management disclosed 30 US equity positions worth $5.1bn in its Q2 2026 13F filing. The largest position was AMZN at 44.8% of the reported book, followed by V and GE. Against the Q1 2026 filing, it opened 0 new positions, added to 14 and reduced 15 among the top 30 holdings.
What did Skye Global Management own in Q2 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 44.8% | $2.3bn | 9,672,000 | -1% | reduced |
| 2 | V VISA INC | Financial Services | 9.3% | $477.5m | 1,391,718 | 46% | added |
| 3 | GE GE AEROSPACE | Industrials | 8.0% | $410.4m | 1,098,000 | -9% | reduced |
| 4 | MSFT MICROSOFT CORP | Technology | 4.2% | $213.4m | 572,000 | -8% | reduced |
| 5 | SPGI S&P GLOBAL INC | Financial Services | 3.9% | $198.1m | 486,500 | -8% | reduced |
| 6 | WCN WASTE CONNECTIONS INC | Industrials | 3.7% | $191.4m | 1,148,000 | 23% | added |
| 7 | TDG TRANSDIGM GROUP INC | Industrials | 3.1% | $159.8m | 120,000 | 2% | added |
| 8 | MLM MARTIN MARIETTA MATLS INC | Basic Materials | 2.8% | $145.3m | 252,000 | -6% | reduced |
| 9 | MCO MOODYS CORP | Financial Services | 2.7% | $141.3m | 312,000 | -15% | reduced |
| 10 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 2.5% | $126.2m | 382,000 | -9% | reduced |
| 11 | GOOGL ALPHABET INC | Communication Services | 2.2% | $114.4m | 320,000 | -6% | reduced |
| 12 | VMC VULCAN MATLS CO | Basic Materials | 1.8% | $91.0m | 308,500 | -15% | reduced |
| 13 | DHR DANAHER CORP DEL | Healthcare | 1.6% | $81.1m | 426,000 | 72% | added |
| 14 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.5% | $75.5m | 150,500 | 27% | added |
| 15 | FERG FERGUSON ENTERPRISES INC | Industrials | 1.1% | $58.9m | 248,000 | 18% | added |
| 16 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.1% | $55.3m | 160,500 | -6% | reduced |
| 17 | RSG REPUBLIC SVCS INC | Industrials | 1.0% | $51.2m | 240,500 | 20% | added |
| 18 | FERROVIAL NV | 0.9% | $45.0m | 656,000 | 39% | added | |
| 19 | UNP UNION PAC CORP | Industrials | 0.8% | $38.6m | 142,000 | -8% | reduced |
| 20 | DASH DOORDASH INC | Consumer Cyclical | 0.6% | $32.8m | 178,000 | 20% | added |
| 21 | NFLX NETFLIX INC. | Communication Services | 0.5% | $27.3m | 382,000 | 6% | added |
| 22 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 0.5% | $25.2m | 54,800 | 4% | added |
| 23 | CPNG COUPANG INC | Consumer Cyclical | 0.3% | $15.0m | 862,000 | -4% | reduced |
| 24 | SE SEA LTD | Consumer Cyclical | 0.3% | $13.0m | 136,000 | 6% | added |
| 25 | CP CANADIAN PACIFIC KANSAS CITY | Industrials | 0.2% | $12.3m | 142,000 | -20% | reduced |
| 26 | MELI MERCADOLIBRE INC | Consumer Cyclical | 0.2% | $10.5m | 6,200 | 126% | added |
| 27 | KVUE KENVUE INC | Consumer Defensive | 0.2% | $8.7m | 456,000 | -42% | reduced |
| 28 | CL COLGATE PALMOLIVE CO | Consumer Defensive | 0.1% | $7.6m | 82,500 | 25% | added |
| 29 | LPX LOUISIANA PAC CORP | Industrials | 0.1% | $4.7m | 60,000 | -3% | reduced |
| 30 | COST COSTCO WHOLESALE CORPORATION | Consumer Defensive | 0.1% | $4.1m | 4,400 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.