SG
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Skye Global Management LP13F | |
| Skye Global Management LP | |
| Last update 2025-05-15 | 52 Stocks (11 new) |
| Value $3.76 Bil | Turnover 17 % |
Skye Global Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 6,254,000 | 1,189,886.0 | -44.77% | 31.620 | -23.19% | 0.060 | +16.45% | +1.44% | 2,362,563.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 1,012,000 | 379,894.7 | +50.60% | 10.100 | +3.39% | 0.010 | +29.18% | +19.92% | 3,742,360.2 | Software | |
GE | GE Aerospace | 1,282,000 | 256,592.3 | -10.85% | 6.820 | -0.54% | 0.120 | +33.87% | +50.59% | 266,948.6 | Aerospace & Defense | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,456,000 | 241,696.0 | +104.49% | 6.420 | +3.28% | 0.030 | +46.56% | +18.26% | 1,202,442.8 | Semiconductors | |
TDG | TransDigm Group Inc | 110,000 | 152,161.9 | +4.76% | 4.040 | +0.18% | 0.200 | +15.90% | +20.45% | 85,735.7 | Aerospace & Defense | |
MLM | Martin Marietta Materials Inc | 298,500 | 142,721.8 | +16.37% | 3.790 | +0.53% | 0.500 | +17.90% | +10.12% | 34,183.0 | Building Materials | |
SPGI | S&P Global Inc | 236,000 | 119,911.6 | +29.67% | 3.190 | +0.73% | 0.080 | +11.76% | +6.55% | 162,152.4 | Capital Markets | |
VMC | Vulcan Materials Co | 498,000 | 116,183.4 | +16.36% | 3.090 | +0.43% | 0.380 | +12.90% | +5.37% | 35,661.3 | Building Materials | |
WCN | Waste Connections Inc | 592,000 | 115,552.5 | -8.64% | 3.070 | -0.20% | 0.230 | -5.46% | +6.46% | 47,045.8 | Waste Management | |
MCO | Moodys Corp | 236,000 | 109,902.8 | +29.67% | 2.920 | +0.67% | 0.130 | +14.73% | +6.50% | 90,368.4 | Capital Markets |
Skye Global Management LP's Historical Top Holdings Breakdowns
Skye Global Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -23.19% | 190.26 ($217) 242.06 | $222.54 | 2.55% | Reduce -44.77% | 6,254,000 | -5,070,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +3.39% | 375.39 ($407.71) 447.2 | $503.51 | 23.50% | Add 50.6% | 1,012,000 | 340,000 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +3.28% | 165.25 ($194.34) 224.62 | $231.84 | 19.30% | Add 104.49% | 1,456,000 | 744,000 | |
V | Visa Inc | 2025-03-31 | Add Add | +1.77% | 306.92 ($338.38) 362.71 | $357.76 | 5.73% | Add 186.27% | 292,000 | 190,000 | |
CP | Canadian Pacific Kansas City Ltd | 2025-03-31 | Sold Out Sold Out | -1.74% | 69.42 ($76.08) 80.7 | $81.39 | 6.98% | Sold Out | 0 | -1,154,000 | |
UNP | Union Pacific Corp | 2025-03-31 | Reduce Reduce | -1.69% | 225.21 ($240.72) 254.42 | $236.49 | -1.76% | Reduce -84.4% | 65,500 | -354,500 | |
PRMB | Primo Brands Corp | 2025-03-31 | Reduce Reduce | -1.17% | 29.89 ($32.66) 35.49 | $30.05 | -7.99% | Reduce -97.18% | 52,500 | -1,812,500 | |
KLAC | KLA Corp | 2025-03-31 | Add Add | +0.90% | 636.62 ($720.32) 777.63 | $923.18 | 28.16% | Add 58.61% | 134,500 | 49,700 | |
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +0.89% | 72.44 ($78.75) 89.02 | $99.81 | 26.74% | Add 84.87% | 1,002,000 | 460,000 | |
SPGI | S&P Global Inc | 2025-03-31 | Add Add | +0.73% | 478.26 ($510.97) 543.77 | $528.73 | 3.48% | Add 29.67% | 236,000 | 54,000 |
Skye Global Management LP Total Holding History ($B)
Skye Global Management LP's Asset Allocation
Skye Global Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Skye Global Management LP's Hypothetical Growth since 2025-03-31
Skye Global Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Skye Global Management LP's Holdings Heat Map
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Skye Global Management LP's Holdings Bubble Chart
Skye Global Management LP News
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