Skye Global Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Skye Global Management reported a $5.1 bn portfolio of 30 positions to the SEC as of the end of Q2 2026. Its largest positions are AMZN, V, GE.
Sections with a free account
What changed this quarter
42 positions with a change (14 added to, 14 trimmed, 14 sold). 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Visa+46%more sharesIncreased6.2% → 9.3%
- GE Aerospace−8.7%fewer sharesReduced7.3% → 8.0%
- Waste Connections+23%more sharesIncreased3.3% → 3.7%
- Danaher+72%more sharesIncreased1.0% → 1.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Amazon.comAMZN44.8%
- VisaV9.3%
- GE AerospaceGE8.0%
- MicrosoftMSFT4.2%
- S&P GlobalSPGI3.9%
- Waste ConnectionsWCN3.7%
- TransDigm GroupTDG3.1%
- Martin Marietta MaterialsMLM2.8%
- Moody'sMCO2.7%
- Hilton Worldwide HoldingsHLT2.5%
- AlphabetGOOGL2.2%
- Vulcan MaterialsVMC1.8%
- DanaherDHR1.6%
- Thermo Fisher ScientificTMO1.5%
- Ferguson EnterprisesFERG1.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Consumer Discretionary 49%
- ● Industrials 19%
- ● Financials 16%
- ● Materials 6%
- ● Information Technology 4%
- ● Communication Services 3%
- ● Health Care 3%
How its portfolio changed (8 quarters)
Q2 2026: 30
Q2 2026: 85%
Q2 2026: 5.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 18, 2026 (high confidence).
The data, as reported: SKYE GLOBAL MANAGEMENT LP (CRD 283493): 7.B private funds: 1 hedge (gross assets $5.0 bn); 5.D assets by client type: pooled vehicles 95% (of $5.2 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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