Skye Global Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SG Skye Global Management LP | Institutional Filer | ▼ 6.17% | $4.64B | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 9.8M | $2.03B | 43.74% |
| 2 | GE | GE Aerospace | Industrials | 1.2M | $341.1M | 7.35% |
| 3 | V | Visa Inc. | Financial Services | 950K | $287.1M | 6.18% |
| 4 | MSFT | Microsoft Corporation | Technology | 622K | $230.2M | 4.96% |
| 5 | SPGI | S&P Global Inc. | Financial Services | 526K | $223.7M | 4.82% |
| 6 | MCO | Moody's Corporation | Financial Services | 368K | $160.5M | 3.46% |
| 7 | MLM | Martin Marietta Materials, Inc. | Basic Materials | 268K | $157.8M | 3.40% |
| 8 | WCN | Waste Connections, Inc. | Industrials | 932K | $151.4M | 3.26% |
| 9 | TDG | TransDigm Group Incorporated | Industrials | 118K | $136.8M | 2.95% |
| 10 | HLT | Hilton Worldwide Holdings Inc. | Consumer Cyclical | 420K | $127.7M | 2.75% |
| 11 | VMC | Vulcan Materials Company | Basic Materials | 364K | $99.1M | 2.13% |
| 12 | GOOGL | Alphabet Inc. | Technology | 342K | $98.3M | 2.12% |
| 13 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 119K | $58.2M | 1.25% |
| 14 | SHW | The Sherwin-Williams Company | Basic Materials | 170K | $54.5M | 1.17% |
| 15 | FERG | Ferguson plc | Industrials | 210K | $49.0M | 1.05% |
Showing 1 to 15 of 44 holdings