Skye Global Management LP

WEST PALM BEACH, FL · CIK 1675884 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2016 · limited partnership

Assets managed$5.2bn
Staff7 · 3 in investment roles
Main clients (by assets)Private funds 95%, Companies 5%
Private funds1 (1 hedge) · $5.0bn gross assets
Websiteskyeglobal.com
Form ADV · 2026-03-18SEC adviser record

Legal entitySKYE GLOBAL MANAGEMENT LP (US)

Kindhedge funds, futures
Others nearbyWest Palm Beach, FL

As an employer

Offices in1 country
Private fundshedge 1

$5.1bn reported value +10.7% vs Q1 2026

30positions

85.0%in top 10

0 new 14 added 15 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	9,672,000	$2.3bn44.84%	44.84%	Reduced -80.0k	-80,000 -0.8%
2	VISA INC COM CL A V	V	1,391,718	$477.5m9.29%	9.29%	Added +441.7k	+441,718 46.5%
3	GE AEROSPACE COM NEW GE	GE	1,098,000	$410.4m7.98%	7.98%	Reduced -104.0k	-104,000 -8.7%
4	MICROSOFT CORP COM MSFT	MSFT	572,000	$213.4m4.15%	4.15%	Reduced -49.8k	-49,800 -8.0%
5	S&P GLOBAL INC COM SPGI	SPGI	486,500	$198.1m3.85%	3.85%	Reduced -39.5k	-39,500 -7.5%
6	WASTE CONNECTIONS INC COM WCN	WCN	1,148,000	$191.4m3.72%	3.72%	Added +216.0k	+216,000 23.2%
7	TRANSDIGM GROUP INC COM TDG	TDG	120,000	$159.8m3.11%	3.11%	Added +2.0k	+2,000 1.7%
8	MARTIN MARIETTA MATLS INC COM MLM	MLM	252,000	$145.3m2.83%	2.83%	Reduced -16.0k	-16,000 -6.0%
9	MOODYS CORP COM MCO	MCO	312,000	$141.3m2.75%	2.75%	Reduced -56.0k	-56,000 -15.2%
10	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	382,000	$126.2m2.46%	2.46%	Reduced -38.0k	-38,000 -9.1%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	320,000	$114.4m2.22%	2.22%	Reduced -22.0k	-22,000 -6.4%
12	VULCAN MATLS CO COM VMC	VMC	308,500	$91.0m1.77%	1.77%	Reduced -55.5k	-55,500 -15.2%
13	DANAHER CORPORATION COM DHR	DHR	426,000	$81.1m1.58%	1.58%	Added +178.0k	+178,000 71.8%
14	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	150,500	$75.5m1.47%	1.47%	Added +32.0k	+32,000 27.0%
15	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	248,000	$58.9m1.14%	1.14%	Added +38.0k	+38,000 18.1%
16	SHERWIN WILLIAMS CO COM SHW	SHW	160,500	$55.3m1.07%	1.07%	Reduced -9.5k	-9,500 -5.6%
17	REPUBLIC SVCS INC COM RSG	RSG	240,500	$51.2m1.00%	1.00%	Added +40.0k	+40,000 19.9%
18	FERROVIAL SE ORD SHS FER	FER	656,000	$45.0m0.88%	0.88%	Added +184.0k	+184,000 39.0%
19	UNION PAC CORP COM UNP	UNP	142,000	$38.6m0.75%	0.75%	Reduced -12.0k	-12,000 -7.8%
20	DOORDASH INC CL A DASH	DASH	178,000	$32.8m0.64%	0.64%	Added +30.0k	+30,000 20.3%
21	NETFLIX INC COM NFLX	NFLX	382,000	$27.3m0.53%	0.53%	Added +20.0k	+20,000 5.5%
22	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	54,800	$25.2m0.49%	0.49%	Added +2.0k	+2,000 3.8%
23	COUPANG INC CL A CPNG	CPNG	862,000	$15.0m0.29%	0.29%	Reduced -32.0k	-32,000 -3.6%
24	SEA LTD SPONSORD ADS SE	SE	136,000	$13.0m0.25%	0.25%	Added +7.5k	+7,500 5.8%
25	CANADIAN PACIFIC KANSAS CITY COM CP	CP	142,000	$12.3m0.24%	0.24%	Reduced -34.5k	-34,500 -19.6%
26	MERCADOLIBRE INC COM MELI	MELI	6,200	$10.5m0.20%	0.20%	Added +3.5k	+3,460 126.3%
27	KENVUE INC COM KVUE	KVUE	456,000	$8.7m0.17%	0.17%	Reduced -336.0k	-336,000 -42.4%
28	COLGATE PALMOLIVE CO COM CL	CL	82,500	$7.6m0.15%	0.15%	Added +16.5k	+16,500 25.0%
29	LOUISIANA PAC CORP COM LPX	LPX	60,000	$4.7m0.09%	0.09%	Reduced -2.0k	-2,000 -3.2%
30	COSTCO WHSL CORP NEW COM COST	COST	4,400	$4.1m0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
APPLE INC AAPL	AAPL	82,500	$20.9m82.5k shares
AMERICAN EXPRESS CO AXP	AXP	65,500	$19.8m65.5k shares
PERIMETER SOLUTIONS INC PRM	PRM	652,000	$15.9m652.0k shares
WOODWARD INC WWD	WWD	40,000	$14.3m40.0k shares
WASTE MGMT INC DEL WM	WM	56,800	$13.1m56.8k shares
WORKDAY INC WDAY	WDAY	52,600	$6.8m52.6k shares
TOAST INC TOST	TOST	248,000	$6.6m248.0k shares
HEICO CORP NEW HEI.A	HEI.A	29,500	$6.2m29.5k shares
CASEYS GEN STORES INC CASY	CASY	8,200	$6.0m8.2k shares
SAP SE SAP	SAP	23,200	$4.0m23.2k shares
MAPLEBEAR INC CART	CART	82,000	$3.1m82.0k shares
VERISK ANALYTICS INC VRSK	VRSK	10,500	$2.0m10.5k shares
PRIMO BRANDS CORPORATION PRMB	PRMB	63,200	$1.2m63.2k shares
ZOOMINFO TECHNOLOGIES INC GTM	GTM	168,500	$1.0m168.5k shares