Skye Global Management LP — 13F holdings

Skye Global Management LP reported 30 holdings worth $5.14B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $2.31B (44.8%)
2. V Visa Inc — $477M (9.3%)
3. GE GE AEROSPACE — $410M (8.0%)
4. MSFT MICROSOFT CORP — $213M (4.2%)
5. SPGI S&P GLOBAL INC — $198M (3.9%)
6. WCN Waste Connections Inc — $191M (3.7%)
7. TDG TRANSDIGM GROUP INC — $160M (3.1%)
8. MLM MARTIN MARIETTA MATLS INC — $145M (2.8%)
9. MCO MOODYS CORP — $141M (2.7%)
10. HLT HILTON WORLDWIDE HLDGS INC — $126M (2.5%)