Skye Global Management LP — Q4 2025 13F Holdings

Name: Skye Global Management LP — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001675884

Total reported value

$5.0B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMZN	Amazon.com INC	Stock-Consumer Disc	38.22%	+2.36%	+11.86%
2	GE	General Electric	Stock-Industrials	7.16%	-0.34%	-1.72%
3	MSFT	Microsoft CORP	Stock-Tech	5.28%	-0.68%	-41.50%
4	✓	Amazon Com INC	Stock-Other	4.66%	-4.56%	+768.25%
5	SPGI	S&p Global INC	Stock-Financials	4.21%	+0.26%	+7.51%
6	SPY	State Street SPDR S&P 500 ETF Trust	ETF-Large Cap & Growth	4.04%	+1.14%	—
7	V	Visa Inc-class A Shares	Stock-Financials	3.64%	+2.10%	-31.80%
8	MCO	Moody's CORP	Stock-Financials	3.27%	-0.06%	+6.78%
9	MLM	Martin Marietta Materials	Stock-Materials	3.15%	—	+0.74%
10	TDG	Transdigm Group INC	Stock-Industrials	2.94%	-0.21%	—
11	WCN	Waste Connections INC	Stock-Industrials	2.89%	+0.14%	+30.70%
12	VMC	Vulcan Materials Co	Stock-Materials	2.30%	-0.32%	—
13	HLT	Hilton Worldwide Holdings In	Stock-Consumer Disc	2.29%	+0.26%	—
14	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.97%	—	+72.73%
15	META	Meta Platforms Inc-class A	Stock-Comm Services	1.29%	-1.29%	EXIT
16	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.15%	+0.01%	—
17	KVUE	Kenvue INC	Stock-Consumer Staples	1.08%	-0.81%	+130.35%
18	CASY	Casey's General Stores INC	Stock-Consumer Disc	0.98%	-0.86%	-23.41%
19	SHW	Sherwin-williams Co/the	Stock-Materials	0.97%	+0.12%	—
20	DHR	Danaher CORP	Stock-Healthcare	0.83%	+0.11%	—
21	RSG	Republic Services INC	Stock-Industrials	0.71%	+0.17%	+179.14%
22	UNP	Union Pacific CORP	Stock-Industrials	0.70%	—	+9.30%
23	DASH	Doordash INC - A	Stock-Consumer Disc	0.59%	-0.15%	+273.68%
24	FERG	Ferguson Enterprises INC	Stock-Industrials	0.54%	+0.44%	+3.13%
25	AAPL	Apple Inc.	Stock-Tech	0.53%	-0.53%	EXIT
26	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.48%	-0.48%	EXIT
27	NFLX	Netflix INC	Stock-Comm Services	0.47%	+0.23%	+1679.22%
28	AXP	American Express Co	Stock-Financials	0.45%	-0.05%	—
29	✓	Ferrovial Se	Stock-Other	0.44%	+0.17%	+2.76%
30	CPNG	Coupang INC	Stock-Consumer Disc	0.37%	-0.03%	—
31	PRM	Perimeter Solutions INC	Stock-Other	0.36%	-0.04%	—
32	SE	Sea Ltd-adr	Stock-Comm Services	0.28%	-0.07%	+376.19%
33	CP	Canadian Pacific Kansas City	Stock-Industrials	0.26%	—	—
34	LIN	Linde plc	Stock-Materials	0.20%	-0.20%	EXIT
35	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.19%	-0.08%	-23.74%
36	SPOT	Spotify Technology S.A.	Stock-Comm Services	0.18%	+0.33%	+0.30%
37	BA	Boeing Co/the	Stock-Industrials	0.15%	-0.15%	EXIT
38	LPX	Louisiana-pacific CORP	Stock-Industrials	0.12%	-0.03%	+5.47%
39	HEI-A	Heico Corp-class A	Stock-Other	0.12%	—	—
40	PRMB	Primo Brands CORP	Stock-Consumer Staples	0.12%	-0.10%	+52.35%
41	MELI	Mercadolibre INC	Stock-Consumer Disc	0.11%	—	+16.67%
42	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.07%	—	—
43	C	Citigroup INC	Stock-Financials	0.07%	-0.07%	EXIT
44	BAC	Bank Of America CORP	Stock-Financials	0.05%	-0.05%	EXIT
45	QSR	Restaurant Brands Intern	Stock-Consumer Disc	0.04%	-0.04%	EXIT
46	RL	Ralph Lauren CORP	Stock-Consumer Disc	0.03%	-0.03%	EXIT
47	MTN	Vail Resorts INC	Stock-Consumer Disc	0.02%	—	-3.05%

Holding changes this quarter

Position changes disclosed by Skye Global Management LP for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Amazon Com INC	+4.1%	+768.25%	Add
2	AMZN	Amazon.com INC	+3%	+11.86%	Add
3	GOOGL	Alphabet Inc-cl A	+1%	+72.73%	Add
4	KVUE	Kenvue INC	+0.6%	+130.35%	Add
5	WCN	Waste Connections INC	+0.5%	+30.70%	Add
6	RSG	Republic Services INC	+0.4%	+179.14%	Add
7	DASH	Doordash INC - A	+0.4%	+273.68%	Add
8	SPGI	S&p Global INC	+0.3%	+7.51%	Add
9	SE	Sea Ltd-adr	+0.2%	+376.19%	Add
10	MCO	Moody's CORP	+0.2%	+6.78%	Add
11	TMO	Thermo Fisher Scientific INC	+0.1%	—	Unchanged
12	NFLX	Netflix INC	+0.1%	+1679.22%	Add
13	DHR	Danaher CORP	+0.1%	—	Unchanged
14	HLT	Hilton Worldwide Holdings In	0%	—	Unchanged
15	PRM	Perimeter Solutions INC	0%	—	Unchanged
16	✓	Ferrovial Se	0%	+2.76%	Add
17	AXP	American Express Co	0%	—	Unchanged
18	UNP	Union Pacific CORP	0%	+9.30%	Add
19	CL	Colgate-palmolive Co	-0.1%	-23.74%	Trim
20	QSR	Restaurant Brands Intern	-0.1%	-74.75%	Trim
21	SHW	Sherwin-williams Co/the	-0.2%	—	Unchanged
22	CPNG	Coupang INC	-0.2%	—	Unchanged
23	META	Meta Platforms Inc-class A	-0.3%	—	Unchanged
24	VMC	Vulcan Materials Co	-0.4%	—	Unchanged
25	CASY	Casey's General Stores INC	-0.5%	-23.41%	Trim
26	GE	General Electric	-0.6%	-1.72%	Trim
27	V	Visa Inc-class A Shares	-2%	-31.80%	Trim
28	MSFT	Microsoft CORP	-5.2%	-41.50%	Trim
29	SPY	State Street SPDR S&P 500 ETF Trust	—	NEW	New buy
30	MA	Mastercard INC - A	—	EXIT	Sold out
31	LRCX	Lam Research CORP	—	EXIT	Sold out
32	KLAC	Kla CORP	—	EXIT	Sold out
33	CMG	Chipotle Mexican Grill INC	—	EXIT	Sold out
34	AAPL	Apple Inc.	—	NEW	New buy
35	AAPL	Apple INC	—	EXIT	Sold out
36	SHOP	Shopify INC - Class A	—	EXIT	Sold out
37	UNH	Unitedhealth Group INC	—	EXIT	Sold out
38	GEHC	GE Healthcare Technology	—	EXIT	Sold out
39	LIN	Linde plc	—	NEW	New buy
40	BA	Boeing Co/the	—	NEW	New buy
41	WMT	Walmart INC	—	EXIT	Sold out
42	CLH	Clean Harbors INC	—	EXIT	Sold out
43	LYFT	Lyft Inc-a	—	EXIT	Sold out
44	AUR	Aurora Innovation INC	—	EXIT	Sold out
45	AXON	Axon Enterprise INC	—	EXIT	Sold out
46	ICE	Intercontinental Exchange In	—	EXIT	Sold out
47	DE	Deere & Co	—	EXIT	Sold out
48	C	Citigroup INC	—	NEW	New buy
49	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
50	BAC	Bank Of America CORP	—	NEW	New buy