Skye Global Management Lp Top Holdings and 13F Report (2025) About Skye Global Management LpInvestment ActivitySkye Global Management Lp has $5.75 billion in total holdings as of June 30, 2025.Skye Global Management Lp owns shares of 60 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 28.40% of the portfolio was purchased this quarter.About 5.24% of the portfolio was sold this quarter.This quarter, Skye Global Management Lp has purchased 52 new stocks and bought additional shares in 26 stocks.Skye Global Management Lp sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amazon.com $1,532,219,760SPDR S&P 500 ETF TR $1,037,988,000Microsoft $503,378,920GE Aerospace $329,973,980Taiwan Semiconductor Manufacturing $229,207,880 Largest New Holdings this Quarter 78462F903 - SPDR S&P 500 ETF TR $1,037,988,000 Holding57636Q104 - Mastercard $53,384,300 Holding91332U101 - Unity Software $49,077,600 Holding025816109 - American Express $20,893,190 Holding91332U901 - UNITY SOFTWARE INC $17,278,800 Holding Largest Purchases this Quarter SPDR S&P 500 ETF TR 1,680,000 shares (about $1.04B)Amazon.com 730,000 shares (about $160.15M)Visa 244,000 shares (about $86.63M)Mastercard 95,000 shares (about $53.38M)Unity Software 2,028,000 shares (about $49.08M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 444,000 shares (about $100.56M)KLA 41,700 shares (about $37.35M)MercadoLibre 13,480 shares (about $35.23M)LAM RESEARCH CORP 274,000 shares (about $26.67M)Coupang 278,000 shares (about $8.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkye Global Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$1,532,219,760$160,154,700 ▲11.7%6,984,00026.7%Retail/WholesaleSPDR S&P 500 ETF TR$1,037,988,000$1,037,988,000 ▲New Holding1,680,00018.1%CALLMSFTMicrosoft$503,378,9200.0%1,012,0008.8%Computer and TechnologyGEGE Aerospace$329,973,9800.0%1,282,0005.7%AerospaceTSMTaiwan Semiconductor Manufacturing$229,207,880$100,561,560 ▼-30.5%1,012,0004.0%Computer and TechnologyVVisa$190,306,800$86,632,200 ▲83.6%536,0003.3%Business ServicesTDGTransdigm Group$182,476,800$15,206,400 ▲9.1%120,0003.2%AerospaceMLMMartin Marietta Materials$157,277,040$6,587,520 ▼-4.0%286,5002.7%ConstructionSPGIS&P Global$141,313,720$16,873,280 ▲13.6%268,0002.5%FinanceVMCVulcan Materials$125,845,650$4,042,710 ▼-3.1%482,5002.2%ConstructionMCOMoody's$118,375,2400.0%236,0002.1%FinanceHLTHilton Worldwide$115,192,0500.0%432,5002.0%Consumer DiscretionaryWCNWaste Connections$110,538,2400.0%592,0001.9%Business ServicesKLACKLA$83,124,672$37,352,358 ▼-31.0%92,8001.4%Computer and TechnologyMETAMeta Platforms$78,237,540$8,118,990 ▲11.6%106,0001.4%Computer and TechnologyLAM RESEARCH CORP$70,863,520$26,671,160 ▼-27.3%728,0001.2%COM NEWCASYCasey's General Stores$64,294,0200.0%126,0001.1%Retail/WholesaleTMOThermo Fisher Scientific$59,399,890$20,881,190 ▲54.2%146,5001.0%MedicalSHWSherwin-Williams$55,796,000$19,399,840 ▲53.3%162,5001.0%Basic MaterialsMAMastercard$53,384,300$53,384,300 ▲New Holding95,0000.9%Business ServicesUUnity Software$49,077,600$49,077,600 ▲New Holding2,028,0000.9%Computer and TechnologyDHRDanaher$35,952,280$3,456,950 ▲10.6%182,0000.6%MedicalGEHCGE HealthCare Technologies$33,331,500$2,481,345 ▲8.0%450,0000.6%MedicalUALUnited Airlines$32,329,780$3,822,240 ▲13.4%406,0000.6%TransportationUNPUnion Pacific$29,105,120$14,034,880 ▲93.1%126,5000.5%TransportationPGProcter & Gamble$27,482,700$2,947,420 ▲12.0%172,5000.5%Consumer StaplesCPNGCoupang$25,226,320$8,328,880 ▼-24.8%842,0000.4%Retail/WholesaleFERGUSON ENTERPRISES INC$24,388,000$1,742,000 ▲7.7%112,0000.4%COMMON STOCK NEWKVUEKenvue$22,060,220$8,372,000 ▲61.2%1,054,0000.4%Consumer StaplesAXPAmerican Express$20,893,190$20,893,190 ▲New Holding65,5000.4%FinanceNFLXNetflix$20,622,602$6,561,737 ▲46.7%15,4000.4%Consumer DiscretionaryFERROVIAL SE$17,383,465$2,705,285 ▲18.4%324,5000.3%ORD SHSUNITY SOFTWARE INC$17,278,800$17,278,800 ▲New Holding714,0000.3%CALLCPCanadian Pacific Kansas City$15,259,475$15,259,475 ▲New Holding192,5000.3%TransportationDALDelta Air Lines$13,499,910$1,008,190 ▲8.1%274,5000.2%TransportationSPOTSpotify Technology$12,891,312$3,222,828 ▲33.3%16,8000.2%Computer and TechnologyRSGRepublic Services$11,935,924$5,721,352 ▲92.1%48,4000.2%Business ServicesPERIMETER SOLUTIONS INC$8,553,840$7,092,240 ▲485.2%614,5000.1%COMMON STOCKSHOPShopify$7,901,475$4,025,715 ▲103.9%68,5000.1%Computer and TechnologyAAPLApple$6,893,712$4,739,427 ▲220.0%33,6000.1%Computer and TechnologyMELIMercadoLibre$6,586,348$35,231,735 ▼-84.3%2,5200.1%Retail/WholesaleDEDeere & Company$6,406,974$3,737,402 ▲140.0%12,6000.1%IndustrialsLPXLouisiana-Pacific$5,864,518$275,168 ▲4.9%68,2000.1%ConstructionWMWaste Management$5,766,264$5,766,264 ▲New Holding25,2000.1%Business ServicesGRNDGrindr$5,765,800$6,310,600 ▼-52.3%254,0000.1%Computer and TechnologyAXONAxon Enterprise$5,216,022$82,794 ▼-1.6%6,3000.1%AerospaceWMTWalmart$4,732,552$4,732,552 ▲New Holding48,4000.1%Retail/WholesaleICEIntercontinental Exchange$4,623,444$3,082,296 ▲200.0%25,2000.1%FinanceCOSTCostco Wholesale$4,355,7360.0%4,4000.1%Retail/WholesaleNTRANatera$4,257,288$4,257,288 ▲New Holding25,2000.1%MedicalDOORDASH INC$3,106,026$3,106,026 ▲New Holding12,6000.1%CL AQXO INC$2,724,810$2,182,002 ▲402.0%126,5000.0%COM NEWCNMCore & Main$2,293,300$2,293,300 ▲New Holding38,0000.0%IndustrialsHEI.AHeico$2,173,500$2,173,500 ▲New Holding8,4000.0%AerospaceSTESTERIS$2,017,848$2,017,848 ▲New Holding8,4000.0%MedicalSESEA$2,015,244$2,015,244 ▲New Holding12,6000.0%Computer and TechnologyLOAR HOLDINGS INC$1,809,5700.0%21,0000.0%COM SHSVIKING HOLDINGS LTD$1,790,544$1,790,544 ▲New Holding33,6000.0%ORD SHSFIXComfort Systems USA$1,351,249$1,351,249 ▼-50.0%2,5200.0%ConstructionKNFKnife River$1,028,664$1,028,664 ▲New Holding12,6000.0%ConstructionAMATApplied Materials$0$24,960,640 ▼-100.0%00.0%Computer and TechnologyWMBWilliams Companies$0$20,706,840 ▼-100.0%00.0%EnergySHELShell$0$10,002,720 ▼-100.0%00.0%EnergyONTOOnto Innovation$0$9,707,200 ▼-100.0%00.0%Computer and TechnologyKMIKinder Morgan$0$4,564,800 ▼-100.0%00.0%EnergyPRIMO BRANDS CORPORATION$0$1,863,225 ▼-100.0%00.0%CLASS A COM SHSHIIHuntington Ingalls Industries$0$1,285,452 ▼-100.0%00.0%AerospaceCMGChipotle Mexican Grill$0$1,265,292 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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