Skye Global Management Lp Top Holdings and 13F Report (2025) About Skye Global Management LpInvestment ActivitySkye Global Management Lp has $3.76 billion in total holdings as of March 31, 2025.Skye Global Management Lp owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 17.36% of the portfolio was purchased this quarter.About 36.17% of the portfolio was sold this quarter.This quarter, Skye Global Management Lp has purchased 47 new stocks and bought additional shares in 22 stocks.Skye Global Management Lp sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $1,189,886,040Microsoft $379,894,680GE Aerospace $256,592,300Taiwan Semiconductor Manufacturing $241,696,000TransDigm Group $152,161,900 Largest New Holdings this Quarter 969457100 - Williams Companies $20,706,840 Holding49177J102 - Kenvue $15,682,920 Holding247361702 - Delta Air Lines $11,074,400 Holding780259305 - Shell $10,002,720 HoldingL8681T102 - Spotify Technology $6,930,378 Holding Largest Purchases this Quarter Microsoft 340,000 shares (about $127.63M)Taiwan Semiconductor Manufacturing 744,000 shares (about $123.50M)Visa 190,000 shares (about $66.59M)KLA 49,700 shares (about $33.79M)LAM RESEARCH CORP 460,000 shares (about $33.44M) Largest Sales this Quarter Amazon.com 5,070,000 shares (about $964.62M)Union Pacific 354,500 shares (about $83.75M)PRIMO BRANDS CORPORATION 1,812,500 shares (about $64.33M)GE Aerospace 156,000 shares (about $31.22M)Apple 114,000 shares (about $25.32M) 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$1,189,886,040$964,618,200 ▼-44.8%6,254,00031.6%Retail/WholesaleMSFTMicrosoft$379,894,680$127,632,600 ▲50.6%1,012,00010.1%Computer and TechnologyGEGE Aerospace$256,592,300$31,223,400 ▼-10.8%1,282,0006.8%IndustrialsTSMTaiwan Semiconductor Manufacturing$241,696,000$123,504,000 ▲104.5%1,456,0006.4%Computer and TechnologyTDGTransDigm Group$152,161,900$6,916,450 ▲4.8%110,0004.0%AerospaceMLMMartin Marietta Materials$142,721,805$20,081,460 ▲16.4%298,5003.8%ConstructionSPGIS&P Global$119,911,600$27,437,400 ▲29.7%236,0003.2%Business ServicesVMCVulcan Materials$116,183,400$16,331,000 ▲16.4%498,0003.1%ConstructionWCNWaste Connections$115,552,480$10,930,640 ▼-8.6%592,0003.1%Business ServicesMCOMoody's$109,902,840$25,147,260 ▲29.7%236,0002.9%FinanceVVisa$102,334,320$66,587,400 ▲186.3%292,0002.7%Business ServicesHLTHilton Worldwide$98,415,375$1,706,625 ▼-1.7%432,5002.6%Consumer DiscretionaryKLACKLA$91,433,100$33,786,060 ▲58.6%134,5002.4%Computer and TechnologyLAM RESEARCH CORP$72,845,400$33,442,000 ▲84.9%1,002,0001.9%COM NEWMETAMeta Platforms$54,754,200$10,835,568 ▲24.7%95,0001.5%Computer and TechnologyCASYCasey's General Stores$54,689,040$18,446,700 ▼-25.2%126,0001.5%Retail/WholesaleTMOThermo Fisher Scientific$47,272,000$5,722,400 ▼-10.8%95,0001.3%MedicalSHWSherwin-Williams$37,014,140$8,904,345 ▲31.7%106,0001.0%Basic MaterialsDHRDanaher$33,722,500$1,537,500 ▼-4.4%164,5000.9%MedicalGEHCGE HealthCare Technologies$33,615,715$121,065 ▼-0.4%416,5000.9%MedicalMELIMercadoLibre$31,213,920$17,167,656 ▲122.2%16,0000.8%Retail/WholesalePGProcter & Gamble$26,244,680$7,839,320 ▲42.6%154,0000.7%Consumer StaplesAMATApplied Materials$24,960,640$15,963,200 ▼-39.0%172,0000.7%Computer and TechnologyUALUnited Airlines$24,719,900$21,923,375 ▲784.0%358,0000.7%TransportationCPNGCoupang$24,561,600$1,359,660 ▲5.9%1,120,0000.7%Retail/WholesaleWMBWilliams Companies$20,706,840$20,706,840 ▲New Holding346,5000.6%EnergyFERGUSON ENTERPRISES INC$16,663,920$16,663,920 ▼-50.0%104,0000.4%COMMON STOCK NEWKVUEKenvue$15,682,920$15,682,920 ▲New Holding654,0000.4%Consumer StaplesUNPUnion Pacific$15,473,720$83,747,080 ▼-84.4%65,5000.4%TransportationFERROVIAL SE$12,308,080$988,240 ▲8.7%274,0000.3%ORD SHSDALDelta Air Lines$11,074,400$11,074,400 ▲New Holding254,0000.3%TransportationSHELShell$10,002,720$10,002,720 ▲New Holding136,5000.3%EnergyNFLXNetflix$9,791,565$9,008,240 ▲1,150.0%10,5000.3%Consumer DiscretionaryONTOOnto Innovation$9,707,200$8,178,316 ▲534.9%80,0000.3%Computer and TechnologyGRNDGrindr$9,522,800$1,074,000 ▼-10.1%532,0000.3%Computer and TechnologySPOTSpotify Technology$6,930,378$6,930,378 ▲New Holding12,6000.2%Business ServicesRSGRepublic Services$6,102,432$6,102,432 ▲New Holding25,2000.2%Business ServicesLPXLouisiana-Pacific$5,978,700$2,253,510 ▲60.5%65,0000.2%ConstructionKMIKinder Morgan$4,564,800$4,564,800 ▲New Holding160,0000.1%EnergyCOSTCostco Wholesale$4,161,4320.0%4,4000.1%Retail/WholesaleAXONAxon Enterprise$3,366,080$1,683,040 ▲100.0%6,4000.1%AerospaceSHOPShopify$3,208,128$3,208,128 ▲New Holding33,6000.1%Computer and TechnologyDEDeere & Company$2,464,088$539,753 ▼-18.0%5,2500.1%IndustrialsAAPLApple$2,332,365$25,322,820 ▼-91.6%10,5000.1%Computer and TechnologyPRIMO BRANDS CORPORATION$1,863,225$64,325,625 ▼-97.2%52,5000.0%CLASS A COM SHSFIXComfort Systems USA$1,624,543$1,083,029 ▲200.0%5,0400.0%ConstructionLOAR HOLDINGS INC$1,483,6500.0%21,0000.0%COM SHSICEIntercontinental Exchange$1,449,000$1,449,000 ▼-50.0%8,4000.0%FinanceHIIHuntington Ingalls Industries$1,285,452$1,285,452 ▲New Holding6,3000.0%AerospaceCMGChipotle Mexican Grill$1,265,292$4,684,593 ▼-78.7%25,2000.0%Retail/WholesalePERIMETER SOLUTIONS INC$1,057,350$1,057,350 ▲New Holding105,0000.0%COMMON STOCKQXO INC$341,208$341,208 ▲New Holding25,2000.0%COM NEWCPCanadian Pacific Kansas City$0$83,514,980 ▼-100.0%00.0%TransportationSNPSSynopsys$0$15,337,376 ▼-100.0%00.0%Computer and TechnologySTESTERIS$0$6,084,576 ▼-100.0%00.0%MedicalAERAerCap$0$3,875,850 ▼-100.0%00.0%TransportationWMTWalmart$0$2,276,820 ▼-100.0%00.0%Retail/WholesaleNWSANews$0$1,795,608 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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