Q2 2026 13F · SEC CIK 1675884

Skye Global Management LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.1B
Reported positions: 30
Top holdings a year, 3 yrs: +21.3%
Assets under management: $5.2B

Skye Global Management LP is a hedge fund that reported 30 positions worth $5.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Amazon Com Inc (AMZN, 44.8%), Visa Inc (V, 9.3%), Ge Aerospace (GE, 8.0%). A portfolio copying its top holdings returned 21.3% a year over the last 3 years, against 20.4% for the S&P 500.

Skye Global Management LP holdings all 30 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Skye Global Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc	44.8%	43.7%	9,672,000	-0.8%	$2.3B
VVisa Inc	9.3%	6.2%	1,391,718	+46.5%	$477.5M
GEGe Aerospace	8.0%	7.3%	1,098,000	-8.7%	$410.4M
MSFTMicrosoft Corp	4.2%	5.0%	572,000	-8.0%	$213.4M
SPGIS&p Global Inc	3.9%	4.8%	486,500	-7.5%	$198.1M
WCNWaste Connections Inc	3.7%	3.3%	1,148,000	+23.2%	$191.4M
TDGTransdigm Group Inc	3.1%	2.9%	120,000	+1.7%	$159.8M
MLMMartin Marietta Matls Inc	2.8%	3.4%	252,000	-6.0%	$145.3M
MCOMoodys Corp	2.7%	3.5%	312,000	-15.2%	$141.3M
HLTHilton Worldwide Hldgs Inc	2.5%	2.8%	382,000	-9.0%	$126.2M
GOOGLAlphabet Inc	2.2%	2.1%	320,000	-6.4%	$114.4M
VMCVulcan Matls Co	1.8%	2.1%	308,500	-15.2%	$91.0M
DHRDanaher Corp Del	1.6%	1.0%	426,000	+71.8%	$81.1M
TMOThermo Fisher Scientific Inc	1.5%	1.3%	150,500	+27.0%	$75.5M
FERGFerguson Enterprises Inc Common Stock Ne	1.1%	1.1%	248,000	+18.1%	$58.9M
SHWSherwin Williams Co	1.1%	1.2%	160,500	-5.6%	$55.3M
RSGRepublic Svcs Inc	1.0%	0.9%	240,500	+20.0%	$51.2M
FERFerrovial NV	0.9%	0.7%	656,000	+39.0%	$45.0M
UNPUnion Pac Corp	0.8%	0.8%	142,000	-7.8%	$38.6M
DASHDoordash Inc	0.6%	0.5%	178,000	+20.3%	$32.8M
NFLXNetflix Inc.	0.5%	0.8%	382,000	+5.5%	$27.3M
SPOTSpotify Technology SA	0.5%	0.6%	54,800	+3.8%	$25.2M
CPNGCoupang Inc	0.3%	0.4%	862,000	-3.6%	$15.0M
SESea Ltd	0.3%	0.2%	136,000	+5.8%	$13.0M
CPCanadian Pacific Kansas City	0.2%	0.3%	142,000	-19.5%	$12.3M
MELIMercadolibre Inc	0.2%	0.1%	6,200	+126.3%	$10.5M
KVUEKenvue Inc	0.2%	0.3%	456,000	-42.4%	$8.7M
CLColgate Palmolive Co	0.1%	0.1%	82,500	+25.0%	$7.6M
LPXLouisiana Pac Corp	0.1%	0.1%	60,000	-3.2%	$4.7M
COSTCostco Wholesale Corporation	0.1%	0.1%	4,400	+0.0%	$4.1M

What Skye Global Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

No new positions among the largest holdings.

Added to

MELI Mercadolibre Inc+126.3% shares
DHR Danaher Corp Del+71.8% shares
V Visa Inc+46.5% shares
FER Ferrovial NV+39.0% shares
TMO Thermo Fisher Scientific Inc+27.0% shares
CL Colgate Palmolive Co+25.0% shares
WCN Waste Connections Inc+23.2% shares
DASH Doordash Inc+20.3% shares

Reduced

KVUE Kenvue Inc-42.4% shares
CP Canadian Pacific Kansas City-19.5% shares
VMC Vulcan Matls Co-15.2% shares
MCO Moodys Corp-15.2% shares
HLT Hilton Worldwide Hldgs Inc-9.0% shares
GE Ge Aerospace-8.7% shares
MSFT Microsoft Corp-8.0% shares
UNP Union Pac Corp-7.8% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +10.9% /yr; S&P 500 +20.1%
3 years: +21.3% /yr; S&P 500 +20.4%
5 years: +11.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.1B	30
Q1 2026	$4.6B	44
Q4 2025	$4.9B	45
Q3 2025	$5.0B	60
Q2 2025	$4.7B	58
Q1 2025	$3.8B	52
Q4 2024	$4.8B	47
Q3 2024	$4.1B	34
Q2 2024	$4.4B	34
Q1 2024	$4.2B	31
Q4 2023	$3.5B	23
Q3 2023	$3.5B	26

Questions about Skye Global Management LP's portfolio

What stocks does Skye Global Management LP own?

Skye Global Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 30 positions worth $5.1B. The largest are Amazon Com Inc (AMZN) at 44.8%, Visa Inc (V) at 9.3%, Ge Aerospace (GE) at 8.0%, Microsoft Corp (MSFT) at 4.2% and S&p Global Inc (SPGI) at 3.9%.

What did Skye Global Management LP buy last quarter?

In Q2 2026, Skye Global Management LP added Mercadolibre Inc (MELI) (+126.3% shares), Danaher Corp Del (DHR) (+71.8% shares) and Visa Inc (V) (+46.5% shares), compared with its Q1 2026 filing.

What did Skye Global Management LP sell last quarter?

In Q2 2026, Skye Global Management LP sold all of Apple Inc (AAPL), sold all of American Express Co (AXP), sold all of Perimeter Solutions Inc (PRM), sold all of Woodward, Inc. (WWD), sold all of Waste Mgmt Inc Del (WM), Kenvue Inc (KVUE) (-42.4% shares), Canadian Pacific Kansas City (CP) (-19.5% shares) and Vulcan Matls Co (VMC) (-15.2% shares), compared with its Q1 2026 filing.

How has Skye Global Management LP's portfolio performed?

A portfolio copying Skye Global Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.9% against +20.1%. Over 5 years: +11.0% a year against +11.6%.

When is Skye Global Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Skye Global Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Skye Global Management LP manage?

Skye Global Management LP reported $5.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.1B.