13F-HR filed by Skye Global Management LP
Skye Global Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 60 holding rows worth $5,745,146,948.
- Accession
- 0001420506-25-002018
- Filer
- CIK 1675884
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 60 entries on the cover page, a total value of $5,745,146,948 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,745,146,948 with VALUE read as dollars as filed, 13F file number 028-18413. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 6,984,000 | $1,532,219,760 | dollars as filed | |
| STATE STR SPDR S&P 500 ETF T | 78462F903 | CALL | 1,680,000 | $1,037,988,000 | dollars as filed | call |
| Microsoft Corp | 594918104 | COM | 1,012,000 | $503,378,920 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,282,000 | $329,973,980 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,012,000 | $229,207,880 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 536,000 | $190,306,800 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 120,000 | $182,476,800 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 286,500 | $157,277,040 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 268,000 | $141,313,720 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 482,500 | $125,845,650 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 236,000 | $118,375,240 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 432,500 | $115,192,050 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 592,000 | $110,538,240 | dollars as filed | |
| KLA CORP | 482480100 | COM | 92,800 | $83,124,672 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 106,000 | $78,237,540 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 728,000 | $70,863,520 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 126,000 | $64,294,020 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 146,500 | $59,399,890 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 162,500 | $55,796,000 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 95,000 | $53,384,300 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 2,028,000 | $49,077,600 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 182,000 | $35,952,280 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 450,000 | $33,331,500 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 406,000 | $32,329,780 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 126,500 | $29,105,120 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 172,500 | $27,482,700 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 842,000 | $25,226,320 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 112,000 | $24,388,000 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 1,054,000 | $22,060,220 | dollars as filed | |
| American Express Company | 025816109 | COM | 65,500 | $20,893,190 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 15,400 | $20,622,602 | dollars as filed | |
| FERROVIAL NV ORD SHS | N3168P101 | Stock | 324,500 | $17,383,465 | dollars as filed | |
| UNITY SOFTWARE INC | 91332U901 | CALL | 714,000 | $17,278,800 | dollars as filed | call |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 192,500 | $15,259,475 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 274,500 | $13,499,910 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 16,800 | $12,891,312 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 48,400 | $11,935,924 | dollars as filed | |
| PERIMETER SOLUTIONS INC | 71385M107 | COMMON STOCK | 614,500 | $8,553,840 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 68,500 | $7,901,475 | dollars as filed | |
| Apple Inc | 037833100 | COM | 33,600 | $6,893,712 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2,520 | $6,586,348 | dollars as filed | |
| Deere & Company | 244199105 | COM | 12,600 | $6,406,974 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 68,200 | $5,864,518 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 25,200 | $5,766,264 | dollars as filed | |
| GRINDR INC | 39854F101 | COM | 254,000 | $5,765,800 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 6,300 | $5,216,022 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 48,400 | $4,732,552 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 25,200 | $4,623,444 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,400 | $4,355,736 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 25,200 | $4,257,288 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 12,600 | $3,106,026 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 126,500 | $2,724,810 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 38,000 | $2,293,300 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 8,400 | $2,173,500 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 8,400 | $2,017,848 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 12,600 | $2,015,244 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 21,000 | $1,809,570 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 33,600 | $1,790,544 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 2,520 | $1,351,249 | dollars as filed | |
| KNIFE RIVER CORP COMMON STOCK | 498894104 | Stock | 12,600 | $1,028,664 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-002018 | this filing | 2025-08-14 | acceptance time not in the bulk data set |