13F-HR filed by Skye Global Management LP
Skye Global Management LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 70 holding rows worth $4,997,023,909.
- Accession
- 0001420506-25-003246
- Filer
- CIK 1675884
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 70 entries on the cover page, a total value of $4,997,023,909 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,997,023,909 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 | 8,024,000 | $1,761,829,680 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,012,000 | $524,165,400 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,282,000 | $385,651,240 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 824,000 | $281,297,120 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 406,000 | $197,604,260 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 272,000 | $171,436,160 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 120,000 | $158,162,400 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 324,500 | $154,617,760 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 438,000 | $134,737,560 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 682,500 | $119,983,500 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 432,500 | $112,207,800 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 106,000 | $77,844,280 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 126,000 | $71,230,320 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 162,500 | $56,267,250 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 95,000 | $54,036,950 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 108,000 | $52,382,160 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 198,000 | $48,133,800 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 342,000 | $45,793,800 | dollars as filed | |
| KLA CORP | 482480100 | COM | 38,000 | $40,986,800 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 196,000 | $38,858,960 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 948,000 | $37,152,120 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 150,500 | $35,573,685 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 128,000 | $28,746,240 | dollars as filed | |
| AMAZON COM INC | 023135906 | CALL | 126,000 | $27,665,820 | dollars as filed | call |
| COUPANG INC | 22266T109 | CL A | 842,000 | $27,112,400 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 172,500 | $26,504,625 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 1,476,000 | $23,955,480 | dollars as filed | |
| Apple Inc | 037833100 | COM | 90,800 | $23,120,404 | dollars as filed | |
| American Express Company | 025816109 | COM | 65,500 | $21,756,480 | dollars as filed | |
| FERROVIAL NV ORD SHS | N3168P101 | Stock | 362,000 | $21,213,200 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 15,400 | $18,463,368 | dollars as filed | |
| PERIMETER SOLUTIONS INC | 71385M107 | COMMON STOCK | 712,000 | $15,941,680 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 102,000 | $15,158,220 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 65,200 | $14,962,096 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 192,500 | $14,339,325 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 168,500 | $13,469,890 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 37,800 | $13,052,340 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 170,000 | $12,767,000 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 16,800 | $11,726,400 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 38,000 | $10,335,620 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 126,000 | $8,081,640 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 76,000 | $7,832,560 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 33,600 | $7,802,592 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 76,800 | $6,822,912 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 25,200 | $6,403,068 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 2,520 | $5,889,089 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 255,000 | $5,635,500 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 252,000 | $5,546,520 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 840,000 | $4,527,600 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 6,300 | $4,521,132 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 25,200 | $4,503,996 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 25,200 | $4,245,696 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,400 | $4,072,772 | dollars as filed | |
| Deere & Company | 244199105 | COM | 8,400 | $3,840,984 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,500 | $3,312,015 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 126,500 | $2,411,090 | dollars as filed | |
| SPDR S&P 500 ETF TR | 78462F953 | PUT | 3,500 | $2,331,630 | dollars as filed | put |
| COMFORT SYS USA INC COM | 199908104 | Stock | 2,520 | $2,079,454 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 21,000 | $1,680,000 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 10,500 | $1,570,485 | dollars as filed | |
| INSTALLED BLDG PRODS INC | 45780R101 | COM | 6,300 | $1,553,958 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 16,800 | $955,416 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y795 | ST INDL INCO ETF | 2,000 | $308,460 | dollars as filed | put |
| VERTIV HOLDINGS CO | 92537N958 | Option | 1,500 | $226,290 | dollars as filed | put |
| PALANTIR TECHNOLOGIES INC | 69608A958 | PUT | 1,000 | $182,420 | dollars as filed | put |
| COINBASE GLOBAL INC | 19260Q957 | PUT | 500 | $168,745 | dollars as filed | put |
| STRATEGY INC | 594972958 | COM NEW | 500 | $161,105 | dollars as filed | put |
| COREWEAVE INC | 21873S958 | CALL | 500 | $68,425 | dollars as filed | put |
| SOLARIS ENERGY INFRAS INC | 83418M953 | PUT | 1,000 | $39,970 | dollars as filed | put |
| GEMINI SPACE STA INC | 36866J955 | PUT | 200 | $4,792 | dollars as filed | put |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-003246 | this filing | 2025-11-14 | acceptance time not in the bulk data set |