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Skye Global Management LP

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13F filer, CIK 1675884, WEST PALM BEACH, FL

Skye Global Management LP reported $5,004,574,044 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 82.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001032

Period
2026-03-31
Reported value
$5B
Holdings
47
Top 10 weight
82.86%
New
10
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+776,000$162M
Vadded+388,000$117M
SPGIadded+89,500$38.1M
AAPLnew+82,500$20.9M
FERGadded+78,000$18.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAexited-106,000-$70M
CASYreduced-88,300-$64.3M
KVUEreduced-2,608,000-$45M
APPLE INCexited-106,000-$28.8M
PGexited-183,300-$26.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-001032, largest first. % of portfolio is the value over $4,643,354,010, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,918,169 shares; 2024Q4: 11,324,000 shares; 2025Q1: 6,254,000 shares; 2025Q2: 6,984,000 shares; 2025Q3: 8,024,000 shares; 2025Q4: 8,976,000 shares; 2026Q1: 9,752,000 shares 9,752,000$2.03B43.74%+776,000Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508,000 shares; 2024Q4: 1,438,000 shares; 2025Q1: 1,282,000 shares; 2025Q2: 1,282,000 shares; 2025Q3: 1,282,000 shares; 2025Q4: 1,260,000 shares; 2026Q1: 1,202,000 shares 1,202,000$341M7.35%-58,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,000 shares; 2024Q4: 102,000 shares; 2025Q1: 292,000 shares; 2025Q2: 536,000 shares; 2025Q3: 824,000 shares; 2025Q4: 562,000 shares; 2026Q1: 950,000 shares 950,000$287M6.18%+388,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594,000 shares; 2024Q4: 672,000 shares; 2025Q1: 1,012,000 shares; 2025Q2: 1,012,000 shares; 2025Q3: 1,012,000 shares; 2025Q4: 592,000 shares; 2026Q1: 621,800 shares 621,800$230M4.96%+29,800Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,500 shares; 2024Q4: 182,000 shares; 2025Q1: 236,000 shares; 2025Q2: 268,000 shares; 2025Q3: 406,000 shares; 2025Q4: 436,500 shares; 2026Q1: 526,000 shares 526,000$224M4.82%+89,500Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,500 shares; 2024Q4: 182,000 shares; 2025Q1: 236,000 shares; 2025Q2: 236,000 shares; 2025Q3: 324,500 shares; 2025Q4: 346,500 shares; 2026Q1: 368,000 shares 368,000$161M3.46%+21,500Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,500 shares; 2024Q4: 256,500 shares; 2025Q1: 298,500 shares; 2025Q2: 286,500 shares; 2025Q3: 272,000 shares; 2025Q4: 274,000 shares; 2026Q1: 268,000 shares 268,000$158M3.4%-6,000Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604,000 shares; 2024Q4: 648,000 shares; 2025Q1: 592,000 shares; 2025Q2: 592,000 shares; 2025Q3: 682,500 shares; 2025Q4: 892,000 shares; 2026Q1: 932,000 shares 932,000$151M3.26%+40,000Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,000 shares; 2024Q4: 105,000 shares; 2025Q1: 110,000 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 118,000 shares 118,000$137M2.95%-2,000Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,000 shares; 2024Q4: 440,000 shares; 2025Q1: 432,500 shares; 2025Q2: 432,500 shares; 2025Q3: 432,500 shares; 2025Q4: 432,500 shares; 2026Q1: 420,000 shares 420,000$128M2.75%-12,500Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,000 shares; 2024Q4: 428,000 shares; 2025Q1: 498,000 shares; 2025Q2: 482,500 shares; 2025Q3: 438,000 shares; 2025Q4: 438,000 shares; 2026Q1: 364,000 shares 364,000$99.1M2.13%-74,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198,000 shares; 2025Q4: 342,000 shares; 2026Q1: 342,000 shares 342,000$98.3M2.12%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 106,500 shares; 2025Q1: 95,000 shares; 2025Q2: 146,500 shares; 2025Q3: 108,000 shares; 2025Q4: 108,000 shares; 2026Q1: 118,500 shares 118,500$58.2M1.25%+10,500Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 80,500 shares; 2025Q1: 106,000 shares; 2025Q2: 162,500 shares; 2025Q3: 162,500 shares; 2025Q4: 162,500 shares; 2026Q1: 170,000 shares 170,000$54.5M1.17%+7,500Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,000 shares; 2024Q4: 208,000 shares; 2025Q1: 104,000 shares; 2025Q2: 112,000 shares; 2025Q3: 128,000 shares; 2025Q4: 132,000 shares; 2026Q1: 210,000 shares 210,000$49M1.05%+78,000Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,000 shares; 2024Q4: 172,000 shares; 2025Q1: 164,500 shares; 2025Q2: 182,000 shares; 2025Q3: 196,000 shares; 2025Q4: 196,000 shares; 2026Q1: 248,000 shares 248,000$47M1.01%+52,000Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,200 shares; 2025Q2: 48,400 shares; 2025Q3: 65,200 shares; 2025Q4: 182,000 shares; 2026Q1: 200,500 shares 200,500$43.9M0.95%+18,500Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,000 shares; 2024Q4: 420,000 shares; 2025Q1: 65,500 shares; 2025Q2: 126,500 shares; 2025Q3: 150,500 shares; 2025Q4: 164,500 shares; 2026Q1: 154,000 shares 154,000$37.4M0.8%-10,500Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 10,500 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 274,000 shares; 2026Q1: 362,000 shares 362,000$34.8M0.75%+88,000Timeline
FERFERROVIAL NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252,000 shares; 2025Q1: 274,000 shares; 2025Q2: 324,500 shares; 2025Q3: 362,000 shares; 2025Q4: 372,000 shares; 2026Q1: 472,000 shares 472,000$30.7M0.66%+100,000Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,600 shares; 2025Q2: 16,800 shares; 2025Q3: 16,800 shares; 2025Q4: 16,850 shares; 2026Q1: 52,800 shares 52,800$25.6M0.55%+35,950Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 38,000 shares; 2025Q4: 142,000 shares; 2026Q1: 148,000 shares 148,000$22.2M0.48%+6,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,500 shares; 2024Q4: 124,500 shares; 2025Q1: 10,500 shares; 2025Q2: 33,600 shares; 2025Q3: 90,800 shares; 2025Q4: not reported; 2026Q1: 82,500 shares 82,500$20.9M0.45%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,500 shares; 2025Q3: 65,500 shares; 2025Q4: 65,500 shares; 2026Q1: 65,500 shares 65,500$19.8M0.43%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,000 shares; 2024Q4: 1,058,000 shares; 2025Q1: 1,120,000 shares; 2025Q2: 842,000 shares; 2025Q3: 842,000 shares; 2025Q4: 842,000 shares; 2026Q1: 894,000 shares 894,000$16.9M0.36%+52,000Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,000 shares; 2025Q2: 614,500 shares; 2025Q3: 712,000 shares; 2025Q4: 712,000 shares; 2026Q1: 652,000 shares 652,000$15.9M0.34%-60,000Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000$14.3M0.31%newTimeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286,000 shares; 2024Q4: 1,154,000 shares; 2025Q1: not reported; 2025Q2: 192,500 shares; 2025Q3: 192,500 shares; 2025Q4: 192,500 shares; 2026Q1: 176,500 shares 176,500$13.9M0.3%-16,000Timeline
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654,000 shares; 2025Q2: 1,054,000 shares; 2025Q3: 1,476,000 shares; 2025Q4: 3,400,000 shares; 2026Q1: 792,000 shares 792,000$13.7M0.29%-2,608,000Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,800 shares 56,800$13.1M0.28%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 25,200 shares; 2025Q4: 120,000 shares; 2026Q1: 128,500 shares 128,500$10.6M0.23%+8,500Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,600 shares 52,600$6.83M0.15%newTimeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248,000 shares 248,000$6.57M0.14%newTimeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 25,200 shares; 2025Q4: 25,200 shares; 2026Q1: 29,500 shares 29,500$6.23M0.13%+4,300Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,500 shares; 2024Q4: 168,500 shares; 2025Q1: 126,000 shares; 2025Q2: 126,000 shares; 2025Q3: 126,000 shares; 2025Q4: 96,500 shares; 2026Q1: 8,200 shares 8,200$5.97M0.13%-88,300Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168,500 shares; 2025Q4: 128,500 shares; 2026Q1: 66,000 shares 66,000$5.63M0.12%-62,500Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 7,200 shares; 2025Q1: 16,000 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,940 shares; 2026Q1: 2,740 shares 2,740$4.74M0.1%-200Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,500 shares; 2025Q1: 65,000 shares; 2025Q2: 68,200 shares; 2025Q3: 76,800 shares; 2025Q4: 81,000 shares; 2026Q1: 62,000 shares 62,000$4.51M0.1%-19,000Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400$4.38M0.09%0Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,200 shares 23,200$3.97M0.09%newTimeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,000 shares 82,000$3.07M0.07%newTimeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500$1.99M0.04%newTimeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,865,000 shares; 2025Q1: 52,500 shares; 2025Q2: not reported; 2025Q3: 255,000 shares; 2025Q4: 388,500 shares; 2026Q1: 63,200 shares 63,200$1.19M0.03%-325,300Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,500 shares 168,500$1.01M0.02%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T CALLcall399,000$259M+77,700
ISHARES TRISHARES TR CALLcall1,113,000$96.5Mnew
AMAZON COM INCAMAZON COM INC CALLcall25,200$5.25M-1,068,800

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC106,000$70Mshares
APPLE INCAPPLE INC106,000$28.8Mshares
PGPROCTER & GAMBLE CO183,300$26.3Mshares
LINLINDE PLC25,200$10.7Mshares
BABOEING CO38,000$8.25Mshares
CCITIGROUP INC31,500$3.68Mshares
BACBANK OF AMER CORP48,400$2.66Mshares
QSRRESTAURANT BRANDS INTL INC31,815$2.17Mshares
RLRALPH LAUREN CORP4,200$1.49Mshares
MTNVAIL RESORTS INC10,180$1.35Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001032 base2026-05-15acceptance time not in the bulk data set