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Skye Global Management LP: MLM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Skye Global Management LP on MLM, newest first. How the timeline and the estimate are built.

Skye Global Management LP held 252,000 MLM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,000 shares
    Change vs previous 13F -16,000 shares

    2.83% of the 13F portfolio, value $145,328,400.

    13F-HR 0001420506-26-001667 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 268,000 shares
    Change vs previous 13F -6,000 shares

    3.4% of the 13F portfolio, value $157,766,240.

    13F-HR 0001420506-26-001032 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 274,000 shares
    Change vs previous 13F +2,000 shares

    3.45% of the 13F portfolio, value $170,608,840.

    13F-HR 0001420506-26-000475 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 272,000 shares
    Change vs previous 13F -14,500 shares

    3.45% of the 13F portfolio, value $171,436,160.

    13F-HR 0001420506-25-003246 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 286,500 shares
    Change vs previous 13F -12,000 shares

    3.35% of the 13F portfolio, value $157,277,040.

    13F-HR 0001420506-25-002018 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 298,500 shares
    Change vs previous 13F +42,000 shares

    3.79% of the 13F portfolio, value $142,721,805.

    13F-HR 0001420506-25-001164 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 256,500 shares
    Change vs previous 13F +118,000 shares

    2.76% of the 13F portfolio, value $132,482,250.

    13F-HR 0001420506-25-000488 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 138,500 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $74,547,625.

    13F-HR 0001420506-24-002458 filed by Skye Global Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).