SKYE GLOBAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 8.98M | $2.07B |
 | KVUE | 3.40M | $58.65M |
 | GE | 1.26M | $388.12M |
 | WCN | 892K | $156.42M |
 | CPNG | 842K | $19.86M |
 | PRM | 712K | $19.60M |
 | MSFT | 592K | $286.30M |
 | V | 562K | $197.10M |
 | VMC | 438K | $124.93M |
 | SPGI | 437K | $228.11M |
 | HLT | 433K | $124.24M |
 | PRMB | 389K | $6.35M |
 | FER | 372K | $24.03M |
 | MCO | 347K | $177.01M |
 | GOOGL | 342K | $107.05M |
 | NFLX | 274K | $25.69M |
 | MLM | 274K | $170.61M |
 | DHR | 196K | $44.87M |
 | CP | 193K | $14.17M |
 | PG | 183K | $26.27M |
Amazon.com, Inc.
AMZN
Shares Held
8.98M
Value
$2.07B
Kenvue Inc.
KVUE
Shares Held
3.40M
Value
$58.65M
GE Aerospace
GE
Shares Held
1.26M
Value
$388.12M
Waste Connections, Inc.
WCN
Shares Held
892K
Value
$156.42M
Coupang, Inc.
CPNG
Shares Held
842K
Value
$19.86M
Perimeter Solutions, S.A.
PRM
Shares Held
712K
Value
$19.60M
Microsoft Corporation
MSFT
Shares Held
592K
Value
$286.30M
Visa Inc.
V
Shares Held
562K
Value
$197.10M
Vulcan Materials Company
VMC
Shares Held
438K
Value
$124.93M
S&P Global Inc.
SPGI
Shares Held
437K
Value
$228.11M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
433K
Value
$124.24M
Primo Brands Corporation
PRMB
Shares Held
389K
Value
$6.35M
Ferrovial SE
FER
Shares Held
372K
Value
$24.03M
Moody's Corporation
MCO
Shares Held
347K
Value
$177.01M
Alphabet Inc.
GOOGL
Shares Held
342K
Value
$107.05M
Netflix, Inc.
NFLX
Shares Held
274K
Value
$25.69M
Martin Marietta Materials, Inc.
MLM
Shares Held
274K
Value
$170.61M
Danaher Corporation
DHR
Shares Held
196K
Value
$44.87M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
193K
Value
$14.17M
The Procter & Gamble Company
PG
Shares Held
183K
Value
$26.27M