SKYE GLOBAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 9.75M | $2.03B |
 | GE | 1.20M | $341.09M |
 | V | 950K | $287.13M |
 | WCN | 932K | $151.39M |
 | CPNG | 894K | $16.88M |
 | KVUE | 792K | $13.65M |
 | PRM | 652K | $15.92M |
 | MSFT | 622K | $230.17M |
 | SPGI | 526K | $223.73M |
 | FER | 472K | $30.70M |
 | HLT | 420K | $127.71M |
 | MCO | 368K | $160.54M |
 | VMC | 364K | $99.12M |
 | NFLX | 362K | $34.81M |
 | GOOGL | 342K | $98.35M |
 | MLM | 268K | $157.77M |
 | TOST | 248K | $6.57M |
 | DHR | 248K | $47.02M |
 | FERG | 210K | $48.98M |
 | RSG | 201K | $43.91M |
Amazon.com, Inc.
AMZN
Shares Held
9.75M
Value
$2.03B
GE Aerospace
GE
Shares Held
1.20M
Value
$341.09M
Visa Inc.
V
Shares Held
950K
Value
$287.13M
Waste Connections, Inc.
WCN
Shares Held
932K
Value
$151.39M
Coupang, Inc.
CPNG
Shares Held
894K
Value
$16.88M
Kenvue Inc.
KVUE
Shares Held
792K
Value
$13.65M
Perimeter Solutions, Inc.
PRM
Shares Held
652K
Value
$15.92M
Microsoft Corporation
MSFT
Shares Held
622K
Value
$230.17M
S&P Global Inc.
SPGI
Shares Held
526K
Value
$223.73M
Ferrovial SE
FER
Shares Held
472K
Value
$30.70M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
420K
Value
$127.71M
Moody's Corporation
MCO
Shares Held
368K
Value
$160.54M
Vulcan Materials Company
VMC
Shares Held
364K
Value
$99.12M
Netflix, Inc.
NFLX
Shares Held
362K
Value
$34.81M
Alphabet Inc.
GOOGL
Shares Held
342K
Value
$98.35M
Martin Marietta Materials, Inc.
MLM
Shares Held
268K
Value
$157.77M
Toast, Inc.
TOST
Shares Held
248K
Value
$6.57M
Danaher Corporation
DHR
Shares Held
248K
Value
$47.02M
Ferguson plc
FERG
Shares Held
210K
Value
$48.98M
Republic Services, Inc.
RSG
Shares Held
201K
Value
$43.91M