SKYE GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 8.02M | $1.76B |
 | KVUE | 1.48M | $23.96M |
 | GE | 1.28M | $385.65M |
 | MSFT | 1.01M | $524.17M |
 | CMG | 948K | $37.15M |
 | CPNG | 842K | $27.11M |
 | AUR | 840K | $4.53M |
 | V | 824K | $281.30M |
 | PRM | 712K | $15.94M |
 | WCN | 683K | $119.98M |
 | VMC | 438K | $134.74M |
 | HLT | 433K | $112.21M |
 | SPGI | 406K | $197.60M |
 | FER | 362K | $21.21M |
 | LRCX | 342K | $45.79M |
 | MCO | 325K | $154.62M |
 | MLM | 272K | $171.44M |
 | PRMB | 255K | $5.64M |
 | LYFT | 252K | $5.55M |
 | GOOGL | 198K | $48.13M |
Amazon.com, Inc.
AMZN
Shares Held
8.02M
Value
$1.76B
Kenvue Inc.
KVUE
Shares Held
1.48M
Value
$23.96M
GE Aerospace
GE
Shares Held
1.28M
Value
$385.65M
Microsoft Corporation
MSFT
Shares Held
1.01M
Value
$524.17M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
948K
Value
$37.15M
Coupang, Inc.
CPNG
Shares Held
842K
Value
$27.11M
Aurora Innovation, Inc.
AUR
Shares Held
840K
Value
$4.53M
Visa Inc.
V
Shares Held
824K
Value
$281.30M
Perimeter Solutions, S.A.
PRM
Shares Held
712K
Value
$15.94M
Waste Connections, Inc.
WCN
Shares Held
683K
Value
$119.98M
Vulcan Materials Company
VMC
Shares Held
438K
Value
$134.74M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
433K
Value
$112.21M
S&P Global Inc.
SPGI
Shares Held
406K
Value
$197.60M
Ferrovial SE
FER
Shares Held
362K
Value
$21.21M
Lam Research Corporation
LRCX
Shares Held
342K
Value
$45.79M
Moody's Corporation
MCO
Shares Held
325K
Value
$154.62M
Martin Marietta Materials, Inc.
MLM
Shares Held
272K
Value
$171.44M
Primo Brands Corporation
PRMB
Shares Held
255K
Value
$5.64M
Lyft, Inc.
LYFT
Shares Held
252K
Value
$5.55M
Alphabet Inc.
GOOGL
Shares Held
198K
Value
$48.13M