Stock Taper 
SKYE GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amazon.com, Inc. | AMZN | 9.67M | $2.31B |
 Visa Inc. | V | 1.39M | $477.48M |
 Waste Connections, Inc. | WCN | 1.15M | $191.36M |
 GE Aerospace | GE | 1.1M | $410.36M |
 Coupang, Inc. | CPNG | 862K | $14.97M |
 Ferrovial SE | FER | 656K | $45.01M |
 Microsoft Corporation | MSFT | 572K | $213.37M |
 S&P Global Inc. | SPGI | 486.5K | $198.13M |
 Kenvue Inc. | KVUE | 456K | $8.71M |
 Danaher Corporation | DHR | 426K | $81.14M |
 Hilton Worldwide Holdings Inc. | HLT | 382K | $126.24M |
 Netflix, Inc. | NFLX | 382K | $27.27M |
 Alphabet Inc. | GOOGL | 320K | $114.36M |
 Moody's Corporation | MCO | 312K | $141.31M |
 Vulcan Materials Company | VMC | 308.5K | $91.01M |
 Martin Marietta Materials, Inc. | MLM | 252K | $145.33M |
 Ferguson plc | FERG | 248K | $58.86M |
 Republic Services, Inc. | RSG | 240.5K | $51.25M |
 DoorDash, Inc. | DASH | 178K | $32.85M |
 The Sherwin-Williams Company | SHW | 160.5K | $55.26M |