Stock Taper 
SKYE GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 4.4K | $4.12M |
 MercadoLibre, Inc. | MELI | 6.2K | $10.52M |
 Spotify Technology S.A. | SPOT | 54.8K | $25.16M |
 Louisiana-Pacific Corporation | LPX | 60K | $4.72M |
 Colgate-Palmolive Company | CL | 82.5K | $7.56M |
 TransDigm Group Incorporated | TDG | 120K | $159.84M |
 Sea Limited | SE | 136K | $13.03M |
 Canadian Pacific Kansas City Ltd. | CP | 142K | $12.3M |
 Union Pacific Corporation | UNP | 142K | $38.62M |
 Thermo Fisher Scientific Inc. | TMO | 150.5K | $75.45M |
 The Sherwin-Williams Company | SHW | 160.5K | $55.26M |
 DoorDash, Inc. | DASH | 178K | $32.85M |
 Republic Services, Inc. | RSG | 240.5K | $51.25M |
 Ferguson plc | FERG | 248K | $58.86M |
 Martin Marietta Materials, Inc. | MLM | 252K | $145.33M |
 Vulcan Materials Company | VMC | 308.5K | $91.01M |
 Moody's Corporation | MCO | 312K | $141.31M |
 Alphabet Inc. | GOOGL | 320K | $114.36M |
 Netflix, Inc. | NFLX | 382K | $27.27M |
 Hilton Worldwide Holdings Inc. | HLT | 382K | $126.24M |