Stock Taper 
SKYE GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 150.5K | $75.45M |
 Canadian Pacific Kansas City Ltd. | CP | 142K | $12.3M |
 Union Pacific Corporation | UNP | 142K | $38.62M |
 Sea Limited | SE | 136K | $13.03M |
 TransDigm Group Incorporated | TDG | 120K | $159.84M |
 Colgate-Palmolive Company | CL | 82.5K | $7.56M |
 Louisiana-Pacific Corporation | LPX | 60K | $4.72M |
 Spotify Technology S.A. | SPOT | 54.8K | $25.16M |
 MercadoLibre, Inc. | MELI | 6.2K | $10.52M |
 Costco Wholesale Corporation | COST | 4.4K | $4.12M |