Loading…
CIK 0001675884 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("skye-global-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $98.3M | 2.0% | 342,000 SH | New |
| AMAZON COM INC | CALL | $5.2M | 0.1% | 25,200 SH | New |
| AMAZON COM INC | COM | $2.03B | 40.6%Prev: 31.6% | 9,752,000 SH | Increased+3,498,000 SH |
| AMERICAN EXPRESS CO | COM | $19.8M | 0.4% | 65,500 SH | New |
| APPLE INC | COM | $20.9M | 0.4%Prev: 0.1% | 82,500 SH | Increased+72,000 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $13.9M | 0.3% | 176,500 SH | New |
| CASEYS GEN STORES INC | COM | $6.0M | 0.1%Prev: 1.5% | 8,200 SH | Decreased-117,800 SH |
| COLGATE PALMOLIVE CO | COM | $5.6M | 0.1% | 66,000 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $4.4M | 0.1% | 4,400 SH | New |
| COUPANG INC | CL A | $16.9M | 0.3%Prev: 0.7% | 894,000 SH | Decreased-226,000 SH |
| DANAHER CORP DEL | COM | $47.0M | 0.9% | 248,000 SH | New |
| DOORDASH INC | CL A | $22.2M | 0.4% | 148,000 SH | New |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $49.0M | 1.0%Prev: 0.4% | 210,000 SH | Increased+106,000 SH |
| FERROVIAL SE | ORD SHS | $30.7M | 0.6%Prev: 0.3% | 472,000 SH | Increased+198,000 SH |
| GE AEROSPACE | COM NEW | $341.1M | 6.8%Prev: 6.8% | 1,202,000 SH | Increased-80,000 SH |
| HEICO CORP NEW | CL A | $6.2M | 0.1% | 29,500 SH | New |
| HILTON WORLDWIDE HLDGS INC | COM | $127.7M | 2.6%Prev: 2.6% | 420,000 SH | Increased-12,500 SH |
| ISHARES TR | CALL | $96.5M | 1.9% | 1,113,000 SH | New |
| KENVUE INC | COM | $13.7M | 0.3%Prev: 0.4% | 792,000 SH | Decreased+138,000 SH |
| LOUISIANA PAC CORP | COM | $4.5M | 0.1%Prev: 0.2% | 62,000 SH | Decreased-3,000 SH |
| MAPLEBEAR INC | COM | $3.1M | 0.1% | 82,000 SH | New |
| MARTIN MARIETTA MATLS INC | COM | $157.8M | 3.2%Prev: 3.8% | 268,000 SH | Increased-30,500 SH |
| MERCADOLIBRE INC | COM | $4.7M | 0.1% | 2,740 SH | New |
| MICROSOFT CORP | COM | $230.2M | 4.6%Prev: 10.1% | 621,800 SH | Decreased-390,200 SH |
| MOODYS CORP | COM | $160.5M | 3.2%Prev: 2.9% | 368,000 SH | Increased+132,000 SH |
| NETFLIX INC. | COM | $34.8M | 0.7% | 362,000 SH | New |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $15.9M | 0.3%Prev: 0.0% | 652,000 SH | Increased+547,000 SH |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | $1.2M | 0.0%Prev: 0.0% | 63,200 SH | Decreased+10,700 SH |
| REPUBLIC SVCS INC | COM | $43.9M | 0.9%Prev: 0.2% | 200,500 SH | Increased+175,300 SH |
| S&P GLOBAL INC | COM | $223.7M | 4.5%Prev: 3.2% | 526,000 SH | Increased+290,000 SH |
| SAP SE | SPON ADR | $4.0M | 0.1% | 23,200 SH | New |
| SEA LTD | SPONSORD ADS | $10.6M | 0.2% | 128,500 SH | New |
| SHERWIN WILLIAMS CO | COM | $54.5M | 1.1%Prev: 1.0% | 170,000 SH | Increased+64,000 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $25.6M | 0.5%Prev: 0.2% | 52,800 SH | Increased+40,200 SH |
| STATE STR SPDR S&P 500 ETF T | CALL | $259.5M | 5.2% | 399,000 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $58.2M | 1.2%Prev: 1.3% | 118,500 SH | Increased+23,500 SH |
| TOAST INC | CL A | $6.6M | 0.1% | 248,000 SH | New |
| TRANSDIGM GROUP INC | COM | $136.8M | 2.7%Prev: 4.0% | 118,000 SH | Decreased+8,000 SH |
| UNION PAC CORP | COM | $37.4M | 0.7%Prev: 0.4% | 154,000 SH | Increased+88,500 SH |
| VERISK ANALYTICS INC | COM | $2.0M | 0.0% | 10,500 SH | New |
| VISA INC | COM CL A | $287.1M | 5.7%Prev: 2.7% | 950,000 SH | Increased+658,000 SH |
| VULCAN MATLS CO | COM | $99.1M | 2.0%Prev: 3.1% | 364,000 SH | Decreased-134,000 SH |
| WASTE CONNECTIONS INC | COM | $151.4M | 3.0%Prev: 3.1% | 932,000 SH | Increased+340,000 SH |
| WASTE MGMT INC DEL | COM | $13.1M | 0.3% | 56,800 SH | New |
| WOODWARD INC | COM | $14.3M | 0.3% | 40,000 SH | New |
| WORKDAY INC | CL A | $6.8M | 0.1% | 52,600 SH | New |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | $1.0M | 0.0% | 168,500 SH | New |
| 13F-HR |
| 0001420506-26-001667 |
| $5.14B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002018 | $5.75B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001032 | $5.00B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001164 | $3.76B | View |