Skye Global Management LP Portfolio Holdings

Skye Global Management LP

  • $4.48 Billion
  • Q2 2025

Skye Global Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.48 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.53B, Microsoft Corp with a value of $503M, General Electric CO with a value of $330M, Taiwan Semiconductor Manufacturing CO LTD with a value of $229M, and Visa Inc. with a value of $190M.

Examining the 13F form we can see an increase of $885M in the current position value, from $3.6B to 4.48B.

Skye Global Management LP is based out at West Palm Beach, FL

Below you can find more details about Skye Global Management LP portfolio as well as his latest detailed transactions.

Portfolio value $4.48 Billion
Consumer Cyclical: $1.75 Billion
Technology: $880 Million
Industrials: $737 Million
Financial Services: $529 Million
Basic Materials: $339 Million
Communication Services: $115 Million
Healthcare: $102 Million
Consumer Defensive: $36.6 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.4T
$1.53 Billion 34.18% of portfolio
6,984,000
Q2 2025 Added 11.67%
$3.71T
$503 Million 11.23% of portfolio
1,012,000
Q1 2025 Added 50.6%
$302B
$330 Million 7.36% of portfolio
1,282,000
Q1 2025 Reduced 10.85%
$1.28T
$229 Million 5.11% of portfolio
1,012,000
Q2 2025 Reduced 30.49%
$560B
$190 Million 4.25% of portfolio
536,000
Q2 2025 Added 83.56%
$70.1B
$182 Million 4.07% of portfolio
120,000
Q2 2025 Added 9.09%
$39.1B
$157 Million 3.51% of portfolio
286,500
Q2 2025 Reduced 4.02%
$178B
$141 Million 3.15% of portfolio
268,000
Q2 2025 Added 13.56%
$39.7B
$126 Million 2.81% of portfolio
482,500
Q2 2025 Reduced 3.11%
$93B
$118 Million 2.64% of portfolio
236,000
Q1 2025 Added 29.67%
$75.1B
$115 Million 2.57% of portfolio
432,500
Q1 2025 Reduced 1.7%
$45.9B
$111 Million 2.47% of portfolio
592,000
Q1 2025 Reduced 8.64%
$129B
$83.1 Million 1.85% of portfolio
92,800
Q2 2025 Reduced 31.0%
$1.69T
$78.2 Million 1.75% of portfolio
106,000
Q2 2025 Added 11.58%
$19.4B
$64.3 Million 1.43% of portfolio
126,000
Q1 2025 Reduced 25.22%
$191B
$59.4 Million 1.33% of portfolio
146,500
Q2 2025 Added 54.21%
$560B
$53.4 Million 1.19% of portfolio
95,000
Q2 2025 New
$13.7B
$49.1 Million 1.09% of portfolio
2,028,000
Q2 2025 New
$145B
$36 Million 0.8% of portfolio
182,000
Q2 2025 Added 10.64%
$35.2B
$32.3 Million 0.72% of portfolio
406,000
Q2 2025 Added 13.41%
$134B
$29.1 Million 0.65% of portfolio
126,500
Q2 2025 Added 93.13%
$377B
$27.5 Million 0.61% of portfolio
172,500
Q2 2025 Added 12.01%
$50.1B
$25.2 Million 0.56% of portfolio
842,000
Q2 2025 Reduced 24.82%
$243B
$20.9 Million 0.47% of portfolio
65,500
Q2 2025 New
$554B
$20.6 Million 0.46% of portfolio
15,400
Q2 2025 Added 46.67%
$39.6B
$13.5 Million 0.3% of portfolio
274,500
Q2 2025 Added 8.07%
$139B
$12.9 Million 0.29% of portfolio
16,800
Q2 2025 Added 33.33%
$72.1B
$11.9 Million 0.27% of portfolio
48,400
Q2 2025 Added 92.06%
$174B
$7.9 Million 0.18% of portfolio
68,500
Q2 2025 Added 103.87%
$3.82T
$6.89 Million 0.15% of portfolio
33,600
Q2 2025 Added 220.0%
$118B
$6.59 Million 0.15% of portfolio
2,520
Q2 2025 Reduced 84.25%
$145B
$6.41 Million 0.14% of portfolio
12,600
Q2 2025 Added 140.0%
$89.9B
$5.77 Million 0.13% of portfolio
25,200
Q2 2025 New
$7.33B
$5.86 Million 0.13% of portfolio
68,200
Q2 2025 Added 4.92%
$52.6B
$5.22 Million 0.12% of portfolio
6,300
Q2 2025 Reduced 1.56%
$278B
$4.73 Million 0.11% of portfolio
48,400
Q2 2025 New
$97.1B
$4.62 Million 0.1% of portfolio
25,200
Q2 2025 Added 200.0%
$430B
$4.36 Million 0.1% of portfolio
4,400
Q3 2024 Reduced 51.22%
$16.2B
$4.26 Million 0.09% of portfolio
25,200
Q2 2025 New
$89.7B
$3.11 Million 0.07% of portfolio
12,600
Q2 2025 New
$11.5B
$2.29 Million 0.05% of portfolio
38,000
Q2 2025 New
$107B
$2.02 Million 0.04% of portfolio
12,600
Q2 2025 New
$24.8B
$2.02 Million 0.04% of portfolio
8,400
Q2 2025 New
$25.6B
$1.35 Million 0.03% of portfolio
2,520
Q2 2025 Reduced 50.0%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.69%
Ferrovial Se
-
$0 0.0% of portfolio
-
Q2 2025 Added 18.43%
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q2 2025 Added 8.04%
Viking Holdings LTD
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 52.26%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $4.48 Billion
  • Prior Value $3.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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