Skye Global Management LP Portfolio Holdings

Skye Global Management LP

  • $4.26 Billion
  • Q2 2024

Skye Global Management LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4.26 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $2.19B, Microsoft Corp with a value of $292M, General Electric CO with a value of $250M, Union Pacific Corp with a value of $244M, and Trans Digm Group Inc with a value of $142M.

Examining the 13F form we can see an increase of $233M in the current position value, from $4.03B to 4.26B.

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 $4.26 Billion
Consumer Cyclical: $2.42 Billion
Industrials: $819 Million
Technology: $428 Million
Financial Services: $262 Million
Consumer Defensive: $107 Million
Energy: $93.9 Million
Healthcare: $72.4 Million
Basic Materials: $64.7 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.92T
$2.19 Billion 51.5% of portfolio
11,357,715
Q2 2024 Added 3.06%
$3.19T
$292 Million 6.86% of portfolio
654,000
Q2 2024 Reduced 25.34%
$203B
$250 Million 5.86% of portfolio
1,570,000
Q2 2024 Added 9.94%
$150B
$244 Million 5.72% of portfolio
1,077,170
Q2 2024 Reduced 1.36%
$76.1B
$142 Million 3.33% of portfolio
111,072
Q2 2024 Reduced 12.2%
$167B
$133 Million 3.12% of portfolio
298,000
Q2 2024 Reduced 5.7%
$3.66T
$127 Million 2.98% of portfolio
604,000
Q2 2024 Reduced 60.63%
$86.7B
$115 Million 2.7% of portfolio
273,078
Q2 2024 Reduced 9.73%
$63.4B
$115 Million 2.7% of portfolio
528,000
Q2 2024 Added 10.46%
$45.6B
$112 Million 2.63% of portfolio
640,000
Q2 2024 Added 142.42%
$235B
$87.9 Million 2.06% of portfolio
1,217,652
Q2 2024 Added 59.38%
$13.9B
$87.2 Million 2.05% of portfolio
228,500
Q2 2024 Added 273.06%
$4.03B
$72.7 Million 1.71% of portfolio
3,324,444
Q2 2024 New
$42B
$68.2 Million 1.6% of portfolio
352,000
Q2 2024 Added 151.43%
$33.6B
$45.8 Million 1.07% of portfolio
84,500
Q2 2024 Added 72.45%
$201B
$33.2 Million 0.78% of portfolio
132,800
Q2 2024 Reduced 14.87%
$411B
$24.7 Million 0.58% of portfolio
150,000
Q2 2024 Reduced 39.64%
$33.3B
$18.9 Million 0.44% of portfolio
76,000
Q2 2024 New
$1.59B
$15.8 Million 0.37% of portfolio
252,000
Q2 2024 Added 3,900.0%
$450B
$13.8 Million 0.32% of portfolio
52,600
Q2 2024 Added 39.15%
$23.9B
$8.78 Million 0.21% of portfolio
40,000
Q2 2024 Reduced 33.33%
$392B
$7.67 Million 0.18% of portfolio
9,020
Q2 2024 Reduced 14.1%
$38.3B
$5.98 Million 0.14% of portfolio
168,000
Q2 2024 New
$923B
$5.13 Million 0.12% of portfolio
29,500
Q2 2024 New
$267B
$3.18 Million 0.07% of portfolio
15,750
Q2 2024 New
$10.3B
$2.75 Million 0.06% of portfolio
15,750
Q2 2024 New
$104B
$2.07 Million 0.05% of portfolio
1,260
Q2 2024 New
$217B
$2 Million 0.05% of portfolio
29,500
Q2 2024 New
$16.5B
$729,000 0.02% of portfolio
1,575
Q2 2024 New
$203B
$486,000 0.01% of portfolio
2,100
Q2 2024 New
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 4.7%
Loar Holdings Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
-
$0 0.0% of portfolio
-
Q2 2024 Added 30.43%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $4.26 Billion
  • Prior Value $4.03 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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