Skye Global Management LP Purchases and Sells in Q1 2024

Skye Global Management LP

$4.03 Billion
Q1 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.31M + 595.69%	$169.0 - $195.18 $222M - $256M	1.53M $263M
GE	756K + 112.5%	$124.06 - $180.12 $93.8M - $136M	1.43M $251M
HLT	272K + 131.48%	$178.75 - $214.34 $48.5M - $58.2M	478K $102M
MCO	134K + 79.53%	$366.48 - $405.17 $49.1M - $54.3M	303K $119M
SHEL	754K + 7176.19%	$61.04 - $67.42 $46M - $50.8M	764K $51.2M
TDG	500 + 0.4%	$972.61 - $1233.8 $486K - $617K	127K $156M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FERG	140K New	$184.06 - $221.27 $25.8M - $31M	140K $30.6M
CASY	61.3K New	$271.36 - $319.38 $16.6M - $19.6M	61.3K $19.5M
AUR	3.68M New	$2.17 - $3.73 $7.99M - $13.7M	3.68M $10.4M
SHW	16.8K New	$295.77 - $347.33 $4.97M - $5.84M	16.8K $5.84M
DASH	40K New	$93.77 - $140.26 $3.75M - $5.61M	40K $5.51M
YOU	255K New	$18.06 - $22.22 $4.6M - $5.65M	255K $5.41M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-420K - 32.41%	$367.75 - $429.37 $154M - $180M	876K $369M
TMO	-42.2K - 39.07%	$528.82 - $599.43 $22.3M - $25.3M	65.8K $38.2M
V	-72.7K - 65.79%	$257.98 - $290.37 $18.8M - $21.1M	37.8K $10.5M
DHR	-58.5K - 27.27%	$224.58 - $256.19 $13.1M - $15M	156K $39M
PG	-67.5K - 21.36%	$147.42 - $162.61 $9.95M - $11M	249K $40.3M
CANADIAN PACIFIC KANSAS CITY	-119K - 5.59%	N/A	2M $0

Activity Summary All Purchases 22 New Holdings 10 Increased Positions 12 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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