Skye Global Management LP Purchases in Q1 2025

Skye Global Management LP

  • $3.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
744K
+ 104.49%
$165.25 - $224.62 $123M - $167M
1.46M $242M
MSFT
Microsoft Corp

Technology
340K
+ 50.6%
$375.39 - $447.2 $128M - $152M
1.01M $380M
V
Visa Inc.

Financial Services
190K
+ 186.27%
$306.92 - $362.71 $58.3M - $68.9M
292K $102M
KLAC
Kla Corp

Technology
49.7K
+ 58.61%
$636.62 - $777.63 $31.6M - $38.6M
135K $91.4M
SPGI
S&P Global Inc.

Financial Services
54K
+ 29.67%
$478.26 - $543.77 $25.8M - $29.4M
236K $120M
MCO
Moodys Corp

Financial Services
54K
+ 29.67%
$437.8 - $527.48 $23.6M - $28.5M
236K $110M
UAL
United Airlines Holdings, Inc.

Industrials
318K
+ 783.95%
$69.05 - $110.52 $21.9M - $35.1M
358K $24.7M
WMB
Williams Companies, Inc.

Energy
347K
New
$54.02 - $61.09 $18.7M - $21.2M
347K $20.7M
TDG
Trans Digm Group Inc

Industrials
5K
+ 4.76%
$1251.32 - $1394.11 $6.26M - $6.97M
110K $152M
MELI
Mercadolibre Inc

Consumer Cyclical
8.8K
+ 122.22%
$1739.0 - $2260.0 $15.3M - $19.9M
16K $31.2M
MLM
Martin Marietta Materials Inc

Basic Materials
42K
+ 16.37%
$460.39 - $552.64 $19.3M - $23.2M
299K $143M
SHEL
Shell PLC

Energy
137K
New
$62.84 - $73.29 $8.58M - $10M
137K $10M
META
Meta Platforms, Inc.

Communication Services
18.8K
+ 24.67%
$576.36 - $736.67 $10.8M - $13.8M
95K $54.8M
SHW
Sherwin Williams CO

Basic Materials
25.5K
+ 31.68%
$330.16 - $365.55 $8.42M - $9.32M
106K $37M
NFLX
Netflix Inc

Communication Services
9.66K
+ 1150.0%
$828.4 - $1058.6 $8M - $10.2M
10.5K $9.79M
PG
Procter & Gamble CO

Consumer Defensive
46K
+ 42.59%
$158.56 - $176.26 $7.29M - $8.11M
154K $26.2M
ONTO
Onto Innovation Inc.

Technology
67.4K
+ 534.92%
$121.34 - $224.5 $8.18M - $15.1M
80K $9.71M
SPOT
Spotify Technology S.A.

Communication Services
12.6K
New
$457.79 - $648.32 $5.77M - $8.17M
12.6K $6.93M
RSG
Republic Services, Inc.

Industrials
25.2K
New
$200.09 - $242.16 $5.04M - $6.1M
25.2K $6.1M
VMC
Vulcan Materials CO

Basic Materials
70K
+ 16.36%
$220.9 - $277.54 $15.5M - $19.4M
498K $116M
KMI
Kinder Morgan, Inc.

Energy
160K
New
$26.1 - $31.22 $4.18M - $5M
160K $4.56M
SHOP
Shopify Inc.

Technology
33.6K
New
$90.59 - $129.31 $3.04M - $4.34M
33.6K $3.21M
LPX
Louisiana Pacific Corp

Industrials
24.5K
+ 60.49%
$89.37 - $118.15 $2.19M - $2.89M
65K $5.98M
AXON
Axon Enterprise, Inc.

Industrials
3.2K
+ 100.0%
$496.65 - $710.01 $1.59M - $2.27M
6.4K $3.37M
CPNG
Coupang, Inc.

Consumer Cyclical
62K
+ 5.86%
$21.34 - $25.52 $1.32M - $1.58M
1.12M $24.6M
HII
Huntington Ingalls Industries, Inc.

Industrials
6.3K
New
$159.75 - $208.61 $1.01M - $1.31M
6.3K $1.29M
FIX
Comfort Systems Usa Inc

Industrials
3.36K
+ 200.0%
$313.26 - $550.27 $1.05M - $1.85M
5.04K $1.62M
Lam Research Corp
460K
+ 84.87%
N/A
1M $0
Qxo Inc
25.2K
New
N/A
25.2K $0
Ferrovial Se
22K
+ 8.73%
N/A
274K $0
Perimeter Solutions Inc
105K
New
N/A
105K $0
Kenvue Inc
654K
New
N/A
654K $0
Activity Summary
Buys All Purchases 33 New Holdings 11 Increased Positions 22 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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