Skye Global Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.6 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.19B, Microsoft Corp with a value of $380M, General Electric CO with a value of $257M, Taiwan Semiconductor Manufacturing CO LTD with a value of $242M, and Trans Digm Group Inc with a value of $152M.

Examining the 13F form we can see an decrease of $929M in the current position value, from $4.53B to 3.6B.

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 $3.6 Billion
Consumer Cyclical: $1.4 Billion
Technology: $753 Million
Industrials: $596 Million
Financial Services: $334 Million
Basic Materials: $296 Million
Healthcare: $81 Million
Communication Services: $71.5 Million
Energy: $35.3 Million
Other: $30.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $3.6 Billion
  • Prior Value $4.53 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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