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 Market Cap. of $2 Billions to $10 Billions

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

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
Track This Portfolio

Track Skye Global Management LP Portfolio

Follow Skye Global Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Skye Global Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Skye Global Management LP with notifications on news.