Skye Global Management LP Portfolio Holdings by Sector
Skye Global Management LP
- $4 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN CPNG MELI 3 stocks |
$2.24 Million
56.01% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$284,318
7.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$255,556
6.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$199,830
4.99% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$159,869
3.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$146,765
3.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC 2 stocks |
$113,593
2.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$107,958
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$102,803
2.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$82,072
2.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$76,585
1.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$66,725
1.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PRMW CELH 2 stocks |
$57,499
1.44% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$28,594
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$18,890
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$18,698
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$12,298
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP 1 stocks |
$10,721
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$9,449
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
STE 1 stocks |
$4,074
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL 2 stocks |
$3,930
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$801
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|