Skye Global Management LP Portfolio Holdings by Sector
Skye Global Management LP
- $4.03 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.99 Million
49.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT FOUR 2 stocks |
$370,499
9.2% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$268,555
6.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$263,050
6.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$253,333
6.29% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$250,656
6.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$155,797
3.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$101,962
2.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$77,199
1.92% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
SHEL 1 stocks |
$51,218
1.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WCN 1 stocks |
$45,410
1.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$40,319
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FERG 1 stocks |
$30,580
0.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$30,083
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$19,505
0.48% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$18,312
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
STE 1 stocks |
$13,489
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$10,549
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
AUR 1 stocks |
$10,377
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
YOU SHOP 2 stocks |
$7,728
0.19% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$7,692
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$5,835
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$5,508
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$3,042
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$674
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|