Skye Global Management LP Portfolio Holdings

Skye Global Management LP

  • $4.79 Billion
  • Q3 2025

Skye Global Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.79 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $1.76B, Microsoft Corp with a value of $524M, General Electric CO with a value of $386M, Visa Inc. with a value of $281M, and S&P Global Inc. with a value of $198M.

Examining the 13F form we can see an increase of $304M in the current position value, from $4.48B to 4.79B.

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 $4.79 Billion
Consumer Cyclical: $2.03 Billion
Industrials: $739 Million
Financial Services: $717 Million
Technology: $614 Million
Basic Materials: $362 Million
Communication Services: $167 Million
Healthcare: $104 Million
Consumer Defensive: $51.9 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$1.76 Billion 36.8% of portfolio
8,024,000
Q3 2025 Added 14.89%
$3.78T
$524 Million 10.95% of portfolio
1,012,000
Q1 2025 Added 50.6%
$328B
$386 Million 8.06% of portfolio
1,282,000
Q1 2025 Reduced 10.85%
$533B
$281 Million 5.88% of portfolio
824,000
Q3 2025 Added 53.73%
$159B
$198 Million 4.13% of portfolio
406,000
Q3 2025 Added 51.49%
$37.2B
$171 Million 3.58% of portfolio
272,000
Q3 2025 Reduced 5.06%
$72.7B
$158 Million 3.3% of portfolio
120,000
Q2 2025 Added 9.09%
$87.8B
$155 Million 3.23% of portfolio
324,500
Q3 2025 Added 37.5%
$37.3B
$135 Million 2.81% of portfolio
438,000
Q3 2025 Reduced 9.22%
$43.4B
$120 Million 2.51% of portfolio
682,500
Q3 2025 Added 15.29%
$72.9B
$112 Million 2.34% of portfolio
432,500
Q1 2025 Reduced 1.7%
$1.37T
$77.8 Million 1.63% of portfolio
106,000
Q2 2025 Added 11.58%
$20.1B
$71.2 Million 1.49% of portfolio
126,000
Q1 2025 Reduced 25.22%
$86.1B
$56.3 Million 1.18% of portfolio
162,500
Q2 2025 Added 53.3%
$512B
$54 Million 1.13% of portfolio
95,000
Q2 2025 New
$222B
$52.4 Million 1.09% of portfolio
108,000
Q3 2025 Reduced 26.28%
$161B
$41 Million 0.86% of portfolio
38,000
Q3 2025 Reduced 59.05%
$160B
$38.9 Million 0.81% of portfolio
196,000
Q3 2025 Added 7.69%
$875M
$37.2 Million 0.78% of portfolio
948,000
Q3 2025 New
$136B
$35.6 Million 0.74% of portfolio
150,500
Q3 2025 Added 18.97%
$44.9B
$27.1 Million 0.57% of portfolio
842,000
Q2 2025 Reduced 24.82%
$346B
$26.5 Million 0.55% of portfolio
172,500
Q2 2025 Added 12.01%
$4.3T
$23.1 Million 0.48% of portfolio
90,800
Q3 2025 Added 170.24%
$255B
$21.8 Million 0.45% of portfolio
65,500
Q2 2025 New
$49.1B
$18.5 Million 0.39% of portfolio
15,400
Q2 2025 Added 46.67%
$174B
$15.2 Million 0.32% of portfolio
102,000
Q3 2025 Added 48.91%
$66.3B
$15 Million 0.31% of portfolio
65,200
Q3 2025 Added 34.71%
$65.7B
$13.5 Million 0.28% of portfolio
168,500
Q3 2025 New
$300B
$13.1 Million 0.27% of portfolio
37,800
Q3 2025 New
$123B
$11.7 Million 0.24% of portfolio
16,800
Q2 2025 Added 33.33%
$74.1B
$10.3 Million 0.22% of portfolio
38,000
Q3 2025 Added 201.59%
$21B
$8.08 Million 0.17% of portfolio
126,000
Q3 2025 New
$279B
$7.83 Million 0.16% of portfolio
76,000
Q3 2025 Added 57.02%
$11.1B
$7.8 Million 0.16% of portfolio
33,600
Q3 2025 New
$5.57B
$6.82 Million 0.14% of portfolio
76,800
Q3 2025 Added 12.61%
$103B
$5.89 Million 0.12% of portfolio
2,520
Q2 2025 Reduced 84.25%
$7.96B
$5.55 Million 0.12% of portfolio
252,000
Q3 2025 New
$2.99B
$4.53 Million 0.09% of portfolio
840,000
Q3 2025 New
$39.4B
$4.52 Million 0.09% of portfolio
6,300
Q2 2025 Reduced 1.56%
$79.1B
$4.5 Million 0.09% of portfolio
25,200
Q3 2025 Added 100.0%
$84.9B
$4.25 Million 0.09% of portfolio
25,200
Q2 2025 Added 200.0%
$404B
$4.07 Million 0.09% of portfolio
4,400
Q3 2024 Reduced 51.22%
$144B
$3.84 Million 0.08% of portfolio
8,400
Q3 2025 Reduced 33.33%
$881B
$3.31 Million 0.07% of portfolio
10,500
Q3 2025 New
$32.5B
$2.08 Million 0.04% of portfolio
2,520
Q2 2025 Reduced 50.0%
$7.2B
$1.55 Million 0.03% of portfolio
6,300
Q3 2025 New
$5.89B
$1.57 Million 0.03% of portfolio
10,500
Q3 2025 New
$6.15B
$955,000 0.02% of portfolio
16,800
Q3 2025 New
Ferrovial Se
-
$0 0.0% of portfolio
-
Q3 2025 Added 11.56%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $4.79 Billion
  • Prior Value $4.48 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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