Skye Global Management LP Purchases and Sells in Q4 2024

Skye Global Management LP

$4.53 Billion
Q4 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMC	272K + 174.36%	$237.95 - $292.31 $64.7M - $79.5M	428K $110M
MLM	118K + 85.2%	$516.5 - $619.58 $60.9M - $73.1M	257K $132M
MSFT	78K + 13.13%	$406.35 - $454.46 $31.7M - $35.4M	672K $283M
SHW	78.4K + 3733.33%	$338.75 - $399.71 $26.6M - $31.3M	80.5K $27.4M
META	43.2K + 130.91%	$554.08 - $632.68 $23.9M - $27.3M	76.2K $44.9M
TMO	46.5K + 77.5%	$501.29 - $612.85 $23.3M - $28.5M	107K $55.4M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	712K New	$172.07 - $207.36 $123M - $148M	712K $141M
KLAC	84.8K New	$614.46 - $829.55 $52.1M - $70.3M	84.8K $53.4M
AMAT	282K New	$161.44 - $213.89 $45.5M - $60.3M	282K $45.9M
SNPS	31.6K New	$485.36 - $588.0 $15.3M - $18.6M	31.6K $15.3M
LPX	40.5K New	$98.02 - $120.27 $3.97M - $4.87M	40.5K $4.19M
AER	40.5K New	$91.85 - $100.3 $3.72M - $4.06M	40.5K $3.88M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNP	-176K - 29.53%	$223.15 - $249.32 $39.3M - $43.9M	420K $95.8M
GE	-70K - 4.64%	$159.95 - $194.23 $11.2M - $13.6M	1.44M $240M
AAPL	-162K - 56.54%	$221.69 - $259.02 $35.9M - $42M	125K $31.2M
TDG	-7K - 6.25%	$1239.0 - $1442.53 $8.67M - $10.1M	105K $133M
CASY	-50K - 22.88%	$366.65 - $427.88 $18.3M - $21.4M	169K $66.8M
SPGI	-22.5K - 11.0%	$480.36 - $529.17 $10.8M - $11.9M	182K $90.6M

Activity Summary All Purchases 30 New Holdings 17 Increased Positions 13 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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