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 Market Cap. of $200 Billions or more

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%
$1.37T
$77.8 Million 1.63% of portfolio
106,000
Q2 2025 Added 11.58%
$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%
$1.65T
$48.1 Million 1.01% of portfolio
198,000
Q3 2025 New
$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
$300B
$13.1 Million 0.27% of portfolio
37,800
Q3 2025 New
$279B
$7.83 Million 0.16% of portfolio
76,000
Q3 2025 Added 57.02%
$404B
$4.07 Million 0.09% of portfolio
4,400
Q3 2024 Reduced 51.22%
$881B
$3.31 Million 0.07% of portfolio
10,500
Q3 2025 New

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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