SG

Skye Global Management LP

13F
Skye Global Management LP
Last update 2024-08-14 34 Stocks (11 new)
Value $4.42 Bil Turnover 10 %
Countries:
Top Holdings: AMZN(49.66%)MSFT(6.61%)GE(5.65%)UNP(5.51%)CP(3.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
Skye Global Management LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN 		Amazon.com Inc
11,357,715
2194878.420
+3.06%
49.660
+1.48%
0.110
+22.33%
+29.64%
2071743.178
Retail - Cyclical
MSFT 		Microsoft Corp
654,000
292305.300
-25.34%
6.610
-2.22%
0.010
+4.67%
+10.39%
3065698.739
Software
GE 		GE Aerospace
1,570,000
249582.900
+9.94%
5.650
+0.51%
0.140
+9.72%
+71.29%
188546.439
Aerospace & Defense
UNP 		Union Pacific Corp
1,077,170
243720.480
-1.36%
5.510
-0.09%
0.180
-0.27%
-3.60%
141345.701
Transportation
CP 		Canadian Pacific Kansas City Ltd
1,908,000
150216.840
-4.70%
3.400
-0.20%
0.200
+2.01%
-0.23%
73074.901
Transportation
TDG 		TransDigm Group Inc
111,072
141906.700
-12.20%
3.210
-0.45%
0.200
+15.89%
+38.55%
74566.149
Aerospace & Defense
SPGI 		S&P Global Inc
298,000
132908.000
-5.70%
3.010
-0.18%
0.100
+3.57%
+11.44%
151232.463
Capital Markets
AAPL 		Apple Inc
604,000
127214.480
-60.63%
2.880
-3.79%
0.000
+6.87%
+16.47%
3371886.639
Hardware
HLT 		Hilton Worldwide Holdings Inc
528,000
115209.600
+10.46%
2.610
+0.25%
0.210
+16.59%
+29.41%
57322.384
Travel & Leisure
MCO 		Moody's Corporation
273,078
114946.720
-9.73%
2.600
-0.27%
0.150
+5.04%
+18.90%
83578.149
Capital Markets

Skye Global Management LP's Historical Top Holdings Breakdowns

Skye Global Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-06-30Reduce
-3.79%
●
165 ($186.49) 216.67
$223.07
19.61%
Reduce -60.63%
604,000
-930,000
MSFT 		Microsoft Corp2024-06-30Reduce
-2.22%
●
389.33 ($422.32) 452.85
$412.34
-2.36%
Reduce -25.34%
654,000
-222,000
PRMW 		Primo Water Corp2024-06-30New Buy
+1.64%
●
17.51 ($20.56) 22.91
$25.27
22.88%
New holding
3,324,444
3,324,444
WCN 		Waste Connections Inc2024-06-30Add
+1.49%
●
160.43 ($167.13) 175.78
$177.76
6.36%
Add 142.42%
640,000
376,000
AMZN 		Amazon.com Inc2024-06-30Add
+1.48%
●
173.67 ($183.7) 197.85
$197.03
7.25%
Add 3.06%
11,357,715
337,715
CASY 		Casey's General Stores Inc2024-06-30Add
+1.44%
●
309.17 ($333.73) 382.87
$386.94
15.94%
Add 273.06%
228,500
167,250
GEV 		GE Vernova Inc2024-06-30Sold Out
-1.16%
●
122.7 ($158.47) 181.45
$306.74
93.56%
Sold Out
0
-357,000
FERG 		Ferguson Enterprises Inc2024-06-30Add
+0.93%
●
190.98 ($209.74) 223.85
$200.33
-4.49%
Add 151.43%
352,000
212,000
SHEL 		Shell PLC2024-06-30Add
+0.74%
●
67.92 ($71.47) 74.17
$68.51
-4.14%
Add 59.38%
1,217,652
453,652
GE 		GE Aerospace2024-06-30Add
+0.51%
●
136.47 ($159.66) 168.86
$174.21
9.11%
Add 9.94%
1,570,000
142,000

Skye Global Management LP Total Holding History ($B)

To

Skye Global Management LP's Asset Allocation

To

Skye Global Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Skye Global Management LP's Hypothetical Growth since 2024-06-30

Skye Global Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

Skye Global Management LP's Holdings Heat Map

Size field:

Skye Global Management LP's Holdings Bubble Chart

Skye Global Management LP News

  • 1

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