SG
| |
Skye Global Management LP13F | |
| Skye Global Management LP | |
| Last update 2024-11-14 | 34 Stocks (6 new) |
| Value $4.14 Bil | Turnover 6 % |
| Portfolio Report | |
Skye Global Management LP Top Holdings of 2024-09-30
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| 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 | 11,918,169 | 2220712.430 | +4.93% | 53.620 | +2.52% | 0.110 | +17.30% | -0.21% | 2302156.510 | Retail - Cyclical | |
GE | GE Aerospace | 1,508,000 | 284378.640 | -3.95% | 6.870 | -0.22% | 0.140 | -8.59% | +2.94% | 185819.058 | Aerospace & Defense | |
MSFT | Microsoft Corp | 594,000 | 255598.200 | -9.17% | 6.170 | -0.61% | 0.010 | +0.95% | -0.60% | 3114843.301 | Software | |
TDG | TransDigm Group Inc | 112,000 | 159838.560 | +0.84% | 3.860 | +0.03% | 0.200 | -7.81% | -0.41% | 70969.011 | Aerospace & Defense | |
UNP | Union Pacific Corp | 596,000 | 146902.080 | -44.67% | 3.550 | -2.46% | 0.100 | -5.15% | -1.24% | 136535.055 | Transportation | |
CP | Canadian Pacific Kansas City Ltd | 1,286,000 | 110004.440 | -32.60% | 2.660 | -1.11% | 0.140 | -7.85% | +3.21% | 69897.601 | Transportation | |
WCN | Waste Connections Inc | 604,000 | 108007.280 | -5.63% | 2.610 | -0.14% | 0.230 | -2.63% | +1.88% | 45100.223 | Waste Management | |
SPGI | S&P Global Inc | 204,500 | 105648.790 | -31.38% | 2.550 | -0.94% | 0.070 | -6.13% | -3.07% | 149788.016 | Capital Markets | |
HLT | Hilton Worldwide Holdings Inc | 446,000 | 102803.000 | -15.53% | 2.480 | -0.41% | 0.180 | +2.07% | -2.62% | 58675.362 | Travel & Leisure | |
MCO | Moodys Corp | 198,500 | 94206.120 | -27.31% | 2.270 | -0.71% | 0.110 | -3.36% | -4.34% | 82063.060 | Capital Markets |
Skye Global Management LP's Historical Top Holdings Breakdowns
Skye Global Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2023-06-30 | Reduce | -13.64% | 275.42 ($313.01) 348.1 | $418.95 | 33.85% | Reduce -41.7% | 2,036,000 | -1,456,000 | |
MSFT | Microsoft Corp | 2023-03-31 | Reduce | -11.11% | 222.31 ($255.08) 288.3 | $418.95 | 64.24% | Reduce -27.83% | 3,492,000 | -1,346,500 | |
AMZN | Amazon.com Inc | 2023-03-31 | Reduce | -8.66% | 83.12 ($96.61) 112.91 | $218.94 | 126.62% | Reduce -20.63% | 11,524,000 | -2,994,500 | |
AMZN | Amazon.com Inc | 2023-06-30 | Add | +7.13% | 97.83 ($114.02) 130.36 | $218.94 | 92.02% | Add 17.15% | 13,500,896 | 1,976,896 | |
MSFT | Microsoft Corp | 2023-12-31 | Reduce | -6.86% | 313.39 ($355.93) 382.7 | $418.95 | 17.71% | Reduce -36.66% | 1,296,000 | -750,000 | |
GOOGL | Alphabet Inc | 2023-03-31 | Reduce | -5.61% | 86.2 ($95.94) 107.74 | $192.04 | 100.17% | Reduce -95.06% | 96,000 | -1,846,000 | |
AAPL | Apple Inc | 2024-03-31 | Add | +5.35% | 169 ($181.83) 195.18 | $236.85 | 30.26% | Add 595.69% | 1,534,000 | 1,313,500 | |
MSFT | Microsoft Corp | 2024-03-31 | Reduce | -4.52% | 367.75 ($404.82) 429.37 | $418.95 | 3.49% | Reduce -32.41% | 876,000 | -420,000 | |
GWRE | Guidewire Software Inc | 2023-03-31 | Sold Out | -4.41% | 60.71 ($72.71) 82.05 | $171.03 | 135.22% | Sold Out | 0 | -2,050,000 | |
AMZN | Amazon.com Inc | 2024-03-31 | Reduce | -4.26% | 144.57 ($166.93) 180.38 | $218.94 | 31.16% | Reduce -8.15% | 11,020,000 | -977,901 |
Skye Global Management LP Total Holding History ($B)
Skye Global Management LP's Asset Allocation
Skye Global Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Skye Global Management LP's Hypothetical Growth since 2024-09-30
Skye Global Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Skye Global Management LP's Holdings Heat Map
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Skye Global Management LP's Holdings Bubble Chart
Skye Global Management LP News
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