Institutional manager
Skye Global Management LP
Holds positions in 27 of the S&P 500, worth $4.33bn as reported for the quarter ended 31-mar-2026.
Positions held27of 488 index companies covered
Reported value$4.33bnS&P 500 positions only
Top ten weight88%how concentrated the book is
Filing entities1single filer
Largest positions
The 27 biggest by reported value.
AmazonAMZN9.8m$2.03bnConsumer DiscretionaryGE AerospaceGE1.2m$341mIndustrialsVisa Inc.V950,000$287mFinancialsMicrosoftMSFT621,800$230mInformation TechnologyS&P GlobalSPGI526,000$224mFinancialsMoody's CorporationMCO368,000$161mFinancialsMartin Marietta MaterialsMLM268,000$158mMaterialsTransDigm GroupTDG118,000$137mIndustrialsHilton WorldwideHLT420,000$128mConsumer DiscretionaryVulcan Materials CompanyVMC364,000$99mMaterialsAlphabet Inc. (Class A)GOOGL342,000$98mCommunication ServicesThermo Fisher ScientificTMO118,500$58mHealth CareSherwin-WilliamsSHW170,000$54mMaterialsFerguson EnterprisesFERG210,000$49mIndustrialsDanaher CorporationDHR248,000$47mHealth CareRepublic ServicesRSG200,500$44mIndustrialsUnion Pacific CorporationUNP154,000$37mIndustrialsNetflixNFLX362,000$35mCommunication ServicesDoorDashDASH148,000$22mConsumer DiscretionaryApple Inc.AAPL82,500$21mInformation TechnologyAmerican ExpressAXP65,500$20mFinancialsKenvueKVUE792,000$14mConsumer StaplesWaste ManagementWM56,800$13mIndustrialsWorkday, Inc.WDAY52,600$7mInformation TechnologyColgate-PalmoliveCL66,000$6mConsumer StaplesCostcoCOST4,400$4mConsumer StaplesVerisk AnalyticsVRSK10,500$2mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.