Skye Global Management LP

Q2 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$5,140,840
Net value change ($000)
+136,266 (2.7%)
New positions
0
Sold out positions
14
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 274,175 13.5%
V 190,357 66.3%
GE 69,264 20.3%
WCN 39,966 26.4%
DHR 34,123 72.6%
TDG 23,088 16.9%
TMO 17,209 29.5%
GOOGL 16,012 16.3%
FER 14,304 46.6%
DASH 10,624 47.8%
Top Reduces (Value $000, Stocks/ETFs)
SPGI -25,597 -11.4%
AAPL -20,938 -100.0%
AXP -19,812 -100.0%
MCO -19,229 -12.0%
MSFT -16,805 -7.3%
PRM -15,922 -100.0%
WWD -14,317 -100.0%
WM -13,052 -100.0%
MLM -12,438 -7.9%
VMC -8,106 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type