Skye Global Management LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| AMAZON COM INC | 8,024,000 | 8,976,000 | +952,000 | 1,761,829,680 | 2,071,840,320 | +310,010,640 |
| AMAZON COM INC(Call) | 126,000 | 1,094,000 | +968,000 | 27,665,820 | 252,517,080 | +224,851,260 |
| SPDR S&P 500 ETF TR(Call) | 0 | 321,300 | +321,300 | 0 | 219,100,896 | +219,100,896 |
| ALPHABET INC | 198,000 | 342,000 | +144,000 | 48,133,800 | 107,046,000 | +58,912,200 |
| WASTE CONNECTIONS INC | 682,500 | 892,000 | +209,500 | 119,983,500 | 156,421,120 | +36,437,620 |
| KENVUE INC | 1,476,000 | 3,400,000 | +1,924,000 | 23,955,480 | 58,650,000 | +34,694,520 |
| S&P GLOBAL INC | 406,000 | 436,500 | +30,500 | 197,604,260 | 228,110,535 | +30,506,275 |
| APPLE INC | 0 | 106,000 | +106,000 | 0 | 28,817,160 | +28,817,160 |
| REPUBLIC SVCS INC | 65,200 | 182,000 | +116,800 | 14,962,096 | 38,571,260 | +23,609,164 |
| MOODYS CORP | 324,500 | 346,500 | +22,000 | 154,617,760 | 177,009,525 | +22,391,765 |
| DOORDASH INC | 38,000 | 142,000 | +104,000 | 10,335,620 | 32,160,160 | +21,824,540 |
| HILTON WORLDWIDE HLDGS INC | 432,500 | 432,500 | 0 | 112,207,800 | 124,235,625 | +12,027,825 |
| SEA LTD | 25,200 | 120,000 | +94,800 | 4,503,996 | 15,308,400 | +10,804,404 |
| LINDE PLC | 0 | 25,200 | +25,200 | 0 | 10,745,028 | +10,745,028 |
| THERMO FISHER SCIENTIFIC INC | 108,000 | 108,000 | 0 | 52,382,160 | 62,580,600 | +10,198,440 |
| BOEING CO | 0 | 38,000 | +38,000 | 0 | 8,250,560 | +8,250,560 |
| NETFLIX INC | 15,400 | 274,000 | +258,600 | 18,463,368 | 25,690,240 | +7,226,872 |
| DANAHER CORPORATION | 196,000 | 196,000 | 0 | 38,858,960 | 44,868,320 | +6,009,360 |
| CITIGROUP INC | 0 | 31,500 | +31,500 | 0 | 3,675,735 | +3,675,735 |
| PERIMETER SOLUTIONS INC | 712,000 | 712,000 | 0 | 15,941,680 | 19,601,360 | +3,659,680 |
| FERROVIAL SE | 362,000 | 372,000 | +10,000 | 21,213,200 | 24,034,920 | +2,821,720 |
| BANK AMERICA CORP | 0 | 48,400 | +48,400 | 0 | 2,662,000 | +2,662,000 |
| UNION PAC CORP | 150,500 | 164,500 | +14,000 | 35,573,685 | 38,052,140 | +2,478,455 |
| AMERICAN EXPRESS CO | 65,500 | 65,500 | 0 | 21,756,480 | 24,231,725 | +2,475,245 |
| GE AEROSPACE | 1,282,000 | 1,260,000 | -22,000 | 385,651,240 | 388,117,800 | +2,466,560 |
| RALPH LAUREN CORP | 0 | 4,200 | +4,200 | 0 | 1,485,162 | +1,485,162 |
| TRANSDIGM GROUP INC | 120,000 | 120,000 | 0 | 158,162,400 | 159,582,000 | +1,419,600 |
| PRIMO BRANDS CORPORATION | 255,000 | 388,500 | +133,500 | 5,635,500 | 6,351,975 | +716,475 |
| FERGUSON ENTERPRISES INC | 128,000 | 132,000 | +4,000 | 28,746,240 | 29,387,160 | +640,920 |
| MERCADOLIBRE INC | 2,520 | 2,940 | +420 | 5,889,089 | 5,921,924 | +32,835 |
| HEICO CORP NEW | 25,200 | 25,200 | 0 | 6,403,068 | 6,361,236 | -41,832 |
| CANADIAN PACIFIC KANSAS CITY | 192,500 | 192,500 | 0 | 14,339,325 | 14,173,775 | -165,550 |
| VAIL RESORTS INC | 10,500 | 10,180 | -320 | 1,570,485 | 1,351,904 | -218,581 |
| PROCTER AND GAMBLE CO | 172,500 | 183,300 | +10,800 | 26,504,625 | 26,268,723 | -235,902 |
| COSTCO WHSL CORP NEW | 4,400 | 4,400 | 0 | 4,072,772 | 3,794,296 | -278,476 |
| LOUISIANA PAC CORP | 76,800 | 81,000 | +4,200 | 6,822,912 | 6,541,560 | -281,352 |
| MARTIN MARIETTA MATLS INC | 272,000 | 274,000 | +2,000 | 171,436,160 | 170,608,840 | -827,320 |
| SPOTIFY TECHNOLOGY S A | 16,800 | 16,850 | +50 | 11,726,400 | 9,784,964 | -1,941,436 |
| COLGATE PALMOLIVE CO | 168,500 | 128,500 | -40,000 | 13,469,890 | 10,154,070 | -3,315,820 |
| SHERWIN WILLIAMS CO | 162,500 | 162,500 | 0 | 56,267,250 | 52,654,875 | -3,612,375 |
| RESTAURANT BRANDS INTL INC | 126,000 | 31,815 | -94,185 | 8,081,640 | 2,170,737 | -5,910,903 |
| COUPANG INC | 842,000 | 842,000 | 0 | 27,112,400 | 19,862,780 | -7,249,620 |
| META PLATFORMS INC | 106,000 | 106,000 | 0 | 77,844,280 | 69,969,540 | -7,874,740 |
| VULCAN MATLS CO | 438,000 | 438,000 | 0 | 134,737,560 | 124,926,360 | -9,811,200 |
| CASEYS GEN STORES INC | 126,000 | 96,500 | -29,500 | 71,230,320 | 53,336,515 | -17,893,805 |
| VISA INC | 824,000 | 562,000 | -262,000 | 281,297,120 | 197,099,020 | -84,198,100 |
| MICROSOFT CORP | 1,012,000 | 592,000 | -420,000 | 524,165,400 | 286,303,040 | -237,862,360 |