What stocks does Skye Global Management own?

As of Q2 2026, Skye Global Management reported 30 positions with a combined 13F value of $5.1B. Its largest stock positions are AMZN ($2.3B), V ($477.5M) and GE ($410.4M).

How often does Skye Global Management update its portfolio?

Skye Global Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Skye Global Management's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Skye Global Management's portfolio data come from?

From the 13F filings Skye Global Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Skye Global Management LP

Return history

Last 4 years · filing-date model

$100,000 to $243,858

$100,000 in SPY: $223,387.

Total return

+144%

Annualized (4Y CAGR)

+25%

vs SPY

+2.7 pts/yr

Moves a year

163

Avg hold

7.5 months

17 filings · quarters -5.9% to +14.9%

All time

+351% since Feb 13, 2018

Fund size $5B today

Oct 15, 2022 to Oct 14, 2026 · min. 80% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

Added to V and exited State STR SPDR in Q2 2026.

$5.1B in this filing30 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Share change vs Mar 31

1AMZNAmazon Com Inc44.84%
$2.3B - 9.7M shares-0.8%
2VVisa Inc9.29%
$477.5M - 1.4M shares+46.5%
3GEGe Aerospace7.98%
$410.4M - 1.1M shares-8.7%
4MSFTMicrosoft Corp4.15%
$213.4M - 572K shares-8.0%
5SPGIS&P Global Inc3.85%
$198.1M - 487K shares-7.5%
6WCNWaste Connections Inc3.72%
$191.4M - 1.1M shares+23.2%
7TDGTransdigm Group Inc3.11%
$159.8M - 120K shares+1.7%
8MLMMartin Marietta Matls Inc2.83%
$145.3M - 252K shares-6.0%

#	Stock				At Jun 30	Now
1	AMZNAmazon Com Inc	44.84%	$2.3B	-0.8%	$238.34	$254.76 +6.9%
2	VVisa Inc	9.29%	$477.5M	+46.5%	$343.09	$399.75 +16.5%
3	GEGe Aerospace	7.98%	$410.4M	-8.7%	$373.73	$307.02 -17.8%
4	MSFTMicrosoft Corp	4.15%	$213.4M	-8.0%	$373.02	$539.44 +44.6%
5	SPGIS&P Global Inc	3.85%	$198.1M	-7.5%	$407.26	$424.81 +4.3%
6	WCNWaste Connections Inc	3.72%	$191.4M	+23.2%	$166.69	$156.82 -5.9%
7	TDGTransdigm Group Inc	3.11%	$159.8M	+1.7%	$1332.04	$1109.77 -16.7%
8	MLMMartin Marietta Matls Inc	2.83%	$145.3M	-6.0%	$576.70	$471.10 -18.3%

22 more on a paid plan

Unlock the full portfolio and quarterly changes.

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What is missing

Top 10 concentration: 85%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

DHR AddedView disclosure

Common questions

What stocks does Skye Global Management own?: As of Q2 2026, Skye Global Management reported 30 positions with a combined 13F value of $5.1B. Its largest stock positions are AMZN ($2.3B), V ($477.5M) and GE ($410.4M).
How often does Skye Global Management update its portfolio?: Skye Global Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Skye Global Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Skye Global Management's portfolio data come from?: From the 13F filings Skye Global Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.