Skye Global Management LP holds a concentrated book of 30 stocks worth $5.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Ralph Lauren Corp and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 45% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Skye Global Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 53 / 30 | $1.3T |
| STATE STREET CORP | 53 / 30 | $749.8B |
| FMR LLC | 53 / 30 | $491.9B |
| MORGAN STANLEY | 53 / 30 | $305.2B |
| JPMORGAN CHASE & CO | 53 / 30 | $254.3B |
| NORTHERN TRUST CORP | 53 / 30 | $169.3B |
| BANK OF AMERICA CORP /DE/ | 53 / 30 | $164.2B |
| GOLDMAN SACHS GROUP INC | 53 / 30 | $134.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Skye Global Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $2.3B | 9.67M | 44.8% | ▼−0.8% Reduced · −80K sh | |
| 2 | Visa Inc COM CL A | $477.5M | 1.39M | 9.3% | ▲+46% Added · +442K sh | |
| 3 | Ge Aerospace COM NEW | $410.4M | 1.10M | 8.0% | ▼−8.7% Reduced · −104K sh | |
| 4 | Microsoft Corp COM | $213.4M | 572.0K | 4.2% | ▼−8.0% Reduced · −50K sh | |
| 5 | S&P Global Inc COM | $198.1M | 486.5K | 3.9% | ▼−7.5% Reduced · −40K sh | |
| 6 | Waste Connections Inc COM | $191.4M | 1.15M | 3.7% | ▲+23% Added · +216K sh | |
| 7 | Transdigm Group Inc COM | $159.8M | 120.0K | 3.1% | ▲+1.7% Added · +2K sh | |
| 8 | Martin Marietta Matls Inc COM | $145.3M | 252.0K | 2.8% | ▼−6.0% Reduced · −16K sh | |
| 9 | Moodys Corp COM | $141.3M | 312.0K | 2.7% | ▼−15% Reduced · −56K sh | |
| 10 | Hilton Worldwide Hldgs Inc COM | $126.2M | 382.0K | 2.5% | ▼−9.0% Reduced · −38K sh | |
| 11 | Alphabet Inc CAP STK CL A | $114.4M | 320.0K | 2.2% | ▼−6.4% Reduced · −22K sh | |
| 12 | Vulcan Matls Co COM | $91.0M | 308.5K | 1.8% | ▼−15% Reduced · −56K sh | |
| 13 | Danaher Corp Del COM | $81.1M | 426.0K | 1.6% | ▲+72% Added · +178K sh | |
| 14 | Thermo Fisher Scientific Inc COM | $75.5M | 150.5K | 1.5% | ▲+27% Added · +32K sh | |
| 15 | Ferguson Enterprises Inc COMMON STOCK NEW | $58.9M | 248.0K | 1.1% | ▲+18% Added · +38K sh | |
| 16 | Sherwin Williams Co COM | $55.3M | 160.5K | 1.1% | ▼−5.6% Reduced · −10K sh | |
| 17 | Republic Svcs Inc COM | $51.2M | 240.5K | 1.0% | ▲+20% Added · +40K sh | |
| 18 | Ferrovial NV ORD SHS | $45.0M | 656.0K | 0.9% | ▲+39% Added · +184K sh | |
| 19 | Union Pac Corp COM | $38.6M | 142.0K | 0.8% | ▼−7.8% Reduced · −12K sh | |
| 20 | Doordash Inc CL A | $32.8M | 178.0K | 0.6% | ▲+20% Added · +30K sh | |
| 21 | Netflix Inc. COM | $27.3M | 382.0K | 0.5% | ▲+5.5% Added · +20K sh | |
| 22 | Spotify Technology S A SHS | $25.2M | 54.8K | 0.5% | ▲+3.8% Added · +2K sh | |
| 23 | Coupang Inc CL A | $15.0M | 862.0K | 0.3% | ▼−3.6% Reduced · −32K sh | |
| 24 | Sea Ltd SPONSORD ADS | $13.0M | 136.0K | 0.3% | ▲+5.8% Added · +8K sh | |
| 25 | Canadian Pacific Kansas City COM | $12.3M | 142.0K | 0.2% | ▼−20% Reduced · −35K sh | |
| 26 | Mercadolibre Inc COM | $10.5M | 6.2K | 0.2% | ▲+126% Added · +3K sh | |
| 27 | Kenvue Inc COM | $8.7M | 456.0K | 0.2% | ▼−42% Reduced · −336K sh | |
| 28 | Colgate Palmolive Co COM | $7.6M | 82.5K | 0.1% | ▲+25% Added · +17K sh | |
| 29 | Louisiana Pac Corp COM | $4.7M | 60.0K | 0.1% | ▼−3.2% Reduced · −2K sh | |
| 30 | Costco Wholesale Corporation COM | $4.1M | 4.4K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1675884/holdings"
Use Arkolith to show Skye Global Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 30 | $5.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 47 | $5.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 47 | $5.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 70 | $5.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 60 | $5.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 52 | $3.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 47 | $4.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 34 | $4.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 34 | $4.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 31 | $4.2B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 23 | $3.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 26 | $3.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 26 | $3.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 30 | $3.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 19 | $2.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 21 | $4.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 28 | $4.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 30 | $6.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 49 | $6.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 60 | $6.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 63 | $5.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 63 | $5.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 54 | $4.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.