Skye Global Management LP
13F filer · CIK 1675884 · West Palm Beach, FL
Summary
Skye Global Management LP reported $5.14B across 30 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (44.8%), V (9.3%), GE (8.0%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 14, trimmed 15 and sold out of 14.
Reported value$5.14B
Positions30
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added14
Trimmed15
Sold out14
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 44.8%Value $2.31BPrice $246.67Shares 9.67M -0.82%Since Jun 30 +3.50%
Weight 9.3%Value $477.48MPrice $365.88Shares 1.39M +46.50%Since Jun 30 +6.64%
Weight 8.0%Value $410.36MPrice $317.89Shares 1.10M -8.65%Since Jun 30 -14.94%
Weight 4.2%Value $213.37MPrice $508.96Shares 572K -8.01%Since Jun 30 +36.44%
Weight 3.9%Value $198.13MPrice $392.45Shares 487K -7.51%Since Jun 30 -3.64%
Weight 3.7%Value $191.36MPrice $155.56Shares 1.15M +23.18%Since Jun 30 -6.68%
Weight 3.1%Value $159.84MPrice $1100Shares 120K +1.69%Since Jun 30 -17.44%
Weight 2.8%Value $145.33MPrice $479.09Shares 252K -5.97%Since Jun 30 -16.93%
Weight 2.7%Value $141.31MPrice $454.82Shares 312K -15.22%Since Jun 30 +0.42%
Weight 2.5%Value $126.24MPrice $323.44Shares 382K -9.05%Since Jun 30 -2.12%
Weight 2.2%Value $114.36MPrice $340.92Shares 320K -6.43%Since Jun 30 -4.60%
Weight 1.8%Value $91.01MPrice $242.75Shares 309K -15.25%Since Jun 30 -17.71%
Weight 1.6%Value $81.14MPrice $226.11Shares 426K +71.77%Since Jun 30 +18.71%
Weight 1.5%Value $75.45MPrice $679.61Shares 151K +27.00%Since Jun 30 +35.55%
Weight 1.1%Value $58.86MPrice $223.87Shares 248K +18.10%Since Jun 30 -5.67%
Weight 1.1%Value $55.26MPrice $330.44Shares 161K -5.59%Since Jun 30 -4.03%
Weight 1.0%Value $51.25MPrice $211.92Shares 241K +19.95%Since Jun 30 -0.54%
Weight 0.9%Value $45.01MPrice $54.57Shares 656K +38.98%Since Jun 30 -20.46%
Weight 0.8%Value $38.62MPrice $274.15Shares 142K -7.79%Since Jun 30 +0.79%
Weight 0.6%Value $32.85MPrice $187.10Shares 178K +20.27%Since Jun 30 +1.39%
Weight 0.5%Value $27.27MPrice $70.30Shares 382K +5.52%Since Jun 30 -1.54%
Weight 0.5%Value $25.16MPrice $493.66Shares 55K +3.79%Since Jun 30 +7.52%
Weight 0.3%Value $14.97MPrice $13.85Shares 862K -3.58%Since Jun 30 -20.26%
Weight 0.3%Value $13.03MPrice $98.62Shares 136K +5.84%Since Jun 30 +2.91%
Weight 0.2%Value $12.30MPrice $86.51Shares 142K -19.55%Since Jun 30 -0.16%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 44.8% | $2.31B | +3.50% | -0.82% | Trim | |
| 9.3% | $477.48M | +6.64% | +46.50% | Add | |
| 8.0% | $410.36M | -14.94% | -8.65% | Trim | |
| 4.2% | $213.37M | +36.44% | -8.01% | Trim | |
| 3.9% | $198.13M | -3.64% | -7.51% | Trim | |
| 3.7% | $191.36M | -6.68% | +23.18% | Add | |
| 3.1% | $159.84M | -17.44% | +1.69% | Add | |
| 2.8% | $145.33M | -16.93% | -5.97% | Trim | |
| 2.7% | $141.31M | +0.42% | -15.22% | Trim | |
| 2.5% | $126.24M | -2.12% | -9.05% | Trim | |
| 2.2% | $114.36M | -4.60% | -6.43% | Trim | |
| 1.8% | $91.01M | -17.71% | -15.25% | Trim | |
| 1.6% | $81.14M | +18.71% | +71.77% | Add | |
| 1.5% | $75.45M | +35.55% | +27.00% | Add | |
| 1.1% | $58.86M | -5.67% | +18.10% | Add | |
| 1.1% | $55.26M | -4.03% | -5.59% | Trim | |
| 1.0% | $51.25M | -0.54% | +19.95% | Add | |
| 0.9% | $45.01M | -20.46% | +38.98% | Add | |
| 0.8% | $38.62M | +0.79% | -7.79% | Trim | |
| 0.6% | $32.85M | +1.39% | +20.27% | Add | |
| 0.5% | $27.27M | -1.54% | +5.52% | Add | |
| 0.5% | $25.16M | +7.52% | +3.79% | Add | |
| 0.3% | $14.97M | -20.26% | -3.58% | Trim | |
| 0.3% | $13.03M | +2.91% | +5.84% | Add | |
| 0.2% | $12.30M | -0.16% | -19.55% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.