Skye Global Management as of March 31, 2024
Portfolio Holdings for Skye Global Management
Skye Global Management holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 47.2 | $2.0B | 11M | 180.38 | |
| Microsoft Corporation (MSFT) | 8.8 | $369M | 876k | 420.72 | |
| Union Pacific Corporation (UNP) | 6.4 | $269M | 1.1M | 245.93 | |
| Apple (AAPL) | 6.2 | $263M | 1.5M | 171.48 | |
| General Electric Com New (GE) | 6.0 | $251M | 1.4M | 175.53 | |
| Canadian Pacific Kansas City (CP) | 4.2 | $177M | 2.0M | 88.17 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $156M | 127k | 1231.60 | |
| S&p Global (SPGI) | 3.2 | $134M | 316k | 425.45 | |
| Moody's Corporation (MCO) | 2.8 | $119M | 303k | 393.03 | |
| Hilton Worldwide Holdings (HLT) | 2.4 | $102M | 478k | 213.31 | |
| Shell Spon Ads (SHEL) | 1.2 | $51M | 764k | 67.04 | |
| Waste Connections (WCN) | 1.1 | $45M | 264k | 172.01 | |
| Procter & Gamble Company (PG) | 1.0 | $40M | 249k | 162.25 | |
| Danaher Corporation (DHR) | 0.9 | $39M | 156k | 249.72 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $38M | 66k | 581.21 | |
| Ferguson SHS (FERG) | 0.7 | $31M | 140k | 218.43 | |
| Martin Marietta Materials (MLM) | 0.7 | $30M | 49k | 613.94 | |
| Casey's General Stores (CASY) | 0.5 | $20M | 61k | 318.45 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $18M | 6.3k | 2906.77 | |
| Steris Shs Usd (STE) | 0.3 | $14M | 60k | 224.82 | |
| Visa Com Cl A (V) | 0.3 | $11M | 38k | 279.08 | |
| Aurora Innovation Class A Com (AUR) | 0.2 | $10M | 3.7M | 2.82 | |
| Costco Wholesale Corporation (COST) | 0.2 | $7.7M | 11k | 732.63 | |
| Sherwin-Williams Company (SHW) | 0.1 | $5.8M | 17k | 347.33 | |
| Doordash Cl A (DASH) | 0.1 | $5.5M | 40k | 137.72 | |
| Clear Secure Com Cl A (YOU) | 0.1 | $5.4M | 255k | 21.27 | |
| Grindr (GRND) | 0.1 | $3.7M | 368k | 10.13 | |
| CoStar (CSGP) | 0.1 | $3.0M | 32k | 96.60 | |
| Shopify Cl A (SHOP) | 0.1 | $2.3M | 30k | 77.17 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $1.9M | 30k | 66.07 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $674k | 1.1k | 641.93 |
