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Skye Global Management LP
kapitalforvalter · portefølje $5.14 mia. · 30 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 44
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 9 672 000 | $2.31 mia. | 44.84% | −80 000 |
| Visa Inc. Class A US:V | 1 391 718 | $477 mio. | 9.29% | +441 718 |
| GE Aerospace US:GE | 1 098 000 | $410 mio. | 7.98% | −104 000 |
| Microsoft Corporation US:MSFT | 572 000 | $213 mio. | 4.15% | −49 800 |
| S&P Global Inc US:SPGI | 486 500 | $198 mio. | 3.85% | −39 500 |
| Waste Connections Inc US:WCN | 1 148 000 | $191 mio. | 3.72% | +216 000 |
| Transdigm Group Incorporated US:TDG | 120 000 | $160 mio. | 3.11% | +2 000 |
| Martin Marietta Materials In… US:MLM | 252 000 | $145 mio. | 2.83% | −16 000 |
| Moodys Corporation US:MCO | 312 000 | $141 mio. | 2.75% | −56 000 |
| Hilton Worldwide Holdings In… US:HLT | 382 000 | $126 mio. | 2.46% | −38 000 |
| Alphabet Inc. US:GOOGL | 320 000 | $114 mio. | 2.22% | −22 000 |
| Vulcan Materials Company US:VMC | 308 500 | $91.0 mio. | 1.77% | −55 500 |
| Danaher Corporation US:DHR | 426 000 | $81.1 mio. | 1.58% | +178 000 |
| Thermo Fisher Scientific Inc US:TMO | 150 500 | $75.5 mio. | 1.47% | +32 000 |
| Ferguson Plc US:FERG | 248 000 | $58.9 mio. | 1.14% | +38 000 |
| Sherwin-Williams Co US:SHW | 160 500 | $55.3 mio. | 1.07% | −9 500 |
| Republic Services Inc US:RSG | 240 500 | $51.2 mio. | 1.00% | +40 000 |
| FERROVIAL NV CUSIP N3168P101 | 656 000 | $45.0 mio. | 0.88% | +184 000 |
| Union Pacific Corporation US:UNP | 142 000 | $38.6 mio. | 0.75% | −12 000 |
| DoorDash, Inc. Class A US:DASH | 178 000 | $32.8 mio. | 0.64% | +30 000 |
| Netflix Inc US:NFLX | 382 000 | $27.3 mio. | 0.53% | +20 000 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 54 800 | $25.2 mio. | 0.49% | +2 000 |
| Coupang LLC US:CPNG | 862 000 | $15.0 mio. | 0.29% | −32 000 |
| Sea Ltd US:SE · depotbevis | 136 000 | $13.0 mio. | 0.25% | +7 500 |
| Canadian Pacific Kansas City… US:CP | 142 000 | $12.3 mio. | 0.24% | −34 500 |
| MercadoLibre Inc. US:MELI | 6 200 | $10.5 mio. | 0.20% | +3 460 |
| Kenvue Inc. US:KVUE | 456 000 | $8.71 mio. | 0.17% | −336 000 |
| Colgate-Palmolive Company US:CL | 82 500 | $7.56 mio. | 0.15% | +16 500 |
| Louisiana-Pacific Corporatio… US:LPX | 60 000 | $4.72 mio. | 0.09% | −2 000 |
| COSTCO WHOLESALE CORP /NEW US:COST | 4 400 | $4.12 mio. | 0.08% | — |
| ZoomInfo Technologies Inc. US:GTM | 0 (var 168 500) | — | — | solgt |
| American Express Company US:AXP | 0 (var 65 500) | — | — | solgt |
| Apple Inc. US:AAPL | 0 (var 82 500) | — | — | solgt |
| Caseys General Stores Inc US:CASY | 0 (var 8 200) | — | — | solgt |
| Heico Corporation US:HEI-A | 0 (var 29 500) | — | — | solgt |
| Maplebear Inc. US:CART | 0 (var 82 000) | — | — | solgt |
| Perimeter Solutions SA US:PRM | 0 (var 652 000) | — | — | solgt |
| Primo Brands Corporation US:PRMB | 0 (var 63 200) | — | — | solgt |
| SAP SE ADR US:SAP · depotbevis | 0 (var 23 200) | — | — | solgt |
| Toast Inc US:TOST | 0 (var 248 000) | — | — | solgt |
| Verisk Analytics Inc US:VRSK | 0 (var 10 500) | — | — | solgt |
| Waste Management Inc US:WM | 0 (var 56 800) | — | — | solgt |
| Woodward Inc US:WWD | 0 (var 40 000) | — | — | solgt |
| Workday, Inc. US:WDAY | 0 (var 52 600) | — | — | solgt |
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