Skye Global Management LP
•CIK: 1675884•Filing: Q4 2025
Skye Global Management LP, with $5.4 billion in assets under management, is known for its concentrated, high-conviction bets, notably holding 38.2% in Amazon. Recently, the fund has made notable moves by adding VYLD with a 813% increase and exiting Lam Research, reflecting a strategy focused on high-growth tech and diversified financials.
Total AUM
$4.9B
+ $471.6M in options
QoQ Performance
-0.3%
Positions
45
+ 2 options
Top 10 Concentration
76.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
GE
MSFT
AMZN38.2%
GE7.2%
MSFT5.3%
AMZN4.7%
SPGI4.2%
SPY4.0%
V3.6%
DUT3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Consumer45.3%
Other25.6%
Technology9.1%
Industrial8.0%
Financial4.1%
ETF4.0%
Healthcare2.0%
Materials1.2%
🚪 Exited Positionssold since Q3 2025
+25 more exited positions
Changes from Q3 2025
NEW7 new positions
↑20 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023