Skye Global Management LP 13F 持仓 · 2026年Q2
Skye Global Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 51.41 亿美元。前几大持仓：AMZN（44.84%）、V（9.29%）、GE（7.98%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $2.31B | 44.84% | 9.7M | 减持 |
| 2 | V | VISA INC | $477.5M | 9.29% | 1.4M | 增持 |
| 3 | GE | GE AEROSPACE | $410.4M | 7.98% | 1.1M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $213.4M | 4.15% | 572,000 | 减持 |
| 5 | SPGI | S&P GLOBAL INC | $198.1M | 3.85% | 486,500 | 减持 |
| 6 | WCN | WASTE CONNECTIONS INC | $191.4M | 3.72% | 1.1M | 增持 |
| 7 | TDG | TRANSDIGM GROUP INC | $159.8M | 3.11% | 120,000 | 增持 |
| 8 | MLM | MARTIN MARIETTA MATLS INC | $145.3M | 2.83% | 252,000 | 减持 |
| 9 | MCO | MOODYS CORP | $141.3M | 2.75% | 312,000 | 减持 |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | $126.2M | 2.46% | 382,000 | 减持 |
| 11 | GOOGL | ALPHABET INC | $114.4M | 2.22% | 320,000 | 减持 |
| 12 | VMC | VULCAN MATLS CO | $91.0M | 1.77% | 308,500 | 减持 |
| 13 | DHR | DANAHER CORP DEL | $81.1M | 1.58% | 426,000 | 增持 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $75.5M | 1.47% | 150,500 | 增持 |
| 15 | FERG | FERGUSON ENTERPRISES INC | $58.9M | 1.14% | 248,000 | 增持 |
| 16 | SHW | SHERWIN WILLIAMS CO | $55.3M | 1.07% | 160,500 | 减持 |
| 17 | RSG | REPUBLIC SVCS INC | $51.2M | 1.00% | 240,500 | 增持 |
| 18 | FER | FERROVIAL NV | $45.0M | 0.88% | 656,000 | 增持 |
| 19 | UNP | UNION PAC CORP | $38.6M | 0.75% | 142,000 | 减持 |
| 20 | DASH | DOORDASH INC | $32.8M | 0.64% | 178,000 | 增持 |
| 21 | NFLX | NETFLIX INC. | $27.3M | 0.53% | 382,000 | 增持 |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | $25.2M | 0.49% | 54,800 | 增持 |
| 23 | CPNG | COUPANG INC | $15.0M | 0.29% | 862,000 | 减持 |
| 24 | SE | SEA LTD | $13.0M | 0.25% | 136,000 | 增持 |
| 25 | CP | CANADIAN PACIFIC KANSAS CITY | $12.3M | 0.24% | 142,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR