Skye Global Management LP
WEST PALM BEACH FL · SEC CIK 0001675884
$50.05亿2026Q1 申报市值
47持仓数
79.5%前十大占比 · 第一大 40.6%
9 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$1.62亿
V 加仓+$1.17亿
SPGI 加仓+$3,806.79万
FERG 加仓+$1,819.43万
SPOT 加仓+$1,743.25万
2026Q1 卖出最多 按季末市值估算
META 清仓-$6,996.95万
CASY 减仓-$6,427.00万
KVUE 减仓-$4,496.19万
APPLE INC 清仓-$2,881.72万
PG 清仓-$2,626.87万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -106,000 | -100.0% | -$6,996.95万 | 清仓 |
| — | APPLE INC | $0 | 0.00% | 0 | -106,000 | -100.0% | -$2,881.72万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -183,300 | -100.0% | -$2,626.87万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -25,200 | -100.0% | -$1,074.50万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -38,000 | -100.0% | -$825.06万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -31,500 | -100.0% | -$367.57万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -48,400 | -100.0% | -$266.20万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -31,815 | -100.0% | -$217.07万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -4,200 | -100.0% | -$148.52万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -10,180 | -100.0% | -$135.19万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $100.76万 | 0.02% | 168,500 | 168,500 | — | $100.76万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $119.01万 | 0.02% | 63,200 | -325,300 | -83.7% | -$612.54万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $199.24万 | 0.04% | 10,500 | 10,500 | — | $199.24万 | 新建仓 |
| CART | MAPLEBEAR INC | $307.17万 | 0.06% | 82,000 | 82,000 | — | $307.17万 | 新建仓 |
| SAP | SAP SE | $397.21万 | 0.08% | 23,200 | 23,200 | — | $397.21万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $438.43万 | 0.09% | 4,400 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $451.05万 | 0.09% | 62,000 | -19,000 | -23.5% | -$138.22万 | 减仓 |
| MELI | MERCADOLIBRE INC | $473.75万 | 0.09% | 2,740 | -200 | -6.8% | -$34.58万 | 减仓 |
| — | AMAZON COM INC 看涨期权 | $524.84万 | 0.10% | 25,200 | -1,068,800 | -97.7% | -$2.23亿 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $562.52万 | 0.11% | 66,000 | -62,500 | -48.6% | -$532.69万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $596.85万 | 0.12% | 8,200 | -88,300 | -91.5% | -$6,427.00万 | 减仓 |
| HEI/A | HEICO CORP NEW | $622.72万 | 0.12% | 29,500 | 4,300 | 17.1% | $90.77万 | 加仓 |
| TOST | TOAST INC | $657.45万 | 0.13% | 248,000 | 248,000 | — | $657.45万 | 新建仓 |
| WDAY | WORKDAY INC | $683.38万 | 0.14% | 52,600 | 52,600 | — | $683.38万 | 新建仓 |
| SE | SEA LTD | $1,064.11万 | 0.21% | 128,500 | 8,500 | 7.1% | $70.39万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,305.21万 | 0.26% | 56,800 | 56,800 | — | $1,305.21万 | 新建仓 |
| KVUE | KENVUE INC | $1,365.41万 | 0.27% | 792,000 | -2,608,000 | -76.7% | -$4,496.19万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,388.35万 | 0.28% | 176,500 | -16,000 | -8.3% | -$125.86万 | 减仓 |
| WWD | WOODWARD INC | $1,431.68万 | 0.29% | 40,000 | 40,000 | — | $1,431.68万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $1,592.18万 | 0.32% | 652,000 | -60,000 | -8.4% | -$146.52万 | 减仓 |
| CPNG | COUPANG INC | $1,687.87万 | 0.34% | 894,000 | 52,000 | 6.2% | $98.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,981.24万 | 0.40% | 65,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,093.77万 | 0.42% | 82,500 | -8,300 | -9.1% | -$210.65万 | 重新持有 |
| DASH | DOORDASH INC | $2,222.22万 | 0.44% | 148,000 | 6,000 | 4.2% | $90.09万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,560.32万 | 0.51% | 52,800 | 35,950 | 213.4% | $1,743.25万 | 加仓 |
| FER | FERROVIAL SE | $3,070.36万 | 0.61% | 472,000 | 100,000 | 26.9% | $650.50万 | 加仓 |
| NFLX | NETFLIX INC. | $3,480.63万 | 0.70% | 362,000 | 88,000 | 32.1% | $846.12万 | 加仓 |
| UNP | UNION PAC CORP | $3,736.35万 | 0.75% | 154,000 | -10,500 | -6.4% | -$254.75万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $4,391.35万 | 0.88% | 200,500 | 18,500 | 10.2% | $405.19万 | 加仓 |
| DHR | DANAHER CORP DEL | $4,702.08万 | 0.94% | 248,000 | 52,000 | 26.5% | $985.92万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,898.46万 | 0.98% | 210,000 | 78,000 | 59.1% | $1,819.43万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $5,449.35万 | 1.09% | 170,000 | 7,500 | 4.6% | $240.41万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,824.63万 | 1.16% | 118,500 | 10,500 | 9.7% | $516.11万 | 加仓 |
| — | ISHARES TR 看涨期权 | $9,648.60万 | 1.93% | 1,113,000 | 1,113,000 | — | $9,648.60万 | 新建仓 |
| GOOGL | ALPHABET INC | $9,834.55万 | 1.97% | 342,000 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $9,911.72万 | 1.98% | 364,000 | -74,000 | -16.9% | -$2,015.02万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.28亿 | 2.55% | 420,000 | -12,500 | -2.9% | -$380.10万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.37亿 | 2.73% | 118,000 | -2,000 | -1.7% | -$231.79万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1.51亿 | 3.03% | 932,000 | 40,000 | 4.5% | $649.76万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.58亿 | 3.15% | 268,000 | -6,000 | -2.2% | -$353.21万 | 减仓 |
| MCO | MOODYS CORP | $1.61亿 | 3.21% | 368,000 | 21,500 | 6.2% | $937.94万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.24亿 | 4.47% | 526,000 | 89,500 | 20.5% | $3,806.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.30亿 | 4.60% | 621,800 | 29,800 | 5.0% | $1,103.11万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2.59亿 | 5.18% | 399,000 | 77,700 | 24.2% | $5,053.14万 | 加仓 |
| V | VISA INC | $2.87亿 | 5.74% | 950,000 | 388,000 | 69.0% | $1.17亿 | 加仓 |
| GE | GE AEROSPACE | $3.41亿 | 6.82% | 1,202,000 | -58,000 | -4.6% | -$1,645.87万 | 减仓 |
| AMZN | AMAZON COM INC | $20.31亿 | 40.58% | 9,752,000 | 776,000 | 8.6% | $1.62亿 | 加仓 |