Skye Global Management LP
WEST PALM BEACH FL · SEC CIK 0001675884
$51.41亿2026Q2 申报市值
30持仓数
85.0%前十大占比 · 第一大 44.8%
0 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
V 加仓+$1.52亿
WCN 加仓+$3,600.50万
DHR 加仓+$3,390.54万
TMO 加仓+$1,604.35万
FER 加仓+$1,262.42万
2026Q2 卖出最多 按季末市值估算
GE 减仓-$3,886.79万
MCO 减仓-$2,536.35万
AAPL 清仓-$2,093.77万
AXP 清仓-$1,981.24万
AMZN 减仓-$1,906.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -399,000 | -100.0% | -$2.59亿 | 清仓 |
| — | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -1,113,000 | -100.0% | -$9,648.60万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -82,500 | -100.0% | -$2,093.77万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -65,500 | -100.0% | -$1,981.24万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -652,000 | -100.0% | -$1,592.18万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,431.68万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -56,800 | -100.0% | -$1,305.21万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -52,600 | -100.0% | -$683.38万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -248,000 | -100.0% | -$657.45万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -29,500 | -100.0% | -$622.72万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -8,200 | -100.0% | -$596.85万 | 清仓 |
| — | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -25,200 | -100.0% | -$524.84万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -23,200 | -100.0% | -$397.21万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -82,000 | -100.0% | -$307.17万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$199.24万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -63,200 | -100.0% | -$119.01万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -168,500 | -100.0% | -$100.76万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $411.61万 | 0.08% | 4,400 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $471.96万 | 0.09% | 60,000 | -2,000 | -3.2% | -$15.73万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $756.36万 | 0.15% | 82,500 | 16,500 | 25.0% | $151.27万 | 加仓 |
| KVUE | KENVUE INC | $871.42万 | 0.17% | 456,000 | -336,000 | -42.4% | -$642.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,052.38万 | 0.20% | 6,200 | 3,460 | 126.3% | $587.30万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,230.43万 | 0.24% | 142,000 | -34,500 | -19.5% | -$298.94万 | 减仓 |
| SE | SEA LTD | $1,303.29万 | 0.25% | 136,000 | 7,500 | 5.8% | $71.87万 | 加仓 |
| CPNG | COUPANG INC | $1,497.29万 | 0.29% | 862,000 | -32,000 | -3.6% | -$55.58万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2,516.03万 | 0.49% | 54,800 | 2,000 | 3.8% | $91.83万 | 加仓 |
| NFLX | NETFLIX INC. | $2,727.48万 | 0.53% | 382,000 | 20,000 | 5.5% | $142.80万 | 加仓 |
| DASH | DOORDASH INC | $3,284.63万 | 0.64% | 178,000 | 30,000 | 20.3% | $553.59万 | 加仓 |
| UNP | UNION PAC CORP | $3,862.40万 | 0.75% | 142,000 | -12,000 | -7.8% | -$326.40万 | 减仓 |
| FER | FERROVIAL NV | $4,500.82万 | 0.88% | 656,000 | 184,000 | 39.0% | $1,262.42万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $5,124.57万 | 1.00% | 240,500 | 40,000 | 20.0% | $852.32万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $5,526.34万 | 1.07% | 160,500 | -9,500 | -5.6% | -$327.10万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $5,885.78万 | 1.14% | 248,000 | 38,000 | 18.1% | $901.85万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7,545.47万 | 1.47% | 150,500 | 32,000 | 27.0% | $1,604.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $8,114.45万 | 1.58% | 426,000 | 178,000 | 71.8% | $3,390.54万 | 加仓 |
| VMC | VULCAN MATLS CO | $9,101.06万 | 1.77% | 308,500 | -55,500 | -15.2% | -$1,637.31万 | 减仓 |
| GOOGL | ALPHABET INC | $1.14亿 | 2.22% | 320,000 | -22,000 | -6.4% | -$786.21万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.26亿 | 2.46% | 382,000 | -38,000 | -9.0% | -$1,255.75万 | 减仓 |
| MCO | MOODYS CORP | $1.41亿 | 2.75% | 312,000 | -56,000 | -15.2% | -$2,536.35万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.45亿 | 2.83% | 252,000 | -16,000 | -6.0% | -$922.72万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.60亿 | 3.11% | 120,000 | 2,000 | 1.7% | $266.41万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1.91亿 | 3.72% | 1,148,000 | 216,000 | 23.2% | $3,600.50万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.98亿 | 3.85% | 486,500 | -39,500 | -7.5% | -$1,608.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.13亿 | 4.15% | 572,000 | -49,800 | -8.0% | -$1,857.64万 | 减仓 |
| GE | GE AEROSPACE | $4.10亿 | 7.98% | 1,098,000 | -104,000 | -8.7% | -$3,886.79万 | 减仓 |
| V | VISA INC | $4.77亿 | 9.29% | 1,391,718 | 441,718 | 46.5% | $1.52亿 | 加仓 |
| AMZN | AMAZON COM INC | $23.05亿 | 44.84% | 9,672,000 | -80,000 | -0.8% | -$1,906.72万 | 减仓 |