HedgeMountain

Skye Global Management LP

West Palm Beach, FL · CRD 283493
Hedge fund manager

Skye Global Management LP is an SEC-registered investment adviser based in West Palm Beach, FL that reports managing 1 hedge fund on Form ADV. It reports $5.2 billion in regulatory assets under management. Its private funds, of all types, hold $5.0 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +0.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +29.3% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$5.2 billionForm ADV Item 5.F
Gross assets of private funds
$5.0 billionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
7Form ADV Item 5.A
Registration
SEC-registered adviserCRD 283493
Latest Form ADV
03/18/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+0.6%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+29.3%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$5.1 billion30 positions, 2026-06-30
$100$119$137Q3 2024Q1 2025Q3 2025Q1 202613F est. $129S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+11.4%+14.8%
Q1 2026-9.7%-4.6%
Q4 2025+2.4%+2.4%
Q3 2025+4.8%+7.8%
Q2 2025+17.5%+10.4%
Q1 2025-6.8%-4.5%
Q4 2024+7.5%+2.1%
Q3 2024+1.8%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Amazon Com Inc Com$2.3 billion
  • Visa Inc CL A$477.5 million
  • Ge Aerospace Com New$410.4 million
  • Microsoft Corp Com$213.4 million
  • S&P Global Inc$198.1 million
  • Waste Connections Inc Com$191.4 million
  • Transdigm Group Inc$159.8 million
  • Martin Marietta Matls Inc$145.3 million
  • Moodys Corp$141.3 million
  • Hilton Worldwide Hldgs Inc$126.2 million

As of 2026-06-30, from 13F filing by Skye Global Management LP.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures