Skye Global Management LP

Hedge Fund • Long/Short

Skye Global Management LP is a Long/Short Hedge Fund based in West Palm Beach, FL led by Rick Barry Muller, reporting $5.1B in AUM as of Q3 2025 with 41% Consumer Cyclical concentration, 78% concentrated in top 10 holdings, and 35% allocation to AMZN.

CFORick Barry Muller

Portfolio Value: $5.0B
Positions: 60
Top Holding: AMZN at 35.48%
Last Reported: Q3 2025

Address777 South Flagler Drive, Phillips Point, West Tower, Suite 1405, West Palm Beach, FL, 33401, United States

Top Holdings

Largest long holdings in Skye Global Management LP's portfolio (78.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.8B	35.48%	+$228.4M Bought	0.08% 8.0M shares	Q4 2017 Held for 7y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$524.2M	10.56%	—	0.01% 1.0M shares	Q4 2017 Held for 7y 11m
3 General Electric GE	Aerospace & Defense Industrials	$385.7M	7.77%	—	0.12% 1.3M shares	Q3 2023 Held for 2y 2m
4 Visa V	Financial - Credit Services Financial Services	$281.3M	5.66%	+$98.3M Bought	0.04% 824.0K shares	Q1 2022 Held for 3y 8m
5 S&P Global SPGI	Financial - Data & Stock Exchanges Financial Services	$197.6M	3.98%	+$67.2M Bought	0.13% 406.0K shares	Q3 2021 Held for 4y 2m
6 Martin Marietta Materials MLM	Construction Materials Basic Materials	$171.4M	3.45%	-$9.1M Sold	0.45% 272.0K shares	Q1 2023 Held for 2y 8m
7 TransDigm Group TDG	Aerospace & Defense Industrials	$158.2M	3.18%	—	0.21% 120.0K shares	Q1 2023 Held for 2y 8m
8 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$154.6M	3.11%	+$42.2M Bought	0.18% 324.5K shares	Q3 2021 Held for 4y 2m
9 Vulcan Materials Company VMC	Construction Materials Basic Materials	$134.7M	2.71%	-$13.7M Sold	0.33% 438.0K shares	Q2 2024 Held for 1y 5m
10 Waste Connections WCN	Waste Management Industrials	$120.0M	2.42%	+$15.9M Bought	0.27% 682.5K shares	Q3 2022 Held for 3y 2m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Skye Global Management LP's latest filing

See all changes

GthenC

Market Value

$5.0B

Prior: $4.7B

Q/Q Change

+5.88%

+$276.0M

Net Flows % of MV

+0.074%

Turnover Ratio

11.97%

New Purchases

3 stocks

$10.3M

Added To

19 stocks

+$515.6M

Sold Out Of

11 stocks

$347.0M

Reduced Holdings

7 stocks

-$175.2M

Increased Positions

Position	Shares Δ	Change
1 Clean Harbors CLH	New	0 → 33.6K +$7.8M
2 Installed Building Products IBP	New	0 → 6.3K +$1.6M
3 Tractor Supply Company TSCO	New	0 → 16.8K +$955.4K
4 DoorDash DASH	+201.59%	12.6K → 38.0K +$6.9M
5 Heico Corporation HEI.A	+200.0%	8.4K → 25.2K +$4.3M

Decreased Positions

Position	Shares Δ	Change
1 Taiwan Semiconductor Manufacturing Company TSM	Sold	1.0M → 0 −$229.2M
2 Unity Software U	Sold	2.0M → 0 −$49.1M
3 United Airlines Holdings UAL	Sold	406.0K → 0 −$32.3M
4 Delta Air Lines DAL	Sold	274.5K → 0 −$13.5M
5 Waste Management WM	Sold	25.2K → 0 −$5.8M