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Name: |
Skye Global Management LP |
City: |
NEW YORK |
State: |
NY |
Zip: |
10153 |
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Holdings
Found :
12 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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AMZN |
Amazon.com Inc |
1 |
- |
$185.99 |
$1,822,961,000 |
11,997,901 |
52.23% |
164,553,000 |
-1,048,099 |
0.118 |
Internet Software & S... |
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MSFT |
Microsoft Corp |
2 |
- |
$423.08 |
$487,348,000 |
1,296,000 |
13.96% |
-158,677,000 |
-750,000 |
0.017 |
Application Software |
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CP |
Canadian Pacific Railway Li... |
4 |
- |
$80.77 |
$167,647,000 |
2,120,500 |
4.8% |
5,880,000 |
-53,500 |
0.228 |
Railroads |
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TDG |
Transdigm Group Inc |
5 |
- |
$1,289.20 |
$127,462,000 |
126,000 |
3.65% |
12,375,000 |
-10,500 |
0.23 |
Aerospace/Defense Pro... |
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SPGI |
S&P Global Inc |
6 |
- |
$435.70 |
$120,702,000 |
274,000 |
3.46% |
-16,692,000 |
-102,000 |
0.082 |
Publishing |
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MCO |
Moodys Corp |
8 |
- |
$409.90 |
$65,809,000 |
168,500 |
1.89% |
-17,660,000 |
-95,500 |
0.09 |
Business Services |
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DHR |
Danaher Corp |
10 |
- |
$263.46 |
$49,622,000 |
214,500 |
1.42% |
-7,069,000 |
-14,000 |
0.03 |
General Building Mate... |
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AAPL |
Apple Inc |
12 |
- |
$189.72 |
$42,453,000 |
220,500 |
1.22% |
-72,943,000 |
-453,500 |
0.001 |
Personal Computers |
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CMG |
Chipotle Mexican Grill Inc |
17 |
- |
$3,168.30 |
$17,381,000 |
7,600 |
0.5% |
-1,853,000 |
-2,900 |
0.027 |
Restaurants |
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STE |
Steris Corp |
18 |
- |
$235.46 |
$11,124,000 |
50,600 |
0.32% |
-856,000 |
-4,000 |
0.051 |
Medical Appliances & ... |
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SHEL |
Shell plc |
22 |
- |
$73.30 |
$691,000 |
10,500 |
0.02% |
-29,696,000 |
-461,500 |
0.001 |
Integrated Oil & Gas |
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KVUE |
Kenvue Inc. |
23 |
- |
$20.54 |
$685,000 |
31,800 |
0.02% |
-77,065,000 |
-3,840,200 |
0.002 |
N/A |
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