Skye Global Management’s Kenvue KVUE Stock Holding History

Skye Global Management’s Portfolio KVUE Stock Details KVUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7M	Sell	792,000 -2,608,000	-77%	-$46.4M	0.27%	31
2025 Q4	$58.6M	Buy	3,400,000 +1,924,000	+130%	+$31.5M	1.08%	17
2025 Q3	$24M	Buy	1,476,000 +422,000	+40%	+$8.61M	0.48%	27
2025 Q2	$22.1M	Buy	1,054,000 +400,000	+61%	+$9.1M	0.38%	29
2025 Q1	$15.7M	Buy	+654,000	New	+$14.5M	0.42%	28
2024 Q1	–	Sell	-31,800	Closed	-$685K	–	33
2023 Q4	$685K	Sell	31,800 -3,840,200	-99%	-$76.9M	0.02%	23
2023 Q3	$77.7M	Buy	3,872,000 +980,000	+34%	+$22.7M	2.25%	9
2023 Q2	$76.4M	Buy	+2,892,000	New	+$75.4M	2.11%	10

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Skye Global Management's KVUE Position: Q1 2026 in Review

Skye Global Management reduced its Kenvue (KVUE) stake by 77% in Q1 2026, selling an estimated $46.4M and leaving 792,000 shares worth $13.7M. The position accounts for 0.27% of the portfolio, ranked #31.

Skye Global Management first reported a position in KVUE in Q2 2023 and has held it in 8 quarters since. The position peaked at $77.7M in Q3 2023. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Skye Global Management held 792,000 shares of Kenvue worth $13.7M as of Q1 2026.
Skye Global Management sold 2,608,000 Kenvue shares in Q1 2026, an estimated $46.4M.
Kenvue made up 0.27% of Skye Global Management's portfolio in Q1 2026, its #31 holding.
Skye Global Management first reported a position in Kenvue in Q2 2023 and has held it in 8 quarters since.
Skye Global Management's Kenvue position peaked at $77.7M in Q3 2023.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.