Skye Global Management’s S&P Global SPGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224M	Buy	526,000 +89,500	+21%	+$41.6M	4.47%	6
2025 Q4	$228M	Buy	436,500 +30,500	+8%	+$15.1M	4.21%	5
2025 Q3	$198M	Buy	406,000 +138,000	+51%	+$73.9M	3.95%	5
2025 Q2	$141M	Buy	268,000 +32,000	+14%	+$16M	2.46%	9
2025 Q1	$120M	Buy	236,000 +54,000	+30%	+$27.6M	3.19%	7
2024 Q4	$90.6M	Sell	182,000 -22,500	-11%	-$11.4M	1.89%	11
2024 Q3	$106M	Sell	204,500 -93,500	-31%	-$46.3M	2.55%	8
2024 Q2	$133M	Sell	298,000 -18,000	-6%	-$7.72M	3.01%	7
2024 Q1	$134M	Buy	316,000 +42,000	+15%	+$18.2M	3.19%	8
2023 Q4	$121M	Sell	274,000 -102,000	-27%	-$40.3M	3.46%	6
2023 Q3	$137M	Sell	376,000 -16,000	-4%	-$6.29M	3.98%	5
2023 Q2	$157M	Buy	392,000 +96,000	+32%	+$35.1M	4.35%	3
2023 Q1	$102M	Sell	296,000 -10,000	-3%	-$3.52M	3.32%	5
2022 Q4	$102M	Sell	306,000 -500	-0.2%	-$165K	3.53%	5
2022 Q3	$93.6M	Buy	306,500 +93,000	+44%	+$33.3M	2.18%	7
2022 Q2	$72M	Buy	213,500 +53,000	+33%	+$18.9M	1.56%	8
2022 Q1	$65.8M	Buy	160,500 +114,800	+251%	+$46.8M	1.07%	11
2021 Q4	$21.6M	Buy	45,700 +34,800	+319%	+$15.9M	0.36%	22
2021 Q3	$4.63M	Buy	+10,900	New	+$4.72M	0.08%	42
2019 Q4	–	Sell	-3,500	Closed	-$857K	–	51
2019 Q3	$857K	Buy	+3,500	New	+$875K	0.08%	26
2018 Q4	–	Sell	-3,300	Closed	-$645K	–	47
2018 Q3	$645K	Buy	+3,300	New	+$681K	0.13%	29

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Skye Global Management increased its S&P Global (SPGI) stake by 21% in Q1 2026, buying an estimated $41.6M and bringing the position to 526,000 shares worth $224M. The position accounts for 4.47% of the portfolio, ranked #6.

Skye Global Management first reported a position in SPGI in Q3 2018 and has held it in 21 quarters since. The position peaked at $228M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Skye Global Management held 526,000 shares of S&P Global worth $224M as of Q1 2026.
Skye Global Management bought 89,500 S&P Global shares in Q1 2026, an estimated $41.6M.
S&P Global made up 4.47% of Skye Global Management's portfolio in Q1 2026, its #6 holding.
Skye Global Management first reported a position in S&P Global in Q3 2018 and has held it in 21 quarters since.
Skye Global Management's S&P Global position peaked at $228M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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