| META META PLATFORMS INC | 17 | 5.3% | 0 | Viking Global Investors LP, Coatue Management LLC, Junto Capital Management LP, Egerton Capital (UK) LLP, Montanova Capital, LLC, Third Point LLC, Lansdowne Partners (UK) LLP, Whale Rock Capital Management LLC, Moore Capital Management, LP, Light Street Capital Management, LLC, Alpha Wave Global, LP, Discovery Capital Management, LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Maverick Capital Ltd, Duquesne Family Office LLC, Tudor Investment Corp ET AL |
| AMZN AMAZON COM INC | 16 | 6.5% | 0 | Tiger Global Management LLC, Lansdowne Partners (UK) LLP, Whale Rock Capital Management LLC, Viking Global Investors LP, Light Street Capital Management, LLC, Montanova Capital, LLC, Alpha Wave Global, LP, Lone Pine Capital LLC, Moore Capital Management, LP, Discovery Capital Management, LLC, Alkeon Capital Management LLC, Coatue Management LLC, Contour Asset Management LLC, Duquesne Family Office LLC, Senator Investment Group LP, Steadfast Capital Management LP |
| CHTR CHARTER COMMUNICATIONS INC | 12 | 9.2% | 0 | Altarock Partners LP, Tiger Global Management LLC, Egerton Capital (UK) LLP, Sachem Head Capital Management LP, Montanova Capital, LLC, SRS Investment Management, LLC, Senator Investment Group LP, Lone Pine Capital LLC, Hound Partners, LLC, Farallon Capital Management, L.L.C., Third Point LLC, Glenview Capital Management, LLC |
| GOOGL ALPHABET INC | 12 | 4.2% | 3 | Lansdowne Partners (UK) LLP, Viking Global Investors LP, Whale Rock Capital Management LLC, Sachem Head Capital Management LP, Alkeon Capital Management LLC, Third Point LLC, Junto Capital Management LP, Moore Capital Management, LP, Glenview Capital Management, LLC, Duquesne Family Office LLC, Coatue Management LLC, Tudor Investment Corp ET AL |
| BABA ALIBABA GROUP HLDG LTD | 12 | 4.3% | 6 | Dragoneer Investment Group, LLC, Tiger Global Management LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Duquesne Family Office LLC, Coatue Management LLC, Moore Capital Management, LP, Alkeon Capital Management LLC, Lone Pine Capital LLC, Third Point LLC, Owl Creek Asset Management, L.P., Discovery Capital Management, LLC |
| Priceline Grp Inc no ticker | 11 | 5.4% | 2 | Tiger Global Management LLC, Maverick Capital Ltd, Egerton Capital (UK) LLP, Contour Asset Management LLC, Light Street Capital Management, LLC, Altimeter Capital Management, LP, Lone Pine Capital LLC, SRS Investment Management, LLC, Farallon Capital Management, L.L.C., Duquesne Family Office LLC, Moore Capital Management, LP |
| MSFT MICROSOFT CORP | 11 | 5.8% | 2 | Cook & Bynum Capital Management, LLC, Abrams Capital Management, L.P., Alpha Wave Global, LP, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Junto Capital Management LP, Viking Global Investors LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Duquesne Family Office LLC |
| Allergan Plc no ticker | 10 | 5.1% | 1 | Alpha Wave Global, LP, Third Point LLC, Baupost Group LLC, Pentwater Capital Management LP, Sachem Head Capital Management LP, Senator Investment Group LP, Montanova Capital, LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Alkeon Capital Management LLC |
| AAPL APPLE INC | 10 | 5.0% | 6 | Montanova Capital, LLC, Coatue Management LLC, Steadfast Capital Management LP, Tiger Global Management LLC, SRS Investment Management, LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Maverick Capital Ltd, Third Point LLC, Discovery Capital Management, LLC |
| GOOG ALPHABET INC | 9 | 3.8% | 1 | Egerton Capital (UK) LLP, Coatue Management LLC, Senator Investment Group LP, Farallon Capital Management, L.L.C., Viking Global Investors LP, Tiger Global Management LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Whale Rock Capital Management LLC |
| WMB WILLIAMS COS INC | 9 | 3.5% | 4 | Corvex Management LP, Steadfast Capital Management LP, Scopia Capital Management LP, HITE Hedge Asset Management LLC, Soros Fund Management, Senator Investment Group LP, Glenview Capital Management, LLC, Lone Pine Capital LLC, Third Point LLC |
| V VISA INC | 9 | 3.4% | 1 | Junto Capital Management LP, Lansdowne Partners (UK) LLP, Discovery Capital Management, LLC, Egerton Capital (UK) LLP, Altarock Partners LP, Alkeon Capital Management LLC, Steadfast Capital Management LP, Third Point LLC, Moore Capital Management, LP |
| STZ CONSTELLATION BRANDS INC | 8 | 3.6% | 0 | Montanova Capital, LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Third Point LLC, Senator Investment Group LP, Moore Capital Management, LP, Viking Global Investors LP, Eminence Capital, LP |
| AVGO BROADCOM CORP | 8 | 3.3% | 3 | Senator Investment Group LP, Discovery Capital Management, LLC, Coatue Management LLC, Viking Global Investors LP, Duquesne Family Office LLC, Contour Asset Management LLC, Lone Pine Capital LLC, Moore Capital Management, LP |
| EXPE EXPEDIA GROUP INC | 8 | 7.8% | 2 | Altimeter Capital Management, LP, Light Street Capital Management, LLC, Steadfast Capital Management LP, Lone Pine Capital LLC, Alpha Wave Global, LP, Eminence Capital, LP, SRS Investment Management, LLC, Senator Investment Group LP |
| MA MASTERCARD INC | 8 | 2.9% | 1 | Altarock Partners LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Alkeon Capital Management LLC, Tiger Global Management LLC, Moore Capital Management, LP, Steadfast Capital Management LP, Tudor Investment Corp ET AL |
| ATVIEUR ACTIVISION BLIZZARD INC | 7 | 3.6% | 2 | Coatue Management LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Duquesne Family Office LLC, Discovery Capital Management, LLC, Alkeon Capital Management LLC, Moore Capital Management, LP |
| NFLX NETFLIX INC. | 7 | 7.2% | 0 | SRS Investment Management, LLC, Dragoneer Investment Group, LLC, Light Street Capital Management, LLC, Coatue Management LLC, Scopia Capital Management LP, Viking Global Investors LP, Contour Asset Management LLC |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 7 | 4.0% | 1 | Sachem Head Capital Management LP, Tiger Global Management LLC, Lone Pine Capital LLC, Hound Partners, LLC, Montanova Capital, LLC, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC |
| EEM ISHARES TR | 6 | 9.1% | 3 | Bridgewater Associates, LP, Duquesne Family Office LLC, Moore Capital Management, LP, Soros Fund Management, Tudor Investment Corp ET AL, Steadfast Capital Management LP |
| HUM HUMANA INC | 6 | 4.3% | 1 | Glenview Capital Management, LLC, Eminence Capital, LP, Pentwater Capital Management LP, Senator Investment Group LP, Third Point LLC, Farallon Capital Management, L.L.C. |
| CMCSA COMCAST CORP NEW | 5 | 6.1% | 1 | Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Montanova Capital, LLC, Tiger Global Management LLC, Maverick Capital Ltd |
| ADSK AUTODESK INC | 5 | 14.4% | 0 | Sachem Head Capital Management LP, Eminence Capital, LP, Hound Partners, LLC, Steadfast Capital Management LP, Alpha Wave Global, LP |
| JD JD.COM INC | 5 | 7.0% | 0 | Tiger Global Management LLC, Dragoneer Investment Group, LLC, Scopia Capital Management LP, Coatue Management LLC, Viking Global Investors LP |
| Linkedin Corp no ticker | 5 | 7.4% | 0 | SRS Investment Management, LLC, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Contour Asset Management LLC, Tudor Investment Corp ET AL |
| Yahoo Inc no ticker | 5 | 15.2% | 2 | Owl Creek Asset Management, L.P., Starboard Value LP, Alpha Wave Global, LP, Eminence Capital, LP, Senator Investment Group LP |
| 8L8C LIBERTY BROADBAND CORP | 5 | 7.3% | 1 | Soros Fund Management, Coatue Management LLC, Alpha Wave Global, LP, Dragoneer Investment Group, LLC, Egerton Capital (UK) LLP |
| TDG TRANSDIGM GROUP INC | 5 | 6.2% | 0 | Altarock Partners LP, Lone Pine Capital LLC, Third Point LLC, Farallon Capital Management, L.L.C., Maverick Capital Ltd |
| EA ELECTRONIC ARTS INC | 5 | 3.6% | 0 | Contour Asset Management LLC, Coatue Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Moore Capital Management, LP |
| SPGI S&P GLOBAL INC | 5 | 3.5% | 0 | Egerton Capital (UK) LLP, Junto Capital Management LP, Eminence Capital, LP, Gates Capital Management, Inc., Third Point LLC |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 5.4% | 2 | Hound Partners, LLC, Long Pond Capital, LP, Gates Capital Management, Inc., Lone Pine Capital LLC, Montanova Capital, LLC |
| BIDU BAIDU INC | 5 | 4.6% | 0 | Scopia Capital Management LP, Hound Partners, LLC, Eminence Capital, LP, Alpha Wave Global, LP, Discovery Capital Management, LLC |
| ICE INTERCONTINENTAL EXCHANGE IN | 5 | 3.4% | 2 | Junto Capital Management LP, Eminence Capital, LP, Alkeon Capital Management LLC, Alpha Wave Global, LP, Lone Pine Capital LLC |
| AAP ADVANCE AUTO PARTS INC | 5 | 4.3% | 2 | Starboard Value LP, Owl Creek Asset Management, L.P., Alpha Wave Global, LP, Steadfast Capital Management LP, Discovery Capital Management, LLC |
| NVDA NVIDIA CORPORATION | 5 | 2.2% | 1 | Contour Asset Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Egerton Capital (UK) LLP, Duquesne Family Office LLC |
| SPY SPDR S&P 500 ETF Trust | 4 | 7.6% | 2 | Bridgewater Associates, LP, Tudor Investment Corp ET AL, Hound Partners, LLC, Pentwater Capital Management LP |
| YUM YUM BRANDS INC | 4 | 10.7% | 0 | Corvex Management LP, Alpha Wave Global, LP, Lone Pine Capital LLC, Senator Investment Group LP |
| QSR RESTAURANT BRANDS INTL INC | 4 | 10.5% | 0 | Pershing Square Capital Management, L.P., Montanova Capital, LLC, Hound Partners, LLC, Tiger Global Management LLC |
| DLTR DOLLAR TREE INC | 4 | 3.6% | 1 | Lone Pine Capital LLC, Alkeon Capital Management LLC, Steadfast Capital Management LP, Hound Partners, LLC |
| EBAY EBAY INC. | 4 | 5.3% | 3 | SRS Investment Management, LLC, Kingstown Capital Management L.P., Steadfast Capital Management LP, Lone Pine Capital LLC |
| ADBE ADOBE INC | 4 | 4.1% | 0 | Montanova Capital, LLC, Junto Capital Management LP, Lone Pine Capital LLC, Maverick Capital Ltd |
| TMUS T-MOBILE US INC | 4 | 3.5% | 0 | Junto Capital Management LP, SRS Investment Management, LLC, Viking Global Investors LP, Discovery Capital Management, LLC |
| DELL DELL TECHNOLOGIES INC | 4 | 4.1% | 4 | Sachem Head Capital Management LP, Baupost Group LLC, Pentwater Capital Management LP, Farallon Capital Management, L.L.C. |
| Shire Plc no ticker | 4 | 1.8% | 0 | Montanova Capital, LLC, Third Point LLC, Lone Pine Capital LLC, Maverick Capital Ltd |
| Computer Sciences Corp no ticker | 4 | 3.5% | 1 | Kingstown Capital Management L.P., Contour Asset Management LLC, Glenview Capital Management, LLC, Maverick Capital Ltd |
| SERVUSD SERVICEMASTER GLOBAL HLDGS I | 4 | 4.6% | 1 | Hound Partners, LLC, Owl Creek Asset Management, L.P., Gates Capital Management, Inc., Scopia Capital Management LP |
| GD GENERAL DYNAMICS CORP | 4 | 1.7% | 1 | Farallon Capital Management, L.L.C., Third Point LLC, Duquesne Family Office LLC, Discovery Capital Management, LLC |
| CTRPUSD CTRIP COM INTL LTD | 4 | 3.7% | 1 | Discovery Capital Management, LLC, Dragoneer Investment Group, LLC, Altimeter Capital Management, LP, Eminence Capital, LP |
| JPM JPMORGAN CHASE & CO | 3 | 6.1% | 1 | Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Corvex Management LP |
| LNG CHENIERE ENERGY INC | 3 | 10.9% | 0 | Baupost Group LLC, Alpha Wave Global, LP, Lone Pine Capital LLC |