Crowding, Q4 2016
54 managers ยท positions at or above 1% of a manager's book
Consensus buys
| BAC BANK OF AMER CORP | 8 | 3.2% |
| TWXCHF TIME WARNER INC | 7 | 3.4% |
| CRM SALESFORCE INC | 5 | 3.9% |
| JPM JPMORGAN CHASE & CO | 5 | 3.0% |
| DIS DISNEY WALT CO | 4 | 2.9% |
| IWM ISHARES TR | 3 | 6.6% |
| XLF SELECT SECTOR SPDR TR | 3 | 5.1% |
| CMCSA COMCAST CORP NEW | 3 | 3.9% |
| LW LAMB WESTON HLDGS INC | 3 | 3.5% |
| C CITIGROUP INC | 3 | 2.6% |
| MSFT MICROSOFT CORP | 3 | 2.6% |
| MO ALTRIA GROUP INC | 3 | 2.3% |
| ADNT ADIENT PLC | 2 | 9.4% |
| Level 3 Communications Inc no ticker | 2 | 8.2% |
| BL BLACKLINE INC | 2 | 7.1% |
| META META PLATFORMS INC | 2 | 6.8% |
| HAL HALLIBURTON CO | 2 | 4.4% |
| Twenty First Centy Fox Inc no ticker | 2 | 3.9% |
| SCHW SCHWAB CHARLES CORP | 2 | 3.7% |
| Quality Care Pptys Inc no ticker | 2 | 3.5% |
| XLI SELECT SECTOR SPDR TR | 2 | 3.2% |
| V VISA INC | 2 | 3.2% |
| HD HOME DEPOT INC | 2 | 2.9% |
| Team Health Holdings Inc no ticker | 2 | 2.6% |
| Quintiles Ims Holdings Inc no ticker | 2 | 2.6% |
| PEGA PEGASYSTEMS INC | 2 | 2.6% |
| MPC Marathon Petroleum Corp | 2 | 2.4% |
| XYZ BLOCK INC | 2 | 2.3% |
| GOOGL ALPHABET INC | 2 | 2.3% |
| Parexel Intl Corp no ticker | 2 | 2.2% |
| GS GOLDMAN SACHS GROUP INC | 2 | 2.2% |
| HONGBP HONEYWELL INTL INC | 2 | 2.0% |
| MS MORGAN STANLEY | 2 | 2.0% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | 2 | 1.8% |
| UNH UNITEDHEALTH GROUP INC | 2 | 1.6% |
| SYMCEUR SYMANTEC CORP | 2 | 1.5% |
| ELV ELEVANCE HEALTH INC | 2 | 1.3% |
| Endurance Specialty Holdings Ltd no ticker | 2 | 1.2% |
| WOO FOOT LOCKER INC | 2 | 1.2% |
Who, by name
- BAC Egerton Capital (UK) LLP 5.5%, Sachem Head Capital Management LP 4.2%, Coatue Management LLC 3.8%, Third Point LLC 3.8%, Alpha Wave Global, LP 2.8%, Lone Pine Capital LLC 2.5%, Discovery Capital Management, LLC 1.3%, Owl Creek Asset Management, L.P. 1.3%
- TWXCHF Abrams Capital Management, L.P. 10.8%, Farallon Capital Management, L.L.C. 3.0%, Senator Investment Group LP 3.0%, Third Point LLC 2.8%, Tudor Investment Corp ET AL 2.1%, Soros Fund Management 1.2%, Corvex Management LP 1.0%
- CRM Sachem Head Capital Management LP 5.6%, SRS Investment Management, LLC 4.8%, Corvex Management LP 4.6%, Alpha Wave Global, LP 3.2%, Montanova Capital, LLC 1.4%
- JPM Montanova Capital, LLC 4.6%, Third Point LLC 4.4%, Duquesne Family Office LLC 2.8%, Coatue Management LLC 1.9%, Owl Creek Asset Management, L.P. 1.3%
- DIS Junto Capital Management LP 6.1%, Montanova Capital, LLC 2.7%, Coatue Management LLC 1.8%, Viking Global Investors LP 1.1%
- IWM Duquesne Family Office LLC 13.0%, Discovery Capital Management, LLC 4.4%, Moore Capital Management, LP 2.3%
- XLF Moore Capital Management, LP 6.2%, Duquesne Family Office LLC 5.4%, Coatue Management LLC 3.7%
- CMCSA Sachem Head Capital Management LP 5.8%, Owl Creek Asset Management, L.P. 3.4%, Farallon Capital Management, L.L.C. 2.6%
- LW Owl Creek Asset Management, L.P. 5.7%, Gates Capital Management, Inc. 3.3%, Discovery Capital Management, LLC 1.5%
- C Duquesne Family Office LLC 5.4%, Owl Creek Asset Management, L.P. 1.4%, Moore Capital Management, LP 1.2%
- MSFT Steadfast Capital Management LP 3.2%, Light Street Capital Management, LLC 3.0%, Tiger Global Management LLC 1.7%
- MO Senator Investment Group LP 4.2%, Montanova Capital, LLC 1.4%, Corvex Management LP 1.3%
- ADNT Kingstown Capital Management L.P. 14.4%, Owl Creek Asset Management, L.P. 4.5%
- Level 3 Communications Inc Pentwater Capital Management LP 15.1%, Corvex Management LP 1.2%
- BL Dragoneer Investment Group, LLC 7.9%, Light Street Capital Management, LLC 6.3%
- META SRS Investment Management, LLC 12.4%, Soros Fund Management 1.2%
- HAL Duquesne Family Office LLC 5.5%, Discovery Capital Management, LLC 3.3%
- Twenty First Centy Fox Inc Junto Capital Management LP 6.2%, Viking Global Investors LP 1.6%
- SCHW Junto Capital Management LP 6.0%, Viking Global Investors LP 1.4%
- Quality Care Pptys Inc Long Pond Capital, LP 4.4%, Abrams Capital Management, L.P. 2.5%
- XLI Duquesne Family Office LLC 5.0%, Discovery Capital Management, LLC 1.4%
- V Senator Investment Group LP 3.3%, Farallon Capital Management, L.L.C. 3.1%
- HD Senator Investment Group LP 3.1%, Montanova Capital, LLC 2.8%
- Team Health Holdings Inc Scopia Capital Management LP 2.8%, Farallon Capital Management, L.L.C. 2.4%
- Quintiles Ims Holdings Inc Farallon Capital Management, L.L.C. 4.2%, Alkeon Capital Management LLC 1.1%
- PEGA Whale Rock Capital Management LLC 3.0%, Contour Asset Management LLC 2.2%
- MPC Montanova Capital, LLC 3.7%, HITE Hedge Asset Management LLC 1.1%
- XYZ Light Street Capital Management, LLC 3.5%, Altimeter Capital Management, LP 1.0%
- GOOGL Corvex Management LP 2.7%, Tiger Global Management LLC 1.9%
- Parexel Intl Corp Hound Partners, LLC 3.4%, Corvex Management LP 1.0%
- GS Montanova Capital, LLC 2.8%, Discovery Capital Management, LLC 1.5%
- HONGBP Montanova Capital, LLC 2.5%, Third Point LLC 1.6%
- MS Montanova Capital, LLC 2.8%, Egerton Capital (UK) LLP 1.1%
- CTSH Starboard Value LP 2.4%, Owl Creek Asset Management, L.P. 1.1%
- UNH Montanova Capital, LLC 1.7%, Viking Global Investors LP 1.6%
- SYMCEUR Lone Pine Capital LLC 1.7%, Coatue Management LLC 1.3%
- ELV Third Point LLC 1.4%, Montanova Capital, LLC 1.2%
- Endurance Specialty Holdings Ltd Tudor Investment Corp ET AL 1.3%, Pentwater Capital Management LP 1.2%
- WOO Montanova Capital, LLC 1.3%, Junto Capital Management LP 1.1%
Most crowded
| META META PLATFORMS INC | 16 | 4.9% | 2 |
| CHTR CHARTER COMMUNICATIONS INC | 13 | 8.2% | 1 |
| AMZN AMAZON COM INC | 13 | 5.9% | 1 |
| MSFT MICROSOFT CORP | 13 | 5.6% | 3 |
| BAC BANK OF AMER CORP | 13 | 3.6% | 8 |
| GOOGL ALPHABET INC | 12 | 4.5% | 2 |
| V VISA INC | 11 | 2.6% | 2 |
| GOOG ALPHABET INC | 10 | 3.7% | 1 |
| Priceline Grp Inc no ticker | 9 | 7.5% | 1 |
| NFLX NETFLIX INC. | 9 | 7.4% | 1 |
| TWXCHF TIME WARNER INC | 9 | 3.2% | 7 |
| JPM JPMORGAN CHASE & CO | 8 | 4.9% | 5 |
| CMCSA COMCAST CORP NEW | 8 | 5.2% | 3 |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 8 | 3.3% | 1 |
| STZ CONSTELLATION BRANDS INC | 7 | 4.3% | 0 |
| AVGO BROADCOM CORP | 7 | 3.7% | 0 |
| BABA ALIBABA GROUP HLDG LTD | 7 | 3.9% | 0 |
| EXPE EXPEDIA GROUP INC | 7 | 6.7% | 1 |
| JD JD.COM INC | 6 | 6.6% | 1 |
| HUM HUMANA INC | 6 | 5.1% | 0 |
| WMB WILLIAMS COS INC | 6 | 3.8% | 0 |
| Allergan Plc no ticker | 6 | 4.9% | 0 |
| AAPL APPLE INC | 6 | 3.0% | 0 |
| MA MASTERCARD INC | 6 | 3.1% | 0 |
| TMUS T-MOBILE US INC | 6 | 3.5% | 0 |
| DELL DELL TECHNOLOGIES INC | 6 | 4.1% | 0 |
| ADSK AUTODESK INC | 5 | 12.0% | 0 |
| ATVIEUR ACTIVISION BLIZZARD INC | 5 | 3.0% | 1 |
| 8L8C LIBERTY BROADBAND CORP | 5 | 7.0% | 0 |
| DLTR DOLLAR TREE INC | 5 | 3.2% | 0 |
| DIS DISNEY WALT CO | 5 | 3.8% | 4 |
| Yahoo Inc no ticker | 5 | 14.3% | 1 |
| TDG TRANSDIGM GROUP INC | 5 | 5.9% | 1 |
| ICE INTERCONTINENTAL EXCHANGE IN | 5 | 3.7% | 0 |
| SIG SIGNET JEWELERS LIMITED | 5 | 4.1% | 1 |
| CRM SALESFORCE INC | 5 | 3.9% | 5 |
| FIS FIDELITY NATL INFORMATION SV | 5 | 2.1% | 1 |
| SPY SPDR S&P 500 ETF Trust | 4 | 8.2% | 0 |
| QSR RESTAURANT BRANDS INTL INC | 4 | 10.8% | 0 |
| ADBE ADOBE INC | 4 | 5.1% | 0 |
| ELV ELEVANCE HEALTH INC | 4 | 2.6% | 2 |
| EQIX EQUINIX INC | 4 | 3.1% | 1 |
| Aetna Inc New no ticker | 4 | 2.8% | 0 |
| Quintiles Ims Holdings Inc no ticker | 4 | 3.3% | 2 |
| Computer Sciences Corp no ticker | 4 | 3.9% | 0 |
| BIDU BAIDU INC | 4 | 4.3% | 0 |
| AAP ADVANCE AUTO PARTS INC | 4 | 5.8% | 0 |
| NVDA NVIDIA CORPORATION | 4 | 4.3% | 0 |
| SERVUSD SERVICEMASTER GLOBAL HLDGS I | 4 | 5.7% | 1 |
| ULTA ULTA BEAUTY INC | 4 | 1.7% | 0 |
Who, by name
- META SRS Investment Management, LLC 12.4%, Viking Global Investors LP 9.9%, Coatue Management LLC 8.3%, Whale Rock Capital Management LLC 5.7%, Maverick Capital Ltd 5.7%, Lansdowne Partners (UK) LLP 5.5%, Egerton Capital (UK) LLP 4.2%, Third Point LLC 4.0%, Alpha Wave Global, LP 3.9%, Light Street Capital Management, LLC 3.7%, Lone Pine Capital LLC 3.6%, Moore Capital Management, LP 3.3%, Dragoneer Investment Group, LLC 2.9%, Alkeon Capital Management LLC 2.8%, Discovery Capital Management, LLC 1.3%, Soros Fund Management 1.2%
- CHTR Altarock Partners LP 20.3%, Egerton Capital (UK) LLP 14.0%, Senator Investment Group LP 11.6%, Montanova Capital, LLC 10.5%, SRS Investment Management, LLC 10.4%, Tiger Global Management LLC 8.4%, Lone Pine Capital LLC 7.1%, Sachem Head Capital Management LP 6.9%, Hound Partners, LLC 6.5%, Farallon Capital Management, L.L.C. 4.1%, Light Street Capital Management, LLC 3.1%, Third Point LLC 2.4%, Glenview Capital Management, LLC 1.5%
- AMZN Tiger Global Management LLC 13.0%, Whale Rock Capital Management LLC 10.8%, Lansdowne Partners (UK) LLP 9.8%, Light Street Capital Management, LLC 7.7%, Discovery Capital Management, LLC 6.1%, Contour Asset Management LLC 5.6%, Viking Global Investors LP 5.5%, Lone Pine Capital LLC 5.1%, Alpha Wave Global, LP 4.0%, Alkeon Capital Management LLC 2.7%, Coatue Management LLC 2.4%, Senator Investment Group LP 1.9%, Altimeter Capital Management, LP 1.9%
- MSFT Cook & Bynum Capital Management, LLC 18.8%, Abrams Capital Management, L.P. 11.4%, Viking Global Investors LP 6.2%, Whale Rock Capital Management LLC 5.4%, Alpha Wave Global, LP 5.3%, Lone Pine Capital LLC 4.9%, Alkeon Capital Management LLC 4.5%, Steadfast Capital Management LP 3.2%, Junto Capital Management LP 3.2%, Light Street Capital Management, LLC 3.0%, Farallon Capital Management, L.L.C. 3.0%, Egerton Capital (UK) LLP 2.7%, Tiger Global Management LLC 1.7%
- BAC Lansdowne Partners (UK) LLP 6.0%, Duquesne Family Office LLC 5.5%, Egerton Capital (UK) LLP 5.5%, Sachem Head Capital Management LP 4.2%, Corvex Management LP 4.1%, Coatue Management LLC 3.8%, Third Point LLC 3.8%, Steadfast Capital Management LP 3.0%, Moore Capital Management, LP 2.9%, Alpha Wave Global, LP 2.8%, Lone Pine Capital LLC 2.5%, Discovery Capital Management, LLC 1.3%, Owl Creek Asset Management, L.P. 1.3%
- GOOGL Lansdowne Partners (UK) LLP 9.1%, Viking Global Investors LP 6.5%, Whale Rock Capital Management LLC 6.4%, Sachem Head Capital Management LP 6.2%, Junto Capital Management LP 4.6%, Alkeon Capital Management LLC 4.5%, Glenview Capital Management, LLC 4.1%, Third Point LLC 3.3%, Corvex Management LP 2.7%, Moore Capital Management, LP 2.7%, Tiger Global Management LLC 1.9%, Coatue Management LLC 1.6%
- V Senator Investment Group LP 3.3%, Altarock Partners LP 3.2%, Junto Capital Management LP 3.2%, Farallon Capital Management, L.L.C. 3.1%, Discovery Capital Management, LLC 3.0%, Steadfast Capital Management LP 3.0%, Lone Pine Capital LLC 2.7%, Alkeon Capital Management LLC 2.5%, Viking Global Investors LP 1.7%, Egerton Capital (UK) LLP 1.6%, Tiger Global Management LLC 1.1%
- GOOG Egerton Capital (UK) LLP 6.9%, Senator Investment Group LP 5.9%, Coatue Management LLC 5.1%, Farallon Capital Management, L.L.C. 4.5%, Viking Global Investors LP 3.8%, Maverick Capital Ltd 2.7%, Lone Pine Capital LLC 2.5%, Steadfast Capital Management LP 1.9%, Tiger Global Management LLC 1.9%, Discovery Capital Management, LLC 1.8%
- Priceline Grp Inc Tiger Global Management LLC 23.2%, Altarock Partners LP 14.2%, Altimeter Capital Management, LP 9.2%, Maverick Capital Ltd 6.1%, Light Street Capital Management, LLC 4.6%, Egerton Capital (UK) LLP 3.0%, Contour Asset Management LLC 2.9%, Lone Pine Capital LLC 2.3%, Farallon Capital Management, L.L.C. 2.0%
- NFLX SRS Investment Management, LLC 36.4%, Scopia Capital Management LP 6.4%, Contour Asset Management LLC 4.5%, Coatue Management LLC 4.3%, Light Street Capital Management, LLC 3.9%, Viking Global Investors LP 3.6%, Dragoneer Investment Group, LLC 3.3%, Whale Rock Capital Management LLC 2.7%, Altimeter Capital Management, LP 1.5%
- TWXCHF Abrams Capital Management, L.P. 10.8%, Coatue Management LLC 3.2%, Farallon Capital Management, L.L.C. 3.0%, Senator Investment Group LP 3.0%, Third Point LLC 2.8%, Tudor Investment Corp ET AL 2.1%, Moore Capital Management, LP 1.4%, Soros Fund Management 1.2%, Corvex Management LP 1.0%
- JPM Lansdowne Partners (UK) LLP 16.3%, Montanova Capital, LLC 4.6%, Egerton Capital (UK) LLP 4.5%, Third Point LLC 4.4%, Corvex Management LP 3.0%, Duquesne Family Office LLC 2.8%, Coatue Management LLC 1.9%, Owl Creek Asset Management, L.P. 1.3%
- CMCSA Lansdowne Partners (UK) LLP 13.1%, Egerton Capital (UK) LLP 9.6%, Sachem Head Capital Management LP 5.8%, Montanova Capital, LLC 3.6%, Owl Creek Asset Management, L.P. 3.4%, Farallon Capital Management, L.L.C. 2.6%, Tiger Global Management LLC 2.3%, Maverick Capital Ltd 1.1%
- FLT1EUR Tiger Global Management LLC 5.2%, Farallon Capital Management, L.L.C. 3.7%, Montanova Capital, LLC 3.6%, Lone Pine Capital LLC 3.5%, Maverick Capital Ltd 3.2%, Steadfast Capital Management LP 2.9%, Hound Partners, LLC 2.4%, Alkeon Capital Management LLC 1.7%
- STZ Montanova Capital, LLC 8.0%, Lone Pine Capital LLC 5.1%, Third Point LLC 4.5%, Egerton Capital (UK) LLP 4.2%, Senator Investment Group LP 3.8%, Viking Global Investors LP 2.7%, Eminence Capital, LP 1.4%
- AVGO Senator Investment Group LP 6.2%, Contour Asset Management LLC 4.4%, Coatue Management LLC 4.2%, Viking Global Investors LP 3.5%, Lone Pine Capital LLC 3.3%, Discovery Capital Management, LLC 2.7%, Moore Capital Management, LP 1.6%
- BABA Dragoneer Investment Group, LLC 6.6%, Tiger Global Management LLC 5.8%, Coatue Management LLC 4.4%, Lone Pine Capital LLC 3.5%, Whale Rock Capital Management LLC 3.2%, Alkeon Capital Management LLC 2.3%, Owl Creek Asset Management, L.P. 1.2%
- EXPE Altimeter Capital Management, LP 26.1%, Steadfast Capital Management LP 6.8%, Light Street Capital Management, LLC 5.1%, Alpha Wave Global, LP 3.1%, Lone Pine Capital LLC 2.6%, Eminence Capital, LP 1.8%, Contour Asset Management LLC 1.6%
- JD Tiger Global Management LLC 14.7%, Dragoneer Investment Group, LLC 10.7%, Scopia Capital Management LP 4.5%, Viking Global Investors LP 4.4%, Coatue Management LLC 3.8%, Montanova Capital, LLC 1.6%
- HUM Glenview Capital Management, LLC 8.7%, Pentwater Capital Management LP 8.2%, Third Point LLC 4.8%, Eminence Capital, LP 3.5%, Senator Investment Group LP 3.4%, Farallon Capital Management, L.L.C. 1.9%
- WMB Corvex Management LP 8.5%, Steadfast Capital Management LP 4.6%, Scopia Capital Management LP 3.1%, Lone Pine Capital LLC 2.7%, Soros Fund Management 2.1%, Glenview Capital Management, LLC 1.8%
- Allergan Plc Baupost Group LLC 9.4%, Alpha Wave Global, LP 8.6%, Senator Investment Group LP 4.8%, Farallon Capital Management, L.L.C. 3.0%, Pentwater Capital Management LP 2.4%, Rubric Capital Management LP 1.3%
- AAPL Steadfast Capital Management LP 5.2%, Coatue Management LLC 4.4%, Glenview Capital Management, LLC 2.5%, Whale Rock Capital Management LLC 2.3%, Third Point LLC 2.1%, Alkeon Capital Management LLC 1.5%
- MA Altarock Partners LP 6.1%, Egerton Capital (UK) LLP 5.0%, Alkeon Capital Management LLC 2.7%, Viking Global Investors LP 2.0%, Steadfast Capital Management LP 1.4%, Tiger Global Management LLC 1.4%
- TMUS SRS Investment Management, LLC 6.4%, Junto Capital Management LP 5.2%, Corvex Management LP 3.5%, Discovery Capital Management, LLC 2.3%, Viking Global Investors LP 2.2%, Soros Fund Management 1.1%
- DELL Pentwater Capital Management LP 7.1%, Sachem Head Capital Management LP 4.9%, Baupost Group LLC 4.8%, Rubric Capital Management LP 3.4%, Farallon Capital Management, L.L.C. 2.9%, Third Point LLC 1.4%
- ADSK Sachem Head Capital Management LP 36.5%, Eminence Capital, LP 13.5%, Steadfast Capital Management LP 3.5%, Hound Partners, LLC 3.3%, Alpha Wave Global, LP 3.1%
- ATVIEUR Coatue Management LLC 5.0%, Lone Pine Capital LLC 3.9%, Steadfast Capital Management LP 2.9%, Egerton Capital (UK) LLP 1.6%, Alkeon Capital Management LLC 1.6%
- 8L8C Soros Fund Management 17.8%, Coatue Management LLC 7.6%, Alpha Wave Global, LP 5.4%, Dragoneer Investment Group, LLC 2.9%, Egerton Capital (UK) LLP 1.5%
- DLTR Lone Pine Capital LLC 3.8%, Alkeon Capital Management LLC 3.7%, Maverick Capital Ltd 3.5%, Hound Partners, LLC 3.0%, Steadfast Capital Management LP 1.9%
- DIS Lansdowne Partners (UK) LLP 7.5%, Junto Capital Management LP 6.1%, Montanova Capital, LLC 2.7%, Coatue Management LLC 1.8%, Viking Global Investors LP 1.1%
- Yahoo Inc Owl Creek Asset Management, L.P. 39.6%, Alpha Wave Global, LP 15.0%, Starboard Value LP 14.1%, Duquesne Family Office LLC 1.8%, Eminence Capital, LP 1.2%
- TDG Altarock Partners LP 21.6%, Lone Pine Capital LLC 2.6%, Maverick Capital Ltd 2.5%, Hound Partners, LLC 1.5%, Tiger Global Management LLC 1.3%
- ICE Junto Capital Management LP 6.2%, Alpha Wave Global, LP 3.8%, Alkeon Capital Management LLC 3.7%, Eminence Capital, LP 3.6%, Lone Pine Capital LLC 1.2%
- SIG Rubric Capital Management LP 6.8%, Corvex Management LP 5.3%, SRS Investment Management, LLC 3.2%, Farallon Capital Management, L.L.C. 3.0%, Scopia Capital Management LP 2.3%
- CRM Sachem Head Capital Management LP 5.6%, SRS Investment Management, LLC 4.8%, Corvex Management LP 4.6%, Alpha Wave Global, LP 3.2%, Montanova Capital, LLC 1.4%
- FIS Moore Capital Management, LP 3.2%, Senator Investment Group LP 2.6%, Alkeon Capital Management LLC 1.9%, Farallon Capital Management, L.L.C. 1.7%, Tudor Investment Corp ET AL 1.1%
- SPY Bridgewater Associates, LP 21.4%, Tudor Investment Corp ET AL 8.0%, Hound Partners, LLC 2.4%, Pentwater Capital Management LP 1.0%
- QSR Pershing Square Capital Management, L.P. 31.6%, Montanova Capital, LLC 5.9%, Hound Partners, LLC 4.4%, Tiger Global Management LLC 1.4%
- ADBE Montanova Capital, LLC 9.2%, Maverick Capital Ltd 5.1%, Junto Capital Management LP 3.4%, Lone Pine Capital LLC 2.7%
- ELV Glenview Capital Management, LLC 5.7%, Eminence Capital, LP 2.2%, Third Point LLC 1.4%, Montanova Capital, LLC 1.2%
- EQIX Coatue Management LLC 3.8%, Lone Pine Capital LLC 3.6%, Alkeon Capital Management LLC 2.6%, Light Street Capital Management, LLC 2.4%
- Aetna Inc New Glenview Capital Management, LLC 4.4%, Maverick Capital Ltd 3.6%, Senator Investment Group LP 1.7%, Montanova Capital, LLC 1.7%
- Quintiles Ims Holdings Inc Steadfast Capital Management LP 4.3%, Farallon Capital Management, L.L.C. 4.2%, Glenview Capital Management, LLC 3.6%, Alkeon Capital Management LLC 1.1%
- Computer Sciences Corp Kingstown Capital Management L.P. 5.2%, Contour Asset Management LLC 4.6%, Glenview Capital Management, LLC 3.5%, Maverick Capital Ltd 2.4%
- BIDU Scopia Capital Management LP 7.1%, Hound Partners, LLC 5.8%, Eminence Capital, LP 2.4%, Alpha Wave Global, LP 2.0%
- AAP Starboard Value LP 14.2%, Owl Creek Asset Management, L.P. 3.9%, Alpha Wave Global, LP 3.0%, Steadfast Capital Management LP 2.3%
- NVDA Contour Asset Management LLC 6.2%, Coatue Management LLC 5.4%, Whale Rock Capital Management LLC 4.4%, Egerton Capital (UK) LLP 1.0%
- SERVUSD Hound Partners, LLC 7.6%, Owl Creek Asset Management, L.P. 6.4%, Sachem Head Capital Management LP 5.6%, Gates Capital Management, Inc. 3.4%
- ULTA Lone Pine Capital LLC 2.4%, Alkeon Capital Management LLC 1.8%, Junto Capital Management LP 1.3%, Moore Capital Management, LP 1.2%
Consensus exits
| Linkedin Corp no ticker | 5 | 7.4% |
| EEM ISHARES TR | 5 | 5.7% |
| Allergan Plc no ticker | 5 | 4.2% |
| META META PLATFORMS INC | 4 | 4.3% |
| BABA ALIBABA GROUP HLDG LTD | 4 | 3.9% |
| AAPL APPLE INC | 3 | 7.1% |
| AMZN AMAZON COM INC | 3 | 5.4% |
| Ims Health Hldgs Inc no ticker | 3 | 3.0% |
| WMB WILLIAMS COS INC | 3 | 2.2% |
| Priceline Grp Inc no ticker | 3 | 2.1% |
| GD GENERAL DYNAMICS CORP | 3 | 1.6% |
| Klx Inc no ticker | 3 | 1.6% |
| HD HOME DEPOT INC | 3 | 1.4% |
| CTRPUSD CTRIP COM INTL LTD | 2 | 4.6% |
| BUD ANHEUSER BUSCH INBEV SA NV | 2 | 3.4% |
| ATVIEUR ACTIVISION BLIZZARD INC | 2 | 2.9% |
| ABT ABBOTT LABORATORIES | 2 | 2.6% |
| Level 3 Communications Inc no ticker | 2 | 2.5% |
| Liberty Global Plc no ticker | 2 | 2.5% |
| ZTS ZOETIS INC | 2 | 2.4% |
| Envision Healthcare Hldgs In no ticker | 2 | 2.3% |
| Itc Holdings Corp no ticker | 2 | 2.2% |
| CRM SALESFORCE INC | 2 | 2.2% |
| NWL NEWELL BRANDS INC | 2 | 2.2% |
| Shire Plc no ticker | 2 | 2.1% |
| ABX ABACUS GLOBAL MGMT INC | 2 | 2.1% |
| SWN1EUR SOUTHWESTERN ENERGY CO | 2 | 2.1% |
| RIG TRANSOCEAN LTD | 2 | 2.0% |
| INTC INTEL CORP | 2 | 1.9% |
| YUM YUM BRANDS INC | 2 | 1.9% |
| FITEUR FITBIT INC | 2 | 1.9% |
| CHKEUR CHESAPEAKE ENERGY CORP | 2 | 1.8% |
| HLT HILTON WORLDWIDE HLDGS INC | 2 | 1.8% |
| POST POST HLDGS INC | 2 | 1.7% |
| WDAY WORKDAY INC | 2 | 1.7% |
| V VISA INC | 2 | 1.5% |
| IBB ISHARES TR | 2 | 1.5% |
| MU MICRON TECHNOLOGY INC | 2 | 1.4% |
| EXPE EXPEDIA GROUP INC | 2 | 1.3% |
Who, by name
- Linkedin Corp SRS Investment Management, LLC 13.5%, Pentwater Capital Management LP 12.8%, Farallon Capital Management, L.L.C. 6.0%, Contour Asset Management LLC 3.3%, Tudor Investment Corp ET AL 1.5%
- EEM Duquesne Family Office LLC 15.0%, Moore Capital Management, LP 7.3%, Soros Fund Management 2.6%, Tudor Investment Corp ET AL 2.5%, Steadfast Capital Management LP 1.2%
- Allergan Plc Third Point LLC 7.6%, Sachem Head Capital Management LP 5.6%, Montanova Capital, LLC 4.1%, Steadfast Capital Management LP 2.0%, Alkeon Capital Management LLC 1.5%
- META Junto Capital Management LP 7.6%, Montanova Capital, LLC 6.1%, Duquesne Family Office LLC 2.1%, Tudor Investment Corp ET AL 1.2%
- BABA Light Street Capital Management, LLC 7.4%, Duquesne Family Office LLC 4.4%, Third Point LLC 2.4%, Discovery Capital Management, LLC 1.2%
- AAPL Montanova Capital, LLC 11.3%, Tiger Global Management LLC 6.0%, SRS Investment Management, LLC 4.1%
- AMZN Montanova Capital, LLC 8.9%, Moore Capital Management, LP 4.5%, Duquesne Family Office LLC 2.7%
- Ims Health Hldgs Inc Farallon Capital Management, L.L.C. 3.9%, Steadfast Capital Management LP 3.3%, Glenview Capital Management, LLC 1.7%
- WMB HITE Hedge Asset Management LLC 2.9%, Senator Investment Group LP 2.4%, Third Point LLC 1.1%
- Priceline Grp Inc SRS Investment Management, LLC 3.4%, Duquesne Family Office LLC 1.8%, Moore Capital Management, LP 1.2%
- GD Farallon Capital Management, L.L.C. 2.2%, Duquesne Family Office LLC 1.4%, Discovery Capital Management, LLC 1.3%
- Klx Inc Kingstown Capital Management L.P. 2.2%, Farallon Capital Management, L.L.C. 1.7%, Baupost Group LLC 1.0%
- HD Egerton Capital (UK) LLP 1.7%, Junto Capital Management LP 1.3%, Moore Capital Management, LP 1.1%
- CTRPUSD Discovery Capital Management, LLC 5.0%, Dragoneer Investment Group, LLC 4.3%
- BUD Senator Investment Group LP 5.0%, Third Point LLC 1.8%
- ATVIEUR Duquesne Family Office LLC 2.9%, Discovery Capital Management, LLC 2.8%
- ABT Duquesne Family Office LLC 4.0%, Senator Investment Group LP 1.2%
- Level 3 Communications Inc Maverick Capital Ltd 3.1%, Steadfast Capital Management LP 1.9%
- Liberty Global Plc Alpha Wave Global, LP 3.2%, Altarock Partners LP 1.8%
- ZTS Pershing Square Capital Management, L.P. 2.6%, Duquesne Family Office LLC 2.2%
- Envision Healthcare Hldgs In Sachem Head Capital Management LP 3.4%, Corvex Management LP 1.2%
- Itc Holdings Corp Farallon Capital Management, L.L.C. 3.1%, Tudor Investment Corp ET AL 1.4%
- CRM Light Street Capital Management, LLC 2.6%, Whale Rock Capital Management LLC 1.8%
- NWL Montanova Capital, LLC 3.1%, Moore Capital Management, LP 1.3%
- Shire Plc Montanova Capital, LLC 2.8%, Third Point LLC 1.5%
- ABX Duquesne Family Office LLC 2.9%, Soros Fund Management 1.4%
- SWN1EUR Viking Global Investors LP 2.5%, Senator Investment Group LP 1.6%
- RIG Steadfast Capital Management LP 2.9%, Senator Investment Group LP 1.1%
- INTC Coatue Management LLC 2.0%, Duquesne Family Office LLC 1.8%
- YUM Lone Pine Capital LLC 2.5%, Senator Investment Group LP 1.2%
- FITEUR Contour Asset Management LLC 2.2%, SRS Investment Management, LLC 1.6%
- CHKEUR Steadfast Capital Management LP 1.9%, Senator Investment Group LP 1.7%
- HLT Lone Pine Capital LLC 2.0%, Montanova Capital, LLC 1.5%
- POST Duquesne Family Office LLC 2.0%, Moore Capital Management, LP 1.4%
- WDAY Duquesne Family Office LLC 1.9%, SRS Investment Management, LLC 1.4%
- V Third Point LLC 1.5%, Moore Capital Management, LP 1.4%
- IBB Duquesne Family Office LLC 1.7%, Casdin Capital, LLC 1.2%
- MU Duquesne Family Office LLC 1.5%, Discovery Capital Management, LLC 1.4%
- EXPE SRS Investment Management, LLC 1.5%, Senator Investment Group LP 1.2%