Crowding, Q2 2017

54 managers · positions at or above 1% of a manager's book

Consensus buys

24 rows


AABAUSD ALTABA INC	10	9.8%	Owl Creek Asset Management, L.P., Starboard Value LP, Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Soros Fund Management, Rubric Capital Management LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Tudor Investment Corp ET AL
BABA ALIBABA GROUP HLDG LTD	4	3.5%	Third Point LLC, Duquesne Family Office LLC, Discovery Capital Management, LLC, Viking Global Investors LP
NOW SERVICENOW INC	4	1.8%	Duquesne Family Office LLC, Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP
MSFT MICROSOFT CORP	3	5.8%	Sachem Head Capital Management LP, Lone Pine Capital LLC, Eminence Capital, LP
DXC DXC TECHNOLOGY CO	3	4.9%	Kingstown Capital Management L.P., Glenview Capital Management, LLC, Maverick Capital Ltd
EQT EQT CORPORATION	3	2.4%	HITE Hedge Asset Management LLC, Rubric Capital Management LP, Soros Fund Management
OPTU OPTIMUM COMMUNICATIONS INC	3	1.7%	Scopia Capital Management LP, Lone Pine Capital LLC, Hound Partners, LLC
IBB ISHARES TR	3	1.2%	Duquesne Family Office LLC, Tudor Investment Corp ET AL, Senator Investment Group LP
Powershares Qqq Trust no ticker	2	6.7%	Senator Investment Group LP, Moore Capital Management, LP
DHI D R HORTON INC	2	5.7%	Long Pond Capital, LP, Junto Capital Management LP
Broadsoft Inc no ticker	2	5.5%	Legion Partners Asset Management, LLC, Rubric Capital Management LP
BCRUSD BARD C R INC	2	3.8%	Farallon Capital Management, L.L.C., Pentwater Capital Management LP
META META PLATFORMS INC	2	3.6%	Tudor Investment Corp ET AL, Discovery Capital Management, LLC
Spirit Rlty Cap Inc New no ticker	2	3.1%	Scopia Capital Management LP, Senator Investment Group LP
FIS FIDELITY NATL INFORMATION SV	2	3.0%	Junto Capital Management LP, Maverick Capital Ltd
TRCO TRIBUNE MEDIA CO	2	2.6%	Pentwater Capital Management LP, Tudor Investment Corp ET AL
Forest City Rlty Tr Inc no ticker	2	2.2%	Starboard Value LP, Eminence Capital, LP
CARS CARS COM INC	2	2.2%	Abrams Capital Management, L.P., Kingstown Capital Management L.P.
MA MASTERCARD INC	2	2.0%	Lone Pine Capital LLC, Duquesne Family Office LLC
Liberty Media Corp Delaware no ticker	2	1.9%	Eminence Capital, LP, Junto Capital Management LP
DAL DELTA AIR LINES INC	2	1.9%	Owl Creek Asset Management, L.P., Duquesne Family Office LLC
AVGO BROADCOM CORP	2	1.7%	Alkeon Capital Management LLC, Egerton Capital (UK) LLP
STMP STAMPS COM INC	2	1.4%	Whale Rock Capital Management LLC, Contour Asset Management LLC
V VISA INC	2	1.2%	Maverick Capital Ltd, Duquesne Family Office LLC

Who, by name

AABAUSD Owl Creek Asset Management, L.P. 44.3%, Starboard Value LP 19.6%, Abrams Capital Management, L.P. 8.5%, Farallon Capital Management, L.L.C. 7.7%, Pentwater Capital Management LP 5.3%, Soros Fund Management 3.8%, Rubric Capital Management LP 3.2%, Egerton Capital (UK) LLP 2.7%, Senator Investment Group LP 2.0%, Tudor Investment Corp ET AL 1.4%
BABA Third Point LLC 5.6%, Duquesne Family Office LLC 5.4%, Discovery Capital Management, LLC 1.9%, Viking Global Investors LP 1.0%
NOW Duquesne Family Office LLC 2.4%, Lone Pine Capital LLC 1.7%, Coatue Management LLC 1.7%, Steadfast Capital Management LP 1.2%
MSFT Sachem Head Capital Management LP 11.1%, Lone Pine Capital LLC 3.4%, Eminence Capital, LP 2.9%
DXC Kingstown Capital Management L.P. 7.7%, Glenview Capital Management, LLC 4.1%, Maverick Capital Ltd 2.8%
EQT HITE Hedge Asset Management LLC 4.5%, Rubric Capital Management LP 1.5%, Soros Fund Management 1.1%
OPTU Scopia Capital Management LP 2.5%, Lone Pine Capital LLC 1.4%, Hound Partners, LLC 1.4%
IBB Duquesne Family Office LLC 1.4%, Tudor Investment Corp ET AL 1.1%, Senator Investment Group LP 1.0%
Powershares Qqq Trust Senator Investment Group LP 7.5%, Moore Capital Management, LP 5.9%
DHI Long Pond Capital, LP 8.7%, Junto Capital Management LP 2.6%
Broadsoft Inc Legion Partners Asset Management, LLC 6.8%, Rubric Capital Management LP 4.1%
BCRUSD Farallon Capital Management, L.L.C. 5.3%, Pentwater Capital Management LP 2.4%
META Tudor Investment Corp ET AL 5.5%, Discovery Capital Management, LLC 1.7%
Spirit Rlty Cap Inc New Scopia Capital Management LP 3.3%, Senator Investment Group LP 2.9%
FIS Junto Capital Management LP 3.7%, Maverick Capital Ltd 2.2%
TRCO Pentwater Capital Management LP 4.0%, Tudor Investment Corp ET AL 1.2%
Forest City Rlty Tr Inc Starboard Value LP 3.1%, Eminence Capital, LP 1.3%
CARS Abrams Capital Management, L.P. 2.6%, Kingstown Capital Management L.P. 1.7%
MA Lone Pine Capital LLC 2.9%, Duquesne Family Office LLC 1.1%
Liberty Media Corp Delaware Eminence Capital, LP 2.5%, Junto Capital Management LP 1.3%
DAL Owl Creek Asset Management, L.P. 2.6%, Duquesne Family Office LLC 1.1%
AVGO Alkeon Capital Management LLC 1.9%, Egerton Capital (UK) LLP 1.6%
STMP Whale Rock Capital Management LLC 1.5%, Contour Asset Management LLC 1.2%
V Maverick Capital Ltd 1.3%, Duquesne Family Office LLC 1.1%

Most crowded

50 rows


META META PLATFORMS INC	22	5.6%	2	SRS Investment Management, LLC, Coatue Management LLC, Duquesne Family Office LLC, Alpha Wave Global, LP, Light Street Capital Management, LLC, Dragoneer Investment Group, LLC, Maverick Capital Ltd, Moore Capital Management, LP, Lansdowne Partners (UK) LLP, Viking Global Investors LP, Tudor Investment Corp ET AL, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Third Point LLC, Corvex Management LP, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Egerton Capital (UK) LLP, Soros Fund Management, Discovery Capital Management, LLC, Steadfast Capital Management LP, Hound Partners, LLC
BABA ALIBABA GROUP HLDG LTD	14	5.6%	4	Montanova Capital, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Moore Capital Management, LP, Light Street Capital Management, LLC, Junto Capital Management LP, Third Point LLC, Dragoneer Investment Group, LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Viking Global Investors LP
MSFT MICROSOFT CORP	14	5.8%	3	Sachem Head Capital Management LP, Duquesne Family Office LLC, Cook & Bynum Capital Management, LLC, Viking Global Investors LP, Steadfast Capital Management LP, Alpha Wave Global, LP, Tiger Global Management LLC, Junto Capital Management LP, Alkeon Capital Management LLC, Lone Pine Capital LLC, Eminence Capital, LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Moore Capital Management, LP
AMZN AMAZON COM INC	13	5.7%	0	Whale Rock Capital Management LLC, Lansdowne Partners (UK) LLP, Tiger Global Management LLC, Alpha Wave Global, LP, Duquesne Family Office LLC, Light Street Capital Management, LLC, Viking Global Investors LP, Discovery Capital Management, LLC, Tudor Investment Corp ET AL, Coatue Management LLC, Altimeter Capital Management, LP, Moore Capital Management, LP, Alkeon Capital Management LLC
GOOGL ALPHABET INC	13	5.6%	0	Lansdowne Partners (UK) LLP, Sachem Head Capital Management LP, Duquesne Family Office LLC, Corvex Management LP, Whale Rock Capital Management LLC, Moore Capital Management, LP, Third Point LLC, Junto Capital Management LP, Tudor Investment Corp ET AL, Viking Global Investors LP, Alkeon Capital Management LLC, Glenview Capital Management, LLC, Coatue Management LLC
V VISA INC	12	2.4%	2	Viking Global Investors LP, Altarock Partners LP, Junto Capital Management LP, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Senator Investment Group LP, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Glenview Capital Management, LLC, Maverick Capital Ltd, Duquesne Family Office LLC, Moore Capital Management, LP
CHTR CHARTER COMMUNICATIONS INC	11	6.6%	1	Altarock Partners LP, Egerton Capital (UK) LLP, Montanova Capital, LLC, Lone Pine Capital LLC, Hound Partners, LLC, Senator Investment Group LP, Sachem Head Capital Management LP, Tiger Global Management LLC, Third Point LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C.
AABAUSD ALTABA INC	10	9.8%	10	Owl Creek Asset Management, L.P., Starboard Value LP, Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Soros Fund Management, Rubric Capital Management LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Tudor Investment Corp ET AL
NFLX NETFLIX INC.	10	6.0%	0	SRS Investment Management, LLC, Scopia Capital Management LP, Coatue Management LLC, Whale Rock Capital Management LLC, Contour Asset Management LLC, Dragoneer Investment Group, LLC, Viking Global Investors LP, Light Street Capital Management, LLC, Altimeter Capital Management, LP, Moore Capital Management, LP
CMCSA COMCAST CORP NEW	9	5.8%	0	Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Montanova Capital, LLC, Sachem Head Capital Management LP, SRS Investment Management, LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Farallon Capital Management, L.L.C.
AVGO BROADCOM CORP	9	3.9%	2	Lone Pine Capital LLC, Coatue Management LLC, Viking Global Investors LP, Contour Asset Management LLC, Senator Investment Group LP, Discovery Capital Management, LLC, Moore Capital Management, LP, Alkeon Capital Management LLC, Egerton Capital (UK) LLP
STZ CONSTELLATION BRANDS INC	9	4.4%	1	Montanova Capital, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Third Point LLC, Senator Investment Group LP, Discovery Capital Management, LLC, Eminence Capital, LP, Maverick Capital Ltd, Farallon Capital Management, L.L.C.
JD JD.COM INC	9	5.5%	0	Tiger Global Management LLC, Dragoneer Investment Group, LLC, Scopia Capital Management LP, Coatue Management LLC, Montanova Capital, LLC, Duquesne Family Office LLC, Moore Capital Management, LP, Viking Global Investors LP, Alkeon Capital Management LLC
TWXCHF TIME WARNER INC	9	5.0%	1	Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Senator Investment Group LP, Third Point LLC, Corvex Management LP, Tudor Investment Corp ET AL, Coatue Management LLC, Soros Fund Management
BAC BANK OF AMER CORP	8	4.1%	1	Lansdowne Partners (UK) LLP, Corvex Management LP, Egerton Capital (UK) LLP, Third Point LLC, Coatue Management LLC, Alpha Wave Global, LP, Steadfast Capital Management LP, Senator Investment Group LP
EXPE EXPEDIA GROUP INC	8	7.8%	1	Altimeter Capital Management, LP, Hound Partners, LLC, Contour Asset Management LLC, Steadfast Capital Management LP, Alpha Wave Global, LP, Lone Pine Capital LLC, Eminence Capital, LP, Duquesne Family Office LLC
GOOG ALPHABET INC	8	3.3%	0	Montanova Capital, LLC, Senator Investment Group LP, Maverick Capital Ltd, Coatue Management LLC, Farallon Capital Management, L.L.C., Hound Partners, LLC, Steadfast Capital Management LP, Discovery Capital Management, LLC
CRM SALESFORCE INC	8	4.4%	1	Sachem Head Capital Management LP, Alpha Wave Global, LP, Duquesne Family Office LLC, SRS Investment Management, LLC, Montanova Capital, LLC, Viking Global Investors LP, Moore Capital Management, LP, Lone Pine Capital LLC
MA MASTERCARD INC	7	3.1%	2	Altarock Partners LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC, Tiger Global Management LLC, Duquesne Family Office LLC
ATVIEUR ACTIVISION BLIZZARD INC	6	4.7%	0	Lone Pine Capital LLC, Coatue Management LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Duquesne Family Office LLC
Forest City Rlty Tr Inc no ticker	6	5.6%	2	Scopia Capital Management LP, Kingstown Capital Management L.P., Senator Investment Group LP, Long Pond Capital, LP, Starboard Value LP, Eminence Capital, LP
PYPL PAYPAL HLDGS INC	6	1.9%	1	Duquesne Family Office LLC, Senator Investment Group LP, Coatue Management LLC, Lansdowne Partners (UK) LLP, Alkeon Capital Management LLC, Soros Fund Management
QSR RESTAURANT BRANDS INTL INC	5	11.5%	1	Pershing Square Capital Management, L.P., Hound Partners, LLC, Montanova Capital, LLC, Junto Capital Management LP, Tiger Global Management LLC
NXPI NXP SEMICONDUCTORS N V	5	8.2%	1	Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Third Point LLC, Tudor Investment Corp ET AL, Soros Fund Management
The Priceline Group Inc no ticker	5	11.8%	0	Altarock Partners LP, Tiger Global Management LLC, Altimeter Capital Management, LP, Duquesne Family Office LLC, Light Street Capital Management, LLC
Quintiles Ims Holdings Inc no ticker	5	3.8%	1	Glenview Capital Management, LLC, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Discovery Capital Management, LLC
DAL DELTA AIR LINES INC	5	4.3%	2	Lansdowne Partners (UK) LLP, Owl Creek Asset Management, L.P., Senator Investment Group LP, Altimeter Capital Management, LP, Duquesne Family Office LLC
8L8C LIBERTY BROADBAND CORP	5	7.7%	1	Soros Fund Management, Alpha Wave Global, LP, Coatue Management LLC, Hound Partners, LLC, Dragoneer Investment Group, LLC
Twenty First Centy Fox Inc no ticker	5	4.0%	0	Baupost Group LLC, SRS Investment Management, LLC, Viking Global Investors LP, Junto Capital Management LP, Moore Capital Management, LP
ADSK AUTODESK INC	5	8.6%	0	Sachem Head Capital Management LP, Steadfast Capital Management LP, Alpha Wave Global, LP, Eminence Capital, LP, Duquesne Family Office LLC
DELL DELL TECHNOLOGIES INC	5	3.8%	0	Sachem Head Capital Management LP, Baupost Group LLC, Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Third Point LLC
Liberty Media Corp Delaware no ticker	5	2.8%	2	Alpha Wave Global, LP, Viking Global Investors LP, Eminence Capital, LP, Coatue Management LLC, Junto Capital Management LP
AAP ADVANCE AUTO PARTS INC	5	3.5%	1	Starboard Value LP, Alpha Wave Global, LP, Steadfast Capital Management LP, Lone Pine Capital LLC, Owl Creek Asset Management, L.P.
NOW SERVICENOW INC	5	3.2%	4	Dragoneer Investment Group, LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP
Dow Chem Co no ticker	4	4.9%	1	Third Point LLC, Glenview Capital Management, LLC, Maverick Capital Ltd, Senator Investment Group LP
ADBE ADOBE INC	4	4.4%	0	Montanova Capital, LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Egerton Capital (UK) LLP
ICE INTERCONTINENTAL EXCHANGE IN	4	4.4%	1	Alpha Wave Global, LP, Eminence Capital, LP, Alkeon Capital Management LLC, Lone Pine Capital LLC
EQIX EQUINIX INC	4	2.1%	0	Lone Pine Capital LLC, Alkeon Capital Management LLC, Coatue Management LLC, Moore Capital Management, LP
SPGI S&P GLOBAL INC	4	2.8%	0	Egerton Capital (UK) LLP, Gates Capital Management, Inc., Third Point LLC, Eminence Capital, LP
AAPL APPLE INC	4	3.9%	0	Contour Asset Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Glenview Capital Management, LLC
Tesoro Corp no ticker	4	4.7%	1	Hound Partners, LLC, Steadfast Capital Management LP, HITE Hedge Asset Management LLC, Maverick Capital Ltd
HUM HUMANA INC	4	2.0%	0	Steadfast Capital Management LP, Senator Investment Group LP, Third Point LLC, Glenview Capital Management, LLC
RICEEUR RICE ENERGY INC	4	3.0%	1	HITE Hedge Asset Management LLC, Rubric Capital Management LP, Viking Global Investors LP, Steadfast Capital Management LP
HPE HEWLETT PACKARD ENTERPRISE C	4	3.9%	0	Kingstown Capital Management L.P., Starboard Value LP, Moore Capital Management, LP, Third Point LLC
SERVUSD SERVICEMASTER GLOBAL HLDGS I	4	4.3%	0	Owl Creek Asset Management, L.P., Sachem Head Capital Management LP, Gates Capital Management, Inc., Hound Partners, LLC
MDLZ MONDELEZ INTL INC	3	8.6%	0	Trian Fund Management, L.P., Pershing Square Capital Management, L.P., Soros Fund Management
SPY SPDR S&P 500 ETF Trust	3	9.2%	0	Bridgewater Associates, LP, Tudor Investment Corp ET AL, Hound Partners, LLC
FLT1EUR FLEETCOR TECHNOLOGIES INC	3	4.6%	0	Steadfast Capital Management LP, Lone Pine Capital LLC, Tiger Global Management LLC
LNG CHENIERE ENERGY INC	3	5.2%	0	Baupost Group LLC, Steadfast Capital Management LP, Lone Pine Capital LLC
SYF SYNCHRONY FINANCIAL	3	5.1%	0	Baupost Group LLC, Senator Investment Group LP, Pentwater Capital Management LP

Who, by name

META SRS Investment Management, LLC 13.6%, Coatue Management LLC 9.0%, Duquesne Family Office LLC 8.8%, Alpha Wave Global, LP 8.3%, Light Street Capital Management, LLC 7.4%, Dragoneer Investment Group, LLC 7.1%, Maverick Capital Ltd 6.7%, Moore Capital Management, LP 6.5%, Lansdowne Partners (UK) LLP 6.4%, Viking Global Investors LP 6.3%, Tudor Investment Corp ET AL 5.5%, Whale Rock Capital Management LLC 5.5%, Lone Pine Capital LLC 4.7%, Third Point LLC 4.7%, Corvex Management LP 4.7%, Alkeon Capital Management LLC 4.1%, Farallon Capital Management, L.L.C. 4.0%, Egerton Capital (UK) LLP 2.8%, Soros Fund Management 2.0%, Discovery Capital Management, LLC 1.7%, Steadfast Capital Management LP 1.5%, Hound Partners, LLC 1.4%
BABA Montanova Capital, LLC 9.6%, Lone Pine Capital LLC 8.4%, Whale Rock Capital Management LLC 7.4%, Coatue Management LLC 6.6%, Moore Capital Management, LP 6.2%, Light Street Capital Management, LLC 5.8%, Junto Capital Management LP 5.7%, Third Point LLC 5.6%, Dragoneer Investment Group, LLC 5.4%, Duquesne Family Office LLC 5.4%, Tiger Global Management LLC 5.3%, Alkeon Capital Management LLC 3.7%, Discovery Capital Management, LLC 1.9%, Viking Global Investors LP 1.0%
MSFT Sachem Head Capital Management LP 11.1%, Duquesne Family Office LLC 9.7%, Cook & Bynum Capital Management, LLC 9.7%, Viking Global Investors LP 9.1%, Steadfast Capital Management LP 7.1%, Alpha Wave Global, LP 6.4%, Tiger Global Management LLC 6.3%, Junto Capital Management LP 5.3%, Alkeon Capital Management LLC 4.0%, Lone Pine Capital LLC 3.4%, Eminence Capital, LP 2.9%, Egerton Capital (UK) LLP 2.7%, Farallon Capital Management, L.L.C. 1.9%, Moore Capital Management, LP 1.3%
AMZN Whale Rock Capital Management LLC 12.0%, Lansdowne Partners (UK) LLP 11.9%, Tiger Global Management LLC 10.5%, Alpha Wave Global, LP 7.2%, Duquesne Family Office LLC 6.2%, Light Street Capital Management, LLC 6.1%, Viking Global Investors LP 4.0%, Discovery Capital Management, LLC 3.7%, Tudor Investment Corp ET AL 3.6%, Coatue Management LLC 3.5%, Altimeter Capital Management, LP 2.0%, Moore Capital Management, LP 1.8%, Alkeon Capital Management LLC 1.2%
GOOGL Lansdowne Partners (UK) LLP 8.8%, Sachem Head Capital Management LP 8.7%, Duquesne Family Office LLC 8.7%, Corvex Management LP 8.1%, Whale Rock Capital Management LLC 5.8%, Moore Capital Management, LP 5.1%, Third Point LLC 4.7%, Junto Capital Management LP 4.6%, Tudor Investment Corp ET AL 4.5%, Viking Global Investors LP 4.3%, Alkeon Capital Management LLC 4.2%, Glenview Capital Management, LLC 3.7%, Coatue Management LLC 1.2%
V Viking Global Investors LP 5.0%, Altarock Partners LP 3.7%, Junto Capital Management LP 3.1%, Farallon Capital Management, L.L.C. 3.0%, Steadfast Capital Management LP 2.7%, Senator Investment Group LP 2.0%, Alkeon Capital Management LLC 2.0%, Discovery Capital Management, LLC 1.9%, Glenview Capital Management, LLC 1.6%, Maverick Capital Ltd 1.3%, Duquesne Family Office LLC 1.1%, Moore Capital Management, LP 1.0%
CHTR Altarock Partners LP 19.5%, Egerton Capital (UK) LLP 10.4%, Montanova Capital, LLC 10.4%, Lone Pine Capital LLC 7.5%, Hound Partners, LLC 6.3%, Senator Investment Group LP 5.9%, Sachem Head Capital Management LP 5.4%, Tiger Global Management LLC 2.9%, Third Point LLC 1.5%, Maverick Capital Ltd 1.4%, Farallon Capital Management, L.L.C. 1.3%
AABAUSD Owl Creek Asset Management, L.P. 44.3%, Starboard Value LP 19.6%, Abrams Capital Management, L.P. 8.5%, Farallon Capital Management, L.L.C. 7.7%, Pentwater Capital Management LP 5.3%, Soros Fund Management 3.8%, Rubric Capital Management LP 3.2%, Egerton Capital (UK) LLP 2.7%, Senator Investment Group LP 2.0%, Tudor Investment Corp ET AL 1.4%
NFLX SRS Investment Management, LLC 34.0%, Scopia Capital Management LP 8.0%, Coatue Management LLC 4.0%, Whale Rock Capital Management LLC 3.2%, Contour Asset Management LLC 3.2%, Dragoneer Investment Group, LLC 2.4%, Viking Global Investors LP 1.7%, Light Street Capital Management, LLC 1.5%, Altimeter Capital Management, LP 1.2%, Moore Capital Management, LP 1.1%
CMCSA Lansdowne Partners (UK) LLP 10.7%, Egerton Capital (UK) LLP 8.4%, Montanova Capital, LLC 8.2%, Sachem Head Capital Management LP 7.8%, SRS Investment Management, LLC 4.9%, Duquesne Family Office LLC 4.1%, Lone Pine Capital LLC 4.0%, Tiger Global Management LLC 2.5%, Farallon Capital Management, L.L.C. 1.5%
AVGO Lone Pine Capital LLC 6.3%, Coatue Management LLC 6.1%, Viking Global Investors LP 5.3%, Contour Asset Management LLC 4.4%, Senator Investment Group LP 3.8%, Discovery Capital Management, LLC 3.4%, Moore Capital Management, LP 2.0%, Alkeon Capital Management LLC 1.9%, Egerton Capital (UK) LLP 1.6%
STZ Montanova Capital, LLC 10.1%, Lone Pine Capital LLC 6.5%, Egerton Capital (UK) LLP 5.3%, Third Point LLC 4.3%, Senator Investment Group LP 4.1%, Discovery Capital Management, LLC 3.0%, Eminence Capital, LP 2.8%, Maverick Capital Ltd 1.7%, Farallon Capital Management, L.L.C. 1.5%
JD Tiger Global Management LLC 15.0%, Dragoneer Investment Group, LLC 11.5%, Scopia Capital Management LP 5.1%, Coatue Management LLC 4.4%, Montanova Capital, LLC 4.3%, Duquesne Family Office LLC 2.9%, Moore Capital Management, LP 2.5%, Viking Global Investors LP 2.4%, Alkeon Capital Management LLC 1.6%
TWXCHF Abrams Capital Management, L.P. 12.2%, Farallon Capital Management, L.L.C. 8.0%, Pentwater Capital Management LP 7.0%, Senator Investment Group LP 4.8%, Third Point LLC 3.3%, Corvex Management LP 2.7%, Tudor Investment Corp ET AL 2.7%, Coatue Management LLC 2.5%, Soros Fund Management 1.7%
BAC Lansdowne Partners (UK) LLP 11.3%, Corvex Management LP 4.8%, Egerton Capital (UK) LLP 4.0%, Third Point LLC 3.2%, Coatue Management LLC 3.0%, Alpha Wave Global, LP 2.5%, Steadfast Capital Management LP 2.4%, Senator Investment Group LP 1.4%
EXPE Altimeter Capital Management, LP 28.0%, Hound Partners, LLC 8.5%, Contour Asset Management LLC 6.7%, Steadfast Capital Management LP 6.3%, Alpha Wave Global, LP 3.8%, Lone Pine Capital LLC 3.4%, Eminence Capital, LP 3.4%, Duquesne Family Office LLC 2.6%
GOOG Montanova Capital, LLC 7.6%, Senator Investment Group LP 3.7%, Maverick Capital Ltd 3.7%, Coatue Management LLC 3.3%, Farallon Capital Management, L.L.C. 3.2%, Hound Partners, LLC 2.3%, Steadfast Capital Management LP 1.2%, Discovery Capital Management, LLC 1.1%
CRM Sachem Head Capital Management LP 8.5%, Alpha Wave Global, LP 6.6%, Duquesne Family Office LLC 5.0%, SRS Investment Management, LLC 4.9%, Montanova Capital, LLC 4.8%, Viking Global Investors LP 2.8%, Moore Capital Management, LP 1.7%, Lone Pine Capital LLC 1.2%
MA Altarock Partners LP 6.8%, Egerton Capital (UK) LLP 4.8%, Lone Pine Capital LLC 2.9%, Steadfast Capital Management LP 2.7%, Alkeon Capital Management LLC 2.2%, Tiger Global Management LLC 1.1%, Duquesne Family Office LLC 1.1%
ATVIEUR Lone Pine Capital LLC 6.3%, Coatue Management LLC 6.2%, Egerton Capital (UK) LLP 5.7%, Steadfast Capital Management LP 4.6%, Alkeon Capital Management LLC 3.5%, Duquesne Family Office LLC 2.2%
Forest City Rlty Tr Inc Scopia Capital Management LP 11.9%, Kingstown Capital Management L.P. 9.1%, Senator Investment Group LP 4.7%, Long Pond Capital, LP 3.5%, Starboard Value LP 3.1%, Eminence Capital, LP 1.3%
PYPL Duquesne Family Office LLC 2.7%, Senator Investment Group LP 2.5%, Coatue Management LLC 2.5%, Lansdowne Partners (UK) LLP 1.5%, Alkeon Capital Management LLC 1.1%, Soros Fund Management 1.1%
QSR Pershing Square Capital Management, L.P. 40.7%, Hound Partners, LLC 6.7%, Montanova Capital, LLC 6.7%, Junto Capital Management LP 2.3%, Tiger Global Management LLC 1.0%
NXPI Pentwater Capital Management LP 26.8%, Farallon Capital Management, L.L.C. 8.0%, Third Point LLC 2.6%, Tudor Investment Corp ET AL 2.3%, Soros Fund Management 1.1%
The Priceline Group Inc Altarock Partners LP 20.9%, Tiger Global Management LLC 17.0%, Altimeter Capital Management, LP 9.6%, Duquesne Family Office LLC 6.3%, Light Street Capital Management, LLC 5.3%
Quintiles Ims Holdings Inc Glenview Capital Management, LLC 5.2%, Lone Pine Capital LLC 4.6%, Farallon Capital Management, L.L.C. 4.0%, Steadfast Capital Management LP 2.6%, Discovery Capital Management, LLC 2.5%
DAL Lansdowne Partners (UK) LLP 13.4%, Owl Creek Asset Management, L.P. 2.6%, Senator Investment Group LP 2.3%, Altimeter Capital Management, LP 1.9%, Duquesne Family Office LLC 1.1%
8L8C Soros Fund Management 18.6%, Alpha Wave Global, LP 7.7%, Coatue Management LLC 6.8%, Hound Partners, LLC 3.0%, Dragoneer Investment Group, LLC 2.4%
Twenty First Centy Fox Inc Baupost Group LLC 6.2%, SRS Investment Management, LLC 5.3%, Viking Global Investors LP 4.3%, Junto Capital Management LP 3.2%, Moore Capital Management, LP 1.2%
ADSK Sachem Head Capital Management LP 30.7%, Steadfast Capital Management LP 3.8%, Alpha Wave Global, LP 3.4%, Eminence Capital, LP 3.3%, Duquesne Family Office LLC 1.9%
DELL Sachem Head Capital Management LP 8.7%, Baupost Group LLC 3.9%, Farallon Capital Management, L.L.C. 2.7%, Pentwater Capital Management LP 2.3%, Third Point LLC 1.4%
Liberty Media Corp Delaware Alpha Wave Global, LP 5.1%, Viking Global Investors LP 3.0%, Eminence Capital, LP 2.5%, Coatue Management LLC 2.0%, Junto Capital Management LP 1.3%
AAP Starboard Value LP 10.8%, Alpha Wave Global, LP 2.4%, Steadfast Capital Management LP 2.1%, Lone Pine Capital LLC 1.2%, Owl Creek Asset Management, L.P. 1.0%
NOW Dragoneer Investment Group, LLC 9.1%, Duquesne Family Office LLC 2.4%, Lone Pine Capital LLC 1.7%, Coatue Management LLC 1.7%, Steadfast Capital Management LP 1.2%
Dow Chem Co Third Point LLC 8.9%, Glenview Capital Management, LLC 5.8%, Maverick Capital Ltd 3.4%, Senator Investment Group LP 1.2%
ADBE Montanova Capital, LLC 11.0%, Lone Pine Capital LLC 2.8%, Maverick Capital Ltd 2.3%, Egerton Capital (UK) LLP 1.4%
ICE Alpha Wave Global, LP 6.4%, Eminence Capital, LP 5.9%, Alkeon Capital Management LLC 3.4%, Lone Pine Capital LLC 2.1%
EQIX Lone Pine Capital LLC 2.8%, Alkeon Capital Management LLC 2.7%, Coatue Management LLC 2.1%, Moore Capital Management, LP 1.0%
SPGI Egerton Capital (UK) LLP 6.1%, Gates Capital Management, Inc. 2.0%, Third Point LLC 1.9%, Eminence Capital, LP 1.1%
AAPL Contour Asset Management LLC 5.4%, Whale Rock Capital Management LLC 4.3%, Coatue Management LLC 3.8%, Glenview Capital Management, LLC 2.4%
Tesoro Corp Hound Partners, LLC 9.6%, Steadfast Capital Management LP 4.0%, HITE Hedge Asset Management LLC 2.5%, Maverick Capital Ltd 2.5%
HUM Steadfast Capital Management LP 3.2%, Senator Investment Group LP 2.0%, Third Point LLC 1.6%, Glenview Capital Management, LLC 1.1%
RICEEUR HITE Hedge Asset Management LLC 5.9%, Rubric Capital Management LP 2.5%, Viking Global Investors LP 2.2%, Steadfast Capital Management LP 1.4%
HPE Kingstown Capital Management L.P. 8.3%, Starboard Value LP 5.1%, Moore Capital Management, LP 1.3%, Third Point LLC 1.0%
SERVUSD Owl Creek Asset Management, L.P. 6.0%, Sachem Head Capital Management LP 5.1%, Gates Capital Management, Inc. 3.5%, Hound Partners, LLC 2.6%
MDLZ Trian Fund Management, L.P. 13.8%, Pershing Square Capital Management, L.P. 10.4%, Soros Fund Management 1.6%
SPY Bridgewater Associates, LP 21.3%, Tudor Investment Corp ET AL 5.0%, Hound Partners, LLC 1.2%
FLT1EUR Steadfast Capital Management LP 6.1%, Lone Pine Capital LLC 4.8%, Tiger Global Management LLC 2.9%
LNG Baupost Group LLC 11.5%, Steadfast Capital Management LP 2.8%, Lone Pine Capital LLC 1.3%
SYF Baupost Group LLC 10.0%, Senator Investment Group LP 4.2%, Pentwater Capital Management LP 1.1%

Consensus exits

32 rows


Yahoo Inc no ticker	4	19.7%	Owl Creek Asset Management, L.P., Starboard Value LP, Alpha Wave Global, LP, Farallon Capital Management, L.L.C.
Computer Sciences Corp no ticker	4	3.7%	Contour Asset Management LLC, Kingstown Capital Management L.P., Glenview Capital Management, LLC, Maverick Capital Ltd
EEM ISHARES TR	3	6.2%	Moore Capital Management, LP, Duquesne Family Office LLC, Tudor Investment Corp ET AL
MSFT MICROSOFT CORP	3	5.8%	Abrams Capital Management, L.P., Whale Rock Capital Management LLC, Light Street Capital Management, LLC
Mead Johnson Nutrition Co no ticker	3	5.0%	Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL
CRM SALESFORCE INC	3	2.8%	Corvex Management LP, Discovery Capital Management, LLC, Third Point LLC
Priceline Grp Inc no ticker	3	2.5%	Lone Pine Capital LLC, Contour Asset Management LLC, Egerton Capital (UK) LLP
JPM JPMORGAN CHASE & CO	3	2.3%	Third Point LLC, Coatue Management LLC, Viking Global Investors LP
HUM HUMANA INC	3	2.1%	Corvex Management LP, Sachem Head Capital Management LP, Lone Pine Capital LLC
AZO AUTOZONE INC	3	2.1%	Senator Investment Group LP, Montanova Capital, LLC, Long Pond Capital, LP
SCHW SCHWAB CHARLES CORP	3	1.8%	Junto Capital Management LP, Viking Global Investors LP, Senator Investment Group LP
FLT1EUR FLEETCOR TECHNOLOGIES INC	3	1.7%	Hound Partners, LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP
YUM YUM BRANDS INC	2	9.5%	Corvex Management LP, Alpha Wave Global, LP
CITUSD CIT GROUP INC	2	5.0%	Kingstown Capital Management L.P., Sachem Head Capital Management LP
LNG CHENIERE ENERGY INC	2	4.0%	Alpha Wave Global, LP, Duquesne Family Office LLC
BALL BALL CORP	2	3.7%	Corvex Management LP, Senator Investment Group LP
BAC BANK OF AMER CORP	2	3.5%	Sachem Head Capital Management LP, Duquesne Family Office LLC
WFC WELLS FARGO & CO	2	3.5%	Lansdowne Partners (UK) LLP, Steadfast Capital Management LP
WMB WILLIAMS COS INC	2	3.5%	HITE Hedge Asset Management LLC, Scopia Capital Management LP
V VISA INC	2	3.5%	Egerton Capital (UK) LLP, Lone Pine Capital LLC
Whitewave Foods Co no ticker	2	2.5%	Farallon Capital Management, L.L.C., Pentwater Capital Management LP
SYMCEUR SYMANTEC CORP	2	2.3%	Whale Rock Capital Management LLC, Duquesne Family Office LLC
ETRA E TRADE FINANCIAL CORP	2	2.3%	Discovery Capital Management, LLC, Corvex Management LP
CTRA COTERRA ENERGY INC	2	1.9%	Steadfast Capital Management LP, Duquesne Family Office LLC
AAPL APPLE INC	2	1.9%	Light Street Capital Management, LLC, Steadfast Capital Management LP
Bioverativ Inc no ticker	2	1.8%	Senator Investment Group LP, Tudor Investment Corp ET AL
MS MORGAN STANLEY	2	1.8%	Moore Capital Management, LP, Eminence Capital, LP
GT GOODYEAR TIRE & RUBR CO	2	1.6%	Senator Investment Group LP, Montanova Capital, LLC
CTRPUSD CTRIP COM INTL LTD	2	1.5%	Eminence Capital, LP, Moore Capital Management, LP
SYTUSD SYNGENTA AG	2	1.5%	Tudor Investment Corp ET AL, Pentwater Capital Management LP
RICEEUR RICE ENERGY INC	2	1.4%	Lone Pine Capital LLC, Third Point LLC
SNAP SNAP INC	2	1.2%	Discovery Capital Management, LLC, Moore Capital Management, LP

Who, by name

Yahoo Inc Owl Creek Asset Management, L.P. 38.6%, Starboard Value LP 17.5%, Alpha Wave Global, LP 17.2%, Farallon Capital Management, L.L.C. 5.7%
Computer Sciences Corp Contour Asset Management LLC 4.5%, Kingstown Capital Management L.P. 4.3%, Glenview Capital Management, LLC 3.8%, Maverick Capital Ltd 2.3%
EEM Moore Capital Management, LP 9.4%, Duquesne Family Office LLC 6.5%, Tudor Investment Corp ET AL 2.8%
MSFT Abrams Capital Management, L.P. 12.6%, Whale Rock Capital Management LLC 3.2%, Light Street Capital Management, LLC 1.7%
Mead Johnson Nutrition Co Pentwater Capital Management LP 9.6%, Farallon Capital Management, L.L.C. 3.9%, Tudor Investment Corp ET AL 1.3%
CRM Corvex Management LP 3.1%, Discovery Capital Management, LLC 2.9%, Third Point LLC 2.4%
Priceline Grp Inc Lone Pine Capital LLC 2.8%, Contour Asset Management LLC 2.4%, Egerton Capital (UK) LLP 2.3%
JPM Third Point LLC 3.2%, Coatue Management LLC 2.2%, Viking Global Investors LP 1.4%
HUM Corvex Management LP 2.7%, Sachem Head Capital Management LP 2.5%, Lone Pine Capital LLC 1.3%
AZO Senator Investment Group LP 2.7%, Montanova Capital, LLC 2.6%, Long Pond Capital, LP 1.0%
SCHW Junto Capital Management LP 2.0%, Viking Global Investors LP 1.9%, Senator Investment Group LP 1.5%
FLT1EUR Hound Partners, LLC 1.8%, Alkeon Capital Management LLC 1.7%, Egerton Capital (UK) LLP 1.7%
YUM Corvex Management LP 15.0%, Alpha Wave Global, LP 4.1%
CITUSD Kingstown Capital Management L.P. 7.8%, Sachem Head Capital Management LP 2.3%
LNG Alpha Wave Global, LP 6.6%, Duquesne Family Office LLC 1.4%
BALL Corvex Management LP 5.5%, Senator Investment Group LP 1.9%
BAC Sachem Head Capital Management LP 3.8%, Duquesne Family Office LLC 3.3%
WFC Lansdowne Partners (UK) LLP 4.7%, Steadfast Capital Management LP 2.3%
WMB HITE Hedge Asset Management LLC 4.0%, Scopia Capital Management LP 3.0%
V Egerton Capital (UK) LLP 4.1%, Lone Pine Capital LLC 2.9%
Whitewave Foods Co Farallon Capital Management, L.L.C. 2.5%, Pentwater Capital Management LP 2.4%
SYMCEUR Whale Rock Capital Management LLC 3.4%, Duquesne Family Office LLC 1.1%
ETRA Discovery Capital Management, LLC 2.8%, Corvex Management LP 1.8%
CTRA Steadfast Capital Management LP 2.3%, Duquesne Family Office LLC 1.5%
AAPL Light Street Capital Management, LLC 2.2%, Steadfast Capital Management LP 1.6%
Bioverativ Inc Senator Investment Group LP 2.1%, Tudor Investment Corp ET AL 1.5%
MS Moore Capital Management, LP 2.2%, Eminence Capital, LP 1.3%
GT Senator Investment Group LP 1.6%, Montanova Capital, LLC 1.6%
CTRPUSD Eminence Capital, LP 1.6%, Moore Capital Management, LP 1.4%
SYTUSD Tudor Investment Corp ET AL 1.8%, Pentwater Capital Management LP 1.2%
RICEEUR Lone Pine Capital LLC 1.7%, Third Point LLC 1.2%
SNAP Discovery Capital Management, LLC 1.2%, Moore Capital Management, LP 1.1%