Crowding, Q3 2017

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

Consensus buys

21 rows


Dowdupont Inc no ticker	5	6.2%	Third Point LLC, Trian Fund Management, L.P., Glenview Capital Management, LLC, Senator Investment Group LP, Maverick Capital Ltd
Andeavor no ticker	4	3.9%	Hound Partners, LLC, Steadfast Capital Management LP, Maverick Capital Ltd, HITE Hedge Asset Management LLC
CMCSA COMCAST CORP NEW	4	1.9%	Corvex Management LP, Maverick Capital Ltd, Senator Investment Group LP, Soros Fund Management
EFX EQUIFAX INC	4	1.8%	Hound Partners, LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C., Scopia Capital Management LP
Vantiv Inc no ticker	3	3.4%	Sachem Head Capital Management LP, Third Point LLC, Steadfast Capital Management LP
NXPI NXP SEMICONDUCTORS N V	2	9.7%	Alpha Wave Global, LP, Sachem Head Capital Management LP
AABAUSD ALTABA INC	2	6.8%	Kingstown Capital Management L.P., Gates Capital Management, Inc.
Rockwell Collins Inc. no ticker	2	4.2%	Pentwater Capital Management LP, Tudor Investment Corp ET AL
UTXZ UNITED TECHNOLOGIES CORP	2	3.6%	Montanova Capital, LLC, Viking Global Investors LP
SNI SCRIPPS NETWORKS INTERACT IN	2	3.1%	Pentwater Capital Management LP, Tudor Investment Corp ET AL
IWM ISHARES TR	2	2.8%	Moore Capital Management, LP, Senator Investment Group LP
RDFN REDFIN CORP	2	2.6%	Dragoneer Investment Group, LLC, Tiger Global Management LLC
C CITIGROUP INC	2	2.6%	Duquesne Family Office LLC, Steadfast Capital Management LP
TRU TRANSUNION	2	2.5%	Hound Partners, LLC, Farallon Capital Management, L.L.C.
Envision Healthcare Corp no ticker	2	2.3%	Starboard Value LP, Rubric Capital Management LP
PE1EUR PARSLEY ENERGY INC	2	1.9%	Steadfast Capital Management LP, Viking Global Investors LP
BAC BANK OF AMER CORP	2	1.7%	Discovery Capital Management, LLC, Viking Global Investors LP
TMUS T-MOBILE US INC	2	1.7%	Owl Creek Asset Management, L.P., Maverick Capital Ltd
VZ VERIZON COMMUNICATIONS INC	2	1.5%	Owl Creek Asset Management, L.P., Viking Global Investors LP
BUD ANHEUSER BUSCH INBEV SA NV	2	1.2%	Viking Global Investors LP, Farallon Capital Management, L.L.C.
EQT EQT CORPORATION	2	1.1%	Pentwater Capital Management LP, Viking Global Investors LP

Who, by name

Dowdupont Inc Third Point LLC 8.8%, Trian Fund Management, L.P. 6.7%, Glenview Capital Management, LLC 6.5%, Senator Investment Group LP 4.6%, Maverick Capital Ltd 4.3%
Andeavor Hound Partners, LLC 6.8%, Steadfast Capital Management LP 3.6%, Maverick Capital Ltd 3.4%, HITE Hedge Asset Management LLC 1.8%
CMCSA Corvex Management LP 3.9%, Maverick Capital Ltd 1.4%, Senator Investment Group LP 1.2%, Soros Fund Management 1.1%
EFX Hound Partners, LLC 2.9%, Eminence Capital, LP 1.7%, Farallon Capital Management, L.L.C. 1.4%, Scopia Capital Management LP 1.1%
Vantiv Inc Sachem Head Capital Management LP 7.1%, Third Point LLC 1.6%, Steadfast Capital Management LP 1.4%
NXPI Alpha Wave Global, LP 12.1%, Sachem Head Capital Management LP 7.3%
AABAUSD Kingstown Capital Management L.P. 7.9%, Gates Capital Management, Inc. 5.7%
Rockwell Collins Inc. Pentwater Capital Management LP 6.7%, Tudor Investment Corp ET AL 1.8%
UTXZ Montanova Capital, LLC 4.0%, Viking Global Investors LP 3.1%
SNI Pentwater Capital Management LP 4.9%, Tudor Investment Corp ET AL 1.2%
IWM Moore Capital Management, LP 3.5%, Senator Investment Group LP 2.0%
RDFN Dragoneer Investment Group, LLC 4.0%, Tiger Global Management LLC 1.3%
C Duquesne Family Office LLC 3.6%, Steadfast Capital Management LP 1.5%
TRU Hound Partners, LLC 3.9%, Farallon Capital Management, L.L.C. 1.1%
Envision Healthcare Corp Starboard Value LP 3.2%, Rubric Capital Management LP 1.4%
PE1EUR Steadfast Capital Management LP 2.5%, Viking Global Investors LP 1.3%
BAC Discovery Capital Management, LLC 2.3%, Viking Global Investors LP 1.2%
TMUS Owl Creek Asset Management, L.P. 2.0%, Maverick Capital Ltd 1.3%
VZ Owl Creek Asset Management, L.P. 1.8%, Viking Global Investors LP 1.2%
BUD Viking Global Investors LP 1.2%, Farallon Capital Management, L.L.C. 1.1%
EQT Pentwater Capital Management LP 1.2%, Viking Global Investors LP 1.1%

Most crowded

50 rows


META META PLATFORMS INC	21	5.8%	0	SRS Investment Management, LLC, Lansdowne Partners (UK) LLP, Coatue Management LLC, Duquesne Family Office LLC, Light Street Capital Management, LLC, Dragoneer Investment Group, LLC, Alpha Wave Global, LP, Maverick Capital Ltd, Whale Rock Capital Management LLC, Corvex Management LP, Third Point LLC, Viking Global Investors LP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Hound Partners, LLC, Tiger Global Management LLC, Discovery Capital Management, LLC, Steadfast Capital Management LP
MSFT MICROSOFT CORP	15	5.2%	1	Sachem Head Capital Management LP, Cook & Bynum Capital Management, LLC, Duquesne Family Office LLC, Steadfast Capital Management LP, Alpha Wave Global, LP, Tiger Global Management LLC, Viking Global Investors LP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Eminence Capital, LP, Farallon Capital Management, L.L.C., Moore Capital Management, LP, Junto Capital Management LP, Maverick Capital Ltd
AMZN AMAZON COM INC	14	5.3%	1	Tiger Global Management LLC, Whale Rock Capital Management LLC, Lansdowne Partners (UK) LLP, Contour Asset Management LLC, Duquesne Family Office LLC, Montanova Capital, LLC, Alpha Wave Global, LP, Light Street Capital Management, LLC, Discovery Capital Management, LLC, Moore Capital Management, LP, Coatue Management LLC, Viking Global Investors LP, Altimeter Capital Management, LP, Alkeon Capital Management LLC
BABA ALIBABA GROUP HLDG LTD	13	6.2%	1	Third Point LLC, Montanova Capital, LLC, Coatue Management LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Moore Capital Management, LP, Dragoneer Investment Group, LLC, Duquesne Family Office LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Discovery Capital Management, LLC
GOOGL ALPHABET INC	12	6.0%	0	Sachem Head Capital Management LP, Duquesne Family Office LLC, Lansdowne Partners (UK) LLP, Viking Global Investors LP, Corvex Management LP, Junto Capital Management LP, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Glenview Capital Management, LLC, Third Point LLC, Moore Capital Management, LP, Coatue Management LLC
NFLX NETFLIX INC.	10	7.5%	0	SRS Investment Management, LLC, Scopia Capital Management LP, Viking Global Investors LP, Coatue Management LLC, Junto Capital Management LP, Whale Rock Capital Management LLC, Tiger Global Management LLC, Dragoneer Investment Group, LLC, Contour Asset Management LLC, Altimeter Capital Management, LP
AABAUSD ALTABA INC	10	11.7%	2	Owl Creek Asset Management, L.P., Starboard Value LP, Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Kingstown Capital Management L.P., Pentwater Capital Management LP, Gates Capital Management, Inc., Soros Fund Management, Rubric Capital Management LP, Tudor Investment Corp ET AL
BAC BANK OF AMER CORP	10	4.1%	2	Lansdowne Partners (UK) LLP, Corvex Management LP, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Coatue Management LLC, Alpha Wave Global, LP, Third Point LLC, Moore Capital Management, LP, Discovery Capital Management, LLC, Viking Global Investors LP
V VISA INC	10	2.9%	0	Viking Global Investors LP, Maverick Capital Ltd, Altarock Partners LP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Alkeon Capital Management LLC, Glenview Capital Management, LLC, Discovery Capital Management, LLC, Duquesne Family Office LLC
CHTR CHARTER COMMUNICATIONS INC	9	6.6%	1	Altarock Partners LP, Montanova Capital, LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Senator Investment Group LP, Hound Partners, LLC, Discovery Capital Management, LLC, Tiger Global Management LLC, Contour Asset Management LLC
STZ CONSTELLATION BRANDS INC	9	4.6%	0	Montanova Capital, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Third Point LLC, Maverick Capital Ltd, Discovery Capital Management, LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C.
CMCSA COMCAST CORP NEW	9	5.0%	4	Sachem Head Capital Management LP, Montanova Capital, LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Corvex Management LP, Tiger Global Management LLC, Maverick Capital Ltd, Senator Investment Group LP, Soros Fund Management
AVGO BROADCOM CORP	9	3.3%	0	Lone Pine Capital LLC, Coatue Management LLC, Discovery Capital Management, LLC, Viking Global Investors LP, Egerton Capital (UK) LLP, Contour Asset Management LLC, Senator Investment Group LP, Moore Capital Management, LP, Alkeon Capital Management LLC
TWXCHF TIME WARNER INC	8	4.6%	1	Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Contour Asset Management LLC, Tudor Investment Corp ET AL, Soros Fund Management, Senator Investment Group LP, Third Point LLC, Coatue Management LLC
GOOG ALPHABET INC	8	4.4%	1	Montanova Capital, LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Senator Investment Group LP, Steadfast Capital Management LP, Hound Partners, LLC, Eminence Capital, LP, Coatue Management LLC
EXPE EXPEDIA GROUP INC	8	7.9%	1	Altimeter Capital Management, LP, Hound Partners, LLC, Contour Asset Management LLC, Light Street Capital Management, LLC, Steadfast Capital Management LP, Eminence Capital, LP, Lone Pine Capital LLC, Duquesne Family Office LLC
MA MASTERCARD INC	8	3.1%	0	Altarock Partners LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC, Viking Global Investors LP, Duquesne Family Office LLC, Tiger Global Management LLC
CRM SALESFORCE INC	8	4.9%	0	Sachem Head Capital Management LP, Montanova Capital, LLC, Duquesne Family Office LLC, Alpha Wave Global, LP, SRS Investment Management, LLC, Lone Pine Capital LLC, Viking Global Investors LP, Moore Capital Management, LP
ATVIEUR ACTIVISION BLIZZARD INC	7	4.3%	1	Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Duquesne Family Office LLC, Discovery Capital Management, LLC
NXPI NXP SEMICONDUCTORS N V	7	8.2%	2	Pentwater Capital Management LP, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Sachem Head Capital Management LP, Third Point LLC, Tudor Investment Corp ET AL, Soros Fund Management
Priceline Group Inc no ticker	6	10.0%	1	Altarock Partners LP, Tiger Global Management LLC, Altimeter Capital Management, LP, Duquesne Family Office LLC, Light Street Capital Management, LLC, Lone Pine Capital LLC
Quintiles Ims Holdings Inc no ticker	6	3.2%	1	Glenview Capital Management, LLC, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Discovery Capital Management, LLC, Steadfast Capital Management LP, Eminence Capital, LP
Dowdupont Inc no ticker	5	6.2%	5	Third Point LLC, Trian Fund Management, L.P., Glenview Capital Management, LLC, Senator Investment Group LP, Maverick Capital Ltd
JD JD.COM INC	5	7.0%	0	Tiger Global Management LLC, Dragoneer Investment Group, LLC, Scopia Capital Management LP, Coatue Management LLC, Duquesne Family Office LLC
8L8C LIBERTY BROADBAND CORP	5	7.7%	0	Soros Fund Management, Coatue Management LLC, Alpha Wave Global, LP, Hound Partners, LLC, Senator Investment Group LP
ADBE ADOBE INC	5	4.1%	1	Montanova Capital, LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Junto Capital Management LP, Egerton Capital (UK) LLP
PYPL PAYPAL HLDGS INC	5	2.6%	1	Lansdowne Partners (UK) LLP, Coatue Management LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC
Forest City Rlty Tr Inc no ticker	5	5.5%	0	Scopia Capital Management LP, Kingstown Capital Management L.P., Senator Investment Group LP, Starboard Value LP, Eminence Capital, LP
DELL DELL TECHNOLOGIES INC	5	4.4%	0	Sachem Head Capital Management LP, Farallon Capital Management, L.L.C., Baupost Group LLC, Pentwater Capital Management LP, Third Point LLC
SPGI S&P GLOBAL INC	5	2.6%	0	Egerton Capital (UK) LLP, Junto Capital Management LP, Gates Capital Management, Inc., Third Point LLC, Eminence Capital, LP
Liberty Media Corp Delaware no ticker	5	3.3%	0	Alpha Wave Global, LP, Eminence Capital, LP, Viking Global Investors LP, Junto Capital Management LP, Coatue Management LLC
TMUS T-MOBILE US INC	5	1.9%	2	SRS Investment Management, LLC, Owl Creek Asset Management, L.P., Third Point LLC, Lone Pine Capital LLC, Maverick Capital Ltd
ADSK AUTODESK INC	5	3.0%	1	Alpha Wave Global, LP, Steadfast Capital Management LP, Eminence Capital, LP, Sachem Head Capital Management LP, Viking Global Investors LP
BUD ANHEUSER BUSCH INBEV SA NV	5	3.7%	2	Cook & Bynum Capital Management, LLC, Maverick Capital Ltd, Senator Investment Group LP, Viking Global Investors LP, Farallon Capital Management, L.L.C.
QSR RESTAURANT BRANDS INTL INC	4	11.6%	0	Pershing Square Capital Management, L.P., Montanova Capital, LLC, Hound Partners, LLC, Tiger Global Management LLC
Shire Plc no ticker	4	4.9%	1	Sachem Head Capital Management LP, Glenview Capital Management, LLC, Maverick Capital Ltd, Third Point LLC
EA ELECTRONIC ARTS INC	4	3.6%	1	Coatue Management LLC, Duquesne Family Office LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC
ELV ELEVANCE HEALTH INC	4	2.4%	0	Glenview Capital Management, LLC, Eminence Capital, LP, Third Point LLC, Viking Global Investors LP
EQIX EQUINIX INC	4	2.4%	0	Lone Pine Capital LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Coatue Management LLC
ICE INTERCONTINENTAL EXCHANGE IN	4	4.1%	0	Eminence Capital, LP, Alpha Wave Global, LP, Alkeon Capital Management LLC, Lone Pine Capital LLC
TRU TRANSUNION	4	2.5%	2	Hound Partners, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C.
FLT1EUR FLEETCOR TECHNOLOGIES INC	4	2.9%	1	Steadfast Capital Management LP, Tiger Global Management LLC, Maverick Capital Ltd, Viking Global Investors LP
Twenty First Centy Fox Inc no ticker	4	3.5%	0	Baupost Group LLC, SRS Investment Management, LLC, Viking Global Investors LP, Junto Capital Management LP
C CITIGROUP INC	4	4.3%	2	Owl Creek Asset Management, L.P., Lansdowne Partners (UK) LLP, Duquesne Family Office LLC, Steadfast Capital Management LP
Andeavor no ticker	4	3.9%	4	Hound Partners, LLC, Steadfast Capital Management LP, Maverick Capital Ltd, HITE Hedge Asset Management LLC
Envision Healthcare Corp no ticker	4	4.9%	2	Corvex Management LP, Maverick Capital Ltd, Starboard Value LP, Rubric Capital Management LP
AAP ADVANCE AUTO PARTS INC	4	3.2%	0	Starboard Value LP, Alpha Wave Global, LP, Steadfast Capital Management LP, Lone Pine Capital LLC
PE1EUR PARSLEY ENERGY INC	4	1.7%	2	Steadfast Capital Management LP, Discovery Capital Management, LLC, Viking Global Investors LP, Third Point LLC
CTSH COGNIZANT TECHNOLOGY SOLUTIO	4	3.1%	1	Junto Capital Management LP, SRS Investment Management, LLC, Senator Investment Group LP, Starboard Value LP
EFX EQUIFAX INC	4	1.8%	4	Hound Partners, LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C., Scopia Capital Management LP

Who, by name

META SRS Investment Management, LLC 13.1%, Lansdowne Partners (UK) LLP 9.5%, Coatue Management LLC 9.2%, Duquesne Family Office LLC 8.4%, Light Street Capital Management, LLC 8.2%, Dragoneer Investment Group, LLC 7.8%, Alpha Wave Global, LP 7.7%, Maverick Capital Ltd 7.1%, Whale Rock Capital Management LLC 6.8%, Corvex Management LP 5.9%, Third Point LLC 4.9%, Viking Global Investors LP 4.9%, Lone Pine Capital LLC 4.2%, Alkeon Capital Management LLC 4.2%, Moore Capital Management, LP 4.1%, Egerton Capital (UK) LLP 3.9%, Farallon Capital Management, L.L.C. 3.3%, Hound Partners, LLC 2.8%, Tiger Global Management LLC 2.1%, Discovery Capital Management, LLC 2.1%, Steadfast Capital Management LP 1.9%
MSFT Sachem Head Capital Management LP 14.3%, Cook & Bynum Capital Management, LLC 10.0%, Duquesne Family Office LLC 9.8%, Steadfast Capital Management LP 6.3%, Alpha Wave Global, LP 6.1%, Tiger Global Management LLC 5.3%, Viking Global Investors LP 4.9%, Lone Pine Capital LLC 4.2%, Alkeon Capital Management LLC 3.9%, Egerton Capital (UK) LLP 3.4%, Eminence Capital, LP 2.8%, Farallon Capital Management, L.L.C. 2.0%, Moore Capital Management, LP 1.8%, Junto Capital Management LP 1.6%, Maverick Capital Ltd 1.1%
AMZN Tiger Global Management LLC 10.1%, Whale Rock Capital Management LLC 9.0%, Lansdowne Partners (UK) LLP 7.4%, Contour Asset Management LLC 6.4%, Duquesne Family Office LLC 6.4%, Montanova Capital, LLC 5.6%, Alpha Wave Global, LP 5.6%, Light Street Capital Management, LLC 5.3%, Discovery Capital Management, LLC 4.8%, Moore Capital Management, LP 4.0%, Coatue Management LLC 3.1%, Viking Global Investors LP 2.5%, Altimeter Capital Management, LP 2.3%, Alkeon Capital Management LLC 1.6%
BABA Third Point LLC 9.6%, Montanova Capital, LLC 9.3%, Coatue Management LLC 8.2%, Lone Pine Capital LLC 7.5%, Whale Rock Capital Management LLC 7.2%, Moore Capital Management, LP 6.3%, Dragoneer Investment Group, LLC 6.3%, Duquesne Family Office LLC 6.1%, Light Street Capital Management, LLC 5.6%, Tiger Global Management LLC 5.4%, Egerton Capital (UK) LLP 4.5%, Alkeon Capital Management LLC 3.8%, Discovery Capital Management, LLC 1.2%
GOOGL Sachem Head Capital Management LP 11.3%, Duquesne Family Office LLC 10.3%, Lansdowne Partners (UK) LLP 9.7%, Viking Global Investors LP 9.3%, Corvex Management LP 8.3%, Junto Capital Management LP 6.3%, Whale Rock Capital Management LLC 4.6%, Alkeon Capital Management LLC 3.9%, Glenview Capital Management, LLC 3.4%, Third Point LLC 2.6%, Moore Capital Management, LP 1.5%, Coatue Management LLC 1.1%
NFLX SRS Investment Management, LLC 39.3%, Scopia Capital Management LP 8.1%, Viking Global Investors LP 4.6%, Coatue Management LLC 4.3%, Junto Capital Management LP 4.0%, Whale Rock Capital Management LLC 3.9%, Tiger Global Management LLC 3.8%, Dragoneer Investment Group, LLC 2.8%, Contour Asset Management LLC 2.2%, Altimeter Capital Management, LP 1.7%
AABAUSD Owl Creek Asset Management, L.P. 45.3%, Starboard Value LP 22.0%, Abrams Capital Management, L.P. 10.1%, Farallon Capital Management, L.L.C. 8.4%, Kingstown Capital Management L.P. 7.9%, Pentwater Capital Management LP 7.5%, Gates Capital Management, Inc. 5.7%, Soros Fund Management 4.9%, Rubric Capital Management LP 3.9%, Tudor Investment Corp ET AL 1.1%
BAC Lansdowne Partners (UK) LLP 12.6%, Corvex Management LP 7.4%, Egerton Capital (UK) LLP 3.7%, Steadfast Capital Management LP 3.3%, Coatue Management LLC 2.9%, Alpha Wave Global, LP 2.8%, Third Point LLC 2.6%, Moore Capital Management, LP 2.6%, Discovery Capital Management, LLC 2.3%, Viking Global Investors LP 1.2%
V Viking Global Investors LP 7.0%, Maverick Capital Ltd 4.5%, Altarock Partners LP 4.3%, Senator Investment Group LP 2.7%, Farallon Capital Management, L.L.C. 2.6%, Steadfast Capital Management LP 2.5%, Alkeon Capital Management LLC 2.0%, Glenview Capital Management, LLC 1.2%, Discovery Capital Management, LLC 1.2%, Duquesne Family Office LLC 1.0%
CHTR Altarock Partners LP 12.4%, Montanova Capital, LLC 9.7%, Egerton Capital (UK) LLP 8.1%, Lone Pine Capital LLC 6.5%, Senator Investment Group LP 6.4%, Hound Partners, LLC 5.6%, Discovery Capital Management, LLC 5.5%, Tiger Global Management LLC 2.5%, Contour Asset Management LLC 2.4%
STZ Montanova Capital, LLC 10.4%, Lone Pine Capital LLC 6.9%, Egerton Capital (UK) LLP 5.5%, Senator Investment Group LP 4.6%, Third Point LLC 4.2%, Maverick Capital Ltd 3.7%, Discovery Capital Management, LLC 2.8%, Eminence Capital, LP 2.2%, Farallon Capital Management, L.L.C. 1.4%
CMCSA Sachem Head Capital Management LP 10.7%, Montanova Capital, LLC 10.5%, Egerton Capital (UK) LLP 8.1%, Lone Pine Capital LLC 6.2%, Corvex Management LP 3.9%, Tiger Global Management LLC 1.9%, Maverick Capital Ltd 1.4%, Senator Investment Group LP 1.2%, Soros Fund Management 1.1%
AVGO Lone Pine Capital LLC 6.1%, Coatue Management LLC 5.8%, Discovery Capital Management, LLC 3.4%, Viking Global Investors LP 3.4%, Egerton Capital (UK) LLP 3.2%, Contour Asset Management LLC 2.9%, Senator Investment Group LP 2.1%, Moore Capital Management, LP 1.3%, Alkeon Capital Management LLC 1.2%
TWXCHF Pentwater Capital Management LP 10.4%, Farallon Capital Management, L.L.C. 9.0%, Contour Asset Management LLC 4.4%, Tudor Investment Corp ET AL 3.0%, Soros Fund Management 2.7%, Senator Investment Group LP 2.7%, Third Point LLC 2.4%, Coatue Management LLC 2.3%
GOOG Montanova Capital, LLC 8.3%, Maverick Capital Ltd 5.3%, Farallon Capital Management, L.L.C. 3.9%, Senator Investment Group LP 3.8%, Steadfast Capital Management LP 3.8%, Hound Partners, LLC 3.4%, Eminence Capital, LP 3.4%, Coatue Management LLC 3.2%
EXPE Altimeter Capital Management, LP 30.8%, Hound Partners, LLC 8.6%, Contour Asset Management LLC 6.5%, Light Street Capital Management, LLC 4.3%, Steadfast Capital Management LP 3.7%, Eminence Capital, LP 3.6%, Lone Pine Capital LLC 3.3%, Duquesne Family Office LLC 2.1%
MA Altarock Partners LP 8.2%, Egerton Capital (UK) LLP 4.6%, Lone Pine Capital LLC 3.1%, Steadfast Capital Management LP 2.3%, Alkeon Capital Management LLC 2.3%, Viking Global Investors LP 2.0%, Duquesne Family Office LLC 1.1%, Tiger Global Management LLC 1.0%
CRM Sachem Head Capital Management LP 9.4%, Montanova Capital, LLC 6.6%, Duquesne Family Office LLC 6.5%, Alpha Wave Global, LP 5.5%, SRS Investment Management, LLC 4.6%, Lone Pine Capital LLC 2.9%, Viking Global Investors LP 2.2%, Moore Capital Management, LP 1.3%
ATVIEUR Lone Pine Capital LLC 6.3%, Coatue Management LLC 6.3%, Steadfast Capital Management LP 5.3%, Egerton Capital (UK) LLP 5.2%, Alkeon Capital Management LLC 3.5%, Duquesne Family Office LLC 2.1%, Discovery Capital Management, LLC 1.1%
NXPI Pentwater Capital Management LP 23.3%, Alpha Wave Global, LP 12.1%, Farallon Capital Management, L.L.C. 9.1%, Sachem Head Capital Management LP 7.3%, Third Point LLC 2.6%, Tudor Investment Corp ET AL 2.3%, Soros Fund Management 1.1%
Priceline Group Inc Altarock Partners LP 21.3%, Tiger Global Management LLC 13.0%, Altimeter Capital Management, LP 10.7%, Duquesne Family Office LLC 6.2%, Light Street Capital Management, LLC 4.9%, Lone Pine Capital LLC 3.7%
Quintiles Ims Holdings Inc Glenview Capital Management, LLC 4.9%, Lone Pine Capital LLC 4.7%, Farallon Capital Management, L.L.C. 3.1%, Discovery Capital Management, LLC 2.3%, Steadfast Capital Management LP 2.1%, Eminence Capital, LP 1.8%
Dowdupont Inc Third Point LLC 8.8%, Trian Fund Management, L.P. 6.7%, Glenview Capital Management, LLC 6.5%, Senator Investment Group LP 4.6%, Maverick Capital Ltd 4.3%
JD Tiger Global Management LLC 12.8%, Dragoneer Investment Group, LLC 10.0%, Scopia Capital Management LP 4.6%, Coatue Management LLC 3.9%, Duquesne Family Office LLC 3.8%
8L8C Soros Fund Management 19.4%, Coatue Management LLC 6.7%, Alpha Wave Global, LP 6.4%, Hound Partners, LLC 4.8%, Senator Investment Group LP 1.2%
ADBE Montanova Capital, LLC 11.0%, Lone Pine Capital LLC 2.9%, Maverick Capital Ltd 2.8%, Junto Capital Management LP 2.0%, Egerton Capital (UK) LLP 1.8%
PYPL Lansdowne Partners (UK) LLP 4.1%, Coatue Management LLC 2.7%, Duquesne Family Office LLC 2.7%, Lone Pine Capital LLC 2.1%, Alkeon Capital Management LLC 1.2%
Forest City Rlty Tr Inc Scopia Capital Management LP 11.3%, Kingstown Capital Management L.P. 6.8%, Senator Investment Group LP 5.6%, Starboard Value LP 2.3%, Eminence Capital, LP 1.5%
DELL Sachem Head Capital Management LP 11.4%, Farallon Capital Management, L.L.C. 3.6%, Baupost Group LLC 2.9%, Pentwater Capital Management LP 2.3%, Third Point LLC 1.6%
SPGI Egerton Capital (UK) LLP 5.9%, Junto Capital Management LP 2.6%, Gates Capital Management, Inc. 2.0%, Third Point LLC 1.6%, Eminence Capital, LP 1.1%
Liberty Media Corp Delaware Alpha Wave Global, LP 4.7%, Eminence Capital, LP 3.9%, Viking Global Investors LP 3.0%, Junto Capital Management LP 2.9%, Coatue Management LLC 1.9%
TMUS SRS Investment Management, LLC 2.5%, Owl Creek Asset Management, L.P. 2.0%, Third Point LLC 2.0%, Lone Pine Capital LLC 1.4%, Maverick Capital Ltd 1.3%
ADSK Alpha Wave Global, LP 4.3%, Steadfast Capital Management LP 3.4%, Eminence Capital, LP 3.4%, Sachem Head Capital Management LP 1.9%, Viking Global Investors LP 1.8%
BUD Cook & Bynum Capital Management, LLC 12.3%, Maverick Capital Ltd 2.2%, Senator Investment Group LP 1.6%, Viking Global Investors LP 1.2%, Farallon Capital Management, L.L.C. 1.1%
QSR Pershing Square Capital Management, L.P. 33.1%, Montanova Capital, LLC 7.2%, Hound Partners, LLC 4.8%, Tiger Global Management LLC 1.1%
Shire Plc Sachem Head Capital Management LP 9.0%, Glenview Capital Management, LLC 5.2%, Maverick Capital Ltd 3.8%, Third Point LLC 1.5%
EA Coatue Management LLC 4.2%, Duquesne Family Office LLC 3.8%, Alkeon Capital Management LLC 3.8%, Lone Pine Capital LLC 2.5%
ELV Glenview Capital Management, LLC 4.2%, Eminence Capital, LP 2.3%, Third Point LLC 2.0%, Viking Global Investors LP 1.1%
EQIX Lone Pine Capital LLC 2.8%, Alkeon Capital Management LLC 2.8%, Egerton Capital (UK) LLP 1.9%, Coatue Management LLC 1.9%
ICE Eminence Capital, LP 6.0%, Alpha Wave Global, LP 4.1%, Alkeon Capital Management LLC 3.1%, Lone Pine Capital LLC 3.0%
TRU Hound Partners, LLC 3.9%, Lone Pine Capital LLC 2.9%, Egerton Capital (UK) LLP 1.9%, Farallon Capital Management, L.L.C. 1.1%
FLT1EUR Steadfast Capital Management LP 6.2%, Tiger Global Management LLC 3.0%, Maverick Capital Ltd 1.5%, Viking Global Investors LP 1.0%
Twenty First Centy Fox Inc Baupost Group LLC 6.3%, SRS Investment Management, LLC 4.9%, Viking Global Investors LP 1.8%, Junto Capital Management LP 1.1%
C Owl Creek Asset Management, L.P. 6.9%, Lansdowne Partners (UK) LLP 5.3%, Duquesne Family Office LLC 3.6%, Steadfast Capital Management LP 1.5%
Andeavor Hound Partners, LLC 6.8%, Steadfast Capital Management LP 3.6%, Maverick Capital Ltd 3.4%, HITE Hedge Asset Management LLC 1.8%
Envision Healthcare Corp Corvex Management LP 10.6%, Maverick Capital Ltd 4.4%, Starboard Value LP 3.2%, Rubric Capital Management LP 1.4%
AAP Starboard Value LP 8.5%, Alpha Wave Global, LP 1.8%, Steadfast Capital Management LP 1.2%, Lone Pine Capital LLC 1.2%
PE1EUR Steadfast Capital Management LP 2.5%, Discovery Capital Management, LLC 1.6%, Viking Global Investors LP 1.3%, Third Point LLC 1.2%
CTSH Junto Capital Management LP 3.6%, SRS Investment Management, LLC 3.4%, Senator Investment Group LP 3.3%, Starboard Value LP 2.3%
EFX Hound Partners, LLC 2.9%, Eminence Capital, LP 1.7%, Farallon Capital Management, L.L.C. 1.4%, Scopia Capital Management LP 1.1%

Consensus exits

25 rows


Dow Chem Co no ticker	4	4.9%	Third Point LLC, Glenview Capital Management, LLC, Maverick Capital Ltd, Senator Investment Group LP
Tesoro Corp no ticker	4	4.7%	Hound Partners, LLC, Steadfast Capital Management LP, HITE Hedge Asset Management LLC, Maverick Capital Ltd
CHTR CHARTER COMMUNICATIONS INC	3	2.8%	Sachem Head Capital Management LP, Third Point LLC, Maverick Capital Ltd
HUM HUMANA INC	3	2.0%	Steadfast Capital Management LP, Third Point LLC, Glenview Capital Management, LLC
TWXCHF TIME WARNER INC	2	7.5%	Abrams Capital Management, L.P., Corvex Management LP
Powershares Qqq Trust no ticker	2	6.7%	Senator Investment Group LP, Moore Capital Management, LP
Mobileye N V Amstelveen no ticker	2	5.7%	Pentwater Capital Management LP, Farallon Capital Management, L.L.C.
AAPL APPLE INC	2	4.8%	Contour Asset Management LLC, Whale Rock Capital Management LLC
CMCSA COMCAST CORP NEW	2	4.5%	SRS Investment Management, LLC, Duquesne Family Office LLC
SERVUSD SERVICEMASTER GLOBAL HLDGS I	2	3.8%	Sachem Head Capital Management LP, Hound Partners, LLC
Reynolds American Inc no ticker	2	3.5%	Pentwater Capital Management LP, Soros Fund Management
JD JD.COM INC	2	3.4%	Montanova Capital, LLC, Moore Capital Management, LP
Du Pont E I De Nemours & Co no ticker	2	3.4%	Trian Fund Management, L.P., Senator Investment Group LP
DIS DISNEY WALT CO	2	2.8%	Montanova Capital, LLC, Coatue Management LLC
Vca Inc no ticker	2	2.4%	Pentwater Capital Management LP, Tudor Investment Corp ET AL
CSX CSX CORP	2	2.1%	Lone Pine Capital LLC, Rubric Capital Management LP
NOW SERVICENOW INC	2	2.0%	Duquesne Family Office LLC, Coatue Management LLC
MHK MOHAWK INDS INC	2	2.0%	Egerton Capital (UK) LLP, Montanova Capital, LLC
ULTA ULTA BEAUTY INC	2	1.9%	Lone Pine Capital LLC, Alkeon Capital Management LLC
DAL DELTA AIR LINES INC	2	1.5%	Altimeter Capital Management, LP, Duquesne Family Office LLC
CRI CARTERS INC	2	1.5%	SRS Investment Management, LLC, Junto Capital Management LP
AAL AMERICAN AIRLINES GROUP INC	2	1.4%	Altimeter Capital Management, LP, Duquesne Family Office LLC
RF REGIONS FINANCIAL CORP NEW	2	1.3%	Long Pond Capital, LP, Corvex Management LP
HPE HEWLETT PACKARD ENTERPRISE C	2	1.2%	Moore Capital Management, LP, Third Point LLC
IBB ISHARES TR	2	1.1%	Tudor Investment Corp ET AL, Senator Investment Group LP

Who, by name

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%
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%
CHTR Sachem Head Capital Management LP 5.4%, Third Point LLC 1.5%, Maverick Capital Ltd 1.4%
HUM Steadfast Capital Management LP 3.2%, Third Point LLC 1.6%, Glenview Capital Management, LLC 1.1%
TWXCHF Abrams Capital Management, L.P. 12.2%, Corvex Management LP 2.7%
Powershares Qqq Trust Senator Investment Group LP 7.5%, Moore Capital Management, LP 5.9%
Mobileye N V Amstelveen Pentwater Capital Management LP 7.1%, Farallon Capital Management, L.L.C. 4.2%
AAPL Contour Asset Management LLC 5.4%, Whale Rock Capital Management LLC 4.3%
CMCSA SRS Investment Management, LLC 4.9%, Duquesne Family Office LLC 4.1%
SERVUSD Sachem Head Capital Management LP 5.1%, Hound Partners, LLC 2.6%
Reynolds American Inc Pentwater Capital Management LP 5.8%, Soros Fund Management 1.2%
JD Montanova Capital, LLC 4.3%, Moore Capital Management, LP 2.5%
Du Pont E I De Nemours & Co Trian Fund Management, L.P. 5.7%, Senator Investment Group LP 1.1%
DIS Montanova Capital, LLC 3.4%, Coatue Management LLC 2.1%
Vca Inc Pentwater Capital Management LP 3.3%, Tudor Investment Corp ET AL 1.5%
CSX Lone Pine Capital LLC 2.9%, Rubric Capital Management LP 1.3%
NOW Duquesne Family Office LLC 2.4%, Coatue Management LLC 1.7%
MHK Egerton Capital (UK) LLP 2.1%, Montanova Capital, LLC 1.9%
ULTA Lone Pine Capital LLC 2.1%, Alkeon Capital Management LLC 1.7%
DAL Altimeter Capital Management, LP 1.9%, Duquesne Family Office LLC 1.1%
CRI SRS Investment Management, LLC 1.6%, Junto Capital Management LP 1.3%
AAL Altimeter Capital Management, LP 1.8%, Duquesne Family Office LLC 1.1%
RF Long Pond Capital, LP 1.5%, Corvex Management LP 1.1%
HPE Moore Capital Management, LP 1.3%, Third Point LLC 1.0%
IBB Tudor Investment Corp ET AL 1.1%, Senator Investment Group LP 1.0%