| META META PLATFORMS INC | 22 | 5.7% | 1 | Light Street Capital Management, LLC, Duquesne Family Office LLC, Sachem Head Capital Management LP, Corvex Management LP, Alpha Wave Global, LP, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Maverick Capital Ltd, Hound Partners, LLC, Lansdowne Partners (UK) LLP, Nightview Capital, LLC, Third Point LLC, Moore Capital Management, LP, Viking Global Investors LP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Egerton Capital (UK) LLP, Tiger Global Management LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| MSFT MICROSOFT CORP | 20 | 6.8% | 3 | Skye Global Management LP, Duquesne Family Office LLC, Sachem Head Capital Management LP, Cook & Bynum Capital Management, LLC, Alpha Wave Global, LP, Tiger Global Management LLC, Steadfast Capital Management LP, Moore Capital Management, LP, Light Street Capital Management, LLC, Viking Global Investors LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Maverick Capital Ltd, Whale Rock Capital Management LLC, Coatue Management LLC, Eminence Capital, LP, Junto Capital Management LP, Holocene Advisors, LP, Farallon Capital Management, L.L.C. |
| AMZN AMAZON COM INC | 17 | 9.0% | 1 | Nightview Capital, LLC, Whale Rock Capital Management LLC, Skye Global Management LP, Tiger Global Management LLC, Contour Asset Management LLC, Duquesne Family Office LLC, Light Street Capital Management, LLC, Lansdowne Partners (UK) LLP, Alpha Wave Global, LP, Lone Pine Capital LLC, Coatue Management LLC, Discovery Capital Management, LLC, Alkeon Capital Management LLC, Viking Global Investors LP, Altimeter Capital Management, LP, Moore Capital Management, LP, Point72 Asset Management, L.P. |
| TWXCHF TIME WARNER INC | 16 | 5.4% | 9 | Melqart Asset Management (UK) Ltd, Sachem Head Capital Management LP, Abrams Capital Management, L.P., Pentwater Capital Management LP, Baupost Group LLC, Senator Investment Group LP, Junto Capital Management LP, Farallon Capital Management, L.L.C., Viking Global Investors LP, Discovery Capital Management, LLC, Corvex Management LP, Rubric Capital Management LP, Coatue Management LLC, Third Point LLC, Duquesne Family Office LLC, Moore Capital Management, LP |
| AABAUSD ALTABA INC | 13 | 9.4% | 3 | Owl Creek Asset Management, L.P., Starboard Value LP, Kingstown Capital Management L.P., Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Gates Capital Management, Inc., Pentwater Capital Management LP, Sachem Head Capital Management LP, Soros Fund Management, Discovery Capital Management, LLC, Montanova Capital, LLC, Senator Investment Group LP, Holocene Advisors, LP |
| BABA ALIBABA GROUP HLDG LTD | 12 | 5.3% | 0 | Third Point LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Moore Capital Management, LP, Egerton Capital (UK) LLP, Montanova Capital, LLC, Alkeon Capital Management LLC, Discovery Capital Management, LLC |
| GOOGL ALPHABET INC | 11 | 6.1% | 0 | Duquesne Family Office LLC, Lansdowne Partners (UK) LLP, Corvex Management LP, Whale Rock Capital Management LLC, Viking Global Investors LP, Junto Capital Management LP, Third Point LLC, Alkeon Capital Management LLC, Glenview Capital Management, LLC, Holocene Advisors, LP, Moore Capital Management, LP |
| NFLX NETFLIX INC. | 11 | 9.1% | 1 | SRS Investment Management, LLC, Nightview Capital, LLC, Scopia Capital Management LP, Viking Global Investors LP, Coatue Management LLC, Junto Capital Management LP, Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Third Point LLC, Tiger Global Management LLC, Altimeter Capital Management, LP |
| GOOG ALPHABET INC | 11 | 4.4% | 2 | Montanova Capital, LLC, Steadfast Capital Management LP, Skye Global Management LP, Maverick Capital Ltd, Hound Partners, LLC, Egerton Capital (UK) LLP, Eminence Capital, LP, Senator Investment Group LP, Lone Pine Capital LLC, Coatue Management LLC, Farallon Capital Management, L.L.C. |
| AVGO BROADCOM CORP | 10 | 3.2% | 2 | Coatue Management LLC, Senator Investment Group LP, SRS Investment Management, LLC, Viking Global Investors LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Hound Partners, LLC, Discovery Capital Management, LLC, Moore Capital Management, LP |
| BAC BANK OF AMER CORP | 9 | 5.2% | 3 | Lansdowne Partners (UK) LLP, Corvex Management LP, Discovery Capital Management, LLC, Egerton Capital (UK) LLP, Owl Creek Asset Management, L.P., Senator Investment Group LP, Coatue Management LLC, Duquesne Family Office LLC, Steadfast Capital Management LP |
| STZ CONSTELLATION BRANDS INC | 8 | 4.2% | 0 | Montanova Capital, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Third Point LLC, Discovery Capital Management, LLC, Senator Investment Group LP, Maverick Capital Ltd, Holocene Advisors, LP |
| V VISA INC | 8 | 3.5% | 1 | Viking Global Investors LP, Maverick Capital Ltd, Junto Capital Management LP, Altarock Partners LP, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Steadfast Capital Management LP, Point72 Asset Management, L.P. |
| CHTR CHARTER COMMUNICATIONS INC | 8 | 5.2% | 2 | Altarock Partners LP, Egerton Capital (UK) LLP, Hound Partners, LLC, Lone Pine Capital LLC, Owl Creek Asset Management, L.P., Corvex Management LP, Farallon Capital Management, L.L.C., Senator Investment Group LP |
| CRM SALESFORCE INC | 8 | 5.1% | 1 | Sachem Head Capital Management LP, Duquesne Family Office LLC, Montanova Capital, LLC, Alpha Wave Global, LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Holocene Advisors, LP, Viking Global Investors LP |
| NXPI NXP SEMICONDUCTORS N V | 7 | 9.5% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, Third Point LLC, Soros Fund Management |
| IQV IQVIA HLDGS INC | 7 | 3.4% | 6 | Eminence Capital, LP, Lone Pine Capital LLC, Glenview Capital Management, LLC, Farallon Capital Management, L.L.C., Discovery Capital Management, LLC, Skye Global Management LP, Steadfast Capital Management LP |
| Dowdupont Inc no ticker | 6 | 4.8% | 1 | Third Point LLC, Glenview Capital Management, LLC, Montanova Capital, LLC, Holocene Advisors, LP, Maverick Capital Ltd, Senator Investment Group LP |
| ATVIEUR ACTIVISION BLIZZARD INC | 6 | 5.0% | 1 | Egerton Capital (UK) LLP, Contour Asset Management LLC, Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC |
| ADBE ADOBE INC | 6 | 5.3% | 0 | Montanova Capital, LLC, Junto Capital Management LP, Lone Pine Capital LLC, Maverick Capital Ltd, Egerton Capital (UK) LLP, Skye Global Management LP |
| EA ELECTRONIC ARTS INC | 6 | 2.9% | 1 | Lone Pine Capital LLC, Skye Global Management LP, Coatue Management LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Point72 Asset Management, L.P. |
| BUD ANHEUSER BUSCH INBEV SA NV | 6 | 4.2% | 0 | Cook & Bynum Capital Management, LLC, Maverick Capital Ltd, Lone Pine Capital LLC, Senator Investment Group LP, Viking Global Investors LP, Farallon Capital Management, L.L.C. |
| PYPL PAYPAL HLDGS INC | 6 | 2.3% | 1 | Lone Pine Capital LLC, Coatue Management LLC, Lansdowne Partners (UK) LLP, Duquesne Family Office LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC |
| AAPL APPLE INC | 6 | 3.0% | 3 | Coatue Management LLC, Moore Capital Management, LP, Contour Asset Management LLC, Glenview Capital Management, LLC, Whale Rock Capital Management LLC, Steadfast Capital Management LP |
| MA MASTERCARD INC | 6 | 3.3% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Steadfast Capital Management LP, Holocene Advisors, LP |
| ADSK AUTODESK INC | 6 | 3.8% | 0 | Skye Global Management LP, Alpha Wave Global, LP, Eminence Capital, LP, Viking Global Investors LP, Tiger Global Management LLC, Steadfast Capital Management LP |
| CMCSA COMCAST CORP NEW | 6 | 3.8% | 1 | Corvex Management LP, Sachem Head Capital Management LP, Owl Creek Asset Management, L.P., Tiger Global Management LLC, Senator Investment Group LP, Point72 Asset Management, L.P. |
| Andeavor no ticker | 6 | 2.0% | 2 | Steadfast Capital Management LP, Maverick Capital Ltd, Hound Partners, LLC, HITE Hedge Asset Management LLC, Discovery Capital Management, LLC, Duquesne Family Office LLC |
| EQT EQT CORPORATION | 6 | 2.2% | 2 | Melqart Asset Management (UK) Ltd, Steadfast Capital Management LP, HITE Hedge Asset Management LLC, Soros Fund Management, Rubric Capital Management LP, Pentwater Capital Management LP |
| Aetna Inc New no ticker | 5 | 5.5% | 3 | Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Glenview Capital Management, LLC, Third Point LLC, Tudor Investment Corp ET AL |
| JD JD.COM INC | 5 | 6.9% | 0 | Tiger Global Management LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Scopia Capital Management LP, Duquesne Family Office LLC |
| UNH UNITEDHEALTH GROUP INC | 5 | 3.4% | 2 | Skye Global Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Montanova Capital, LLC, Viking Global Investors LP |
| EQIX EQUINIX INC | 5 | 2.5% | 0 | Alkeon Capital Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Moore Capital Management, LP, Coatue Management LLC |
| EXPE EXPEDIA GROUP INC | 5 | 8.0% | 2 | Altimeter Capital Management, LP, Hound Partners, LLC, Contour Asset Management LLC, Senator Investment Group LP, SRS Investment Management, LLC |
| CZREUR CAESARS ENTMT CORP | 5 | 4.6% | 2 | Soros Fund Management, Senator Investment Group LP, Owl Creek Asset Management, L.P., Long Pond Capital, LP, Holocene Advisors, LP |
| CSX CSX CORP | 5 | 3.7% | 3 | Alpha Wave Global, LP, Steadfast Capital Management LP, Lone Pine Capital LLC, Montanova Capital, LLC, Holocene Advisors, LP |
| DPZ DOMINOS PIZZA INC | 5 | 2.0% | 3 | Tiger Global Management LLC, Viking Global Investors LP, Senator Investment Group LP, Montanova Capital, LLC, Steadfast Capital Management LP |
| MGM MGM RESORTS INTERNATIONAL | 5 | 3.6% | 2 | Gates Capital Management, Inc., Maverick Capital Ltd, Senator Investment Group LP, Rubric Capital Management LP, Eminence Capital, LP |
| SPGI S&P GLOBAL INC | 5 | 2.5% | 0 | Egerton Capital (UK) LLP, Gates Capital Management, Inc., Third Point LLC, Junto Capital Management LP, Eminence Capital, LP |
| EFX EQUIFAX INC | 5 | 2.1% | 0 | Eminence Capital, LP, Hound Partners, LLC, Viking Global Investors LP, Farallon Capital Management, L.L.C., Scopia Capital Management LP |
| Vantiv Inc no ticker | 5 | 2.3% | 2 | Sachem Head Capital Management LP, Steadfast Capital Management LP, Third Point LLC, Maverick Capital Ltd, Junto Capital Management LP |
| MDLZ MONDELEZ INTL INC | 4 | 9.1% | 1 | Pershing Square Capital Management, L.P., Trian Fund Management, L.P., Eminence Capital, LP, Holocene Advisors, LP |
| Priceline Grp Inc no ticker | 4 | 12.2% | 0 | Altarock Partners LP, Altimeter Capital Management, LP, Tiger Global Management LLC, Lone Pine Capital LLC |
| QSR RESTAURANT BRANDS INTL INC | 4 | 10.2% | 0 | Pershing Square Capital Management, L.P., Montanova Capital, LLC, Hound Partners, LLC, Holocene Advisors, LP |
| 8L8C LIBERTY BROADBAND CORP | 4 | 8.7% | 0 | Soros Fund Management, Hound Partners, LLC, Alpha Wave Global, LP, Coatue Management LLC |
| BLK BLACKROCK INC | 4 | 4.8% | 2 | Junto Capital Management LP, Third Point LLC, Montanova Capital, LLC, Lone Pine Capital LLC |
| ELV ELEVANCE HEALTH INC | 4 | 2.7% | 0 | Glenview Capital Management, LLC, Viking Global Investors LP, Farallon Capital Management, L.L.C., Eminence Capital, LP |
| SYF SYNCHRONY FINANCIAL | 4 | 4.0% | 1 | Baupost Group LLC, Senator Investment Group LP, Moore Capital Management, LP, Pentwater Capital Management LP |
| Monsanto Co New no ticker | 4 | 7.7% | 0 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Moore Capital Management, LP |
| Allergan Plc no ticker | 4 | 3.8% | 2 | Baupost Group LLC, Senator Investment Group LP, Owl Creek Asset Management, L.P., Glenview Capital Management, LLC |