| META META PLATFORMS INC | 26 | 6.0% | 8 | Dragoneer Investment Group, LLC, Montanova Capital, LLC, Sachem Head Capital Management LP, SRS Investment Management, LLC, Discovery Capital Management, LLC, Viking Global Investors LP, Hound Partners, LLC, Coatue Management LLC, Corvex Management LP, Skye Global Management LP, Maverick Capital Ltd, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Lansdowne Partners (UK) LLP, Tiger Global Management LLC, Senator Investment Group LP, Third Point LLC, Alpha Wave Global, LP, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Eminence Capital, LP, Egerton Capital (UK) LLP, Junto Capital Management LP, Owl Creek Asset Management, L.P., Altimeter Capital Management, LP |
| MSFT MICROSOFT CORP | 20 | 7.6% | 2 | Skye Global Management LP, Duquesne Family Office LLC, Sachem Head Capital Management LP, Tiger Global Management LLC, Steadfast Capital Management LP, Junto Capital Management LP, Alpha Wave Global, LP, Corvex Management LP, Viking Global Investors LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Maverick Capital Ltd, Light Street Capital Management, LLC, Alkeon Capital Management LLC, Coatue Management LLC, Moore Capital Management, LP, Eminence Capital, LP, Whale Rock Capital Management LLC, Farallon Capital Management, L.L.C., Altimeter Capital Management, LP |
| AMZN AMAZON COM INC | 16 | 8.7% | 1 | Nightview Capital, LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Lansdowne Partners (UK) LLP, Whale Rock Capital Management LLC, Skye Global Management LP, Light Street Capital Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC, Moore Capital Management, LP, Alpha Wave Global, LP, Altimeter Capital Management, LP, Tudor Investment Corp ET AL, Soros Fund Management |
| BABA ALIBABA GROUP HLDG LTD | 16 | 8.1% | 3 | Himalaya Capital Management LLC, Discovery Capital Management, LLC, Duquesne Family Office LLC, Moore Capital Management, LP, Coatue Management LLC, Third Point LLC, Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC, Montanova Capital, LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Maverick Capital Ltd, Light Street Capital Management, LLC, Viking Global Investors LP |
| NFLX NETFLIX INC. | 13 | 8.5% | 1 | SRS Investment Management, LLC, Nightview Capital, LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Third Point LLC, Dragoneer Investment Group, LLC, Tiger Global Management LLC, Scopia Capital Management LP, Contour Asset Management LLC, Duquesne Family Office LLC, Viking Global Investors LP, Junto Capital Management LP, Soros Fund Management |
| TWXCHF TIME WARNER INC | 12 | 5.7% | 1 | Melqart Asset Management (UK) Ltd, Sachem Head Capital Management LP, Abrams Capital Management, L.P., Baupost Group LLC, Pentwater Capital Management LP, Contour Asset Management LLC, Junto Capital Management LP, Corvex Management LP, Moore Capital Management, LP, Discovery Capital Management, LLC, Rubric Capital Management LP, Tudor Investment Corp ET AL |
| AABAUSD ALTABA INC | 11 | 11.6% | 0 | Owl Creek Asset Management, L.P., Kingstown Capital Management L.P., Starboard Value LP, Abrams Capital Management, L.P., Gates Capital Management, Inc., Montanova Capital, LLC, Farallon Capital Management, L.L.C., Sachem Head Capital Management LP, Pentwater Capital Management LP, Soros Fund Management, Eminence Capital, LP |
| GOOG ALPHABET INC | 10 | 5.0% | 1 | Skye Global Management LP, Montanova Capital, LLC, Maverick Capital Ltd, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Senator Investment Group LP, Farallon Capital Management, L.L.C., Eminence Capital, LP, Steadfast Capital Management LP, Discovery Capital Management, LLC |
| AVGO BROADCOM CORP | 9 | 3.6% | 1 | Coatue Management LLC, SRS Investment Management, LLC, Senator Investment Group LP, Alpha Wave Global, LP, Contour Asset Management LLC, Lone Pine Capital LLC, Moore Capital Management, LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC |
| GOOGL ALPHABET INC | 8 | 6.4% | 0 | Duquesne Family Office LLC, Lansdowne Partners (UK) LLP, Viking Global Investors LP, Corvex Management LP, Third Point LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Glenview Capital Management, LLC |
| ADBE ADOBE INC | 8 | 3.9% | 1 | Montanova Capital, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Maverick Capital Ltd, Junto Capital Management LP, Skye Global Management LP, Duquesne Family Office LLC, Coatue Management LLC |
| BAC BANK OF AMER CORP | 8 | 4.0% | 1 | Lansdowne Partners (UK) LLP, Corvex Management LP, Egerton Capital (UK) LLP, Owl Creek Asset Management, L.P., Moore Capital Management, LP, Steadfast Capital Management LP, Montanova Capital, LLC, Soros Fund Management |
| V VISA INC | 8 | 2.8% | 0 | Maverick Capital Ltd, Altarock Partners LP, Viking Global Investors LP, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Alkeon Capital Management LLC, Junto Capital Management LP, Moore Capital Management, LP |
| CRM SALESFORCE INC | 8 | 5.4% | 1 | Duquesne Family Office LLC, Montanova Capital, LLC, Sachem Head Capital Management LP, Alpha Wave Global, LP, Corvex Management LP, Egerton Capital (UK) LLP, Tiger Global Management LLC, Skye Global Management LP |
| ADSK AUTODESK INC | 8 | 2.4% | 1 | Viking Global Investors LP, Eminence Capital, LP, Steadfast Capital Management LP, Alpha Wave Global, LP, Skye Global Management LP, Discovery Capital Management, LLC, Tiger Global Management LLC, Junto Capital Management LP |
| EA ELECTRONIC ARTS INC | 7 | 2.9% | 2 | Coatue Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Eminence Capital, LP, Moore Capital Management, LP, Third Point LLC |
| Aetna Inc New no ticker | 6 | 5.1% | 1 | Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Abrams Capital Management, L.P., Glenview Capital Management, LLC, Soros Fund Management, Tudor Investment Corp ET AL |
| NXPI NXP SEMICONDUCTORS N V | 6 | 9.4% | 0 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Alpha Wave Global, LP, Tudor Investment Corp ET AL, Soros Fund Management |
| STZ CONSTELLATION BRANDS INC | 6 | 4.5% | 0 | Montanova Capital, LLC, Lone Pine Capital LLC, Discovery Capital Management, LLC, Third Point LLC, Senator Investment Group LP, Egerton Capital (UK) LLP |
| IQV IQVIA HLDGS INC | 6 | 3.6% | 0 | Eminence Capital, LP, Lone Pine Capital LLC, Glenview Capital Management, LLC, Discovery Capital Management, LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| Monsanto Co New no ticker | 6 | 9.0% | 2 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Corvex Management LP, Lansdowne Partners (UK) LLP |
| VICI VICI PPTYS INC | 6 | 3.6% | 6 | Soros Fund Management, Senator Investment Group LP, Gates Capital Management, Inc., Pentwater Capital Management LP, Long Pond Capital, LP, Owl Creek Asset Management, L.P. |
| WP WORLDPAY INC | 6 | 3.8% | 6 | Sachem Head Capital Management LP, Steadfast Capital Management LP, Third Point LLC, Melqart Asset Management (UK) Ltd, Egerton Capital (UK) LLP, Junto Capital Management LP |
| LOW LOWES COS INC | 6 | 3.0% | 2 | Sachem Head Capital Management LP, Hound Partners, LLC, Maverick Capital Ltd, Junto Capital Management LP, Senator Investment Group LP, Glenview Capital Management, LLC |
| PAGS PAGSEGURO DIGITAL LTD | 6 | 3.0% | 6 | Light Street Capital Management, LLC, Sachem Head Capital Management LP, Steadfast Capital Management LP, Third Point LLC, Dragoneer Investment Group, LLC, Discovery Capital Management, LLC |
| Dowdupont Inc no ticker | 5 | 5.5% | 0 | Montanova Capital, LLC, Third Point LLC, Glenview Capital Management, LLC, Maverick Capital Ltd, Senator Investment Group LP |
| JD JD.COM INC | 5 | 6.2% | 0 | Tiger Global Management LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Scopia Capital Management LP, Duquesne Family Office LLC |
| ATVIEUR ACTIVISION BLIZZARD INC | 5 | 3.9% | 0 | Coatue Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP |
| TDG TRANSDIGM GROUP INC | 5 | 6.6% | 0 | Altarock Partners LP, Tiger Global Management LLC, Alpha Wave Global, LP, Lone Pine Capital LLC, Viking Global Investors LP |
| ICE INTERCONTINENTAL EXCHANGE IN | 5 | 4.3% | 1 | Corvex Management LP, Eminence Capital, LP, Junto Capital Management LP, Alkeon Capital Management LLC, Third Point LLC |
| EXPE EXPEDIA GROUP INC | 5 | 5.7% | 1 | Altimeter Capital Management, LP, Hound Partners, LLC, Senator Investment Group LP, Light Street Capital Management, LLC, Contour Asset Management LLC |
| NOW SERVICENOW INC | 5 | 4.5% | 1 | Dragoneer Investment Group, LLC, Corvex Management LP, Lone Pine Capital LLC, Steadfast Capital Management LP, Skye Global Management LP |
| MGM MGM RESORTS INTERNATIONAL | 5 | 2.3% | 0 | Eminence Capital, LP, Gates Capital Management, Inc., Rubric Capital Management LP, Senator Investment Group LP, Maverick Capital Ltd |
| BKNG BOOKING HOLDINGS INC | 4 | 14.2% | 4 | Altarock Partners LP, Altimeter Capital Management, LP, Tiger Global Management LLC, Lone Pine Capital LLC |
| Twenty First Centy Fox Inc no ticker | 4 | 9.4% | 2 | Hound Partners, LLC, Baupost Group LLC, SRS Investment Management, LLC, Egerton Capital (UK) LLP |
| UTXZ UNITED TECHNOLOGIES CORP | 4 | 6.2% | 2 | Montanova Capital, LLC, Third Point LLC, Pershing Square Capital Management, L.P., Viking Global Investors LP |
| ELV ELEVANCE HEALTH INC | 4 | 3.0% | 0 | Viking Global Investors LP, Glenview Capital Management, LLC, Farallon Capital Management, L.L.C., Third Point LLC |
| 8L8C LIBERTY BROADBAND CORP | 4 | 7.4% | 0 | Soros Fund Management, Hound Partners, LLC, Coatue Management LLC, Alpha Wave Global, LP |
| Allergan Plc no ticker | 4 | 4.4% | 0 | Baupost Group LLC, Senator Investment Group LP, Owl Creek Asset Management, L.P., Glenview Capital Management, LLC |
| Rockwell Collins Inc no ticker | 4 | 4.1% | 0 | Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, Soros Fund Management |
| LEN LENNAR CORP | 4 | 4.3% | 0 | Eminence Capital, LP, Long Pond Capital, LP, Third Point LLC, Viking Global Investors LP |
| CZREUR CAESARS ENTMT CORP | 4 | 5.6% | 0 | Long Pond Capital, LP, Soros Fund Management, Senator Investment Group LP, Owl Creek Asset Management, L.P. |
| MELI MERCADOLIBRE | 4 | 2.7% | 2 | Whale Rock Capital Management LLC, Lone Pine Capital LLC, Dragoneer Investment Group, LLC, Tiger Global Management LLC |
| MU MICRON TECHNOLOGY INC | 4 | 3.8% | 3 | Duquesne Family Office LLC, Coatue Management LLC, Whale Rock Capital Management LLC, Discovery Capital Management, LLC |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 4 | 3.4% | 1 | Steadfast Capital Management LP, Sachem Head Capital Management LP, Tiger Global Management LLC, Lone Pine Capital LLC |
| BUD ANHEUSER BUSCH INBEV SA NV | 4 | 8.3% | 0 | Cook & Bynum Capital Management, LLC, Viking Global Investors LP, Senator Investment Group LP, Maverick Capital Ltd |
| TMUS T-MOBILE US INC | 4 | 2.2% | 2 | Corvex Management LP, Maverick Capital Ltd, Glenview Capital Management, LLC, Lone Pine Capital LLC |
| Twenty First Centy Fox Inc no ticker | 4 | 2.3% | 1 | Baupost Group LLC, Junto Capital Management LP, Pentwater Capital Management LP, Farallon Capital Management, L.L.C. |
| MA MASTERCARD INC | 4 | 3.8% | 0 | Altarock Partners LP, Alkeon Capital Management LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP |
| TAL TAL EDUCATION GROUP | 4 | 1.9% | 2 | Tiger Global Management LLC, Light Street Capital Management, LLC, Duquesne Family Office LLC, Coatue Management LLC |