| META META PLATFORMS INC | 27 | 6.2% | 2 | Sachem Head Capital Management LP, Skye Global Management LP, SRS Investment Management, LLC, Hound Partners, LLC, Coatue Management LLC, Montanova Capital, LLC, Dragoneer Investment Group, LLC, Duquesne Family Office LLC, Corvex Management LP, Viking Global Investors LP, Lansdowne Partners (UK) LLP, Whale Rock Capital Management LLC, Maverick Capital Ltd, Tiger Global Management LLC, Alpha Wave Global, LP, Discovery Capital Management, LLC, Senator Investment Group LP, Third Point LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Moore Capital Management, LP, Light Street Capital Management, LLC, Eminence Capital, LP, Steadfast Capital Management LP, Altimeter Capital Management, LP |
| MSFT MICROSOFT CORP | 22 | 6.9% | 1 | Skye Global Management LP, Duquesne Family Office LLC, Sachem Head Capital Management LP, Tiger Global Management LLC, Junto Capital Management LP, Corvex Management LP, Steadfast Capital Management LP, Lone Pine Capital LLC, Viking Global Investors LP, Alpha Wave Global, LP, Coatue Management LLC, Egerton Capital (UK) LLP, Maverick Capital Ltd, Hound Partners, LLC, Light Street Capital Management, LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Eminence Capital, LP, Moore Capital Management, LP, Farallon Capital Management, L.L.C., Third Point LLC, Altimeter Capital Management, LP |
| AMZN AMAZON COM INC | 17 | 6.0% | 1 | Nightview Capital, LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC, Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Skye Global Management LP, Contour Asset Management LLC, Moore Capital Management, LP, Coatue Management LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC, Alpha Wave Global, LP, Altimeter Capital Management, LP, Viking Global Investors LP, Steadfast Capital Management LP, Soros Fund Management |
| BABA ALIBABA GROUP HLDG LTD | 17 | 9.5% | 1 | Himalaya Capital Management LLC, Montanova Capital, LLC, Duquesne Family Office LLC, Light Street Capital Management, LLC, Lone Pine Capital LLC, Discovery Capital Management, LLC, Third Point LLC, Egerton Capital (UK) LLP, Coatue Management LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Alkeon Capital Management LLC, Maverick Capital Ltd, Junto Capital Management LP, Viking Global Investors LP, Moore Capital Management, LP |
| ADSK AUTODESK INC | 11 | 2.8% | 2 | Sachem Head Capital Management LP, Contour Asset Management LLC, Junto Capital Management LP, Steadfast Capital Management LP, Viking Global Investors LP, Alpha Wave Global, LP, Eminence Capital, LP, SRS Investment Management, LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Discovery Capital Management, LLC |
| AABAUSD ALTABA INC | 10 | 13.0% | 0 | Owl Creek Asset Management, L.P., Pentwater Capital Management LP, Kingstown Capital Management L.P., Starboard Value LP, Farallon Capital Management, L.L.C., Gates Capital Management, Inc., Abrams Capital Management, L.P., Soros Fund Management, Eminence Capital, LP, Moore Capital Management, LP |
| NXPI NXP SEMICONDUCTORS N V | 10 | 7.7% | 4 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Third Point LLC, Moore Capital Management, LP, Sachem Head Capital Management LP, Soros Fund Management, Corvex Management LP, Discovery Capital Management, LLC, Tudor Investment Corp ET AL, Farallon Capital Management, L.L.C. |
| NFLX NETFLIX INC. | 9 | 11.8% | 0 | SRS Investment Management, LLC, Nightview Capital, LLC, Contour Asset Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Third Point LLC, Tiger Global Management LLC, Duquesne Family Office LLC, Dragoneer Investment Group, LLC |
| EA ELECTRONIC ARTS INC | 9 | 3.3% | 3 | Coatue Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Discovery Capital Management, LLC, Alkeon Capital Management LLC, Junto Capital Management LP, Light Street Capital Management, LLC, Eminence Capital, LP, Third Point LLC |
| GOOGL ALPHABET INC | 9 | 4.7% | 2 | Lansdowne Partners (UK) LLP, Duquesne Family Office LLC, Viking Global Investors LP, Abrams Capital Management, L.P., Corvex Management LP, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Glenview Capital Management, LLC, Moore Capital Management, LP |
| GOOG ALPHABET INC | 9 | 5.0% | 0 | Skye Global Management LP, Maverick Capital Ltd, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Senator Investment Group LP, Eminence Capital, LP, Farallon Capital Management, L.L.C., Discovery Capital Management, LLC, Steadfast Capital Management LP |
| CRM SALESFORCE INC | 9 | 5.0% | 0 | Montanova Capital, LLC, Duquesne Family Office LLC, Sachem Head Capital Management LP, Alpha Wave Global, LP, Egerton Capital (UK) LLP, Corvex Management LP, Skye Global Management LP, Tiger Global Management LLC, Altimeter Capital Management, LP |
| Twenty First Centy Fox Inc no ticker | 8 | 8.0% | 2 | Hound Partners, LLC, Baupost Group LLC, Egerton Capital (UK) LLP, Sachem Head Capital Management LP, SRS Investment Management, LLC, Pentwater Capital Management LP, Senator Investment Group LP, Tudor Investment Corp ET AL |
| SPOT SPOTIFY TECHNOLOGY S A | 8 | 5.8% | 8 | Dragoneer Investment Group, LLC, Tiger Global Management LLC, Steadfast Capital Management LP, Light Street Capital Management, LLC, Coatue Management LLC, Soros Fund Management, Lansdowne Partners (UK) LLP, Moore Capital Management, LP |
| Aetna Inc New no ticker | 8 | 5.2% | 2 | Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Abrams Capital Management, L.P., Melqart Asset Management (UK) Ltd, Glenview Capital Management, LLC, Owl Creek Asset Management, L.P., Soros Fund Management, Tudor Investment Corp ET AL |
| ADBE ADOBE INC | 8 | 3.8% | 0 | Montanova Capital, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Coatue Management LLC, Maverick Capital Ltd, Skye Global Management LP, Duquesne Family Office LLC, Third Point LLC |
| ATVIEUR ACTIVISION BLIZZARD INC | 7 | 3.8% | 2 | Coatue Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Duquesne Family Office LLC |
| V VISA INC | 7 | 2.3% | 1 | Altarock Partners LP, Farallon Capital Management, L.L.C., Viking Global Investors LP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Third Point LLC, Maverick Capital Ltd |
| NOW SERVICENOW INC | 7 | 2.9% | 1 | Corvex Management LP, Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Coatue Management LLC, Tiger Global Management LLC, Skye Global Management LP, Steadfast Capital Management LP |
| Dowdupont Inc no ticker | 6 | 4.2% | 1 | Third Point LLC, Glenview Capital Management, LLC, Montanova Capital, LLC, Viking Global Investors LP, Maverick Capital Ltd, Senator Investment Group LP |
| STZ CONSTELLATION BRANDS INC | 6 | 3.6% | 0 | Montanova Capital, LLC, Lone Pine Capital LLC, Discovery Capital Management, LLC, Third Point LLC, Senator Investment Group LP, Egerton Capital (UK) LLP |
| VICI VICI PPTYS INC | 6 | 3.6% | 0 | Soros Fund Management, Gates Capital Management, Inc., Senator Investment Group LP, Pentwater Capital Management LP, Owl Creek Asset Management, L.P., Long Pond Capital, LP |
| MA MASTERCARD INC | 6 | 3.3% | 1 | Altarock Partners LP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Maverick Capital Ltd, Egerton Capital (UK) LLP, Moore Capital Management, LP |
| BKNG BOOKING HOLDINGS INC | 5 | 10.7% | 1 | Altarock Partners LP, Altimeter Capital Management, LP, Tiger Global Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP |
| UTXZ UNITED TECHNOLOGIES CORP | 5 | 6.3% | 1 | Pershing Square Capital Management, L.P., Viking Global Investors LP, Third Point LLC, Montanova Capital, LLC, Owl Creek Asset Management, L.P. |
| IQV IQVIA HLDGS INC | 5 | 3.7% | 0 | Lone Pine Capital LLC, Eminence Capital, LP, Glenview Capital Management, LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| Express Scripts Hldg Co no ticker | 5 | 7.0% | 2 | Pentwater Capital Management LP, Alpha Wave Global, LP, Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Glenview Capital Management, LLC |
| QSR RESTAURANT BRANDS INTL INC | 5 | 7.5% | 2 | Pershing Square Capital Management, L.P., Hound Partners, LLC, Montanova Capital, LLC, Steadfast Capital Management LP, Eminence Capital, LP |
| BAC BANK OF AMER CORP | 5 | 4.7% | 0 | Lansdowne Partners (UK) LLP, Corvex Management LP, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Soros Fund Management |
| Rockwell Collins Inc no ticker | 5 | 4.1% | 1 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, Soros Fund Management |
| DELL DELL TECHNOLOGIES INC | 5 | 3.6% | 2 | Sachem Head Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Third Point LLC |
| NVDA NVIDIA CORPORATION | 5 | 3.6% | 1 | Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Contour Asset Management LLC, Lone Pine Capital LLC, Coatue Management LLC |
| ICE INTERCONTINENTAL EXCHANGE IN | 5 | 3.8% | 0 | Corvex Management LP, Eminence Capital, LP, Junto Capital Management LP, Alkeon Capital Management LLC, Senator Investment Group LP |
| WP WORLDPAY INC | 5 | 3.7% | 0 | Sachem Head Capital Management LP, Steadfast Capital Management LP, Junto Capital Management LP, Third Point LLC, Egerton Capital (UK) LLP |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 4.4% | 3 | Hound Partners, LLC, Gates Capital Management, Inc., Montanova Capital, LLC, Long Pond Capital, LP, Eminence Capital, LP |
| Xl Group Ltd no ticker | 5 | 3.0% | 0 | Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Tudor Investment Corp ET AL, Soros Fund Management |
| TMUS T-MOBILE US INC | 5 | 3.4% | 3 | Corvex Management LP, Junto Capital Management LP, Maverick Capital Ltd, Discovery Capital Management, LLC, Viking Global Investors LP |
| CHTR CHARTER COMMUNICATIONS INC | 5 | 5.3% | 2 | Altarock Partners LP, Farallon Capital Management, L.L.C., Corvex Management LP, Hound Partners, LLC, Glenview Capital Management, LLC |
| T AT&T INC | 5 | 4.7% | 5 | Melqart Asset Management (UK) Ltd, Owl Creek Asset Management, L.P., Baupost Group LLC, Soros Fund Management, Corvex Management LP |
| NBIS NEBIUS GROUP N.V. | 5 | 4.7% | 1 | Light Street Capital Management, LLC, Sachem Head Capital Management LP, Discovery Capital Management, LLC, Junto Capital Management LP, Moore Capital Management, LP |
| JD JD.COM INC | 4 | 5.7% | 0 | Tiger Global Management LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Scopia Capital Management LP |
| PYPL PAYPAL HLDGS INC | 4 | 3.6% | 1 | Third Point LLC, Coatue Management LLC, Lone Pine Capital LLC, Steadfast Capital Management LP |
| TWTRUSD TWITTER INC | 4 | 4.1% | 0 | Coatue Management LLC, Alkeon Capital Management LLC, Tiger Global Management LLC, Skye Global Management LP |
| DIS DISNEY WALT CO | 4 | 6.3% | 2 | SRS Investment Management, LLC, Maverick Capital Ltd, Contour Asset Management LLC, Viking Global Investors LP |
| TDG TRANSDIGM GROUP INC | 4 | 7.7% | 0 | Altarock Partners LP, Tiger Global Management LLC, Alpha Wave Global, LP, Lone Pine Capital LLC |
| CSX CSX CORP | 4 | 4.5% | 1 | Alpha Wave Global, LP, Steadfast Capital Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP |
| Shire Plc no ticker | 4 | 5.7% | 1 | Sachem Head Capital Management LP, Glenview Capital Management, LLC, Maverick Capital Ltd, Pentwater Capital Management LP |
| Allergan Plc no ticker | 4 | 3.6% | 0 | Baupost Group LLC, Senator Investment Group LP, Glenview Capital Management, LLC, Owl Creek Asset Management, L.P. |
| LEN LENNAR CORP | 4 | 5.1% | 0 | Eminence Capital, LP, Long Pond Capital, LP, Third Point LLC, Viking Global Investors LP |
| 8L8C LIBERTY BROADBAND CORP | 4 | 6.6% | 0 | Soros Fund Management, Coatue Management LLC, Hound Partners, LLC, Alpha Wave Global, LP |