| MSFT MICROSOFT CORP | 25 | 7.1% | 1 | Skye Global Management LP, Duquesne Family Office LLC, Sachem Head Capital Management LP, Montanova Capital, LLC, Lone Pine Capital LLC, Coatue Management LLC, Tiger Global Management LLC, Junto Capital Management LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Alpha Wave Global, LP, Corvex Management LP, Light Street Capital Management, LLC, Maverick Capital Ltd, Steadfast Capital Management LP, Alkeon Capital Management LLC, Hound Partners, LLC, Third Point LLC, Eminence Capital, LP, Whale Rock Capital Management LLC, Moore Capital Management, LP, Farallon Capital Management, L.L.C., Soros Fund Management, Altimeter Capital Management, LP, Glenview Capital Management, LLC |
| BABA ALIBABA GROUP HLDG LTD | 19 | 8.8% | 3 | Himalaya Capital Management LLC, Nightview Capital, LLC, Sachem Head Capital Management LP, Dragoneer Investment Group, LLC, Viking Global Investors LP, Lone Pine Capital LLC, Coatue Management LLC, Tiger Global Management LLC, Third Point LLC, Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Maverick Capital Ltd, Moore Capital Management, LP, Junto Capital Management LP, Steadfast Capital Management LP, Skye Global Management LP |
| AMZN AMAZON COM INC | 18 | 7.0% | 1 | Nightview Capital, LLC, Tiger Global Management LLC, Duquesne Family Office LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Lansdowne Partners (UK) LLP, Skye Global Management LP, Moore Capital Management, LP, Coatue Management LLC, Alkeon Capital Management LLC, Contour Asset Management LLC, Lone Pine Capital LLC, Alpha Wave Global, LP, Junto Capital Management LP, Altimeter Capital Management, LP, Viking Global Investors LP, Soros Fund Management, Steadfast Capital Management LP |
| META META PLATFORMS INC | 15 | 5.1% | 0 | SRS Investment Management, LLC, Hound Partners, LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Discovery Capital Management, LLC, Corvex Management LP, Alpha Wave Global, LP, Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Tiger Global Management LLC, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Senator Investment Group LP, Viking Global Investors LP |
| NFLX NETFLIX INC. | 11 | 6.8% | 2 | SRS Investment Management, LLC, Nightview Capital, LLC, Coatue Management LLC, Whale Rock Capital Management LLC, Contour Asset Management LLC, Tiger Global Management LLC, Third Point LLC, Dragoneer Investment Group, LLC, Moore Capital Management, LP, Junto Capital Management LP, Viking Global Investors LP |
| Twenty First Centy Fox Inc no ticker | 10 | 9.4% | 3 | Hound Partners, LLC, Baupost Group LLC, Alpha Wave Global, LP, Egerton Capital (UK) LLP, Contour Asset Management LLC, Pentwater Capital Management LP, SRS Investment Management, LLC, Melqart Asset Management (UK) Ltd, Tudor Investment Corp ET AL, Duquesne Family Office LLC |
| SPOT SPOTIFY TECHNOLOGY S A | 10 | 6.2% | 1 | Dragoneer Investment Group, LLC, Nightview Capital, LLC, Tiger Global Management LLC, Light Street Capital Management, LLC, Coatue Management LLC, Steadfast Capital Management LP, Discovery Capital Management, LLC, Lansdowne Partners (UK) LLP, Moore Capital Management, LP, Soros Fund Management |
| GOOG ALPHABET INC | 10 | 4.6% | 1 | Skye Global Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Contour Asset Management LLC, Senator Investment Group LP, Eminence Capital, LP, Farallon Capital Management, L.L.C., Hound Partners, LLC, Discovery Capital Management, LLC, Steadfast Capital Management LP |
| Aetna Inc New no ticker | 9 | 8.4% | 1 | Pentwater Capital Management LP, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Melqart Asset Management (UK) Ltd, Glenview Capital Management, LLC, Abrams Capital Management, L.P., Tudor Investment Corp ET AL, Soros Fund Management, Owl Creek Asset Management, L.P. |
| AABAUSD ALTABA INC | 9 | 11.7% | 1 | Owl Creek Asset Management, L.P., Kingstown Capital Management L.P., Farallon Capital Management, L.L.C., Abrams Capital Management, L.P., Gates Capital Management, Inc., Soros Fund Management, Starboard Value LP, Eminence Capital, LP, Baupost Group LLC |
| CRM SALESFORCE INC | 9 | 4.7% | 1 | Duquesne Family Office LLC, Montanova Capital, LLC, Sachem Head Capital Management LP, Whale Rock Capital Management LLC, Alpha Wave Global, LP, Viking Global Investors LP, Tiger Global Management LLC, Altimeter Capital Management, LP, Egerton Capital (UK) LLP |
| ATVIEUR ACTIVISION BLIZZARD INC | 8 | 4.9% | 2 | Discovery Capital Management, LLC, Coatue Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Contour Asset Management LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC, Junto Capital Management LP |
| GOOGL ALPHABET INC | 8 | 4.7% | 0 | Duquesne Family Office LLC, Lansdowne Partners (UK) LLP, Corvex Management LP, Abrams Capital Management, L.P., Alkeon Capital Management LLC, Moore Capital Management, LP, Whale Rock Capital Management LLC, Glenview Capital Management, LLC |
| NOW SERVICENOW INC | 8 | 3.1% | 2 | Dragoneer Investment Group, LLC, Corvex Management LP, Lone Pine Capital LLC, Coatue Management LLC, Whale Rock Capital Management LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Skye Global Management LP |
| ADBE ADOBE INC | 7 | 4.3% | 0 | Lone Pine Capital LLC, Montanova Capital, LLC, Egerton Capital (UK) LLP, Duquesne Family Office LLC, Coatue Management LLC, Maverick Capital Ltd, Third Point LLC |
| V VISA INC | 7 | 2.1% | 0 | Altarock Partners LP, Alkeon Capital Management LLC, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Third Point LLC, Moore Capital Management, LP, Viking Global Investors LP |
| Express Scripts Hldg Co no ticker | 6 | 8.1% | 1 | Pentwater Capital Management LP, Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Alpha Wave Global, LP, Glenview Capital Management, LLC, Melqart Asset Management (UK) Ltd |
| IQV IQVIA HLDGS INC | 6 | 4.6% | 1 | Eminence Capital, LP, Lone Pine Capital LLC, Steadfast Capital Management LP, Glenview Capital Management, LLC, Farallon Capital Management, L.L.C., Third Point LLC |
| Dowdupont Inc no ticker | 6 | 4.2% | 1 | Montanova Capital, LLC, Third Point LLC, Glenview Capital Management, LLC, Viking Global Investors LP, Skye Global Management LP, Maverick Capital Ltd |
| STZ CONSTELLATION BRANDS INC | 6 | 4.3% | 1 | Discovery Capital Management, LLC, Montanova Capital, LLC, Lone Pine Capital LLC, Senator Investment Group LP, Third Point LLC, Maverick Capital Ltd |
| Shire Plc no ticker | 6 | 6.3% | 2 | Sachem Head Capital Management LP, Abrams Capital Management, L.P., Glenview Capital Management, LLC, Maverick Capital Ltd, Pentwater Capital Management LP, Third Point LLC |
| NXPI NXP SEMICONDUCTORS N V | 6 | 8.1% | 1 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Sachem Head Capital Management LP, Tudor Investment Corp ET AL, Corvex Management LP, Glenview Capital Management, LLC |
| CZREUR CAESARS ENTMT CORP | 6 | 4.8% | 2 | Soros Fund Management, Long Pond Capital, LP, Senator Investment Group LP, Gates Capital Management, Inc., Rubric Capital Management LP, Owl Creek Asset Management, L.P. |
| MA MASTERCARD INC | 6 | 3.4% | 0 | Altarock Partners LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP, Moore Capital Management, LP |
| TMUS T-MOBILE US INC | 6 | 2.7% | 1 | Corvex Management LP, Maverick Capital Ltd, Junto Capital Management LP, Duquesne Family Office LLC, Viking Global Investors LP, Discovery Capital Management, LLC |
| UTXZ UNITED TECHNOLOGIES CORP | 5 | 6.2% | 0 | Pershing Square Capital Management, L.P., Third Point LLC, Viking Global Investors LP, Owl Creek Asset Management, L.P., Lansdowne Partners (UK) LLP |
| DIS DISNEY WALT CO | 5 | 7.2% | 1 | SRS Investment Management, LLC, Viking Global Investors LP, Maverick Capital Ltd, Junto Capital Management LP, Contour Asset Management LLC |
| ELV ELEVANCE HEALTH INC | 5 | 4.0% | 1 | Viking Global Investors LP, Montanova Capital, LLC, Maverick Capital Ltd, Glenview Capital Management, LLC, Farallon Capital Management, L.L.C. |
| PYPL PAYPAL HLDGS INC | 5 | 3.6% | 1 | Third Point LLC, Coatue Management LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Steadfast Capital Management LP |
| CHTR CHARTER COMMUNICATIONS INC | 5 | 7.3% | 2 | Altarock Partners LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Glenview Capital Management, LLC |
| QSR RESTAURANT BRANDS INTL INC | 5 | 7.3% | 0 | Pershing Square Capital Management, L.P., Montanova Capital, LLC, Hound Partners, LLC, Eminence Capital, LP, Steadfast Capital Management LP |
| FDC FIRST DATA CORP NEW | 5 | 3.7% | 1 | Steadfast Capital Management LP, Moore Capital Management, LP, Glenview Capital Management, LLC, Senator Investment Group LP, Lone Pine Capital LLC |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 6.6% | 0 | Long Pond Capital, LP, Hound Partners, LLC, Gates Capital Management, Inc., Montanova Capital, LLC, Eminence Capital, LP |
| NVDA NVIDIA CORPORATION | 5 | 2.7% | 0 | Whale Rock Capital Management LLC, Coatue Management LLC, Lone Pine Capital LLC, Contour Asset Management LLC, Light Street Capital Management, LLC |
| WP WORLDPAY INC | 5 | 4.7% | 0 | Sachem Head Capital Management LP, Steadfast Capital Management LP, Junto Capital Management LP, Third Point LLC, Egerton Capital (UK) LLP |
| ADSK AUTODESK INC | 5 | 4.2% | 0 | Sachem Head Capital Management LP, Contour Asset Management LLC, SRS Investment Management, LLC, Steadfast Capital Management LP, Tiger Global Management LLC |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 5 | 3.2% | 1 | Light Street Capital Management, LLC, Discovery Capital Management, LLC, Eminence Capital, LP, Contour Asset Management LLC, Alkeon Capital Management LLC |
| BKNG BOOKING HOLDINGS INC | 4 | 10.8% | 1 | Altarock Partners LP, Altimeter Capital Management, LP, Tiger Global Management LLC, Farallon Capital Management, L.L.C. |
| Twenty First Centy Fox Inc no ticker | 4 | 4.2% | 0 | Pentwater Capital Management LP, Baupost Group LLC, Farallon Capital Management, L.L.C., Melqart Asset Management (UK) Ltd |
| Allergan Plc no ticker | 4 | 3.6% | 0 | Baupost Group LLC, Senator Investment Group LP, Owl Creek Asset Management, L.P., Glenview Capital Management, LLC |
| 8L8C LIBERTY BROADBAND CORP | 4 | 7.5% | 0 | Soros Fund Management, Coatue Management LLC, Hound Partners, LLC, Alpha Wave Global, LP |
| PCG PG&E CORP | 4 | 6.1% | 2 | Kingstown Capital Management L.P., Hound Partners, LLC, Baupost Group LLC, Viking Global Investors LP |
| EA ELECTRONIC ARTS INC | 4 | 2.9% | 0 | Lone Pine Capital LLC, Coatue Management LLC, Alkeon Capital Management LLC, Eminence Capital, LP |
| BAC BANK OF AMER CORP | 4 | 4.5% | 0 | Lansdowne Partners (UK) LLP, Corvex Management LP, Egerton Capital (UK) LLP, Steadfast Capital Management LP |
| Rockwell Collins Inc no ticker | 4 | 6.1% | 0 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| TRU TRANSUNION | 4 | 2.6% | 0 | Lone Pine Capital LLC, Junto Capital Management LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C. |
| MPC Marathon Petroleum Corp | 4 | 3.7% | 0 | Montanova Capital, LLC, Viking Global Investors LP, Discovery Capital Management, LLC, Third Point LLC |
| VICI VICI PPTYS INC | 4 | 5.0% | 0 | Soros Fund Management, Senator Investment Group LP, Gates Capital Management, Inc., Pentwater Capital Management LP |
| C CITIGROUP INC | 4 | 3.4% | 2 | Lansdowne Partners (UK) LLP, Steadfast Capital Management LP, Duquesne Family Office LLC, Senator Investment Group LP |
| ICE INTERCONTINENTAL EXCHANGE IN | 4 | 4.1% | 0 | Eminence Capital, LP, Corvex Management LP, Senator Investment Group LP, Alkeon Capital Management LLC |