| MSFT MICROSOFT CORP | 23 | 7.8% | 1 | Skye Global Management LP, Duquesne Family Office LLC, Sachem Head Capital Management LP, Tiger Global Management LLC, Viking Global Investors LP, Egerton Capital (UK) LLP, Coatue Management LLC, Lone Pine Capital LLC, Corvex Management LP, SRS Investment Management, LLC, Light Street Capital Management, LLC, Steadfast Capital Management LP, Hound Partners, LLC, Alpha Wave Global, LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Junto Capital Management LP, Whale Rock Capital Management LLC, Eminence Capital, LP, Owl Creek Asset Management, L.P., Farallon Capital Management, L.L.C., Altimeter Capital Management, LP, Glenview Capital Management, LLC |
| META META PLATFORMS INC | 17 | 5.0% | 3 | Altimeter Capital Management, LP, Hound Partners, LLC, Coatue Management LLC, Lone Pine Capital LLC, Abrams Capital Management, L.P., Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Tiger Global Management LLC, Corvex Management LP, Viking Global Investors LP, Farallon Capital Management, L.L.C., SRS Investment Management, LLC, Alkeon Capital Management LLC, Skye Global Management LP, Discovery Capital Management, LLC, Owl Creek Asset Management, L.P., Alpha Wave Global, LP |
| BABA ALIBABA GROUP HLDG LTD | 16 | 4.3% | 1 | Dragoneer Investment Group, LLC, Coatue Management LLC, Viking Global Investors LP, Lone Pine Capital LLC, D1 Capital Partners L.P., Nightview Capital, LLC, Tiger Global Management LLC, Maverick Capital Ltd, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Eminence Capital, LP, Discovery Capital Management, LLC, Duquesne Family Office LLC, Steadfast Capital Management LP, Farallon Capital Management, L.L.C. |
| AMZN AMAZON COM INC | 14 | 8.7% | 0 | Nightview Capital, LLC, Whale Rock Capital Management LLC, Skye Global Management LP, Duquesne Family Office LLC, D1 Capital Partners L.P., Coatue Management LLC, Light Street Capital Management, LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Viking Global Investors LP, Alkeon Capital Management LLC, Moore Capital Management, LP, Lansdowne Partners (UK) LLP, Altimeter Capital Management, LP |
| NFLX NETFLIX INC. | 12 | 8.0% | 1 | SRS Investment Management, LLC, Nightview Capital, LLC, D1 Capital Partners L.P., Light Street Capital Management, LLC, Contour Asset Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Viking Global Investors LP, Tiger Global Management LLC, Dragoneer Investment Group, LLC, Moore Capital Management, LP, Duquesne Family Office LLC |
| ADBE ADOBE INC | 12 | 4.3% | 2 | Montanova Capital, LLC, Lone Pine Capital LLC, Duquesne Family Office LLC, Egerton Capital (UK) LLP, Viking Global Investors LP, Third Point LLC, D1 Capital Partners L.P., Whale Rock Capital Management LLC, Coatue Management LLC, Skye Global Management LP, Maverick Capital Ltd, Tiger Global Management LLC |
| GOOG ALPHABET INC | 12 | 5.9% | 2 | Skye Global Management LP, Senator Investment Group LP, Montanova Capital, LLC, Bronte Capital Management Pty Ltd., Egerton Capital (UK) LLP, Contour Asset Management LLC, Farallon Capital Management, L.L.C., Eminence Capital, LP, Maverick Capital Ltd, Owl Creek Asset Management, L.P., Hound Partners, LLC, Steadfast Capital Management LP |
| CRM SALESFORCE INC | 12 | 5.3% | 0 | Montanova Capital, LLC, Sachem Head Capital Management LP, Duquesne Family Office LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Viking Global Investors LP, Third Point LLC, Tiger Global Management LLC, Alpha Wave Global, LP, Coatue Management LLC, Skye Global Management LP, Altimeter Capital Management, LP |
| V VISA INC | 12 | 3.9% | 2 | Bronte Capital Management Pty Ltd., Viking Global Investors LP, Senator Investment Group LP, Altarock Partners LP, Third Point LLC, D1 Capital Partners L.P., Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Junto Capital Management LP, Steadfast Capital Management LP, Coatue Management LLC, Moore Capital Management, LP |
| GOOGL ALPHABET INC | 11 | 5.4% | 1 | Bronte Capital Management Pty Ltd., Corvex Management LP, Junto Capital Management LP, Abrams Capital Management, L.P., D1 Capital Partners L.P., Viking Global Investors LP, Glenview Capital Management, LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Whale Rock Capital Management LLC, Lansdowne Partners (UK) LLP |
| Twenty First Centy Fox Inc no ticker | 9 | 9.6% | 1 | Baupost Group LLC, Egerton Capital (UK) LLP, Hound Partners, LLC, Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, SRS Investment Management, LLC, Junto Capital Management LP |
| IQV IQVIA HLDGS INC | 7 | 5.6% | 1 | Montanova Capital, LLC, Steadfast Capital Management LP, Glenview Capital Management, LLC, Lone Pine Capital LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C., Third Point LLC |
| SPOT SPOTIFY TECHNOLOGY S A | 7 | 5.6% | 0 | Tiger Global Management LLC, Nightview Capital, LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Light Street Capital Management, LLC, Steadfast Capital Management LP, D1 Capital Partners L.P. |
| MA MASTERCARD INC | 7 | 3.4% | 2 | Altarock Partners LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Maverick Capital Ltd, Alkeon Capital Management LLC, Steadfast Capital Management LP, Coatue Management LLC |
| ADSK AUTODESK INC | 7 | 4.6% | 2 | Sachem Head Capital Management LP, Contour Asset Management LLC, SRS Investment Management, LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP, D1 Capital Partners L.P. |
| AABAUSD ALTABA INC | 6 | 16.0% | 0 | Owl Creek Asset Management, L.P., Farallon Capital Management, L.L.C., Kingstown Capital Management L.P., Gates Capital Management, Inc., Soros Fund Management, Starboard Value LP |
| HLT HILTON WORLDWIDE HLDGS INC | 6 | 8.7% | 1 | Long Pond Capital, LP, Pershing Square Capital Management, L.P., Hound Partners, LLC, D1 Capital Partners L.P., Gates Capital Management, Inc., Eminence Capital, LP |
| Shire Plc no ticker | 6 | 7.9% | 0 | Sachem Head Capital Management LP, Glenview Capital Management, LLC, Third Point LLC, Melqart Asset Management (UK) Ltd, Tudor Investment Corp ET AL, Maverick Capital Ltd |
| STZ CONSTELLATION BRANDS INC | 6 | 5.2% | 1 | Montanova Capital, LLC, Senator Investment Group LP, Lone Pine Capital LLC, Third Point LLC, Eminence Capital, LP, Maverick Capital Ltd |
| QSR RESTAURANT BRANDS INTL INC | 6 | 6.5% | 1 | Pershing Square Capital Management, L.P., Montanova Capital, LLC, Eminence Capital, LP, Hound Partners, LLC, Steadfast Capital Management LP, Moore Capital Management, LP |
| DIS DISNEY WALT CO | 6 | 4.7% | 1 | SRS Investment Management, LLC, D1 Capital Partners L.P., Contour Asset Management LLC, Maverick Capital Ltd, Viking Global Investors LP, Discovery Capital Management, LLC |
| NOW SERVICENOW INC | 6 | 4.4% | 0 | Corvex Management LP, Dragoneer Investment Group, LLC, Coatue Management LLC, Lone Pine Capital LLC, Skye Global Management LP, Tiger Global Management LLC |
| TMUS T-MOBILE US INC | 6 | 3.7% | 0 | Corvex Management LP, Discovery Capital Management, LLC, Maverick Capital Ltd, Junto Capital Management LP, Viking Global Investors LP, Soros Fund Management |
| ELV ELEVANCE HEALTH INC | 5 | 4.3% | 0 | Viking Global Investors LP, Montanova Capital, LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Glenview Capital Management, LLC |
| Twenty First Centy Fox Inc no ticker | 5 | 11.0% | 1 | Alpha Wave Global, LP, Baupost Group LLC, Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C. |
| UTXZ UNITED TECHNOLOGIES CORP | 5 | 4.2% | 0 | Pershing Square Capital Management, L.P., Viking Global Investors LP, Moore Capital Management, LP, Owl Creek Asset Management, L.P., Lansdowne Partners (UK) LLP |
| PYPL PAYPAL HLDGS INC | 5 | 3.4% | 0 | Third Point LLC, Coatue Management LLC, Lone Pine Capital LLC, Eminence Capital, LP, Duquesne Family Office LLC |
| NXPI NXP SEMICONDUCTORS N V | 5 | 9.7% | 1 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Sachem Head Capital Management LP, Scopia Capital Management LP, Tudor Investment Corp ET AL |
| VICI VICI PPTYS INC | 5 | 4.3% | 0 | Soros Fund Management, Senator Investment Group LP, Gates Capital Management, Inc., Pentwater Capital Management LP, Owl Creek Asset Management, L.P. |
| COUPEUR COUPA SOFTWARE INC | 5 | 2.6% | 0 | Whale Rock Capital Management LLC, Duquesne Family Office LLC, Alkeon Capital Management LLC, Skye Global Management LP, Soros Fund Management |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 5 | 2.4% | 2 | Junto Capital Management LP, Light Street Capital Management, LLC, Eminence Capital, LP, Maverick Capital Ltd, Skye Global Management LP |
| UNH UNITEDHEALTH GROUP INC | 4 | 5.1% | 1 | Lone Pine Capital LLC, Senator Investment Group LP, Egerton Capital (UK) LLP, Viking Global Investors LP |
| BKNG BOOKING HOLDINGS INC | 4 | 5.4% | 1 | Altimeter Capital Management, LP, Tiger Global Management LLC, Lone Pine Capital LLC, Farallon Capital Management, L.L.C. |
| Dowdupont Inc no ticker | 4 | 4.1% | 0 | Third Point LLC, Glenview Capital Management, LLC, Maverick Capital Ltd, Viking Global Investors LP |
| ATVIEUR ACTIVISION BLIZZARD INC | 4 | 3.7% | 0 | Coatue Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Contour Asset Management LLC |
| CHTR CHARTER COMMUNICATIONS INC | 4 | 10.1% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Farallon Capital Management, L.L.C. |
| CI THE CIGNA GROUP | 4 | 2.4% | 4 | Glenview Capital Management, LLC, Farallon Capital Management, L.L.C., Third Point LLC, Pentwater Capital Management LP |
| ICE INTERCONTINENTAL EXCHANGE IN | 4 | 5.3% | 1 | Eminence Capital, LP, Senator Investment Group LP, Junto Capital Management LP, Alkeon Capital Management LLC |
| RHT1EUR RED HAT INC | 4 | 7.8% | 4 | Alpha Wave Global, LP, Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C. |
| BA BOEING CO | 4 | 3.0% | 1 | Senator Investment Group LP, D1 Capital Partners L.P., Alkeon Capital Management LLC, Viking Global Investors LP |
| TWLO TWILIO INC | 4 | 7.9% | 2 | Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Coatue Management LLC |
| WP WORLDPAY INC | 4 | 4.7% | 0 | Sachem Head Capital Management LP, Steadfast Capital Management LP, Third Point LLC, Junto Capital Management LP |
| ZEN1EUR ZENDESK INC | 4 | 3.1% | 1 | Corvex Management LP, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Tiger Global Management LLC |
| CZREUR CAESARS ENTMT CORP | 4 | 4.1% | 0 | Soros Fund Management, Long Pond Capital, LP, Senator Investment Group LP, Owl Creek Asset Management, L.P. |
| SHW SHERWIN WILLIAMS CO | 4 | 3.2% | 2 | D1 Capital Partners L.P., Long Pond Capital, LP, Junto Capital Management LP, Alkeon Capital Management LLC |
| AMAT APPLIED MATLS INC | 4 | 2.6% | 1 | Lansdowne Partners (UK) LLP, Contour Asset Management LLC, D1 Capital Partners L.P., Maverick Capital Ltd |
| STNE STONECO LTD | 4 | 2.5% | 4 | Discovery Capital Management, LLC, Steadfast Capital Management LP, Light Street Capital Management, LLC, Tiger Global Management LLC |
| ZAYOEUR ZAYO GROUP HLDGS INC | 4 | 4.4% | 2 | Senator Investment Group LP, Rubric Capital Management LP, Sachem Head Capital Management LP, Contour Asset Management LLC |
| W WAYFAIR INC | 4 | 4.5% | 1 | Light Street Capital Management, LLC, Contour Asset Management LLC, Scopia Capital Management LP, Whale Rock Capital Management LLC |
| SPY SPDR S&P 500 ETF Trust | 3 | 16.3% | 1 | Pentwater Capital Management LP, Bridgewater Associates, LP, Senator Investment Group LP |