Crowding, Q1 2019
57 managers ยท positions at or above 1% of a manager's book
Consensus buys
| CELG CELGENE CORP | 7 | 11.0% |
| FOXA FOX CORP | 7 | 4.3% |
| LYFT LYFT INC | 6 | 10.9% |
| PCG PG&E CORP | 6 | 3.9% |
| TAK TAKEDA PHARMACEUTICAL CO LTD | 5 | 3.8% |
| DIS DISNEY WALT CO | 5 | 3.2% |
| GE GENERAL ELECTRIC CO | 4 | 3.2% |
| META META PLATFORMS INC | 4 | 3.1% |
| CMCSA COMCAST CORP NEW | 4 | 2.3% |
| WCGEUR WELLCARE HEALTH PLANS INC | 3 | 4.9% |
| NFLX NETFLIX INC. | 3 | 4.8% |
| JD JD.COM INC | 3 | 3.7% |
| FISV FISERV INC | 3 | 3.3% |
| ZAYOEUR ZAYO GROUP HLDGS INC | 3 | 2.1% |
| BURL BURLINGTON STORES INC | 3 | 2.0% |
| DHI D R HORTON INC | 3 | 2.0% |
| EXP EAGLE MATERIALS INC | 2 | 9.3% |
| UTXZ UNITED TECHNOLOGIES CORP | 2 | 5.9% |
| SE SEA LTD | 2 | 5.4% |
| BA BOEING CO | 2 | 4.6% |
| Allergan Plc no ticker | 2 | 4.6% |
| FOX FOX CORP | 2 | 4.1% |
| BABA ALIBABA GROUP HLDG LTD | 2 | 3.8% |
| EA ELECTRONIC ARTS INC | 2 | 3.7% |
| TSN TYSON FOODS INC | 2 | 3.6% |
| UNP UNION PACIFIC CORP | 2 | 3.4% |
| OC Owens Corning Inc | 2 | 3.2% |
| WMB WILLIAMS COS INC | 2 | 3.1% |
| LOW LOWES COS INC | 2 | 3.0% |
| MCD MCDONALDS CORP | 2 | 2.9% |
| GDS GDS HLDGS LTD | 2 | 2.9% |
| SPGI S&P GLOBAL INC | 2 | 2.7% |
| OPLN OPENLANE INC | 2 | 2.7% |
| FIS FIDELITY NATL INFORMATION SV | 2 | 2.6% |
| LEN LENNAR CORP | 2 | 2.6% |
| SYY SYSCO CORP | 2 | 2.4% |
| DHR DANAHER CORP DEL | 2 | 2.4% |
| ESI ELEMENT SOLUTIONS INC | 2 | 2.1% |
| SHW SHERWIN WILLIAMS CO | 2 | 1.8% |
| CBOE CBOE GLOBAL MARKETS INC | 2 | 1.8% |
| MA MASTERCARD INC | 2 | 1.8% |
| SSNC SS&C TECHNOLOGIES HLDGS INC | 2 | 1.6% |
| BMY BRISTOL-MYERS SQUIBB CO | 2 | 1.5% |
| ATVIEUR ACTIVISION BLIZZARD INC | 2 | 1.4% |
Who, by name
- CELG Pentwater Capital Management LP 24.5%, Abrams Capital Management, L.P. 17.9%, Melqart Asset Management (UK) Ltd 15.5%, Alpha Wave Global, LP 7.5%, Farallon Capital Management, L.L.C. 6.6%, Baupost Group LLC 3.2%, Third Point LLC 1.8%
- FOXA Baupost Group LLC 8.4%, Sachem Head Capital Management LP 5.6%, Third Point LLC 4.0%, Senator Investment Group LP 3.8%, Egerton Capital (UK) LLP 3.6%, Hound Partners, LLC 3.5%, Owl Creek Asset Management, L.P. 1.2%
- LYFT Alpha Wave Global, LP 52.3%, Light Street Capital Management, LLC 4.0%, Senator Investment Group LP 3.7%, Dragoneer Investment Group, LLC 2.4%, Discovery Capital Management, LLC 1.9%, Contour Asset Management LLC 1.2%
- PCG Abrams Capital Management, L.P. 12.5%, Sachem Head Capital Management LP 3.7%, Pentwater Capital Management LP 2.7%, Steadfast Capital Management LP 2.0%, Eminence Capital, LP 1.6%, Owl Creek Asset Management, L.P. 1.1%
- TAK Sachem Head Capital Management LP 7.4%, Glenview Capital Management, LLC 4.7%, Melqart Asset Management (UK) Ltd 3.6%, Baupost Group LLC 1.8%, Tudor Investment Corp ET AL 1.2%
- DIS Pentwater Capital Management LP 5.2%, Corvex Management LP 3.9%, Melqart Asset Management (UK) Ltd 3.0%, Hound Partners, LLC 2.5%, Tudor Investment Corp ET AL 1.3%
- GE Bronte Capital Management Pty Ltd. 6.8%, Steadfast Capital Management LP 2.5%, Lansdowne Partners (UK) LLP 1.9%, Duquesne Family Office LLC 1.8%
- META D1 Capital Partners L.P. 6.0%, Senator Investment Group LP 3.6%, Steadfast Capital Management LP 1.7%, Contour Asset Management LLC 1.3%
- CMCSA Montanova Capital, LLC 5.3%, Corvex Management LP 1.6%, Soros Fund Management 1.1%, SRS Investment Management, LLC 1.0%
- WCGEUR Pentwater Capital Management LP 7.7%, Sachem Head Capital Management LP 5.8%, Farallon Capital Management, L.L.C. 1.2%
- NFLX Skye Global Management LP 8.8%, Montanova Capital, LLC 4.0%, Third Point LLC 1.6%
- JD D1 Capital Partners L.P. 7.7%, Viking Global Investors LP 2.0%, Moore Capital Management, LP 1.5%
- FISV Egerton Capital (UK) LLP 4.0%, Maverick Capital Ltd 3.8%, Senator Investment Group LP 2.0%
- ZAYOEUR Starboard Value LP 2.8%, Eminence Capital, LP 2.4%, Corvex Management LP 1.2%
- BURL Junto Capital Management LP 2.2%, Montanova Capital, LLC 2.1%, Steadfast Capital Management LP 1.8%
- DHI Montanova Capital, LLC 3.3%, Lone Pine Capital LLC 1.6%, Soros Fund Management 1.0%
- EXP Sachem Head Capital Management LP 17.0%, Long Pond Capital, LP 1.6%
- UTXZ Third Point LLC 9.4%, Montanova Capital, LLC 2.4%
- SE Light Street Capital Management, LLC 9.4%, Farallon Capital Management, L.L.C. 1.3%
- BA Montanova Capital, LLC 6.8%, Egerton Capital (UK) LLP 2.5%
- Allergan Plc Sachem Head Capital Management LP 6.9%, Senator Investment Group LP 2.3%
- FOX Alpha Wave Global, LP 6.4%, Baupost Group LLC 1.7%
- BABA Moore Capital Management, LP 5.0%, Montanova Capital, LLC 2.5%
- EA SRS Investment Management, LLC 5.8%, Moore Capital Management, LP 1.6%
- TSN Eminence Capital, LP 4.5%, Rubric Capital Management LP 2.8%
- UNP Senator Investment Group LP 3.6%, Lone Pine Capital LLC 3.2%
- OC Long Pond Capital, LP 5.3%, Maverick Capital Ltd 1.2%
- WMB Senator Investment Group LP 3.2%, HITE Hedge Asset Management LLC 2.9%
- LOW Long Pond Capital, LP 3.2%, Montanova Capital, LLC 2.7%
- MCD Junto Capital Management LP 3.8%, Montanova Capital, LLC 2.0%
- GDS Light Street Capital Management, LLC 3.8%, Discovery Capital Management, LLC 2.0%
- SPGI Lone Pine Capital LLC 3.8%, Farallon Capital Management, L.L.C. 1.6%
- OPLN Starboard Value LP 3.2%, Scopia Capital Management LP 2.1%
- FIS Junto Capital Management LP 4.0%, Duquesne Family Office LLC 1.3%
- LEN D1 Capital Partners L.P. 4.1%, Senator Investment Group LP 1.1%
- SYY Montanova Capital, LLC 3.2%, Eminence Capital, LP 1.6%
- DHR Senator Investment Group LP 3.6%, Skye Global Management LP 1.1%
- ESI Gates Capital Management, Inc. 3.1%, Glenview Capital Management, LLC 1.1%
- SHW Senator Investment Group LP 2.3%, Farallon Capital Management, L.L.C. 1.4%
- CBOE Corvex Management LP 1.9%, Senator Investment Group LP 1.8%
- MA Junto Capital Management LP 1.9%, Duquesne Family Office LLC 1.6%
- SSNC Maverick Capital Ltd 1.9%, Junto Capital Management LP 1.3%
- BMY Baupost Group LLC 1.6%, Melqart Asset Management (UK) Ltd 1.4%
- ATVIEUR Duquesne Family Office LLC 1.4%, Viking Global Investors LP 1.3%
Most crowded
| MSFT MICROSOFT CORP | 21 | 6.5% | 0 |
| META META PLATFORMS INC | 19 | 5.1% | 4 |
| NFLX NETFLIX INC. | 16 | 7.6% | 3 |
| AMZN AMAZON COM INC | 15 | 7.0% | 1 |
| BABA ALIBABA GROUP HLDG LTD | 14 | 4.5% | 2 |
| ADBE ADOBE INC | 13 | 4.3% | 1 |
| GOOG ALPHABET INC | 11 | 4.9% | 1 |
| V VISA INC | 10 | 4.2% | 1 |
| CRM SALESFORCE INC | 10 | 3.0% | 1 |
| GOOGL ALPHABET INC | 9 | 4.7% | 0 |
| DIS DISNEY WALT CO | 9 | 4.1% | 5 |
| AABAUSD ALTABA INC | 8 | 15.3% | 1 |
| CELG CELGENE CORP | 8 | 10.3% | 7 |
| IQV IQVIA HLDGS INC | 8 | 3.9% | 1 |
| MA MASTERCARD INC | 8 | 3.7% | 2 |
| PCG PG&E CORP | 8 | 3.9% | 6 |
| FOXA FOX CORP | 7 | 4.3% | 7 |
| DHI D R HORTON INC | 7 | 5.2% | 3 |
| JD JD.COM INC | 6 | 5.1% | 3 |
| ELV ELEVANCE HEALTH INC | 6 | 3.6% | 0 |
| NOW SERVICENOW INC | 6 | 3.9% | 1 |
| ADSK AUTODESK INC | 6 | 3.3% | 0 |
| GE GENERAL ELECTRIC CO | 6 | 4.2% | 4 |
| LYFT LYFT INC | 6 | 10.9% | 6 |
| ZAYOEUR ZAYO GROUP HLDGS INC | 6 | 3.5% | 3 |
| CMCSA COMCAST CORP NEW | 6 | 2.2% | 4 |
| UTXZ UNITED TECHNOLOGIES CORP | 5 | 5.8% | 2 |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 7.9% | 0 |
| SPGI S&P GLOBAL INC | 5 | 3.1% | 2 |
| QSR RESTAURANT BRANDS INTL INC | 5 | 6.5% | 0 |
| SPOT SPOTIFY TECHNOLOGY S A | 5 | 5.4% | 0 |
| RHT1EUR RED HAT INC | 5 | 6.1% | 0 |
| PYPL PAYPAL HLDGS INC | 5 | 3.3% | 1 |
| MELI MERCADOLIBRE | 5 | 2.1% | 1 |
| STNE STONECO LTD | 5 | 6.0% | 1 |
| DHR DANAHER CORP DEL | 5 | 3.0% | 2 |
| TAK TAKEDA PHARMACEUTICAL CO LTD | 5 | 3.8% | 5 |
| EA ELECTRONIC ARTS INC | 5 | 2.7% | 2 |
| COUPEUR COUPA SOFTWARE INC | 5 | 2.5% | 0 |
| TMUS T-MOBILE US INC | 5 | 4.7% | 1 |
| BURL BURLINGTON STORES INC | 5 | 1.7% | 3 |
| EEM ISHARES TR | 4 | 7.9% | 1 |
| TDG TRANSDIGM GROUP INC | 4 | 9.6% | 1 |
| CSX CSX CORP | 4 | 4.3% | 1 |
| CHTR CHARTER COMMUNICATIONS INC | 4 | 10.4% | 0 |
| BKNG BOOKING HOLDINGS INC | 4 | 4.2% | 0 |
| LOW LOWES COS INC | 4 | 6.1% | 2 |
| WYNN WYNN RESORTS LTD | 4 | 2.8% | 0 |
| BERYEUR BERRY GLOBAL GROUP INC | 4 | 6.8% | 1 |
| LNG CHENIERE ENERGY INC | 4 | 4.3% | 1 |
Who, by name
- MSFT Skye Global Management LP 25.7%, Duquesne Family Office LLC 17.7%, Sachem Head Capital Management LP 10.8%, Tiger Global Management LLC 8.7%, Egerton Capital (UK) LLP 8.2%, Hound Partners, LLC 8.1%, Viking Global Investors LP 6.6%, Lone Pine Capital LLC 6.2%, Maverick Capital Ltd 5.5%, Coatue Management LLC 5.3%, SRS Investment Management, LLC 5.2%, Steadfast Capital Management LP 5.1%, Discovery Capital Management, LLC 4.1%, Light Street Capital Management, LLC 4.0%, Junto Capital Management LP 3.0%, Alkeon Capital Management LLC 2.9%, Alpha Wave Global, LP 2.8%, Altimeter Capital Management, LP 2.0%, Glenview Capital Management, LLC 2.0%, Farallon Capital Management, L.L.C. 1.6%, Tudor Investment Corp ET AL 1.2%
- META Altimeter Capital Management, LP 20.3%, Hound Partners, LLC 8.7%, Tiger Global Management LLC 8.1%, Coatue Management LLC 7.0%, SRS Investment Management, LLC 6.4%, D1 Capital Partners L.P. 6.0%, Dragoneer Investment Group, LLC 4.9%, Abrams Capital Management, L.P. 4.8%, Lone Pine Capital LLC 4.7%, Skye Global Management LP 4.3%, Whale Rock Capital Management LLC 3.8%, Senator Investment Group LP 3.6%, Alkeon Capital Management LLC 2.7%, Moore Capital Management, LP 2.6%, Farallon Capital Management, L.L.C. 2.5%, Viking Global Investors LP 2.0%, Steadfast Capital Management LP 1.7%, Contour Asset Management LLC 1.3%, Owl Creek Asset Management, L.P. 1.2%
- NFLX SRS Investment Management, LLC 28.6%, Nightview Capital, LLC 21.2%, D1 Capital Partners L.P. 11.7%, Light Street Capital Management, LLC 8.9%, Skye Global Management LP 8.8%, Coatue Management LLC 6.7%, Contour Asset Management LLC 6.4%, Duquesne Family Office LLC 5.6%, Whale Rock Capital Management LLC 4.5%, Tiger Global Management LLC 4.2%, Viking Global Investors LP 4.1%, Montanova Capital, LLC 4.0%, Dragoneer Investment Group, LLC 1.8%, Moore Capital Management, LP 1.7%, Third Point LLC 1.6%, Junto Capital Management LP 1.3%
- AMZN Nightview Capital, LLC 33.5%, Skye Global Management LP 10.1%, Light Street Capital Management, LLC 7.5%, Coatue Management LLC 7.0%, Tiger Global Management LLC 6.9%, Lone Pine Capital LLC 6.8%, Whale Rock Capital Management LLC 6.2%, Duquesne Family Office LLC 5.9%, Alkeon Capital Management LLC 4.0%, Corvex Management LP 3.9%, Montanova Capital, LLC 3.2%, Viking Global Investors LP 3.2%, Discovery Capital Management, LLC 2.6%, Junto Capital Management LP 2.2%, Moore Capital Management, LP 1.5%
- BABA Dragoneer Investment Group, LLC 11.8%, Coatue Management LLC 6.3%, Lone Pine Capital LLC 6.0%, Viking Global Investors LP 6.0%, Moore Capital Management, LP 5.0%, Duquesne Family Office LLC 4.9%, Tiger Global Management LLC 4.4%, Egerton Capital (UK) LLP 3.5%, Nightview Capital, LLC 3.4%, Maverick Capital Ltd 2.8%, Alkeon Capital Management LLC 2.7%, Montanova Capital, LLC 2.5%, Discovery Capital Management, LLC 1.8%, Whale Rock Capital Management LLC 1.2%
- ADBE Montanova Capital, LLC 9.0%, Lone Pine Capital LLC 7.1%, Coatue Management LLC 6.2%, Corvex Management LP 6.0%, Skye Global Management LP 5.8%, Egerton Capital (UK) LLP 5.0%, Duquesne Family Office LLC 4.9%, Viking Global Investors LP 3.1%, Third Point LLC 2.7%, D1 Capital Partners L.P. 1.9%, Maverick Capital Ltd 1.4%, Moore Capital Management, LP 1.3%, Tiger Global Management LLC 1.1%
- GOOG Skye Global Management LP 17.5%, Bronte Capital Management Pty Ltd. 5.7%, Egerton Capital (UK) LLP 5.3%, Maverick Capital Ltd 4.9%, Senator Investment Group LP 4.5%, Eminence Capital, LP 3.3%, Montanova Capital, LLC 3.1%, Lone Pine Capital LLC 3.0%, Hound Partners, LLC 3.0%, Farallon Capital Management, L.L.C. 2.8%, Owl Creek Asset Management, L.P. 1.1%
- V Bronte Capital Management Pty Ltd. 16.4%, Coatue Management LLC 4.2%, Altarock Partners LP 4.2%, Senator Investment Group LP 4.1%, Viking Global Investors LP 2.8%, Third Point LLC 2.6%, Alkeon Capital Management LLC 2.2%, Farallon Capital Management, L.L.C. 2.1%, Duquesne Family Office LLC 1.6%, Steadfast Capital Management LP 1.5%
- CRM Montanova Capital, LLC 9.7%, Coatue Management LLC 3.4%, Junto Capital Management LP 3.2%, Whale Rock Capital Management LLC 2.6%, Light Street Capital Management, LLC 2.4%, Third Point LLC 2.1%, Tiger Global Management LLC 2.0%, Lone Pine Capital LLC 1.8%, Altimeter Capital Management, LP 1.4%, Soros Fund Management 1.3%
- GOOGL Bronte Capital Management Pty Ltd. 13.2%, D1 Capital Partners L.P. 5.6%, Glenview Capital Management, LLC 4.3%, Corvex Management LP 4.2%, Abrams Capital Management, L.P. 4.1%, Alkeon Capital Management LLC 3.6%, Whale Rock Capital Management LLC 2.7%, Viking Global Investors LP 2.5%, Duquesne Family Office LLC 2.5%
- DIS D1 Capital Partners L.P. 12.7%, Pentwater Capital Management LP 5.2%, Contour Asset Management LLC 4.3%, Corvex Management LP 3.9%, Melqart Asset Management (UK) Ltd 3.0%, SRS Investment Management, LLC 2.9%, Hound Partners, LLC 2.5%, Viking Global Investors LP 1.4%, Tudor Investment Corp ET AL 1.3%
- AABAUSD Owl Creek Asset Management, L.P. 70.2%, Farallon Capital Management, L.L.C. 16.9%, Kingstown Capital Management L.P. 15.2%, D1 Capital Partners L.P. 6.0%, Soros Fund Management 4.5%, Gates Capital Management, Inc. 4.0%, Starboard Value LP 3.0%, Eminence Capital, LP 2.4%
- CELG Pentwater Capital Management LP 24.5%, Abrams Capital Management, L.P. 17.9%, Melqart Asset Management (UK) Ltd 15.5%, Alpha Wave Global, LP 7.5%, Farallon Capital Management, L.L.C. 6.6%, Tudor Investment Corp ET AL 5.3%, Baupost Group LLC 3.2%, Third Point LLC 1.8%
- IQV Lone Pine Capital LLC 6.5%, Glenview Capital Management, LLC 5.0%, Eminence Capital, LP 4.7%, Steadfast Capital Management LP 4.7%, Montanova Capital, LLC 3.3%, Third Point LLC 2.6%, Farallon Capital Management, L.L.C. 2.6%, D1 Capital Partners L.P. 2.0%
- MA Altarock Partners LP 8.9%, Coatue Management LLC 5.5%, Egerton Capital (UK) LLP 4.1%, Lone Pine Capital LLC 3.8%, Alkeon Capital Management LLC 2.2%, Junto Capital Management LP 1.9%, Duquesne Family Office LLC 1.6%, Steadfast Capital Management LP 1.5%
- PCG Abrams Capital Management, L.P. 12.5%, Sachem Head Capital Management LP 3.7%, Hound Partners, LLC 3.7%, Baupost Group LLC 3.7%, Pentwater Capital Management LP 2.7%, Steadfast Capital Management LP 2.0%, Eminence Capital, LP 1.6%, Owl Creek Asset Management, L.P. 1.1%
- FOXA Baupost Group LLC 8.4%, Sachem Head Capital Management LP 5.6%, Third Point LLC 4.0%, Senator Investment Group LP 3.8%, Egerton Capital (UK) LLP 3.6%, Hound Partners, LLC 3.5%, Owl Creek Asset Management, L.P. 1.2%
- DHI Long Pond Capital, LP 17.8%, D1 Capital Partners L.P. 8.8%, Montanova Capital, LLC 3.3%, Eminence Capital, LP 2.1%, Senator Investment Group LP 1.7%, Lone Pine Capital LLC 1.6%, Soros Fund Management 1.0%
- JD Tiger Global Management LLC 9.6%, Scopia Capital Management LP 8.5%, D1 Capital Partners L.P. 7.7%, Viking Global Investors LP 2.0%, Moore Capital Management, LP 1.5%, Alkeon Capital Management LLC 1.2%
- ELV Viking Global Investors LP 10.2%, Montanova Capital, LLC 2.9%, Maverick Capital Ltd 2.8%, Glenview Capital Management, LLC 2.6%, Farallon Capital Management, L.L.C. 2.0%, Egerton Capital (UK) LLP 1.4%
- NOW Coatue Management LLC 7.4%, Dragoneer Investment Group, LLC 5.6%, Skye Global Management LP 3.4%, Whale Rock Capital Management LLC 3.3%, Lone Pine Capital LLC 2.5%, Tiger Global Management LLC 1.1%
- ADSK Contour Asset Management LLC 6.1%, SRS Investment Management, LLC 5.0%, Lone Pine Capital LLC 3.1%, Egerton Capital (UK) LLP 2.5%, Steadfast Capital Management LP 2.2%, Skye Global Management LP 1.1%
- GE Trian Fund Management, L.P. 7.6%, Bronte Capital Management Pty Ltd. 6.8%, Discovery Capital Management, LLC 4.4%, Steadfast Capital Management LP 2.5%, Lansdowne Partners (UK) LLP 1.9%, Duquesne Family Office LLC 1.8%
- LYFT Alpha Wave Global, LP 52.3%, Light Street Capital Management, LLC 4.0%, Senator Investment Group LP 3.7%, Dragoneer Investment Group, LLC 2.4%, Discovery Capital Management, LLC 1.9%, Contour Asset Management LLC 1.2%
- ZAYOEUR Sachem Head Capital Management LP 10.0%, Senator Investment Group LP 3.7%, Starboard Value LP 2.8%, Eminence Capital, LP 2.4%, Corvex Management LP 1.2%, Moore Capital Management, LP 1.1%
- CMCSA Montanova Capital, LLC 5.3%, Junto Capital Management LP 3.2%, Corvex Management LP 1.6%, Moore Capital Management, LP 1.1%, Soros Fund Management 1.1%, SRS Investment Management, LLC 1.0%
- UTXZ Pershing Square Capital Management, L.P. 11.2%, Third Point LLC 9.4%, Viking Global Investors LP 5.2%, Montanova Capital, LLC 2.4%, Owl Creek Asset Management, L.P. 1.0%
- HLT Pershing Square Capital Management, L.P. 13.6%, D1 Capital Partners L.P. 9.2%, Long Pond Capital, LP 8.0%, Gates Capital Management, Inc. 5.4%, Hound Partners, LLC 3.1%
- SPGI Egerton Capital (UK) LLP 5.0%, Lone Pine Capital LLC 3.8%, Gates Capital Management, Inc. 3.3%, Third Point LLC 1.8%, Farallon Capital Management, L.L.C. 1.6%
- QSR Pershing Square Capital Management, L.P. 17.8%, Hound Partners, LLC 5.2%, Montanova Capital, LLC 4.6%, Eminence Capital, LP 3.0%, Steadfast Capital Management LP 2.0%
- SPOT Dragoneer Investment Group, LLC 7.9%, Nightview Capital, LLC 7.6%, Tiger Global Management LLC 6.3%, Steadfast Capital Management LP 3.3%, Light Street Capital Management, LLC 2.2%
- RHT1EUR Pentwater Capital Management LP 8.6%, Alpha Wave Global, LP 8.0%, Melqart Asset Management (UK) Ltd 7.7%, Farallon Capital Management, L.L.C. 5.0%, Soros Fund Management 1.5%
- PYPL Third Point LLC 4.1%, Whale Rock Capital Management LLC 3.9%, Coatue Management LLC 3.8%, Duquesne Family Office LLC 2.4%, Eminence Capital, LP 2.3%
- MELI Dragoneer Investment Group, LLC 2.7%, Duquesne Family Office LLC 2.7%, Lone Pine Capital LLC 2.0%, Viking Global Investors LP 1.8%, Tiger Global Management LLC 1.1%
- STNE Discovery Capital Management, LLC 19.6%, Steadfast Capital Management LP 2.9%, Whale Rock Capital Management LLC 2.8%, Tiger Global Management LLC 2.4%, Light Street Capital Management, LLC 2.3%
- DHR Third Point LLC 5.5%, Senator Investment Group LP 3.6%, D1 Capital Partners L.P. 2.9%, Eminence Capital, LP 1.7%, Skye Global Management LP 1.1%
- TAK Sachem Head Capital Management LP 7.4%, Glenview Capital Management, LLC 4.7%, Melqart Asset Management (UK) Ltd 3.6%, Baupost Group LLC 1.8%, Tudor Investment Corp ET AL 1.2%
- EA SRS Investment Management, LLC 5.8%, Eminence Capital, LP 2.1%, Coatue Management LLC 1.9%, Alkeon Capital Management LLC 1.8%, Moore Capital Management, LP 1.6%
- COUPEUR Whale Rock Capital Management LLC 5.3%, Duquesne Family Office LLC 2.1%, Alkeon Capital Management LLC 2.0%, Skye Global Management LP 1.4%, Soros Fund Management 1.4%
- TMUS Corvex Management LP 10.2%, Discovery Capital Management, LLC 5.1%, Duquesne Family Office LLC 3.8%, Maverick Capital Ltd 3.1%, Soros Fund Management 1.1%
- BURL Junto Capital Management LP 2.2%, Montanova Capital, LLC 2.1%, Steadfast Capital Management LP 1.8%, Moore Capital Management, LP 1.2%, Maverick Capital Ltd 1.0%
- EEM Bridgewater Associates, LP 18.8%, Duquesne Family Office LLC 8.8%, Moore Capital Management, LP 2.2%, Tudor Investment Corp ET AL 2.0%
- TDG Altarock Partners LP 27.7%, Tiger Global Management LLC 5.2%, Lone Pine Capital LLC 4.4%, Alkeon Capital Management LLC 1.2%
- CSX Egerton Capital (UK) LLP 6.4%, Steadfast Capital Management LP 3.9%, Lone Pine Capital LLC 3.5%, Montanova Capital, LLC 3.3%
- CHTR Altarock Partners LP 28.4%, Egerton Capital (UK) LLP 7.0%, Senator Investment Group LP 3.9%, Farallon Capital Management, L.L.C. 2.3%
- BKNG Altimeter Capital Management, LP 8.2%, Lone Pine Capital LLC 3.3%, Tiger Global Management LLC 2.7%, Farallon Capital Management, L.L.C. 2.7%
- LOW Pershing Square Capital Management, L.P. 15.2%, Maverick Capital Ltd 3.4%, Long Pond Capital, LP 3.2%, Montanova Capital, LLC 2.7%
- WYNN Lone Pine Capital LLC 4.2%, D1 Capital Partners L.P. 3.8%, Egerton Capital (UK) LLP 1.9%, Maverick Capital Ltd 1.4%
- BERYEUR Sachem Head Capital Management LP 12.3%, Eminence Capital, LP 9.1%, Rubric Capital Management LP 3.6%, Viking Global Investors LP 2.4%
- LNG Baupost Group LLC 7.2%, Steadfast Capital Management LP 5.2%, HITE Hedge Asset Management LLC 3.6%, Duquesne Family Office LLC 1.2%
Consensus exits
| Twenty First Centy Fox Inc no ticker | 9 | 9.6% |
| Shire Plc no ticker | 6 | 7.9% |
| Twenty First Centy Fox Inc no ticker | 5 | 11.0% |
| CRM SALESFORCE INC | 4 | 7.2% |
| MSFT MICROSOFT CORP | 4 | 4.0% |
| SHW SHERWIN WILLIAMS CO | 3 | 3.8% |
| BABA ALIBABA GROUP HLDG LTD | 3 | 3.0% |
| Mellanox Technologies Ltd no ticker | 2 | 9.0% |
| STZ CONSTELLATION BRANDS INC | 2 | 6.9% |
| ADSK AUTODESK INC | 2 | 5.8% |
| Platform Specialty Prods Cor no ticker | 2 | 5.5% |
| NXPI NXP SEMICONDUCTORS N V | 2 | 5.3% |
| CVS CVS HEALTH CORP | 2 | 3.9% |
| ZAYOEUR ZAYO GROUP HLDGS INC | 2 | 3.8% |
| AAPL APPLE INC | 2 | 3.8% |
| ATVIEUR ACTIVISION BLIZZARD INC | 2 | 3.5% |
| SPOT SPOTIFY TECHNOLOGY S A | 2 | 3.3% |
| GOOG ALPHABET INC | 2 | 3.3% |
| Dowdupont Inc no ticker | 2 | 3.1% |
| ULTA ULTA BEAUTY INC | 2 | 3.1% |
| FLEX FLEX LTD | 2 | 2.9% |
| DIS DISNEY WALT CO | 2 | 2.5% |
| VRSK VERISK ANALYTICS INC | 2 | 2.5% |
| V VISA INC | 2 | 2.4% |
| DG DOLLAR GEN CORP | 2 | 2.4% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 2 | 2.3% |
| META META PLATFORMS INC | 2 | 2.1% |
| BA BOEING CO | 2 | 2.0% |
| AMAT APPLIED MATLS INC | 2 | 1.7% |
| VZ VERIZON COMMUNICATIONS INC | 2 | 1.7% |
| TMUS T-MOBILE US INC | 2 | 1.6% |
| DELL DELL TECHNOLOGIES INC | 2 | 1.6% |
| T8S TESARO INC | 2 | 1.2% |
| AAL AMERICAN AIRLINES GROUP INC | 2 | 1.0% |
Who, by name
- Twenty First Centy Fox Inc Baupost Group LLC 21.4%, Egerton Capital (UK) LLP 16.1%, Hound Partners, LLC 13.9%, Pentwater Capital Management LP 10.0%, Melqart Asset Management (UK) Ltd 9.2%, Farallon Capital Management, L.L.C. 5.4%, Tudor Investment Corp ET AL 5.0%, SRS Investment Management, LLC 2.7%, Junto Capital Management LP 2.5%
- Shire Plc Sachem Head Capital Management LP 27.0%, Glenview Capital Management, LLC 7.7%, Third Point LLC 4.6%, Melqart Asset Management (UK) Ltd 3.1%, Tudor Investment Corp ET AL 2.9%, Maverick Capital Ltd 2.2%
- Twenty First Centy Fox Inc Alpha Wave Global, LP 31.9%, Baupost Group LLC 7.1%, Pentwater Capital Management LP 7.0%, Melqart Asset Management (UK) Ltd 5.7%, Farallon Capital Management, L.L.C. 3.2%
- CRM Sachem Head Capital Management LP 14.1%, Duquesne Family Office LLC 9.0%, Viking Global Investors LP 4.0%, Skye Global Management LP 1.6%
- MSFT Corvex Management LP 6.4%, Whale Rock Capital Management LLC 3.7%, Eminence Capital, LP 3.3%, Owl Creek Asset Management, L.P. 2.5%
- SHW D1 Capital Partners L.P. 4.7%, Long Pond Capital, LP 3.5%, Junto Capital Management LP 3.0%
- BABA D1 Capital Partners L.P. 5.5%, Eminence Capital, LP 2.1%, Steadfast Capital Management LP 1.4%
- Mellanox Technologies Ltd Starboard Value LP 12.4%, Sachem Head Capital Management LP 5.6%
- STZ Montanova Capital, LLC 12.5%, Eminence Capital, LP 1.3%
- ADSK Sachem Head Capital Management LP 10.1%, D1 Capital Partners L.P. 1.6%
- Platform Specialty Prods Cor Pershing Square Capital Management, L.P. 7.0%, Gates Capital Management, Inc. 3.9%
- NXPI Sachem Head Capital Management LP 6.1%, Scopia Capital Management LP 4.4%
- CVS Glenview Capital Management, LLC 5.4%, Senator Investment Group LP 2.3%
- ZAYOEUR Rubric Capital Management LP 4.9%, Contour Asset Management LLC 2.8%
- AAPL Skye Global Management LP 6.6%, Coatue Management LLC 1.0%
- ATVIEUR Lone Pine Capital LLC 4.9%, Contour Asset Management LLC 2.1%
- SPOT Coatue Management LLC 5.0%, D1 Capital Partners L.P. 1.7%
- GOOG Contour Asset Management LLC 5.0%, Steadfast Capital Management LP 1.6%
- Dowdupont Inc Glenview Capital Management, LLC 4.5%, Viking Global Investors LP 1.8%
- ULTA Montanova Capital, LLC 4.4%, Owl Creek Asset Management, L.P. 1.8%
- FLEX Discovery Capital Management, LLC 4.1%, Rubric Capital Management LP 1.6%
- DIS Maverick Capital Ltd 3.4%, Discovery Capital Management, LLC 1.7%
- VRSK Junto Capital Management LP 3.5%, Farallon Capital Management, L.L.C. 1.4%
- V D1 Capital Partners L.P. 2.8%, Junto Capital Management LP 2.0%
- DG Montanova Capital, LLC 3.0%, Junto Capital Management LP 1.8%
- TTWO Light Street Capital Management, LLC 3.4%, Maverick Capital Ltd 1.1%
- META Discovery Capital Management, LLC 2.6%, Alpha Wave Global, LP 1.6%
- BA D1 Capital Partners L.P. 3.0%, Viking Global Investors LP 1.0%
- AMAT Contour Asset Management LLC 2.2%, Maverick Capital Ltd 1.3%
- VZ Junto Capital Management LP 2.4%, Soros Fund Management 1.1%
- TMUS Junto Capital Management LP 2.0%, Viking Global Investors LP 1.3%
- DELL Pentwater Capital Management LP 1.6%, Farallon Capital Management, L.L.C. 1.5%
- T8S Pentwater Capital Management LP 1.3%, Farallon Capital Management, L.L.C. 1.1%
- AAL Viking Global Investors LP 1.1%, Duquesne Family Office LLC 1.0%