| META META PLATFORMS INC | 19 | 5.4% | 2 | Altimeter Capital Management, LP, Tiger Global Management LLC, SRS Investment Management, LLC, Hound Partners, LLC, Viking Global Investors LP, D1 Capital Partners L.P., Coatue Management LLC, Abrams Capital Management, L.P., Senator Investment Group LP, Whale Rock Capital Management LLC, Skye Global Management LP, Moore Capital Management, LP, Lone Pine Capital LLC, Dragoneer Investment Group, LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Discovery Capital Management, LLC, Farallon Capital Management, L.L.C. |
| MSFT MICROSOFT CORP | 18 | 6.0% | 1 | Duquesne Family Office LLC, Skye Global Management LP, Tiger Global Management LLC, Hound Partners, LLC, SRS Investment Management, LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP, Viking Global Investors LP, Maverick Capital Ltd, Alpha Wave Global, LP, Light Street Capital Management, LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Altimeter Capital Management, LP, Tudor Investment Corp ET AL, Farallon Capital Management, L.L.C. |
| NFLX NETFLIX INC. | 16 | 7.4% | 1 | SRS Investment Management, LLC, Nightview Capital, LLC, D1 Capital Partners L.P., Montanova Capital, LLC, Light Street Capital Management, LLC, Duquesne Family Office LLC, Coatue Management LLC, Contour Asset Management LLC, Tiger Global Management LLC, Viking Global Investors LP, Corvex Management LP, Whale Rock Capital Management LLC, Skye Global Management LP, Junto Capital Management LP, Moore Capital Management, LP, Third Point LLC |
| AMZN AMAZON COM INC | 14 | 9.2% | 1 | Nightview Capital, LLC, Skye Global Management LP, Tiger Global Management LLC, Duquesne Family Office LLC, Whale Rock Capital Management LLC, Viking Global Investors LP, Lone Pine Capital LLC, Light Street Capital Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Corvex Management LP, D1 Capital Partners L.P. |
| BABA ALIBABA GROUP HLDG LTD | 14 | 4.7% | 2 | D1 Capital Partners L.P., Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Duquesne Family Office LLC, Montanova Capital, LLC, Maverick Capital Ltd, Coatue Management LLC, Tiger Global Management LLC, Moore Capital Management, LP, Eminence Capital, LP, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Whale Rock Capital Management LLC |
| ADBE ADOBE INC | 13 | 3.4% | 1 | Montanova Capital, LLC, Lone Pine Capital LLC, Coatue Management LLC, Duquesne Family Office LLC, Egerton Capital (UK) LLP, Corvex Management LP, Third Point LLC, Steadfast Capital Management LP, Skye Global Management LP, Viking Global Investors LP, D1 Capital Partners L.P., Tiger Global Management LLC, Moore Capital Management, LP |
| DIS DISNEY WALT CO | 11 | 4.0% | 4 | Contour Asset Management LLC, D1 Capital Partners L.P., Senator Investment Group LP, Montanova Capital, LLC, SRS Investment Management, LLC, Discovery Capital Management, LLC, Light Street Capital Management, LLC, Glenview Capital Management, LLC, Corvex Management LP, Tudor Investment Corp ET AL, Soros Fund Management |
| CRM SALESFORCE INC | 10 | 3.6% | 3 | Sachem Head Capital Management LP, Montanova Capital, LLC, Lone Pine Capital LLC, Coatue Management LLC, Third Point LLC, Duquesne Family Office LLC, Viking Global Investors LP, Tiger Global Management LLC, Light Street Capital Management, LLC, Altimeter Capital Management, LP |
| IQV IQVIA HLDGS INC | 9 | 3.8% | 1 | Lone Pine Capital LLC, Glenview Capital Management, LLC, Montanova Capital, LLC, Steadfast Capital Management LP, Third Point LLC, D1 Capital Partners L.P., Farallon Capital Management, L.L.C., Eminence Capital, LP, Egerton Capital (UK) LLP |
| PCG PG&E CORP | 9 | 5.5% | 1 | Abrams Capital Management, L.P., Sachem Head Capital Management LP, Hound Partners, LLC, Baupost Group LLC, Owl Creek Asset Management, L.P., Eminence Capital, LP, Steadfast Capital Management LP, Duquesne Family Office LLC, Pentwater Capital Management LP |
| GOOGL ALPHABET INC | 9 | 4.0% | 2 | Bronte Capital Management Pty Ltd., Discovery Capital Management, LLC, D1 Capital Partners L.P., Abrams Capital Management, L.P., Alkeon Capital Management LLC, Glenview Capital Management, LLC, Whale Rock Capital Management LLC, Soros Fund Management, Viking Global Investors LP |
| V VISA INC | 9 | 4.3% | 0 | Bronte Capital Management Pty Ltd., Altarock Partners LP, Coatue Management LLC, Senator Investment Group LP, Third Point LLC, Alkeon Capital Management LLC, Duquesne Family Office LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| GOOG ALPHABET INC | 9 | 6.1% | 0 | Skye Global Management LP, Maverick Capital Ltd, Bronte Capital Management Pty Ltd., Discovery Capital Management, LLC, Hound Partners, LLC, Eminence Capital, LP, Senator Investment Group LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C. |
| SE SEA LTD | 9 | 3.2% | 2 | Sachem Head Capital Management LP, Light Street Capital Management, LLC, Tiger Global Management LLC, Senator Investment Group LP, Alkeon Capital Management LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Montanova Capital, LLC |
| UBER UBER TECHNOLOGIES INC | 8 | 8.0% | 8 | Dragoneer Investment Group, LLC, Light Street Capital Management, LLC, Coatue Management LLC, Duquesne Family Office LLC, Altimeter Capital Management, LP, Viking Global Investors LP, Lansdowne Partners (UK) LLP, Tiger Global Management LLC |
| MA MASTERCARD INC | 8 | 3.4% | 0 | Altarock Partners LP, Coatue Management LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Duquesne Family Office LLC, Steadfast Capital Management LP |
| WP WORLDPAY INC | 8 | 3.3% | 2 | Montanova Capital, LLC, Steadfast Capital Management LP, Senator Investment Group LP, Third Point LLC, Tudor Investment Corp ET AL, Junto Capital Management LP, D1 Capital Partners L.P., Pentwater Capital Management LP |
| CELG CELGENE CORP | 7 | 8.7% | 0 | Abrams Capital Management, L.P., Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Pentwater Capital Management LP, Alpha Wave Global, LP, Tudor Investment Corp ET AL, Soros Fund Management |
| DHI D R HORTON INC | 7 | 4.6% | 1 | Long Pond Capital, LP, D1 Capital Partners L.P., Lone Pine Capital LLC, Egerton Capital (UK) LLP, Montanova Capital, LLC, Soros Fund Management, Eminence Capital, LP |
| BA BOEING CO | 7 | 2.9% | 3 | Viking Global Investors LP, Montanova Capital, LLC, Steadfast Capital Management LP, Senator Investment Group LP, D1 Capital Partners L.P., Alkeon Capital Management LLC, Pentwater Capital Management LP |
| CNC CENTENE CORP DEL | 7 | 2.9% | 4 | Corvex Management LP, Maverick Capital Ltd, Viking Global Investors LP, Owl Creek Asset Management, L.P., Eminence Capital, LP, Montanova Capital, LLC, Third Point LLC |
| PYPL PAYPAL HLDGS INC | 7 | 2.6% | 1 | Third Point LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Junto Capital Management LP, Duquesne Family Office LLC, Eminence Capital, LP, Moore Capital Management, LP |
| SPOT SPOTIFY TECHNOLOGY S A | 7 | 3.0% | 2 | Nightview Capital, LLC, Dragoneer Investment Group, LLC, Montanova Capital, LLC, Tiger Global Management LLC, Steadfast Capital Management LP, Light Street Capital Management, LLC, Eminence Capital, LP |
| FIS FIDELITY NATL INFORMATION SV | 7 | 2.7% | 4 | Junto Capital Management LP, D1 Capital Partners L.P., Senator Investment Group LP, Farallon Capital Management, L.L.C., Moore Capital Management, LP, Steadfast Capital Management LP, Duquesne Family Office LLC |
| JD JD.COM INC | 6 | 4.7% | 1 | D1 Capital Partners L.P., Tiger Global Management LLC, Viking Global Investors LP, Moore Capital Management, LP, Alkeon Capital Management LLC, Duquesne Family Office LLC |
| FOXA FOX CORP | 6 | 5.3% | 1 | Baupost Group LLC, Alpha Wave Global, LP, Hound Partners, LLC, Third Point LLC, Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP |
| NOW SERVICENOW INC | 6 | 3.0% | 0 | Coatue Management LLC, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Duquesne Family Office LLC, Tiger Global Management LLC |
| FDC FIRST DATA CORP NEW | 6 | 2.9% | 2 | Senator Investment Group LP, Glenview Capital Management, LLC, Steadfast Capital Management LP, Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Montanova Capital, LLC |
| VICI VICI PPTYS INC | 6 | 4.1% | 2 | Soros Fund Management, Gates Capital Management, Inc., Senator Investment Group LP, Owl Creek Asset Management, L.P., Pentwater Capital Management LP, Long Pond Capital, LP |
| TDG TRANSDIGM GROUP INC | 5 | 7.6% | 1 | Altarock Partners LP, Tiger Global Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC |
| RHT1EUR RED HAT INC | 5 | 7.2% | 0 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Soros Fund Management |
| SPGI S&P GLOBAL INC | 5 | 3.1% | 0 | Egerton Capital (UK) LLP, Gates Capital Management, Inc., Lone Pine Capital LLC, Third Point LLC, Farallon Capital Management, L.L.C. |
| QSR RESTAURANT BRANDS INTL INC | 5 | 5.8% | 1 | Pershing Square Capital Management, L.P., Hound Partners, LLC, Montanova Capital, LLC, Junto Capital Management LP, Steadfast Capital Management LP |
| EEM ISHARES TR | 5 | 4.8% | 1 | Tudor Investment Corp ET AL, Bridgewater Associates, LP, Duquesne Family Office LLC, Discovery Capital Management, LLC, Moore Capital Management, LP |
| Allergan Plc no ticker | 5 | 4.7% | 2 | Pentwater Capital Management LP, Baupost Group LLC, Melqart Asset Management (UK) Ltd, Tudor Investment Corp ET AL, Farallon Capital Management, L.L.C. |
| MELI MERCADOLIBRE | 5 | 2.2% | 0 | Duquesne Family Office LLC, Viking Global Investors LP, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Tiger Global Management LLC |
| BSX BOSTON SCIENTIFIC CORP | 5 | 2.6% | 1 | Senator Investment Group LP, Montanova Capital, LLC, Third Point LLC, Eminence Capital, LP, Viking Global Investors LP |
| TWLO TWILIO INC | 5 | 5.6% | 1 | Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Coatue Management LLC, D1 Capital Partners L.P. |
| GE GENERAL ELECTRIC CO | 5 | 4.3% | 0 | Bronte Capital Management Pty Ltd., Trian Fund Management, L.P., Lansdowne Partners (UK) LLP, Discovery Capital Management, LLC, Duquesne Family Office LLC |
| TMUS T-MOBILE US INC | 5 | 4.0% | 1 | Corvex Management LP, Discovery Capital Management, LLC, Maverick Capital Ltd, Duquesne Family Office LLC, Contour Asset Management LLC |
| Z ZILLOW GROUP INC | 5 | 4.3% | 2 | SRS Investment Management, LLC, Contour Asset Management LLC, Nightview Capital, LLC, Alpha Wave Global, LP, Skye Global Management LP |
| AABAUSD ALTABA INC | 4 | 23.4% | 0 | Owl Creek Asset Management, L.P., Farallon Capital Management, L.L.C., Kingstown Capital Management L.P., Soros Fund Management |
| CHTR CHARTER COMMUNICATIONS INC | 4 | 11.3% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Farallon Capital Management, L.L.C. |
| HLT HILTON WORLDWIDE HLDGS INC | 4 | 8.0% | 0 | Pershing Square Capital Management, L.P., D1 Capital Partners L.P., Gates Capital Management, Inc., Long Pond Capital, LP |
| APC3EUR ANADARKO PETE CORP | 4 | 7.0% | 3 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| ADSK AUTODESK INC | 4 | 2.8% | 0 | Lone Pine Capital LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, SRS Investment Management, LLC |
| ATVIEUR ACTIVISION BLIZZARD INC | 4 | 2.4% | 1 | Lone Pine Capital LLC, Duquesne Family Office LLC, Coatue Management LLC, Viking Global Investors LP |
| EBAY EBAY INC. | 4 | 6.3% | 1 | Kingstown Capital Management L.P., Baupost Group LLC, Starboard Value LP, Soros Fund Management |
| BKNG BOOKING HOLDINGS INC | 4 | 3.6% | 0 | Altimeter Capital Management, LP, Lone Pine Capital LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C. |
| MGM MGM RESORTS INTERNATIONAL | 4 | 11.6% | 1 | Corvex Management LP, Gates Capital Management, Inc., Starboard Value LP, Maverick Capital Ltd |