| BABA ALIBABA GROUP HLDG LTD | 22 | 4.8% | 6 | Kingstown Capital Management L.P., Scopia Capital Management LP, D1 Capital Partners L.P., Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Egerton Capital (UK) LLP, Coatue Management LLC, Alpha Wave Global, LP, Maverick Capital Ltd, Owl Creek Asset Management, L.P., Nightview Capital, LLC, Moore Capital Management, LP, Duquesne Family Office LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Viking Global Investors LP, Junto Capital Management LP, Light Street Capital Management, LLC, Altimeter Capital Management, LP, Whale Rock Capital Management LLC |
| MSFT MICROSOFT CORP | 18 | 5.7% | 0 | Duquesne Family Office LLC, Tiger Global Management LLC, Hound Partners, LLC, SRS Investment Management, LLC, Skye Global Management LP, Steadfast Capital Management LP, Egerton Capital (UK) LLP, Light Street Capital Management, LLC, Lone Pine Capital LLC, Coatue Management LLC, Viking Global Investors LP, Alpha Wave Global, LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Junto Capital Management LP, Altimeter Capital Management, LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| META META PLATFORMS INC | 16 | 5.7% | 0 | Altimeter Capital Management, LP, Tiger Global Management LLC, SRS Investment Management, LLC, Hound Partners, LLC, D1 Capital Partners L.P., Viking Global Investors LP, Coatue Management LLC, Abrams Capital Management, L.P., Senator Investment Group LP, Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Moore Capital Management, LP, Lone Pine Capital LLC, Farallon Capital Management, L.L.C. |
| AMZN AMAZON COM INC | 15 | 9.3% | 2 | Skye Global Management LP, Nightview Capital, LLC, Duquesne Family Office LLC, D1 Capital Partners L.P., Viking Global Investors LP, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Lone Pine Capital LLC, Corvex Management LP, Coatue Management LLC, Alkeon Capital Management LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP, Moore Capital Management, LP |
| NFLX NETFLIX INC. | 13 | 7.0% | 2 | SRS Investment Management, LLC, D1 Capital Partners L.P., Nightview Capital, LLC, Viking Global Investors LP, Light Street Capital Management, LLC, Coatue Management LLC, Lone Pine Capital LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Corvex Management LP, Skye Global Management LP, Steadfast Capital Management LP, Maverick Capital Ltd |
| CRM SALESFORCE INC | 11 | 4.9% | 2 | Altimeter Capital Management, LP, Sachem Head Capital Management LP, Montanova Capital, LLC, Lone Pine Capital LLC, Third Point LLC, Viking Global Investors LP, Alpha Wave Global, LP, D1 Capital Partners L.P., Egerton Capital (UK) LLP, Tiger Global Management LLC, Junto Capital Management LP |
| V VISA INC | 11 | 4.1% | 2 | Bronte Capital Management Pty Ltd., Senator Investment Group LP, Altarock Partners LP, Duquesne Family Office LLC, Coatue Management LLC, Third Point LLC, Light Street Capital Management, LLC, Junto Capital Management LP, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| SE SEA LTD | 11 | 3.4% | 2 | Light Street Capital Management, LLC, Sachem Head Capital Management LP, Discovery Capital Management, LLC, Duquesne Family Office LLC, Senator Investment Group LP, Alpha Wave Global, LP, Tiger Global Management LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC, Coatue Management LLC |
| ADBE ADOBE INC | 10 | 3.6% | 0 | Montanova Capital, LLC, Lone Pine Capital LLC, Corvex Management LP, Egerton Capital (UK) LLP, Coatue Management LLC, Steadfast Capital Management LP, Skye Global Management LP, Third Point LLC, D1 Capital Partners L.P., Tiger Global Management LLC |
| IQV IQVIA HLDGS INC | 9 | 3.3% | 0 | Glenview Capital Management, LLC, Steadfast Capital Management LP, Third Point LLC, Montanova Capital, LLC, Farallon Capital Management, L.L.C., Lone Pine Capital LLC, D1 Capital Partners L.P., Eminence Capital, LP, Egerton Capital (UK) LLP |
| NOW SERVICENOW INC | 9 | 3.1% | 3 | Coatue Management LLC, Duquesne Family Office LLC, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Montanova Capital, LLC, Viking Global Investors LP, Corvex Management LP, Tiger Global Management LLC |
| MA MASTERCARD INC | 9 | 3.5% | 2 | Altarock Partners LP, Coatue Management LLC, Discovery Capital Management, LLC, Light Street Capital Management, LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Moore Capital Management, LP, Alkeon Capital Management LLC, Steadfast Capital Management LP |
| GOOGL ALPHABET INC | 9 | 3.8% | 1 | Bronte Capital Management Pty Ltd., Abrams Capital Management, L.P., Alkeon Capital Management LLC, Glenview Capital Management, LLC, Whale Rock Capital Management LLC, Soros Fund Management, Corvex Management LP, Junto Capital Management LP, Moore Capital Management, LP |
| PCG PG&E CORP | 9 | 2.7% | 1 | Abrams Capital Management, L.P., Owl Creek Asset Management, L.P., Baupost Group LLC, Pentwater Capital Management LP, Sachem Head Capital Management LP, Eminence Capital, LP, Hound Partners, LLC, Steadfast Capital Management LP, Rubric Capital Management LP |
| GOOG ALPHABET INC | 8 | 7.8% | 0 | Skye Global Management LP, Egerton Capital (UK) LLP, Maverick Capital Ltd, Bronte Capital Management Pty Ltd., Hound Partners, LLC, Senator Investment Group LP, Eminence Capital, LP, Farallon Capital Management, L.L.C. |
| UBER UBER TECHNOLOGIES INC | 8 | 6.2% | 1 | Dragoneer Investment Group, LLC, Altimeter Capital Management, LP, Coatue Management LLC, Viking Global Investors LP, Discovery Capital Management, LLC, Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Tiger Global Management LLC |
| FIS FIDELITY NATL INFORMATION SV | 8 | 4.5% | 3 | Montanova Capital, LLC, Steadfast Capital Management LP, Junto Capital Management LP, Senator Investment Group LP, Third Point LLC, Farallon Capital Management, L.L.C., D1 Capital Partners L.P., Contour Asset Management LLC |
| CELG CELGENE CORP | 7 | 13.1% | 0 | Alpha Wave Global, LP, Pentwater Capital Management LP, Abrams Capital Management, L.P., Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, Soros Fund Management |
| GPN GLOBAL PMTS INC | 7 | 2.9% | 4 | Coatue Management LLC, Montanova Capital, LLC, Lone Pine Capital LLC, Junto Capital Management LP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Glenview Capital Management, LLC |
| TDG TRANSDIGM GROUP INC | 6 | 7.0% | 1 | Altarock Partners LP, Tiger Global Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Alkeon Capital Management LLC |
| DHI D R HORTON INC | 6 | 4.2% | 0 | Long Pond Capital, LP, Montanova Capital, LLC, Egerton Capital (UK) LLP, Soros Fund Management, Eminence Capital, LP, Lone Pine Capital LLC |
| SPGI S&P GLOBAL INC | 6 | 2.6% | 1 | Gates Capital Management, Inc., Egerton Capital (UK) LLP, Lone Pine Capital LLC, Third Point LLC, Junto Capital Management LP, Farallon Capital Management, L.L.C. |
| ATVIEUR ACTIVISION BLIZZARD INC | 6 | 2.9% | 2 | Montanova Capital, LLC, Lone Pine Capital LLC, Duquesne Family Office LLC, Coatue Management LLC, Junto Capital Management LP, Alkeon Capital Management LLC |
| PLANUSD ANAPLAN INC | 6 | 2.8% | 4 | Coatue Management LLC, Whale Rock Capital Management LLC, Duquesne Family Office LLC, Contour Asset Management LLC, D1 Capital Partners L.P., Alkeon Capital Management LLC |
| TWLO TWILIO INC | 6 | 4.0% | 2 | Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Corvex Management LP, D1 Capital Partners L.P., Melqart Asset Management (UK) Ltd |
| Allergan Plc no ticker | 5 | 9.1% | 2 | Sachem Head Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Third Point LLC, Tudor Investment Corp ET AL |
| AABAUSD ALTABA INC | 5 | 11.4% | 1 | Owl Creek Asset Management, L.P., Abrams Capital Management, L.P., Farallon Capital Management, L.L.C., Kingstown Capital Management L.P., Soros Fund Management |
| BA BOEING CO | 5 | 2.9% | 1 | Viking Global Investors LP, Alpha Wave Global, LP, Steadfast Capital Management LP, Senator Investment Group LP, Alkeon Capital Management LLC |
| FISV FISERV INC | 5 | 3.7% | 3 | Senator Investment Group LP, Junto Capital Management LP, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Glenview Capital Management, LLC |
| 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 |
| SHOP SHOPIFY INC | 5 | 2.5% | 2 | Whale Rock Capital Management LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Coatue Management LLC, Alkeon Capital Management LLC |
| BSX BOSTON SCIENTIFIC CORP | 5 | 2.4% | 0 | Senator Investment Group LP, Third Point LLC, Viking Global Investors LP, Montanova Capital, LLC, Eminence Capital, LP |
| COUPEUR COUPA SOFTWARE INC | 5 | 3.1% | 0 | Whale Rock Capital Management LLC, Duquesne Family Office LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Lone Pine Capital LLC |
| EA ELECTRONIC ARTS INC | 5 | 4.1% | 2 | Contour Asset Management LLC, SRS Investment Management, LLC, Montanova Capital, LLC, Eminence Capital, LP, Coatue Management LLC |
| DIS DISNEY WALT CO | 5 | 3.8% | 0 | Contour Asset Management LLC, Light Street Capital Management, LLC, Glenview Capital Management, LLC, D1 Capital Partners L.P., Tudor Investment Corp ET AL |
| JD JD.COM INC | 4 | 5.3% | 0 | Tiger Global Management LLC, D1 Capital Partners L.P., Viking Global Investors LP, Alkeon Capital Management LLC |
| SPY SPDR S&P 500 ETF Trust | 4 | 8.6% | 0 | Bridgewater Associates, LP, Pentwater Capital Management LP, Senator Investment Group LP, Tudor Investment Corp ET AL |
| CHTR CHARTER COMMUNICATIONS INC | 4 | 13.1% | 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 |
| QSR RESTAURANT BRANDS INTL INC | 4 | 7.4% | 0 | Pershing Square Capital Management, L.P., Montanova Capital, LLC, Junto Capital Management LP, Steadfast Capital Management LP |
| UTXZ UNITED TECHNOLOGIES CORP | 4 | 3.9% | 1 | Third Point LLC, Lansdowne Partners (UK) LLP, Senator Investment Group LP, Viking Global Investors LP |
| FOXA FOX CORP | 4 | 5.6% | 0 | Baupost Group LLC, Alpha Wave Global, LP, Hound Partners, LLC, Third Point LLC |
| ADSK AUTODESK INC | 4 | 3.1% | 0 | SRS Investment Management, LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP |
| CI THE CIGNA GROUP | 4 | 4.2% | 2 | Glenview Capital Management, LLC, Owl Creek Asset Management, L.P., Eminence Capital, LP, Farallon Capital Management, L.L.C. |
| CNC CENTENE CORP DEL | 4 | 2.5% | 0 | Maverick Capital Ltd, Viking Global Investors LP, Third Point LLC, Eminence Capital, LP |
| EBAY EBAY INC. | 4 | 5.8% | 0 | Kingstown Capital Management L.P., Baupost Group LLC, Starboard Value LP, Soros Fund Management |
| DPZ DOMINOS PIZZA INC | 4 | 2.1% | 3 | Lone Pine Capital LLC, Steadfast Capital Management LP, Eminence Capital, LP, Senator Investment Group LP |
| VICI VICI PPTYS INC | 4 | 6.7% | 0 | Soros Fund Management, Senator Investment Group LP, Gates Capital Management, Inc., Owl Creek Asset Management, L.P. |
| GE GENERAL ELECTRIC CO | 4 | 4.8% | 0 | Bronte Capital Management Pty Ltd., Trian Fund Management, L.P., Duquesne Family Office LLC, Lansdowne Partners (UK) LLP |
| PYPL PAYPAL HLDGS INC | 4 | 2.2% | 1 | Third Point LLC, Coatue Management LLC, Discovery Capital Management, LLC, Eminence Capital, LP |