Crowding, Q4 2019

63 managers · positions at or above 1% of a manager's book

Consensus buys

34 rows


0VVB PARAMOUNT GLOBAL	4	4.5%	Baupost Group LLC, Glenview Capital Management, LLC, Owl Creek Asset Management, L.P., Third Point LLC
AMZN AMAZON COM INC	4	4.1%	Owl Creek Asset Management, L.P., Montanova Capital, LLC, Senator Investment Group LP, Third Point LLC
TIFEUR TIFFANY & CO NEW	4	3.4%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Tudor Investment Corp ET AL
CRM SALESFORCE INC	4	3.3%	Contour Asset Management LLC, Senator Investment Group LP, Farallon Capital Management, L.L.C., Light Street Capital Management, LLC
UNH UNITEDHEALTH GROUP INC	4	3.2%	Egerton Capital (UK) LLP, Montanova Capital, LLC, Senator Investment Group LP, Viking Global Investors LP
UBER UBER TECHNOLOGIES INC	4	3.1%	Sachem Head Capital Management LP, SRS Investment Management, LLC, Skye Global Management LP, Eminence Capital, LP
PYPL PAYPAL HLDGS INC	4	2.5%	Junto Capital Management LP, Montanova Capital, LLC, Lone Pine Capital LLC, Tiger Global Management LLC
GOOGL ALPHABET INC	3	8.0%	Altarock Partners LP, Duquesne Family Office LLC, D1 Capital Partners L.P.
ATVIEUR ACTIVISION BLIZZARD INC	3	2.7%	Light Street Capital Management, LLC, Discovery Capital Management, LLC, Soros Fund Management
MDCOUSD MEDICINES CO	3	2.2%	Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Melqart Asset Management (UK) Ltd
BA BOEING CO	3	2.1%	Pentwater Capital Management LP, Owl Creek Asset Management, L.P., Glenview Capital Management, LLC
DXC DXC TECHNOLOGY CO	3	2.1%	Junto Capital Management LP, Senator Investment Group LP, Montanova Capital, LLC
WDAY WORKDAY INC	3	1.5%	Hound Partners, LLC, Contour Asset Management LLC, Junto Capital Management LP
GEN GEN DIGITAL INC	2	11.3%	Starboard Value LP, Soros Fund Management
AMT TD AMERITRADE HLDG CORP	2	5.6%	Pentwater Capital Management LP, Third Point LLC
BABA ALIBABA GROUP HLDG LTD	2	5.5%	Discovery Capital Management, LLC, Steadfast Capital Management LP
META META PLATFORMS INC	2	5.3%	Owl Creek Asset Management, L.P., Steadfast Capital Management LP
Allergan Plc no ticker	2	4.4%	Abrams Capital Management, L.P., Moore Capital Management, LP
MO ALTRIA GROUP INC	2	4.3%	Rubric Capital Management LP, Montanova Capital, LLC
JPM JPMORGAN CHASE & CO	2	4.2%	Duquesne Family Office LLC, Steadfast Capital Management LP
EEM ISHARES TR	2	3.8%	Duquesne Family Office LLC, Alpha Wave Global, LP
DD DUPONT DE NEMOURS INC	2	3.4%	Rubric Capital Management LP, Montanova Capital, LLC
Bristol Myers Squibb Co no ticker	2	3.1%	Pentwater Capital Management LP, Abrams Capital Management, L.P.
OPTU OPTIMUM COMMUNICATIONS INC	2	3.1%	Corvex Management LP, Contour Asset Management LLC
DIS DISNEY WALT CO	2	2.9%	Whale Rock Capital Management LLC, Moore Capital Management, LP
LOW LOWES COS INC	2	2.9%	Montanova Capital, LLC, Long Pond Capital, LP
NOW SERVICENOW INC	2	2.7%	Light Street Capital Management, LLC, Steadfast Capital Management LP
TSM TAIWAN SEMICONDUCTOR MANUFAC	2	1.9%	Whale Rock Capital Management LLC, Alkeon Capital Management LLC
SSNC SS&C TECHNOLOGIES HLDGS INC	2	1.8%	Junto Capital Management LP, Eminence Capital, LP
NSC NORFOLK SOUTHERN CORP	2	1.8%	Montanova Capital, LLC, Steadfast Capital Management LP
RTN1USD RAYTHEON CO	2	1.7%	Montanova Capital, LLC, Third Point LLC
BKNG BOOKING HOLDINGS INC	2	1.7%	Junto Capital Management LP, Viking Global Investors LP
BOLDEUR AUDENTES THERAPEUTICS INC	2	1.5%	RA Capital Management, L.P., Tudor Investment Corp ET AL
NVST ENVISTA HOLDINGS CORPORATION	2	1.4%	Senator Investment Group LP, Eminence Capital, LP

Who, by name

0VVB Baupost Group LLC 7.9%, Glenview Capital Management, LLC 5.5%, Owl Creek Asset Management, L.P. 3.4%, Third Point LLC 1.3%
AMZN Owl Creek Asset Management, L.P. 6.5%, Montanova Capital, LLC 6.0%, Senator Investment Group LP 2.5%, Third Point LLC 1.5%
TIFEUR Pentwater Capital Management LP 7.3%, Melqart Asset Management (UK) Ltd 4.1%, Soros Fund Management 1.1%, Tudor Investment Corp ET AL 1.0%
CRM Contour Asset Management LLC 6.8%, Senator Investment Group LP 2.5%, Farallon Capital Management, L.L.C. 2.2%, Light Street Capital Management, LLC 1.7%
UNH Egerton Capital (UK) LLP 5.9%, Montanova Capital, LLC 3.0%, Senator Investment Group LP 2.4%, Viking Global Investors LP 1.3%
UBER Sachem Head Capital Management LP 7.2%, SRS Investment Management, LLC 2.1%, Skye Global Management LP 1.8%, Eminence Capital, LP 1.5%
PYPL Junto Capital Management LP 3.9%, Montanova Capital, LLC 2.8%, Lone Pine Capital LLC 1.9%, Tiger Global Management LLC 1.5%
GOOGL Altarock Partners LP 19.1%, Duquesne Family Office LLC 3.8%, D1 Capital Partners L.P. 1.0%
ATVIEUR Light Street Capital Management, LLC 3.9%, Discovery Capital Management, LLC 2.6%, Soros Fund Management 1.5%
MDCOUSD Pentwater Capital Management LP 2.5%, Farallon Capital Management, L.L.C. 2.2%, Melqart Asset Management (UK) Ltd 1.8%
BA Pentwater Capital Management LP 3.2%, Owl Creek Asset Management, L.P. 1.9%, Glenview Capital Management, LLC 1.2%
DXC Junto Capital Management LP 2.3%, Senator Investment Group LP 2.1%, Montanova Capital, LLC 1.8%
WDAY Hound Partners, LLC 1.8%, Contour Asset Management LLC 1.5%, Junto Capital Management LP 1.2%
GEN Starboard Value LP 19.7%, Soros Fund Management 2.8%
AMT Pentwater Capital Management LP 9.6%, Third Point LLC 1.7%
BABA Discovery Capital Management, LLC 6.3%, Steadfast Capital Management LP 4.6%
META Owl Creek Asset Management, L.P. 8.0%, Steadfast Capital Management LP 2.6%
Allergan Plc Abrams Capital Management, L.P. 7.4%, Moore Capital Management, LP 1.4%
MO Rubric Capital Management LP 5.2%, Montanova Capital, LLC 3.3%
JPM Duquesne Family Office LLC 5.5%, Steadfast Capital Management LP 2.8%
EEM Duquesne Family Office LLC 5.6%, Alpha Wave Global, LP 2.0%
DD Rubric Capital Management LP 5.3%, Montanova Capital, LLC 1.6%
Bristol Myers Squibb Co Pentwater Capital Management LP 4.1%, Abrams Capital Management, L.P. 2.2%
OPTU Corvex Management LP 3.1%, Contour Asset Management LLC 3.0%
DIS Whale Rock Capital Management LLC 4.1%, Moore Capital Management, LP 1.8%
LOW Montanova Capital, LLC 3.3%, Long Pond Capital, LP 2.4%
NOW Light Street Capital Management, LLC 3.2%, Steadfast Capital Management LP 2.2%
TSM Whale Rock Capital Management LLC 2.6%, Alkeon Capital Management LLC 1.3%
SSNC Junto Capital Management LP 2.5%, Eminence Capital, LP 1.2%
NSC Montanova Capital, LLC 2.5%, Steadfast Capital Management LP 1.1%
RTN1USD Montanova Capital, LLC 2.0%, Third Point LLC 1.4%
BKNG Junto Capital Management LP 2.2%, Viking Global Investors LP 1.2%
BOLDEUR RA Capital Management, L.P. 1.6%, Tudor Investment Corp ET AL 1.3%
NVST Senator Investment Group LP 1.7%, Eminence Capital, LP 1.0%

Most crowded

50 rows


META META PLATFORMS INC	21	6.7%	2	Skye Global Management LP, Altimeter Capital Management, LP, Hound Partners, LLC, Tiger Global Management LLC, D1 Capital Partners L.P., SRS Investment Management, LLC, Owl Creek Asset Management, L.P., Atreides Management, LP, Abrams Capital Management, L.P., Viking Global Investors LP, Coatue Management LLC, Senator Investment Group LP, Duquesne Family Office LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Steadfast Capital Management LP, Dragoneer Investment Group, LLC, Moore Capital Management, LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C.
BABA ALIBABA GROUP HLDG LTD	20	5.7%	2	Kingstown Capital Management L.P., Dragoneer Investment Group, LLC, Scopia Capital Management LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Coatue Management LLC, Discovery Capital Management, LLC, Maverick Capital Ltd, Alpha Wave Global, LP, Owl Creek Asset Management, L.P., Nightview Capital, LLC, Light Street Capital Management, LLC, Steadfast Capital Management LP, Moore Capital Management, LP, Tiger Global Management LLC, Eminence Capital, LP, Whale Rock Capital Management LLC, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Altimeter Capital Management, LP
AMZN AMAZON COM INC	18	6.4%	4	Nightview Capital, LLC, Skye Global Management LP, D1 Capital Partners L.P., Viking Global Investors LP, Owl Creek Asset Management, L.P., Tiger Global Management LLC, Montanova Capital, LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Moore Capital Management, LP, Coatue Management LLC, Alkeon Capital Management LLC, Steadfast Capital Management LP, Corvex Management LP, Senator Investment Group LP, Third Point LLC, Duquesne Family Office LLC
MSFT MICROSOFT CORP	17	5.3%	0	Skye Global Management LP, Tiger Global Management LLC, Hound Partners, LLC, Duquesne Family Office LLC, SRS Investment Management, LLC, Whale Rock Capital Management LLC, Egerton Capital (UK) LLP, Coatue Management LLC, Steadfast Capital Management LP, Light Street Capital Management, LLC, Lone Pine Capital LLC, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Altimeter Capital Management, LP, Maverick Capital Ltd, Viking Global Investors LP
NFLX NETFLIX INC.	14	7.6%	1	SRS Investment Management, LLC, D1 Capital Partners L.P., Nightview Capital, LLC, Light Street Capital Management, LLC, Duquesne Family Office LLC, Viking Global Investors LP, Coatue Management LLC, Lone Pine Capital LLC, Skye Global Management LP, Maverick Capital Ltd, Egerton Capital (UK) LLP, Tiger Global Management LLC, Contour Asset Management LLC, Moore Capital Management, LP
CRM SALESFORCE INC	13	4.7%	4	Altimeter Capital Management, LP, Sachem Head Capital Management LP, Contour Asset Management LLC, Montanova Capital, LLC, Third Point LLC, Lone Pine Capital LLC, Viking Global Investors LP, Alpha Wave Global, LP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Junto Capital Management LP, Egerton Capital (UK) LLP, Light Street Capital Management, LLC
GOOGL ALPHABET INC	12	5.6%	3	Altarock Partners LP, Bronte Capital Management Pty Ltd., Atreides Management, LP, Abrams Capital Management, L.P., Duquesne Family Office LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Soros Fund Management, Junto Capital Management LP, Glenview Capital Management, LLC, Moore Capital Management, LP, D1 Capital Partners L.P.
SE SEA LTD	10	3.6%	0	Light Street Capital Management, LLC, Sachem Head Capital Management LP, Alpha Wave Global, LP, Discovery Capital Management, LLC, Senator Investment Group LP, Alkeon Capital Management LLC, Duquesne Family Office LLC, Coatue Management LLC, Tiger Global Management LLC, Lone Pine Capital LLC
UBER UBER TECHNOLOGIES INC	9	7.3%	4	Dragoneer Investment Group, LLC, Altimeter Capital Management, LP, Sachem Head Capital Management LP, Viking Global Investors LP, Light Street Capital Management, LLC, Tiger Global Management LLC, SRS Investment Management, LLC, Skye Global Management LP, Eminence Capital, LP
FIS FIDELITY NATL INFORMATION SV	9	3.9%	1	Junto Capital Management LP, Montanova Capital, LLC, Steadfast Capital Management LP, Third Point LLC, Senator Investment Group LP, Farallon Capital Management, L.L.C., D1 Capital Partners L.P., Contour Asset Management LLC, Alkeon Capital Management LLC
ATVIEUR ACTIVISION BLIZZARD INC	9	3.2%	3	Atreides Management, LP, Light Street Capital Management, LLC, Montanova Capital, LLC, Duquesne Family Office LLC, Discovery Capital Management, LLC, Coatue Management LLC, Alkeon Capital Management LLC, Soros Fund Management, Viking Global Investors LP
ADBE ADOBE INC	8	4.4%	0	Montanova Capital, LLC, Corvex Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Coatue Management LLC, Third Point LLC, Steadfast Capital Management LP, Skye Global Management LP
NOW SERVICENOW INC	8	3.7%	2	Coatue Management LLC, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Viking Global Investors LP, D1 Capital Partners L.P., Light Street Capital Management, LLC, Lone Pine Capital LLC, Steadfast Capital Management LP
MA MASTERCARD INC	8	3.7%	0	Altarock Partners LP, Discovery Capital Management, LLC, Coatue Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Moore Capital Management, LP, Tiger Global Management LLC
GOOG ALPHABET INC	8	6.2%	0	Skye Global Management LP, Bronte Capital Management Pty Ltd., Maverick Capital Ltd, Hound Partners, LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Senator Investment Group LP, Eminence Capital, LP
Allergan Plc no ticker	7	9.3%	2	Sachem Head Capital Management LP, Farallon Capital Management, L.L.C., Melqart Asset Management (UK) Ltd, Third Point LLC, Abrams Capital Management, L.P., Tudor Investment Corp ET AL, Moore Capital Management, LP
UNH UNITEDHEALTH GROUP INC	7	3.2%	4	Lone Pine Capital LLC, Egerton Capital (UK) LLP, Montanova Capital, LLC, Senator Investment Group LP, Glenview Capital Management, LLC, Viking Global Investors LP, Soros Fund Management
PYPL PAYPAL HLDGS INC	7	2.4%	4	Junto Capital Management LP, Montanova Capital, LLC, Coatue Management LLC, Moore Capital Management, LP, Lone Pine Capital LLC, Eminence Capital, LP, Tiger Global Management LLC
V VISA INC	7	4.5%	0	Bronte Capital Management Pty Ltd., Third Point LLC, Altarock Partners LP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC, Light Street Capital Management, LLC
DIS DISNEY WALT CO	7	3.9%	2	Contour Asset Management LLC, Atreides Management, LP, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Glenview Capital Management, LLC, D1 Capital Partners L.P., Moore Capital Management, LP
BA BOEING CO	7	2.6%	3	Alpha Wave Global, LP, Pentwater Capital Management LP, Owl Creek Asset Management, L.P., Alkeon Capital Management LLC, Steadfast Capital Management LP, Glenview Capital Management, LLC, Senator Investment Group LP
TDG TRANSDIGM GROUP INC	6	6.1%	0	Altarock Partners LP, Tiger Global Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Steadfast Capital Management LP
IQV IQVIA HLDGS INC	6	3.2%	0	Glenview Capital Management, LLC, Steadfast Capital Management LP, Third Point LLC, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Eminence Capital, LP
LOW LOWES COS INC	6	4.6%	2	Pershing Square Capital Management, L.P., Montanova Capital, LLC, Viking Global Investors LP, Long Pond Capital, LP, Maverick Capital Ltd, Glenview Capital Management, LLC
GPN GLOBAL PMTS INC	6	3.5%	0	Junto Capital Management LP, Montanova Capital, LLC, Coatue Management LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC
TWLO TWILIO INC	6	3.4%	0	Dragoneer Investment Group, LLC, Atreides Management, LP, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Melqart Asset Management (UK) Ltd
WDAY WORKDAY INC	6	3.6%	3	Duquesne Family Office LLC, Skye Global Management LP, Hound Partners, LLC, Coatue Management LLC, Contour Asset Management LLC, Junto Capital Management LP
SPY SPDR S&P 500 ETF Trust	5	27.6%	1	Durable Capital Partners LP, Starboard Value LP, Bridgewater Associates, LP, Senator Investment Group LP, Tudor Investment Corp ET AL
JD JD.COM INC	5	5.5%	0	Tiger Global Management LLC, D1 Capital Partners L.P., Viking Global Investors LP, Moore Capital Management, LP, Alkeon Capital Management LLC
CI THE CIGNA GROUP	5	4.9%	0	Owl Creek Asset Management, L.P., Glenview Capital Management, LLC, Avidity Partners Management LP, Eminence Capital, LP, Farallon Capital Management, L.L.C.
BSX BOSTON SCIENTIFIC CORP	5	2.4%	0	Viking Global Investors LP, Third Point LLC, Senator Investment Group LP, Montanova Capital, LLC, Eminence Capital, LP
CNC CENTENE CORP DEL	5	2.3%	1	Viking Global Investors LP, Maverick Capital Ltd, Montanova Capital, LLC, Third Point LLC, Eminence Capital, LP
COUPEUR COUPA SOFTWARE INC	5	2.9%	1	Whale Rock Capital Management LLC, Moore Capital Management, LP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Steadfast Capital Management LP
DXC DXC TECHNOLOGY CO	5	2.9%	3	Maverick Capital Ltd, Glenview Capital Management, LLC, Junto Capital Management LP, Senator Investment Group LP, Montanova Capital, LLC
SMARGBP SMARTSHEET INC	5	2.1%	1	Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Coatue Management LLC, Alkeon Capital Management LLC, Tiger Global Management LLC
MDCOUSD MEDICINES CO	5	2.1%	3	Maverick Capital Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Melqart Asset Management (UK) Ltd, Duquesne Family Office LLC
TIFEUR TIFFANY & CO NEW	5	4.4%	4	Biglari Capital Corp., Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Tudor Investment Corp ET AL
LYFT LYFT INC	5	3.3%	0	Light Street Capital Management, LLC, Atreides Management, LP, Contour Asset Management LLC, Montanova Capital, LLC, Senator Investment Group LP
HLT HILTON WORLDWIDE HLDGS INC	4	9.5%	0	Pershing Square Capital Management, L.P., D1 Capital Partners L.P., Gates Capital Management, Inc., Long Pond Capital, LP
ELV ELEVANCE HEALTH INC	4	3.0%	1	Viking Global Investors LP, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Glenview Capital Management, LLC
0VVB PARAMOUNT GLOBAL	4	4.5%	4	Baupost Group LLC, Glenview Capital Management, LLC, Owl Creek Asset Management, L.P., Third Point LLC
SHOP SHOPIFY INC	4	3.1%	0	Whale Rock Capital Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Coatue Management LLC
FISV FISERV INC	4	3.4%	0	Egerton Capital (UK) LLP, Senator Investment Group LP, Glenview Capital Management, LLC, Steadfast Capital Management LP
XYZ BLOCK INC	4	2.7%	0	Atreides Management, LP, Lone Pine Capital LLC, Viking Global Investors LP, Coatue Management LLC
FOXA FOX CORP	4	5.3%	0	Baupost Group LLC, Hound Partners, LLC, Alpha Wave Global, LP, Third Point LLC
RNG RINGCENTRAL INC	4	2.5%	0	Alkeon Capital Management LLC, Tiger Global Management LLC, Coatue Management LLC, Melqart Asset Management (UK) Ltd
ADSK AUTODESK INC	4	2.7%	0	SRS Investment Management, LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP
GE GENERAL ELECTRIC CO	4	4.2%	1	Trian Fund Management, L.P., Duquesne Family Office LLC, Lansdowne Partners (UK) LLP, Senator Investment Group LP
UTXZ UNITED TECHNOLOGIES CORP	4	3.8%	0	Third Point LLC, Senator Investment Group LP, Lansdowne Partners (UK) LLP, Pentwater Capital Management LP
SPGI S&P GLOBAL INC	4	2.8%	0	Gates Capital Management, Inc., Egerton Capital (UK) LLP, Third Point LLC, Farallon Capital Management, L.L.C.

Who, by name

META Skye Global Management LP 20.5%, Altimeter Capital Management, LP 17.2%, Hound Partners, LLC 9.8%, Tiger Global Management LLC 9.4%, D1 Capital Partners L.P. 9.3%, SRS Investment Management, LLC 8.9%, Owl Creek Asset Management, L.P. 8.0%, Atreides Management, LP 6.6%, Abrams Capital Management, L.P. 6.5%, Viking Global Investors LP 6.1%, Coatue Management LLC 5.7%, Senator Investment Group LP 5.6%, Duquesne Family Office LLC 4.5%, Whale Rock Capital Management LLC 3.9%, Lone Pine Capital LLC 3.8%, Alkeon Capital Management LLC 3.3%, Steadfast Capital Management LP 2.6%, Dragoneer Investment Group, LLC 2.5%, Moore Capital Management, LP 2.4%, Egerton Capital (UK) LLP 2.0%, Farallon Capital Management, L.L.C. 1.6%
BABA Kingstown Capital Management L.P. 15.4%, Dragoneer Investment Group, LLC 9.5%, Scopia Capital Management LP 9.3%, Egerton Capital (UK) LLP 7.8%, Lone Pine Capital LLC 7.1%, Coatue Management LLC 6.8%, Discovery Capital Management, LLC 6.3%, Maverick Capital Ltd 5.9%, Alpha Wave Global, LP 5.3%, Owl Creek Asset Management, L.P. 5.2%, Nightview Capital, LLC 4.9%, Light Street Capital Management, LLC 4.7%, Steadfast Capital Management LP 4.6%, Moore Capital Management, LP 4.5%, Tiger Global Management LLC 4.1%, Eminence Capital, LP 3.5%, Whale Rock Capital Management LLC 3.1%, Farallon Capital Management, L.L.C. 1.9%, Alkeon Capital Management LLC 1.8%, Altimeter Capital Management, LP 1.4%
AMZN Nightview Capital, LLC 23.6%, Skye Global Management LP 13.6%, D1 Capital Partners L.P. 13.3%, Viking Global Investors LP 7.7%, Owl Creek Asset Management, L.P. 6.5%, Tiger Global Management LLC 6.2%, Montanova Capital, LLC 6.0%, Light Street Capital Management, LLC 5.8%, Whale Rock Capital Management LLC 5.3%, Lone Pine Capital LLC 5.1%, Moore Capital Management, LP 4.3%, Coatue Management LLC 3.9%, Alkeon Capital Management LLC 3.4%, Steadfast Capital Management LP 3.1%, Corvex Management LP 2.6%, Senator Investment Group LP 2.5%, Third Point LLC 1.5%, Duquesne Family Office LLC 1.3%
MSFT Skye Global Management LP 12.8%, Tiger Global Management LLC 9.5%, Hound Partners, LLC 8.4%, Duquesne Family Office LLC 7.8%, SRS Investment Management, LLC 7.4%, Whale Rock Capital Management LLC 6.1%, Egerton Capital (UK) LLP 6.0%, Coatue Management LLC 5.2%, Steadfast Capital Management LP 5.0%, Light Street Capital Management, LLC 4.5%, Lone Pine Capital LLC 4.3%, Alpha Wave Global, LP 3.8%, Farallon Capital Management, L.L.C. 2.7%, Alkeon Capital Management LLC 2.2%, Altimeter Capital Management, LP 1.9%, Maverick Capital Ltd 1.4%, Viking Global Investors LP 1.0%
NFLX SRS Investment Management, LLC 31.8%, D1 Capital Partners L.P. 20.8%, Nightview Capital, LLC 9.7%, Light Street Capital Management, LLC 7.8%, Duquesne Family Office LLC 5.8%, Viking Global Investors LP 5.4%, Coatue Management LLC 4.6%, Lone Pine Capital LLC 4.3%, Skye Global Management LP 3.8%, Maverick Capital Ltd 3.8%, Egerton Capital (UK) LLP 3.2%, Tiger Global Management LLC 2.8%, Contour Asset Management LLC 2.0%, Moore Capital Management, LP 1.2%
CRM Altimeter Capital Management, LP 15.1%, Sachem Head Capital Management LP 9.6%, Contour Asset Management LLC 6.8%, Montanova Capital, LLC 6.0%, Third Point LLC 4.1%, Lone Pine Capital LLC 3.6%, Viking Global Investors LP 3.3%, Alpha Wave Global, LP 3.0%, Senator Investment Group LP 2.5%, Farallon Capital Management, L.L.C. 2.2%, Junto Capital Management LP 2.0%, Egerton Capital (UK) LLP 1.8%, Light Street Capital Management, LLC 1.7%
GOOGL Altarock Partners LP 19.1%, Bronte Capital Management Pty Ltd. 14.7%, Atreides Management, LP 6.5%, Abrams Capital Management, L.P. 5.0%, Duquesne Family Office LLC 3.8%, Alkeon Capital Management LLC 3.5%, Whale Rock Capital Management LLC 3.3%, Soros Fund Management 3.0%, Junto Capital Management LP 2.7%, Glenview Capital Management, LLC 2.6%, Moore Capital Management, LP 2.2%, D1 Capital Partners L.P. 1.0%
SE Light Street Capital Management, LLC 11.0%, Sachem Head Capital Management LP 6.6%, Alpha Wave Global, LP 3.7%, Discovery Capital Management, LLC 3.1%, Senator Investment Group LP 2.3%, Alkeon Capital Management LLC 2.2%, Duquesne Family Office LLC 2.2%, Coatue Management LLC 1.9%, Tiger Global Management LLC 1.9%, Lone Pine Capital LLC 1.3%
UBER Dragoneer Investment Group, LLC 26.4%, Altimeter Capital Management, LP 14.0%, Sachem Head Capital Management LP 7.2%, Viking Global Investors LP 5.3%, Light Street Capital Management, LLC 3.9%, Tiger Global Management LLC 3.5%, SRS Investment Management, LLC 2.1%, Skye Global Management LP 1.8%, Eminence Capital, LP 1.5%
FIS Junto Capital Management LP 6.3%, Montanova Capital, LLC 6.0%, Steadfast Capital Management LP 5.0%, Third Point LLC 4.0%, Senator Investment Group LP 3.8%, Farallon Capital Management, L.L.C. 3.7%, D1 Capital Partners L.P. 2.8%, Contour Asset Management LLC 2.0%, Alkeon Capital Management LLC 1.0%
ATVIEUR Atreides Management, LP 8.9%, Light Street Capital Management, LLC 3.9%, Montanova Capital, LLC 3.6%, Duquesne Family Office LLC 3.0%, Discovery Capital Management, LLC 2.6%, Coatue Management LLC 2.6%, Alkeon Capital Management LLC 1.8%, Soros Fund Management 1.5%, Viking Global Investors LP 1.1%
ADBE Montanova Capital, LLC 7.5%, Corvex Management LP 5.8%, Lone Pine Capital LLC 5.0%, Egerton Capital (UK) LLP 4.4%, Coatue Management LLC 3.7%, Third Point LLC 3.6%, Steadfast Capital Management LP 3.2%, Skye Global Management LP 1.7%
NOW Coatue Management LLC 6.1%, Dragoneer Investment Group, LLC 4.6%, Whale Rock Capital Management LLC 3.8%, Viking Global Investors LP 3.6%, D1 Capital Partners L.P. 3.4%, Light Street Capital Management, LLC 3.2%, Lone Pine Capital LLC 2.3%, Steadfast Capital Management LP 2.2%
MA Altarock Partners LP 7.3%, Discovery Capital Management, LLC 5.2%, Coatue Management LLC 5.0%, Lone Pine Capital LLC 3.8%, Egerton Capital (UK) LLP 3.1%, Alkeon Capital Management LLC 2.1%, Moore Capital Management, LP 1.8%, Tiger Global Management LLC 1.0%
GOOG Skye Global Management LP 22.2%, Bronte Capital Management Pty Ltd. 6.1%, Maverick Capital Ltd 6.0%, Hound Partners, LLC 4.1%, Egerton Capital (UK) LLP 3.6%, Farallon Capital Management, L.L.C. 2.8%, Senator Investment Group LP 2.7%, Eminence Capital, LP 1.9%
Allergan Plc Sachem Head Capital Management LP 19.0%, Farallon Capital Management, L.L.C. 11.8%, Melqart Asset Management (UK) Ltd 11.8%, Third Point LLC 7.9%, Abrams Capital Management, L.P. 7.4%, Tudor Investment Corp ET AL 5.6%, Moore Capital Management, LP 1.4%
UNH Lone Pine Capital LLC 6.7%, Egerton Capital (UK) LLP 5.9%, Montanova Capital, LLC 3.0%, Senator Investment Group LP 2.4%, Glenview Capital Management, LLC 1.9%, Viking Global Investors LP 1.3%, Soros Fund Management 1.2%
PYPL Junto Capital Management LP 3.9%, Montanova Capital, LLC 2.8%, Coatue Management LLC 2.6%, Moore Capital Management, LP 2.5%, Lone Pine Capital LLC 1.9%, Eminence Capital, LP 1.6%, Tiger Global Management LLC 1.5%
V Bronte Capital Management Pty Ltd. 17.1%, Third Point LLC 3.2%, Altarock Partners LP 2.9%, Senator Investment Group LP 2.6%, Farallon Capital Management, L.L.C. 2.2%, Alkeon Capital Management LLC 2.0%, Light Street Capital Management, LLC 1.1%
DIS Contour Asset Management LLC 6.1%, Atreides Management, LP 5.6%, Light Street Capital Management, LLC 4.6%, Whale Rock Capital Management LLC 4.1%, Glenview Capital Management, LLC 2.6%, D1 Capital Partners L.P. 2.4%, Moore Capital Management, LP 1.8%
BA Alpha Wave Global, LP 7.6%, Pentwater Capital Management LP 3.2%, Owl Creek Asset Management, L.P. 1.9%, Alkeon Capital Management LLC 1.5%, Steadfast Capital Management LP 1.3%, Glenview Capital Management, LLC 1.2%, Senator Investment Group LP 1.1%
TDG Altarock Partners LP 20.3%, Tiger Global Management LLC 6.4%, Lone Pine Capital LLC 3.8%, Egerton Capital (UK) LLP 2.8%, Alkeon Capital Management LLC 2.1%, Steadfast Capital Management LP 1.5%
IQV Glenview Capital Management, LLC 5.1%, Steadfast Capital Management LP 3.8%, Third Point LLC 3.6%, Lone Pine Capital LLC 2.6%, Farallon Capital Management, L.L.C. 2.2%, Eminence Capital, LP 2.0%
LOW Pershing Square Capital Management, L.P. 15.7%, Montanova Capital, LLC 3.3%, Viking Global Investors LP 2.5%, Long Pond Capital, LP 2.4%, Maverick Capital Ltd 2.1%, Glenview Capital Management, LLC 1.3%
GPN Junto Capital Management LP 5.1%, Montanova Capital, LLC 4.3%, Coatue Management LLC 3.6%, Lone Pine Capital LLC 3.2%, Steadfast Capital Management LP 2.6%, Alkeon Capital Management LLC 2.2%
TWLO Dragoneer Investment Group, LLC 12.2%, Atreides Management, LP 3.3%, Whale Rock Capital Management LLC 1.6%, Light Street Capital Management, LLC 1.5%, Tiger Global Management LLC 1.0%, Melqart Asset Management (UK) Ltd 1.0%
WDAY Duquesne Family Office LLC 7.7%, Skye Global Management LP 7.4%, Hound Partners, LLC 1.8%, Coatue Management LLC 1.8%, Contour Asset Management LLC 1.5%, Junto Capital Management LP 1.2%
SPY Durable Capital Partners LP 77.8%, Starboard Value LP 23.8%, Bridgewater Associates, LP 23.0%, Senator Investment Group LP 10.1%, Tudor Investment Corp ET AL 3.2%
JD Tiger Global Management LLC 10.3%, D1 Capital Partners L.P. 8.9%, Viking Global Investors LP 3.7%, Moore Capital Management, LP 3.3%, Alkeon Capital Management LLC 1.3%
CI Owl Creek Asset Management, L.P. 8.4%, Glenview Capital Management, LLC 7.5%, Avidity Partners Management LP 3.9%, Eminence Capital, LP 2.4%, Farallon Capital Management, L.L.C. 2.4%
BSX Viking Global Investors LP 3.9%, Third Point LLC 2.6%, Senator Investment Group LP 2.2%, Montanova Capital, LLC 1.8%, Eminence Capital, LP 1.6%
CNC Viking Global Investors LP 3.2%, Maverick Capital Ltd 2.9%, Montanova Capital, LLC 2.2%, Third Point LLC 1.7%, Eminence Capital, LP 1.5%
COUPEUR Whale Rock Capital Management LLC 7.8%, Moore Capital Management, LP 2.0%, Lone Pine Capital LLC 1.8%, Alkeon Capital Management LLC 1.7%, Steadfast Capital Management LP 1.1%
DXC Maverick Capital Ltd 4.9%, Glenview Capital Management, LLC 3.6%, Junto Capital Management LP 2.3%, Senator Investment Group LP 2.1%, Montanova Capital, LLC 1.8%
SMARGBP Whale Rock Capital Management LLC 4.3%, Light Street Capital Management, LLC 2.0%, Coatue Management LLC 1.9%, Alkeon Capital Management LLC 1.2%, Tiger Global Management LLC 1.2%
MDCOUSD Maverick Capital Ltd 2.7%, Pentwater Capital Management LP 2.5%, Farallon Capital Management, L.L.C. 2.2%, Melqart Asset Management (UK) Ltd 1.8%, Duquesne Family Office LLC 1.5%
TIFEUR Biglari Capital Corp. 8.5%, Pentwater Capital Management LP 7.3%, Melqart Asset Management (UK) Ltd 4.1%, Soros Fund Management 1.1%, Tudor Investment Corp ET AL 1.0%
LYFT Light Street Capital Management, LLC 7.0%, Atreides Management, LP 3.9%, Contour Asset Management LLC 2.2%, Montanova Capital, LLC 1.8%, Senator Investment Group LP 1.4%
HLT Pershing Square Capital Management, L.P. 17.9%, D1 Capital Partners L.P. 10.1%, Gates Capital Management, Inc. 6.2%, Long Pond Capital, LP 4.0%
ELV Viking Global Investors LP 4.4%, Farallon Capital Management, L.L.C. 2.9%, Montanova Capital, LLC 2.9%, Glenview Capital Management, LLC 2.0%
0VVB Baupost Group LLC 7.9%, Glenview Capital Management, LLC 5.5%, Owl Creek Asset Management, L.P. 3.4%, Third Point LLC 1.3%
SHOP Whale Rock Capital Management LLC 4.8%, Lone Pine Capital LLC 3.9%, Alkeon Capital Management LLC 2.2%, Coatue Management LLC 1.6%
FISV Egerton Capital (UK) LLP 6.4%, Senator Investment Group LP 3.8%, Glenview Capital Management, LLC 1.8%, Steadfast Capital Management LP 1.8%
XYZ Atreides Management, LP 3.7%, Lone Pine Capital LLC 3.0%, Viking Global Investors LP 2.9%, Coatue Management LLC 1.4%
FOXA Baupost Group LLC 11.2%, Hound Partners, LLC 5.2%, Alpha Wave Global, LP 2.8%, Third Point LLC 2.1%
RNG Alkeon Capital Management LLC 3.1%, Tiger Global Management LLC 3.1%, Coatue Management LLC 2.9%, Melqart Asset Management (UK) Ltd 1.1%
ADSK SRS Investment Management, LLC 4.7%, Lone Pine Capital LLC 3.2%, Steadfast Capital Management LP 1.5%, Egerton Capital (UK) LLP 1.2%
GE Trian Fund Management, L.P. 7.6%, Duquesne Family Office LLC 5.7%, Lansdowne Partners (UK) LLP 2.5%, Senator Investment Group LP 1.2%
UTXZ Third Point LLC 9.0%, Senator Investment Group LP 3.8%, Lansdowne Partners (UK) LLP 1.5%, Pentwater Capital Management LP 1.1%
SPGI Gates Capital Management, Inc. 4.0%, Egerton Capital (UK) LLP 3.3%, Third Point LLC 2.5%, Farallon Capital Management, L.L.C. 1.3%

Consensus exits

23 rows


CELG CELGENE CORP	7	13.1%	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
AABAUSD ALTABA INC	5	11.4%	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
SYMCEUR SYMANTEC CORP	3	13.1%	Starboard Value LP, Contour Asset Management LLC, Soros Fund Management
WWEUSD WORLD WRESTLING ENTMT INC	3	6.0%	Sachem Head Capital Management LP, Light Street Capital Management, LLC, Lone Pine Capital LLC
Cbs Corp New no ticker	3	2.9%	Baupost Group LLC, Glenview Capital Management, LLC, Junto Capital Management LP
AVTR AVANTOR INC	3	1.6%	Hound Partners, LLC, D1 Capital Partners L.P., Senator Investment Group LP
ONCEEUR SPARK THERAPEUTICS INC	2	7.5%	Casdin Capital, LLC, Pentwater Capital Management LP
NBIS NEBIUS GROUP N.V.	2	4.5%	Light Street Capital Management, LLC, Dragoneer Investment Group, LLC
TIFEUR TIFFANY & CO NEW	2	3.4%	Lone Pine Capital LLC, Egerton Capital (UK) LLP
V VISA INC	2	3.3%	Duquesne Family Office LLC, Junto Capital Management LP
ALDR1EUR ALDER BIOPHARMACEUTICALS INC	2	3.3%	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP
IQV IQVIA HLDGS INC	2	3.2%	Montanova Capital, LLC, D1 Capital Partners L.P.
VSMEUR VERSUM MATLS INC	2	2.9%	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP
ATVIEUR ACTIVISION BLIZZARD INC	2	2.7%	Lone Pine Capital LLC, Junto Capital Management LP
DHI D R HORTON INC	2	2.6%	Montanova Capital, LLC, Lone Pine Capital LLC
PYPL PAYPAL HLDGS INC	2	2.5%	Third Point LLC, Discovery Capital Management, LLC
SPGI S&P GLOBAL INC	2	2.4%	Lone Pine Capital LLC, Junto Capital Management LP
UBER UBER TECHNOLOGIES INC	2	2.1%	Discovery Capital Management, LLC, Lansdowne Partners (UK) LLP
OC Owens Corning Inc	2	1.9%	Rubric Capital Management LP, Montanova Capital, LLC
NOW SERVICENOW INC	2	1.8%	Montanova Capital, LLC, Corvex Management LP
EFX EQUIFAX INC	2	1.6%	Senator Investment Group LP, Egerton Capital (UK) LLP
DAY DAYFORCE INC	2	1.6%	Discovery Capital Management, LLC, Junto Capital Management LP
PCG PG&E CORP	2	1.3%	Hound Partners, LLC, Rubric Capital Management LP

Who, by name

CELG Alpha Wave Global, LP 19.4%, Pentwater Capital Management LP 18.9%, Abrams Capital Management, L.P. 18.8%, Melqart Asset Management (UK) Ltd 13.4%, Farallon Capital Management, L.L.C. 12.6%, Tudor Investment Corp ET AL 5.0%, Soros Fund Management 3.3%
AABAUSD Owl Creek Asset Management, L.P. 38.6%, Abrams Capital Management, L.P. 6.9%, Farallon Capital Management, L.L.C. 5.4%, Kingstown Capital Management L.P. 4.8%, Soros Fund Management 1.3%
SYMCEUR Starboard Value LP 34.2%, Contour Asset Management LLC 3.9%, Soros Fund Management 1.3%
WWEUSD Sachem Head Capital Management LP 11.4%, Light Street Capital Management, LLC 5.4%, Lone Pine Capital LLC 1.2%
Cbs Corp New Baupost Group LLC 5.5%, Glenview Capital Management, LLC 1.8%, Junto Capital Management LP 1.5%
AVTR Hound Partners, LLC 2.2%, D1 Capital Partners L.P. 1.4%, Senator Investment Group LP 1.3%
ONCEEUR Casdin Capital, LLC 8.7%, Pentwater Capital Management LP 6.3%
NBIS Light Street Capital Management, LLC 5.1%, Dragoneer Investment Group, LLC 3.8%
TIFEUR Lone Pine Capital LLC 3.5%, Egerton Capital (UK) LLP 3.2%
V Duquesne Family Office LLC 3.7%, Junto Capital Management LP 2.9%
ALDR1EUR Melqart Asset Management (UK) Ltd 4.7%, Pentwater Capital Management LP 1.8%
IQV Montanova Capital, LLC 3.3%, D1 Capital Partners L.P. 3.0%
VSMEUR Melqart Asset Management (UK) Ltd 4.4%, Pentwater Capital Management LP 1.3%
ATVIEUR Lone Pine Capital LLC 3.5%, Junto Capital Management LP 1.9%
DHI Montanova Capital, LLC 4.3%, Lone Pine Capital LLC 1.0%
PYPL Third Point LLC 3.3%, Discovery Capital Management, LLC 1.7%
SPGI Lone Pine Capital LLC 2.5%, Junto Capital Management LP 2.3%
UBER Discovery Capital Management, LLC 2.2%, Lansdowne Partners (UK) LLP 2.0%
OC Rubric Capital Management LP 2.6%, Montanova Capital, LLC 1.1%
NOW Montanova Capital, LLC 2.4%, Corvex Management LP 1.3%
EFX Senator Investment Group LP 2.1%, Egerton Capital (UK) LLP 1.1%
DAY Discovery Capital Management, LLC 1.9%, Junto Capital Management LP 1.2%
PCG Hound Partners, LLC 1.5%, Rubric Capital Management LP 1.2%