Crowding, Q3 2020

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

Consensus buys

42 rows


SNOW SNOWFLAKE INC	6	5.5%	Dragoneer Investment Group, LLC, Coatue Management LLC, Altimeter Capital Management, LP, Durable Capital Partners LP, D1 Capital Partners L.P., Lone Pine Capital LLC
U UNITY SOFTWARE INC	5	6.6%	Light Street Capital Management, LLC, D1 Capital Partners L.P., Altimeter Capital Management, LP, Discovery Capital Management, LLC, Dragoneer Investment Group, LLC
META META PLATFORMS INC	5	3.4%	Sachem Head Capital Management LP, Owl Creek Asset Management, L.P., Alpha Wave Global, LP, Junto Capital Management LP, Melqart Asset Management (UK) Ltd
IMMU IMMUNOMEDICS INC	4	5.0%	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL
FISV FISERV INC	4	3.6%	Atreides Management, LP, Montanova Capital, LLC, Eminence Capital, LP, Owl Creek Asset Management, L.P.
PSTHUSD PERSHING SQUARE TONTINE HLDG	3	3.6%	Baupost Group LLC, Kingstown Capital Management L.P., Owl Creek Asset Management, L.P.
Iac Interactivecorp New no ticker	3	3.5%	Greenhaven Road Investment Management, L.P., Corvex Management LP, Durable Capital Partners LP
ZEN1EUR ZENDESK INC	3	2.3%	Atreides Management, LP, Junto Capital Management LP, Corvex Management LP
CZR CAESARS ENTERTAINMENT INC NE	3	2.0%	Light Street Capital Management, LLC, Senator Investment Group LP, Melqart Asset Management (UK) Ltd
NUANEUR NUANCE COMMUNICATIONS INC	3	1.9%	Duquesne Family Office LLC, Coatue Management LLC, Lone Pine Capital LLC
BKNG BOOKING HOLDINGS INC	3	1.8%	Atreides Management, LP, Egerton Capital (UK) LLP, Junto Capital Management LP
PINS PINTEREST INC	3	1.6%	Whale Rock Capital Management LLC, Third Point LLC, Alkeon Capital Management LLC
BEKE KE HLDGS INC	3	1.5%	D1 Capital Partners L.P., Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC
GOOGL ALPHABET INC	3	1.2%	Melqart Asset Management (UK) Ltd, Junto Capital Management LP, Viking Global Investors LP
SPY SPDR S&P 500 ETF Trust	2	8.5%	Starboard Value LP, Scopia Capital Management LP
BX BLACKSTONE INC	2	7.2%	Kingstown Capital Management L.P., Maverick Capital Ltd
MXIM MAXIM INTEGRATED PRODS INC	2	5.7%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd
BABA ALIBABA GROUP HLDG LTD	2	5.6%	Discovery Capital Management, LLC, Whale Rock Capital Management LLC
PLTR PALANTIR TECHNOLOGIES INC	2	5.6%	Discovery Capital Management, LLC, Soros Fund Management
ROST ROSS STORES INC	2	3.4%	Hound Partners, LLC, Alpha Wave Global, LP
VAREUR VARIAN MED SYS INC	2	2.7%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd
DOCU DOCUSIGN INC	2	2.7%	Lone Pine Capital LLC, Light Street Capital Management, LLC
V VISA INC	2	2.7%	Junto Capital Management LP, Egerton Capital (UK) LLP
GDRX GOODRX HLDGS INC	2	2.6%	Light Street Capital Management, LLC, Dragoneer Investment Group, LLC
DNB DUN & BRADSTREET HLDGS INC	2	2.6%	Senator Investment Group LP, Durable Capital Partners LP
CMCSA COMCAST CORP NEW	2	2.6%	Egerton Capital (UK) LLP, Junto Capital Management LP
STNE STONECO LTD	2	2.5%	Durable Capital Partners LP, Lone Pine Capital LLC
QCOM QUALCOMM INC	2	2.3%	Senator Investment Group LP, Contour Asset Management LLC
DT DYNATRACE INC	2	2.2%	SRS Investment Management, LLC, D1 Capital Partners L.P.
BSX BOSTON SCIENTIFIC CORP	2	2.1%	Farallon Capital Management, L.L.C., Avidity Partners Management LP
EXPE EXPEDIA GROUP INC	2	2.0%	Long Pond Capital, LP, Third Point LLC
DFSEUR DISCOVER FINL SVCS	2	2.0%	Discovery Capital Management, LLC, Eminence Capital, LP
FTV FORTIVE CORP	2	2.0%	Third Point LLC, Senator Investment Group LP
FE FIRSTENERGY CORP	2	2.0%	Corvex Management LP, Owl Creek Asset Management, L.P.
DIS DISNEY WALT CO	2	1.8%	Moore Capital Management, LP, Corvex Management LP
NEE NEXTERA ENERGY INC	2	1.6%	Duquesne Family Office LLC, Senator Investment Group LP
AIMT AIMMUNE THERAPEUTICS INC	2	1.6%	Pentwater Capital Management LP, Tudor Investment Corp ET AL
TSM TAIWAN SEMICONDUCTOR MANUFAC	2	1.6%	Viking Global Investors LP, Whale Rock Capital Management LLC
Z ZILLOW GROUP INC	2	1.4%	Coatue Management LLC, Atreides Management, LP
AMD ADVANCED MICRO DEVICES INC	2	1.4%	Whale Rock Capital Management LLC, Viking Global Investors LP
National Gen Hldgs Corp no ticker	2	1.3%	Tudor Investment Corp ET AL, Pentwater Capital Management LP
SHOP SHOPIFY INC	2	1.2%	Light Street Capital Management, LLC, Melqart Asset Management (UK) Ltd

Who, by name

SNOW Dragoneer Investment Group, LLC 21.9%, Coatue Management LLC 5.3%, Altimeter Capital Management, LP 1.8%, Durable Capital Partners LP 1.6%, D1 Capital Partners L.P. 1.4%, Lone Pine Capital LLC 1.1%
U Light Street Capital Management, LLC 16.4%, D1 Capital Partners L.P. 6.6%, Altimeter Capital Management, LP 5.6%, Discovery Capital Management, LLC 2.2%, Dragoneer Investment Group, LLC 2.0%
META Sachem Head Capital Management LP 6.3%, Owl Creek Asset Management, L.P. 4.9%, Alpha Wave Global, LP 3.3%, Junto Capital Management LP 1.6%, Melqart Asset Management (UK) Ltd 1.0%
IMMU Melqart Asset Management (UK) Ltd 7.6%, Pentwater Capital Management LP 6.7%, Farallon Capital Management, L.L.C. 3.5%, Tudor Investment Corp ET AL 2.0%
FISV Atreides Management, LP 8.4%, Montanova Capital, LLC 2.4%, Eminence Capital, LP 2.1%, Owl Creek Asset Management, L.P. 1.6%
PSTHUSD Baupost Group LLC 4.3%, Kingstown Capital Management L.P. 3.5%, Owl Creek Asset Management, L.P. 3.1%
Iac Interactivecorp New Greenhaven Road Investment Management, L.P. 6.2%, Corvex Management LP 2.6%, Durable Capital Partners LP 1.7%
ZEN1EUR Atreides Management, LP 3.5%, Junto Capital Management LP 1.9%, Corvex Management LP 1.6%
CZR Light Street Capital Management, LLC 3.1%, Senator Investment Group LP 1.6%, Melqart Asset Management (UK) Ltd 1.4%
NUANEUR Duquesne Family Office LLC 2.8%, Coatue Management LLC 1.6%, Lone Pine Capital LLC 1.2%
BKNG Atreides Management, LP 2.3%, Egerton Capital (UK) LLP 1.6%, Junto Capital Management LP 1.4%
PINS Whale Rock Capital Management LLC 1.8%, Third Point LLC 1.5%, Alkeon Capital Management LLC 1.4%
BEKE D1 Capital Partners L.P. 1.8%, Dragoneer Investment Group, LLC 1.7%, Whale Rock Capital Management LLC 1.1%
GOOGL Melqart Asset Management (UK) Ltd 1.4%, Junto Capital Management LP 1.1%, Viking Global Investors LP 1.0%
SPY Starboard Value LP 15.4%, Scopia Capital Management LP 1.6%
BX Kingstown Capital Management L.P. 12.9%, Maverick Capital Ltd 1.6%
MXIM Pentwater Capital Management LP 9.7%, Melqart Asset Management (UK) Ltd 1.7%
BABA Discovery Capital Management, LLC 8.5%, Whale Rock Capital Management LLC 2.8%
PLTR Discovery Capital Management, LLC 6.8%, Soros Fund Management 4.4%
ROST Hound Partners, LLC 4.4%, Alpha Wave Global, LP 2.4%
VAREUR Pentwater Capital Management LP 2.8%, Melqart Asset Management (UK) Ltd 2.7%
DOCU Lone Pine Capital LLC 3.8%, Light Street Capital Management, LLC 1.6%
V Junto Capital Management LP 2.8%, Egerton Capital (UK) LLP 2.6%
GDRX Light Street Capital Management, LLC 3.6%, Dragoneer Investment Group, LLC 1.6%
DNB Senator Investment Group LP 3.7%, Durable Capital Partners LP 1.4%
CMCSA Egerton Capital (UK) LLP 3.2%, Junto Capital Management LP 1.9%
STNE Durable Capital Partners LP 3.1%, Lone Pine Capital LLC 1.9%
QCOM Senator Investment Group LP 2.4%, Contour Asset Management LLC 2.2%
DT SRS Investment Management, LLC 3.0%, D1 Capital Partners L.P. 1.4%
BSX Farallon Capital Management, L.L.C. 2.2%, Avidity Partners Management LP 2.0%
EXPE Long Pond Capital, LP 2.5%, Third Point LLC 1.5%
DFSEUR Discovery Capital Management, LLC 2.6%, Eminence Capital, LP 1.3%
FTV Third Point LLC 2.3%, Senator Investment Group LP 1.7%
FE Corvex Management LP 2.1%, Owl Creek Asset Management, L.P. 1.8%
DIS Moore Capital Management, LP 1.9%, Corvex Management LP 1.7%
NEE Duquesne Family Office LLC 1.8%, Senator Investment Group LP 1.5%
AIMT Pentwater Capital Management LP 1.7%, Tudor Investment Corp ET AL 1.5%
TSM Viking Global Investors LP 1.8%, Whale Rock Capital Management LLC 1.4%
Z Coatue Management LLC 1.6%, Atreides Management, LP 1.2%
AMD Whale Rock Capital Management LLC 1.4%, Viking Global Investors LP 1.3%
National Gen Hldgs Corp Tudor Investment Corp ET AL 1.4%, Pentwater Capital Management LP 1.2%
SHOP Light Street Capital Management, LLC 1.3%, Melqart Asset Management (UK) Ltd 1.1%

Most crowded

50 rows


META META PLATFORMS INC	27	5.4%	5	Himalaya Capital Management LLC, Altimeter Capital Management, LP, Abrams Capital Management, L.P., Skye Global Management LP, Maverick Capital Ltd, Lone Pine Capital LLC, Tiger Global Management LLC, Sachem Head Capital Management LP, Hound Partners, LLC, Egerton Capital (UK) LLP, Owl Creek Asset Management, L.P., Montanova Capital, LLC, Alkeon Capital Management LLC, D1 Capital Partners L.P., Alpha Wave Global, LP, Steadfast Capital Management LP, Coatue Management LLC, Third Point LLC, Farallon Capital Management, L.L.C., Whale Rock Capital Management LLC, Senator Investment Group LP, Dragoneer Investment Group, LLC, Moore Capital Management, LP, Duquesne Family Office LLC, Baupost Group LLC, Junto Capital Management LP, Melqart Asset Management (UK) Ltd
AMZN AMAZON COM INC	24	4.5%	1	Nightview Capital, LLC, Duquesne Family Office LLC, Montanova Capital, LLC, Whale Rock Capital Management LLC, Skye Global Management LP, Third Point LLC, Tiger Global Management LLC, Alpha Wave Global, LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Maverick Capital Ltd, Contour Asset Management LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Coatue Management LLC, Corvex Management LP, Steadfast Capital Management LP, Viking Global Investors LP, Light Street Capital Management, LLC, Discovery Capital Management, LLC, Junto Capital Management LP, Altimeter Capital Management, LP, Melqart Asset Management (UK) Ltd
BABA ALIBABA GROUP HLDG LTD	22	4.6%	2	Moore Capital Management, LP, Discovery Capital Management, LLC, Steadfast Capital Management LP, Scopia Capital Management LP, Kingstown Capital Management L.P., Third Point LLC, Owl Creek Asset Management, L.P., Corvex Management LP, Bridgewater Associates, LP, Duquesne Family Office LLC, Maverick Capital Ltd, Dragoneer Investment Group, LLC, Egerton Capital (UK) LLP, Tiger Global Management LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Eminence Capital, LP, Nightview Capital, LLC, Alkeon Capital Management LLC, Coatue Management LLC, Altimeter Capital Management, LP, Farallon Capital Management, L.L.C.
MSFT MICROSOFT CORP	18	6.2%	1	Skye Global Management LP, Duquesne Family Office LLC, Kingstown Capital Management L.P., Tiger Global Management LLC, Viking Global Investors LP, Lone Pine Capital LLC, D1 Capital Partners L.P., Egerton Capital (UK) LLP, Maverick Capital Ltd, SRS Investment Management, LLC, Altimeter Capital Management, LP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Junto Capital Management LP, Hound Partners, LLC, Whale Rock Capital Management LLC, Third Point LLC, Farallon Capital Management, L.L.C.
TMUS T-MOBILE US INC	12	4.2%	0	Owl Creek Asset Management, L.P., Discovery Capital Management, LLC, Duquesne Family Office LLC, Corvex Management LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Farallon Capital Management, L.L.C., Skye Global Management LP, Senator Investment Group LP, Steadfast Capital Management LP, Soros Fund Management, Lansdowne Partners (UK) LLP
JD JD.COM INC	11	4.1%	0	Tiger Global Management LLC, D1 Capital Partners L.P., Whale Rock Capital Management LLC, Duquesne Family Office LLC, Third Point LLC, Light Street Capital Management, LLC, Alpha Wave Global, LP, Moore Capital Management, LP, Alkeon Capital Management LLC, Coatue Management LLC, Bridgewater Associates, LP
NFLX NETFLIX INC.	11	5.3%	0	SRS Investment Management, LLC, Lone Pine Capital LLC, Nightview Capital, LLC, Duquesne Family Office LLC, Coatue Management LLC, Skye Global Management LP, Egerton Capital (UK) LLP, Maverick Capital Ltd, Corvex Management LP, Light Street Capital Management, LLC, Tiger Global Management LLC
GOOGL ALPHABET INC	10	6.6%	3	Altarock Partners LP, Bronte Capital Management Pty Ltd., Skye Global Management LP, Abrams Capital Management, L.P., D1 Capital Partners L.P., Alkeon Capital Management LLC, Duquesne Family Office LLC, Melqart Asset Management (UK) Ltd, Junto Capital Management LP, Viking Global Investors LP
GOOG ALPHABET INC	10	4.2%	1	Himalaya Capital Management LLC, Skye Global Management LP, Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C., Maverick Capital Ltd, Egerton Capital (UK) LLP, Alpha Wave Global, LP, Hound Partners, LLC, Baupost Group LLC, Montanova Capital, LLC
FIS FIDELITY NATL INFORMATION SV	9	3.4%	1	Steadfast Capital Management LP, Viking Global Investors LP, Third Point LLC, Hound Partners, LLC, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Junto Capital Management LP, D1 Capital Partners L.P., Duquesne Family Office LLC
UBER UBER TECHNOLOGIES INC	9	5.8%	1	Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Atreides Management, LP, Sachem Head Capital Management LP, Skye Global Management LP, Coatue Management LLC, Eminence Capital, LP, Tiger Global Management LLC, Montanova Capital, LLC
CRM SALESFORCE INC	9	3.0%	1	Altimeter Capital Management, LP, Third Point LLC, Steadfast Capital Management LP, Alpha Wave Global, LP, Senator Investment Group LP, Tiger Global Management LLC, Alkeon Capital Management LLC, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C.
PYPL PAYPAL HLDGS INC	8	3.5%	0	Coatue Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Contour Asset Management LLC, Senator Investment Group LP, Light Street Capital Management, LLC, Montanova Capital, LLC, Tiger Global Management LLC
SHOP SHOPIFY INC	8	4.5%	2	Nightview Capital, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Durable Capital Partners LP, Coatue Management LLC, Alkeon Capital Management LLC, Light Street Capital Management, LLC, Melqart Asset Management (UK) Ltd
SE SEA LTD	8	3.4%	0	Light Street Capital Management, LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Alpha Wave Global, LP, Coatue Management LLC, Whale Rock Capital Management LLC, Steadfast Capital Management LP, Alkeon Capital Management LLC
TDG TRANSDIGM GROUP INC	8	6.2%	1	Altarock Partners LP, Abrams Capital Management, L.P., Hound Partners, LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Third Point LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC
NUANEUR NUANCE COMMUNICATIONS INC	8	3.3%	3	Contour Asset Management LLC, Sachem Head Capital Management LP, Eminence Capital, LP, Duquesne Family Office LLC, Glenview Capital Management, LLC, Viking Global Investors LP, Coatue Management LLC, Lone Pine Capital LLC
HUM HUMANA INC	8	2.5%	1	Maverick Capital Ltd, Senator Investment Group LP, Lone Pine Capital LLC, Corvex Management LP, Steadfast Capital Management LP, Montanova Capital, LLC, Avidity Partners Management LP, Glenview Capital Management, LLC
TWLO TWILIO INC	8	2.0%	0	Dragoneer Investment Group, LLC, Durable Capital Partners LP, Nightview Capital, LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Tiger Global Management LLC, Atreides Management, LP, Melqart Asset Management (UK) Ltd
FISV FISERV INC	8	3.3%	4	Atreides Management, LP, Discovery Capital Management, LLC, Senator Investment Group LP, Montanova Capital, LLC, Eminence Capital, LP, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP
CHTR CHARTER COMMUNICATIONS INC	7	8.1%	0	Altarock Partners LP, Egerton Capital (UK) LLP, Third Point LLC, Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Steadfast Capital Management LP
GPN GLOBAL PMTS INC	7	2.6%	1	Lone Pine Capital LLC, Coatue Management LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Montanova Capital, LLC, Alkeon Capital Management LLC, Maverick Capital Ltd
DIS DISNEY WALT CO	7	4.0%	2	Atreides Management, LP, Third Point LLC, Coatue Management LLC, D1 Capital Partners L.P., Moore Capital Management, LP, Corvex Management LP, Pentwater Capital Management LP
CRWD CROWDSTRIKE HLDGS INC	7	2.3%	1	Whale Rock Capital Management LLC, Coatue Management LLC, Tiger Global Management LLC, Light Street Capital Management, LLC, Altimeter Capital Management, LP, Melqart Asset Management (UK) Ltd, Moore Capital Management, LP
PCG PG&E CORP	7	6.2%	1	Owl Creek Asset Management, L.P., Third Point LLC, Abrams Capital Management, L.P., Pentwater Capital Management LP, Sachem Head Capital Management LP, Baupost Group LLC, Steadfast Capital Management LP
IQV IQVIA HLDGS INC	7	3.1%	1	Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Hound Partners, LLC, Third Point LLC, Montanova Capital, LLC, Glenview Capital Management, LLC, Eminence Capital, LP
V VISA INC	7	4.1%	2	Bronte Capital Management Pty Ltd., Third Point LLC, Junto Capital Management LP, Senator Investment Group LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC
WDAY WORKDAY INC	7	3.5%	0	Contour Asset Management LLC, Hound Partners, LLC, Skye Global Management LP, Tiger Global Management LLC, Duquesne Family Office LLC, Melqart Asset Management (UK) Ltd, Steadfast Capital Management LP
ATVIEUR ACTIVISION BLIZZARD INC	7	2.9%	0	Atreides Management, LP, Corvex Management LP, Montanova Capital, LLC, Junto Capital Management LP, Soros Fund Management, Light Street Capital Management, LLC, Alkeon Capital Management LLC
SNOW SNOWFLAKE INC	6	5.5%	6	Dragoneer Investment Group, LLC, Coatue Management LLC, Altimeter Capital Management, LP, Durable Capital Partners LP, D1 Capital Partners L.P., Lone Pine Capital LLC
XYZ BLOCK INC	6	4.1%	1	Dragoneer Investment Group, LLC, Atreides Management, LP, Coatue Management LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Third Point LLC
DDOG DATADOG INC	6	3.5%	0	Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Light Street Capital Management, LLC, Durable Capital Partners LP, Tiger Global Management LLC
ADBE ADOBE INC	6	4.0%	0	Montanova Capital, LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Third Point LLC, Alpha Wave Global, LP, Corvex Management LP
CMCSA COMCAST CORP NEW	6	3.9%	2	Trian Fund Management, L.P., Egerton Capital (UK) LLP, Corvex Management LP, SRS Investment Management, LLC, Junto Capital Management LP, Viking Global Investors LP
MA MASTERCARD INC	6	2.9%	1	Altarock Partners LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Alpha Wave Global, LP, Senator Investment Group LP, Alkeon Capital Management LLC
Z ZILLOW GROUP INC	6	5.5%	2	SRS Investment Management, LLC, Contour Asset Management LLC, Eminence Capital, LP, Alpha Wave Global, LP, Coatue Management LLC, Atreides Management, LP
BKNG BOOKING HOLDINGS INC	6	2.3%	3	Altimeter Capital Management, LP, Atreides Management, LP, SRS Investment Management, LLC, Viking Global Investors LP, Egerton Capital (UK) LLP, Junto Capital Management LP
MU MICRON TECHNOLOGY INC	6	9.4%	1	Himalaya Capital Management LLC, Atreides Management, LP, Lansdowne Partners (UK) LLP, Baupost Group LLC, Senator Investment Group LP, D1 Capital Partners L.P.
ZM ZOOM COMMUNICATIONS INC	5	3.6%	1	Coatue Management LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Melqart Asset Management (UK) Ltd
HLT HILTON WORLDWIDE HLDGS INC	5	5.4%	0	Pershing Square Capital Management, L.P., Long Pond Capital, LP, D1 Capital Partners L.P., Gates Capital Management, Inc., Viking Global Investors LP
TSLA TESLA INC	5	11.2%	1	Nightview Capital, LLC, Coatue Management LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Atreides Management, LP
U UNITY SOFTWARE INC	5	6.6%	5	Light Street Capital Management, LLC, D1 Capital Partners L.P., Altimeter Capital Management, LP, Discovery Capital Management, LLC, Dragoneer Investment Group, LLC
JPM JPMORGAN CHASE & CO	5	2.6%	0	D1 Capital Partners L.P., Viking Global Investors LP, Steadfast Capital Management LP, Eminence Capital, LP, Corvex Management LP
EXPE EXPEDIA GROUP INC	5	3.8%	2	Altimeter Capital Management, LP, D1 Capital Partners L.P., Long Pond Capital, LP, SRS Investment Management, LLC, Third Point LLC
PLANUSD ANAPLAN INC	5	2.4%	0	Coatue Management LLC, Steadfast Capital Management LP, SRS Investment Management, LLC, Montanova Capital, LLC, Tiger Global Management LLC
MTCH MATCH GROUP INC NEW	5	2.3%	0	Lone Pine Capital LLC, Light Street Capital Management, LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP, Junto Capital Management LP
BSX BOSTON SCIENTIFIC CORP	5	2.4%	2	Steadfast Capital Management LP, Viking Global Investors LP, Farallon Capital Management, L.L.C., Avidity Partners Management LP, Glenview Capital Management, LLC
TEAM ATLASSIAN CORPORATION	5	1.6%	1	Lone Pine Capital LLC, Tiger Global Management LLC, Melqart Asset Management (UK) Ltd, Durable Capital Partners LP, Skye Global Management LP
DT DYNATRACE INC	5	2.9%	2	Dragoneer Investment Group, LLC, SRS Investment Management, LLC, Light Street Capital Management, LLC, Coatue Management LLC, D1 Capital Partners L.P.
PINS PINTEREST INC	5	2.2%	3	Kingstown Capital Management L.P., Whale Rock Capital Management LLC, Third Point LLC, Alkeon Capital Management LLC, Eminence Capital, LP

Who, by name

META Himalaya Capital Management LLC 26.6%, Altimeter Capital Management, LP 16.6%, Abrams Capital Management, L.P. 10.0%, Skye Global Management LP 9.9%, Maverick Capital Ltd 6.6%, Lone Pine Capital LLC 6.6%, Tiger Global Management LLC 6.5%, Sachem Head Capital Management LP 6.3%, Hound Partners, LLC 5.9%, Egerton Capital (UK) LLP 5.3%, Owl Creek Asset Management, L.P. 4.9%, Montanova Capital, LLC 4.0%, Alkeon Capital Management LLC 3.6%, D1 Capital Partners L.P. 3.4%, Alpha Wave Global, LP 3.3%, Steadfast Capital Management LP 3.3%, Coatue Management LLC 3.2%, Third Point LLC 2.9%, Farallon Capital Management, L.L.C. 2.9%, Whale Rock Capital Management LLC 2.7%, Senator Investment Group LP 2.2%, Dragoneer Investment Group, LLC 2.0%, Moore Capital Management, LP 1.9%, Duquesne Family Office LLC 1.6%, Baupost Group LLC 1.6%, Junto Capital Management LP 1.6%, Melqart Asset Management (UK) Ltd 1.0%
AMZN Nightview Capital, LLC 12.8%, Duquesne Family Office LLC 8.0%, Montanova Capital, LLC 7.4%, Whale Rock Capital Management LLC 6.9%, Skye Global Management LP 6.9%, Third Point LLC 6.5%, Tiger Global Management LLC 5.4%, Alpha Wave Global, LP 5.1%, Lone Pine Capital LLC 4.6%, Egerton Capital (UK) LLP 4.4%, Senator Investment Group LP 4.2%, Maverick Capital Ltd 4.2%, Contour Asset Management LLC 4.1%, Alkeon Capital Management LLC 3.7%, Moore Capital Management, LP 3.6%, Coatue Management LLC 3.5%, Corvex Management LP 3.1%, Steadfast Capital Management LP 3.1%, Viking Global Investors LP 3.1%, Light Street Capital Management, LLC 2.1%, Discovery Capital Management, LLC 1.5%, Junto Capital Management LP 1.5%, Altimeter Capital Management, LP 1.3%, Melqart Asset Management (UK) Ltd 1.3%
BABA Moore Capital Management, LP 9.0%, Discovery Capital Management, LLC 8.5%, Steadfast Capital Management LP 8.3%, Scopia Capital Management LP 8.2%, Kingstown Capital Management L.P. 8.1%, Third Point LLC 7.4%, Owl Creek Asset Management, L.P. 5.2%, Corvex Management LP 5.1%, Bridgewater Associates, LP 4.7%, Duquesne Family Office LLC 4.7%, Maverick Capital Ltd 4.4%, Dragoneer Investment Group, LLC 4.0%, Egerton Capital (UK) LLP 3.9%, Tiger Global Management LLC 3.7%, Light Street Capital Management, LLC 2.8%, Whale Rock Capital Management LLC 2.8%, Eminence Capital, LP 2.5%, Nightview Capital, LLC 1.9%, Alkeon Capital Management LLC 1.9%, Coatue Management LLC 1.8%, Altimeter Capital Management, LP 1.5%, Farallon Capital Management, L.L.C. 1.3%
MSFT Skye Global Management LP 20.6%, Duquesne Family Office LLC 16.3%, Kingstown Capital Management L.P. 9.7%, Tiger Global Management LLC 6.8%, Viking Global Investors LP 6.3%, Lone Pine Capital LLC 5.8%, D1 Capital Partners L.P. 5.6%, Egerton Capital (UK) LLP 5.3%, Maverick Capital Ltd 4.7%, SRS Investment Management, LLC 4.7%, Altimeter Capital Management, LP 4.7%, Steadfast Capital Management LP 3.9%, Alkeon Capital Management LLC 3.8%, Junto Capital Management LP 3.4%, Hound Partners, LLC 3.1%, Whale Rock Capital Management LLC 2.5%, Third Point LLC 2.3%, Farallon Capital Management, L.L.C. 2.3%
TMUS Owl Creek Asset Management, L.P. 8.7%, Discovery Capital Management, LLC 7.2%, Duquesne Family Office LLC 6.7%, Corvex Management LP 6.5%, Egerton Capital (UK) LLP 5.4%, Viking Global Investors LP 3.3%, Farallon Capital Management, L.L.C. 2.9%, Skye Global Management LP 2.7%, Senator Investment Group LP 2.1%, Steadfast Capital Management LP 1.8%, Soros Fund Management 1.6%, Lansdowne Partners (UK) LLP 1.4%
JD Tiger Global Management LLC 11.3%, D1 Capital Partners L.P. 9.5%, Whale Rock Capital Management LLC 3.6%, Duquesne Family Office LLC 3.5%, Third Point LLC 3.5%, Light Street Capital Management, LLC 3.0%, Alpha Wave Global, LP 2.8%, Moore Capital Management, LP 2.2%, Alkeon Capital Management LLC 2.2%, Coatue Management LLC 1.9%, Bridgewater Associates, LP 1.6%
NFLX SRS Investment Management, LLC 25.6%, Lone Pine Capital LLC 4.8%, Nightview Capital, LLC 4.6%, Duquesne Family Office LLC 4.1%, Coatue Management LLC 3.7%, Skye Global Management LP 2.9%, Egerton Capital (UK) LLP 2.9%, Maverick Capital Ltd 2.8%, Corvex Management LP 2.6%, Light Street Capital Management, LLC 2.3%, Tiger Global Management LLC 2.2%
GOOGL Altarock Partners LP 24.9%, Bronte Capital Management Pty Ltd. 14.7%, Skye Global Management LP 9.3%, Abrams Capital Management, L.P. 6.8%, D1 Capital Partners L.P. 2.9%, Alkeon Capital Management LLC 2.3%, Duquesne Family Office LLC 1.8%, Melqart Asset Management (UK) Ltd 1.4%, Junto Capital Management LP 1.1%, Viking Global Investors LP 1.0%
GOOG Himalaya Capital Management LLC 9.6%, Skye Global Management LP 7.2%, Bronte Capital Management Pty Ltd. 4.5%, Farallon Capital Management, L.L.C. 3.8%, Maverick Capital Ltd 3.7%, Egerton Capital (UK) LLP 3.3%, Alpha Wave Global, LP 3.3%, Hound Partners, LLC 2.7%, Baupost Group LLC 2.5%, Montanova Capital, LLC 1.1%
FIS Steadfast Capital Management LP 4.9%, Viking Global Investors LP 4.7%, Third Point LLC 4.7%, Hound Partners, LLC 4.5%, Farallon Capital Management, L.L.C. 3.3%, Montanova Capital, LLC 3.0%, Junto Capital Management LP 2.2%, D1 Capital Partners L.P. 1.7%, Duquesne Family Office LLC 1.4%
UBER Altimeter Capital Management, LP 18.1%, Dragoneer Investment Group, LLC 14.7%, Atreides Management, LP 6.2%, Sachem Head Capital Management LP 3.8%, Skye Global Management LP 2.3%, Coatue Management LLC 2.3%, Eminence Capital, LP 2.1%, Tiger Global Management LLC 1.6%, Montanova Capital, LLC 1.2%
CRM Altimeter Capital Management, LP 12.6%, Third Point LLC 3.6%, Steadfast Capital Management LP 2.0%, Alpha Wave Global, LP 1.7%, Senator Investment Group LP 1.7%, Tiger Global Management LLC 1.6%, Alkeon Capital Management LLC 1.5%, Melqart Asset Management (UK) Ltd 1.4%, Farallon Capital Management, L.L.C. 1.2%
PYPL Coatue Management LLC 7.0%, Lone Pine Capital LLC 5.1%, Egerton Capital (UK) LLP 4.5%, Contour Asset Management LLC 3.6%, Senator Investment Group LP 2.4%, Light Street Capital Management, LLC 2.2%, Montanova Capital, LLC 1.9%, Tiger Global Management LLC 1.2%
SHOP Nightview Capital, LLC 12.8%, Lone Pine Capital LLC 7.6%, Whale Rock Capital Management LLC 5.2%, Durable Capital Partners LP 4.3%, Coatue Management LLC 2.4%, Alkeon Capital Management LLC 1.7%, Light Street Capital Management, LLC 1.3%, Melqart Asset Management (UK) Ltd 1.1%
SE Light Street Capital Management, LLC 6.4%, Duquesne Family Office LLC 4.4%, Tiger Global Management LLC 3.6%, Alpha Wave Global, LP 3.5%, Coatue Management LLC 2.5%, Whale Rock Capital Management LLC 2.4%, Steadfast Capital Management LP 2.1%, Alkeon Capital Management LLC 2.1%
TDG Altarock Partners LP 27.5%, Abrams Capital Management, L.P. 8.1%, Hound Partners, LLC 4.7%, Steadfast Capital Management LP 2.4%, Tiger Global Management LLC 2.4%, Third Point LLC 2.1%, Lone Pine Capital LLC 1.5%, Alkeon Capital Management LLC 1.2%
NUANEUR Contour Asset Management LLC 7.7%, Sachem Head Capital Management LP 4.8%, Eminence Capital, LP 3.8%, Duquesne Family Office LLC 2.8%, Glenview Capital Management, LLC 2.5%, Viking Global Investors LP 2.0%, Coatue Management LLC 1.6%, Lone Pine Capital LLC 1.2%
HUM Maverick Capital Ltd 5.1%, Senator Investment Group LP 4.2%, Lone Pine Capital LLC 3.9%, Corvex Management LP 1.8%, Steadfast Capital Management LP 1.5%, Montanova Capital, LLC 1.2%, Avidity Partners Management LP 1.1%, Glenview Capital Management, LLC 1.1%
TWLO Dragoneer Investment Group, LLC 4.2%, Durable Capital Partners LP 3.2%, Nightview Capital, LLC 2.0%, Whale Rock Capital Management LLC 1.6%, Alkeon Capital Management LLC 1.4%, Tiger Global Management LLC 1.3%, Atreides Management, LP 1.0%, Melqart Asset Management (UK) Ltd 1.0%
FISV Atreides Management, LP 8.4%, Discovery Capital Management, LLC 5.6%, Senator Investment Group LP 3.3%, Montanova Capital, LLC 2.4%, Eminence Capital, LP 2.1%, Steadfast Capital Management LP 1.9%, Owl Creek Asset Management, L.P. 1.6%, Egerton Capital (UK) LLP 1.4%
CHTR Altarock Partners LP 32.3%, Egerton Capital (UK) LLP 9.0%, Third Point LLC 4.7%, Alpha Wave Global, LP 3.3%, Farallon Capital Management, L.L.C. 3.2%, Montanova Capital, LLC 2.9%, Steadfast Capital Management LP 1.6%
GPN Lone Pine Capital LLC 4.9%, Coatue Management LLC 3.5%, Egerton Capital (UK) LLP 3.2%, Steadfast Capital Management LP 2.0%, Montanova Capital, LLC 1.9%, Alkeon Capital Management LLC 1.4%, Maverick Capital Ltd 1.0%
DIS Atreides Management, LP 7.7%, Third Point LLC 6.6%, Coatue Management LLC 6.1%, D1 Capital Partners L.P. 3.0%, Moore Capital Management, LP 1.9%, Corvex Management LP 1.7%, Pentwater Capital Management LP 1.2%
CRWD Whale Rock Capital Management LLC 3.2%, Coatue Management LLC 3.0%, Tiger Global Management LLC 2.9%, Light Street Capital Management, LLC 2.3%, Altimeter Capital Management, LP 2.2%, Melqart Asset Management (UK) Ltd 1.1%, Moore Capital Management, LP 1.0%
PCG Owl Creek Asset Management, L.P. 13.7%, Third Point LLC 8.0%, Abrams Capital Management, L.P. 7.4%, Pentwater Capital Management LP 6.0%, Sachem Head Capital Management LP 3.6%, Baupost Group LLC 3.1%, Steadfast Capital Management LP 1.8%
IQV Steadfast Capital Management LP 4.7%, Farallon Capital Management, L.L.C. 3.9%, Hound Partners, LLC 3.9%, Third Point LLC 2.9%, Montanova Capital, LLC 2.4%, Glenview Capital Management, LLC 2.1%, Eminence Capital, LP 1.6%
V Bronte Capital Management Pty Ltd. 14.0%, Third Point LLC 3.1%, Junto Capital Management LP 2.8%, Senator Investment Group LP 2.7%, Egerton Capital (UK) LLP 2.6%, Farallon Capital Management, L.L.C. 2.4%, Alkeon Capital Management LLC 1.0%
WDAY Contour Asset Management LLC 6.8%, Hound Partners, LLC 5.9%, Skye Global Management LP 5.8%, Tiger Global Management LLC 2.2%, Duquesne Family Office LLC 1.5%, Melqart Asset Management (UK) Ltd 1.3%, Steadfast Capital Management LP 1.0%
ATVIEUR Atreides Management, LP 6.4%, Corvex Management LP 3.5%, Montanova Capital, LLC 3.1%, Junto Capital Management LP 2.6%, Soros Fund Management 2.2%, Light Street Capital Management, LLC 1.6%, Alkeon Capital Management LLC 1.2%
SNOW Dragoneer Investment Group, LLC 21.9%, Coatue Management LLC 5.3%, Altimeter Capital Management, LP 1.8%, Durable Capital Partners LP 1.6%, D1 Capital Partners L.P. 1.4%, Lone Pine Capital LLC 1.1%
XYZ Dragoneer Investment Group, LLC 6.5%, Atreides Management, LP 5.3%, Coatue Management LLC 4.7%, Lone Pine Capital LLC 3.7%, Whale Rock Capital Management LLC 3.0%, Third Point LLC 1.3%
DDOG Dragoneer Investment Group, LLC 10.3%, Whale Rock Capital Management LLC 3.0%, Lone Pine Capital LLC 2.9%, Light Street Capital Management, LLC 2.0%, Durable Capital Partners LP 1.6%, Tiger Global Management LLC 1.4%
ADBE Montanova Capital, LLC 8.6%, Lone Pine Capital LLC 3.6%, Steadfast Capital Management LP 3.2%, Third Point LLC 3.1%, Alpha Wave Global, LP 3.1%, Corvex Management LP 2.3%
CMCSA Trian Fund Management, L.P. 11.9%, Egerton Capital (UK) LLP 3.2%, Corvex Management LP 2.5%, SRS Investment Management, LLC 2.5%, Junto Capital Management LP 1.9%, Viking Global Investors LP 1.7%
MA Altarock Partners LP 6.2%, Egerton Capital (UK) LLP 3.3%, Lone Pine Capital LLC 2.6%, Alpha Wave Global, LP 2.5%, Senator Investment Group LP 2.0%, Alkeon Capital Management LLC 1.2%
Z SRS Investment Management, LLC 16.1%, Contour Asset Management LLC 10.4%, Eminence Capital, LP 2.0%, Alpha Wave Global, LP 2.0%, Coatue Management LLC 1.6%, Atreides Management, LP 1.2%
BKNG Altimeter Capital Management, LP 3.9%, Atreides Management, LP 2.3%, SRS Investment Management, LLC 2.3%, Viking Global Investors LP 2.2%, Egerton Capital (UK) LLP 1.6%, Junto Capital Management LP 1.4%
MU Himalaya Capital Management LLC 41.1%, Atreides Management, LP 5.2%, Lansdowne Partners (UK) LLP 5.0%, Baupost Group LLC 2.7%, Senator Investment Group LP 1.2%, D1 Capital Partners L.P. 1.0%
ZM Coatue Management LLC 6.1%, Whale Rock Capital Management LLC 4.8%, Light Street Capital Management, LLC 3.0%, Tiger Global Management LLC 2.4%, Melqart Asset Management (UK) Ltd 1.8%
HLT Pershing Square Capital Management, L.P. 12.9%, Long Pond Capital, LP 4.0%, D1 Capital Partners L.P. 4.0%, Gates Capital Management, Inc. 3.3%, Viking Global Investors LP 2.7%
TSLA Nightview Capital, LLC 39.4%, Coatue Management LLC 7.0%, Whale Rock Capital Management LLC 5.0%, Light Street Capital Management, LLC 2.4%, Atreides Management, LP 2.3%
U Light Street Capital Management, LLC 16.4%, D1 Capital Partners L.P. 6.6%, Altimeter Capital Management, LP 5.6%, Discovery Capital Management, LLC 2.2%, Dragoneer Investment Group, LLC 2.0%
JPM D1 Capital Partners L.P. 4.3%, Viking Global Investors LP 3.3%, Steadfast Capital Management LP 2.2%, Eminence Capital, LP 1.9%, Corvex Management LP 1.5%
EXPE Altimeter Capital Management, LP 8.2%, D1 Capital Partners L.P. 5.0%, Long Pond Capital, LP 2.5%, SRS Investment Management, LLC 1.8%, Third Point LLC 1.5%
PLANUSD Coatue Management LLC 4.0%, Steadfast Capital Management LP 2.3%, SRS Investment Management, LLC 2.2%, Montanova Capital, LLC 2.2%, Tiger Global Management LLC 1.2%
MTCH Lone Pine Capital LLC 3.7%, Light Street Capital Management, LLC 2.6%, Egerton Capital (UK) LLP 2.3%, Steadfast Capital Management LP 1.5%, Junto Capital Management LP 1.5%
BSX Steadfast Capital Management LP 4.0%, Viking Global Investors LP 2.6%, Farallon Capital Management, L.L.C. 2.2%, Avidity Partners Management LP 2.0%, Glenview Capital Management, LLC 1.3%
TEAM Lone Pine Capital LLC 2.6%, Tiger Global Management LLC 1.4%, Melqart Asset Management (UK) Ltd 1.4%, Durable Capital Partners LP 1.4%, Skye Global Management LP 1.1%
DT Dragoneer Investment Group, LLC 6.7%, SRS Investment Management, LLC 3.0%, Light Street Capital Management, LLC 2.0%, Coatue Management LLC 1.4%, D1 Capital Partners L.P. 1.4%
PINS Kingstown Capital Management L.P. 5.1%, Whale Rock Capital Management LLC 1.8%, Third Point LLC 1.5%, Alkeon Capital Management LLC 1.4%, Eminence Capital, LP 1.1%

Consensus exits

18 rows


IACIEUR IAC INTERACTIVECORP	4	6.8%	Corvex Management LP, Greenhaven Road Investment Management, L.P., Durable Capital Partners LP, Farallon Capital Management, L.L.C.
CZREUR CAESARS ENTMT CORP	3	5.2%	Alpha Wave Global, LP, Pentwater Capital Management LP, Soros Fund Management
WUBAUSD 58 COM INC	3	4.0%	Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Dragoneer Investment Group, LLC
CRM SALESFORCE INC	3	3.7%	Sachem Head Capital Management LP, Lone Pine Capital LLC, Viking Global Investors LP
LMEUR LEGG MASON INC	3	3.3%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Tudor Investment Corp ET AL
CMCSA COMCAST CORP NEW	3	3.2%	Sachem Head Capital Management LP, Contour Asset Management LLC, Senator Investment Group LP
MCK MCKESSON CORP	3	2.0%	Senator Investment Group LP, Montanova Capital, LLC, Avidity Partners Management LP
MNTA MOMENTA PHARMACEUTICALS INC	3	1.9%	Avidity Partners Management LP, RA Capital Management, L.P., Maverick Capital Ltd
LOGMEUR LOGMEIN INC	2	7.6%	Melqart Asset Management (UK) Ltd, Elliott Investment Management L.P.
JD JD.COM INC	2	4.9%	Discovery Capital Management, LLC, Viking Global Investors LP
QSR RESTAURANT BRANDS INTL INC	2	4.7%	Atreides Management, LP, Sachem Head Capital Management LP
GOOGL ALPHABET INC	2	4.1%	Atreides Management, LP, Whale Rock Capital Management LLC
AMZN AMAZON COM INC	2	4.0%	Atreides Management, LP, D1 Capital Partners L.P.
BAX BAXTER INTL INC	2	3.5%	Third Point LLC, Montanova Capital, LLC
ORLY OREILLY AUTOMOTIVE INC	2	2.2%	Junto Capital Management LP, Moore Capital Management, LP
SMARGBP SMARTSHEET INC	2	2.1%	Whale Rock Capital Management LLC, Light Street Capital Management, LLC
HO1 HOLOGIC INC	2	2.1%	Avidity Partners Management LP, Montanova Capital, LLC
CNC CENTENE CORP DEL	2	1.8%	Montanova Capital, LLC, Corvex Management LP

Who, by name

IACIEUR Corvex Management LP 10.7%, Greenhaven Road Investment Management, L.P. 7.1%, Durable Capital Partners LP 6.0%, Farallon Capital Management, L.L.C. 3.7%
CZREUR Alpha Wave Global, LP 10.2%, Pentwater Capital Management LP 4.4%, Soros Fund Management 1.1%
WUBAUSD Pentwater Capital Management LP 8.0%, Farallon Capital Management, L.L.C. 2.2%, Dragoneer Investment Group, LLC 2.0%
CRM Sachem Head Capital Management LP 6.5%, Lone Pine Capital LLC 2.9%, Viking Global Investors LP 1.7%
LMEUR Pentwater Capital Management LP 4.9%, Melqart Asset Management (UK) Ltd 2.8%, Tudor Investment Corp ET AL 2.2%
CMCSA Sachem Head Capital Management LP 4.2%, Contour Asset Management LLC 2.9%, Senator Investment Group LP 2.4%
MCK Senator Investment Group LP 2.9%, Montanova Capital, LLC 1.9%, Avidity Partners Management LP 1.3%
MNTA Avidity Partners Management LP 2.5%, RA Capital Management, L.P. 1.6%, Maverick Capital Ltd 1.6%
LOGMEUR Melqart Asset Management (UK) Ltd 12.6%, Elliott Investment Management L.P. 2.7%
JD Discovery Capital Management, LLC 7.6%, Viking Global Investors LP 2.1%
QSR Atreides Management, LP 6.8%, Sachem Head Capital Management LP 2.7%
GOOGL Atreides Management, LP 6.1%, Whale Rock Capital Management LLC 2.1%
AMZN Atreides Management, LP 4.9%, D1 Capital Partners L.P. 3.1%
BAX Third Point LLC 4.7%, Montanova Capital, LLC 2.2%
ORLY Junto Capital Management LP 2.7%, Moore Capital Management, LP 1.6%
SMARGBP Whale Rock Capital Management LLC 2.3%, Light Street Capital Management, LLC 2.0%
HO1 Avidity Partners Management LP 3.0%, Montanova Capital, LLC 1.2%
CNC Montanova Capital, LLC 1.9%, Corvex Management LP 1.6%