| META META PLATFORMS INC | 30 | 4.6% | 1 | Altarock Partners LP, Altimeter Capital Management, LP, Himalaya Capital Management LLC, Abrams Capital Management, L.P., Steadfast Capital Management LP, Senator Investment Group LP, Lone Pine Capital LLC, Sachem Head Capital Management LP, Hound Partners, LLC, Owl Creek Asset Management, L.P., Baupost Group LLC, Egerton Capital (UK) LLP, Kingstown Capital Management L.P., D1 Capital Partners L.P., Coatue Management LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Tiger Global Management LLC, Junto Capital Management LP, Light Street Capital Management, LLC, Montanova Capital, LLC, Duquesne Family Office LLC, Maverick Capital Ltd, Viking Global Investors LP, Farallon Capital Management, L.L.C., Third Point LLC, Moore Capital Management, LP, Glenview Capital Management, LLC, Dragoneer Investment Group, LLC, Discovery Capital Management, LLC |
| AMZN AMAZON COM INC | 27 | 5.3% | 3 | Skye Global Management LP, Nightview Capital, LLC, Corvex Management LP, Duquesne Family Office LLC, D1 Capital Partners L.P., Egerton Capital (UK) LLP, Soros Fund Management, Coatue Management LLC, Senator Investment Group LP, Whale Rock Capital Management LLC, Montanova Capital, LLC, Lone Pine Capital LLC, Viking Global Investors LP, Owl Creek Asset Management, L.P., Atreides Management, LP, Tiger Global Management LLC, Junto Capital Management LP, Steadfast Capital Management LP, Alkeon Capital Management LLC, Third Point LLC, Eminence Capital, LP, Moore Capital Management, LP, Melqart Asset Management (UK) Ltd, Maverick Capital Ltd, Light Street Capital Management, LLC, Glenview Capital Management, LLC, Anomaly Capital Management, LP |
| MSFT MICROSOFT CORP | 22 | 5.4% | 1 | Skye Global Management LP, Duquesne Family Office LLC, Egerton Capital (UK) LLP, Tiger Global Management LLC, Altarock Partners LP, D1 Capital Partners L.P., Steadfast Capital Management LP, Corvex Management LP, Lone Pine Capital LLC, Hound Partners, LLC, Kingstown Capital Management L.P., Viking Global Investors LP, Altimeter Capital Management, LP, Alpha Wave Global, LP, Alkeon Capital Management LLC, Third Point LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Anomaly Capital Management, LP, Moore Capital Management, LP, Junto Capital Management LP |
| GOOG ALPHABET INC | 13 | 4.3% | 1 | Egerton Capital (UK) LLP, Himalaya Capital Management LLC, Baupost Group LLC, Skye Global Management LP, Montanova Capital, LLC, Owl Creek Asset Management, L.P., Alpha Wave Global, LP, Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C., Hound Partners, LLC, Eminence Capital, LP, Maverick Capital Ltd, Moore Capital Management, LP |
| GOOGL ALPHABET INC | 13 | 7.1% | 1 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Skye Global Management LP, Corvex Management LP, Abrams Capital Management, L.P., Duquesne Family Office LLC, Whale Rock Capital Management LLC, Soros Fund Management, Alkeon Capital Management LLC, Third Point LLC, Glenview Capital Management, LLC, Atreides Management, LP, Discovery Capital Management, LLC |
| UBER UBER TECHNOLOGIES INC | 12 | 3.3% | 2 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Montanova Capital, LLC, SRS Investment Management, LLC, Eminence Capital, LP, Coatue Management LLC, Atreides Management, LP, Third Point LLC, Sachem Head Capital Management LP, Tiger Global Management LLC, Light Street Capital Management, LLC, Maverick Capital Ltd |
| TMUS T-MOBILE US INC | 11 | 3.5% | 0 | Corvex Management LP, Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP, Duquesne Family Office LLC, Viking Global Investors LP, Steadfast Capital Management LP, Senator Investment Group LP, D1 Capital Partners L.P., Farallon Capital Management, L.L.C., Maverick Capital Ltd, Soros Fund Management |
| SHOP SHOPIFY INC | 10 | 4.7% | 0 | Nightview Capital, LLC, Lone Pine Capital LLC, Durable Capital Partners LP, Whale Rock Capital Management LLC, Tiger Global Management LLC, Coatue Management LLC, Altimeter Capital Management, LP, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, D1 Capital Partners L.P. |
| V VISA INC | 10 | 2.4% | 1 | Bronte Capital Management Pty Ltd., Egerton Capital (UK) LLP, Senator Investment Group LP, Third Point LLC, Junto Capital Management LP, Viking Global Investors LP, Farallon Capital Management, L.L.C., Anomaly Capital Management, LP, Steadfast Capital Management LP, Duquesne Family Office LLC |
| BABA ALIBABA GROUP HLDG LTD | 9 | 2.6% | 0 | Hound Partners, LLC, Kingstown Capital Management L.P., Owl Creek Asset Management, L.P., Dragoneer Investment Group, LLC, Bridgewater Associates, LP, Altimeter Capital Management, LP, Eminence Capital, LP, Tiger Global Management LLC, Pentwater Capital Management LP |
| SE SEA LTD | 8 | 3.0% | 0 | Light Street Capital Management, LLC, Tiger Global Management LLC, Steadfast Capital Management LP, Coatue Management LLC, Alpha Wave Global, LP, Anomaly Capital Management, LP, Whale Rock Capital Management LLC, Alkeon Capital Management LLC |
| PTON PELOTON INTERACTIVE INC | 8 | 3.4% | 1 | Dragoneer Investment Group, LLC, Light Street Capital Management, LLC, Altimeter Capital Management, LP, D1 Capital Partners L.P., Whale Rock Capital Management LLC, Coatue Management LLC, Tiger Global Management LLC, Montanova Capital, LLC |
| NFLX NETFLIX INC. | 8 | 3.4% | 2 | SRS Investment Management, LLC, Egerton Capital (UK) LLP, Atreides Management, LP, Duquesne Family Office LLC, Coatue Management LLC, Maverick Capital Ltd, Viking Global Investors LP, Tiger Global Management LLC |
| ZM ZOOM COMMUNICATIONS INC | 8 | 2.5% | 3 | Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Tiger Global Management LLC, Altimeter Capital Management, LP, Contour Asset Management LLC, Coatue Management LLC, Atreides Management, LP, Tudor Investment Corp ET AL |
| TWLO TWILIO INC | 8 | 2.2% | 2 | Dragoneer Investment Group, LLC, Coatue Management LLC, Alkeon Capital Management LLC, Durable Capital Partners LP, Whale Rock Capital Management LLC, Montanova Capital, LLC, Light Street Capital Management, LLC, Melqart Asset Management (UK) Ltd |
| NUANEUR NUANCE COMMUNICATIONS INC | 8 | 3.2% | 4 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Anomaly Capital Management, LP, Coatue Management LLC, Tudor Investment Corp ET AL, Farallon Capital Management, L.L.C., Sachem Head Capital Management LP, Soros Fund Management |
| MA MASTERCARD INC | 8 | 2.0% | 0 | Montanova Capital, LLC, Steadfast Capital Management LP, Senator Investment Group LP, Lone Pine Capital LLC, Altarock Partners LP, Farallon Capital Management, L.L.C., Egerton Capital (UK) LLP, Duquesne Family Office LLC |
| SNOW SNOWFLAKE INC | 7 | 9.8% | 1 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Coatue Management LLC, D1 Capital Partners L.P., Tiger Global Management LLC, SRS Investment Management, LLC, Whale Rock Capital Management LLC |
| DASH DOORDASH INC | 7 | 4.2% | 0 | Coatue Management LLC, Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Durable Capital Partners LP, Tiger Global Management LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC |
| CVNA CARVANA CO | 7 | 2.9% | 0 | D1 Capital Partners L.P., Tiger Global Management LLC, Sachem Head Capital Management LP, Duquesne Family Office LLC, Montanova Capital, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC |
| NOW SERVICENOW INC | 7 | 2.2% | 1 | Lone Pine Capital LLC, Viking Global Investors LP, Tiger Global Management LLC, Light Street Capital Management, LLC, Moore Capital Management, LP, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| UNH UNITEDHEALTH GROUP INC | 7 | 3.1% | 0 | Egerton Capital (UK) LLP, Montanova Capital, LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Senator Investment Group LP, Viking Global Investors LP, Third Point LLC |
| TDG TRANSDIGM GROUP INC | 7 | 5.8% | 1 | Altarock Partners LP, Abrams Capital Management, L.P., Hound Partners, LLC, Tiger Global Management LLC, Third Point LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC |
| XYZ BLOCK INC | 7 | 3.3% | 2 | Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Coatue Management LLC, Atreides Management, LP, Steadfast Capital Management LP, Light Street Capital Management, LLC, Whale Rock Capital Management LLC |
| WDAY WORKDAY INC | 7 | 2.9% | 0 | Skye Global Management LP, Contour Asset Management LLC, Lone Pine Capital LLC, Hound Partners, LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Whale Rock Capital Management LLC |
| EXPE EXPEDIA GROUP INC | 7 | 4.2% | 0 | Anomaly Capital Management, LP, D1 Capital Partners L.P., Long Pond Capital, LP, Eminence Capital, LP, Duquesne Family Office LLC, Alkeon Capital Management LLC, Senator Investment Group LP |
| DDOG DATADOG INC | 7 | 2.4% | 2 | Dragoneer Investment Group, LLC, D1 Capital Partners L.P., Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Lone Pine Capital LLC, SRS Investment Management, LLC, Steadfast Capital Management LP |
| CNC CENTENE CORP DEL | 7 | 1.8% | 5 | Viking Global Investors LP, Glenview Capital Management, LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Avidity Partners Management LP, Eminence Capital, LP, Senator Investment Group LP |
| JD JD.COM INC | 6 | 3.6% | 1 | D1 Capital Partners L.P., Tiger Global Management LLC, Viking Global Investors LP, Third Point LLC, Moore Capital Management, LP, Alkeon Capital Management LLC |
| ALXN ALEXION PHARMACEUTICALS INC | 6 | 5.5% | 1 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Alpha Wave Global, LP, Tudor Investment Corp ET AL, Soros Fund Management |
| CHTR CHARTER COMMUNICATIONS INC | 6 | 5.8% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Eminence Capital, LP, Discovery Capital Management, LLC, Steadfast Capital Management LP |
| RH RH | 6 | 2.9% | 1 | D1 Capital Partners L.P., Durable Capital Partners LP, Montanova Capital, LLC, Lone Pine Capital LLC, Hound Partners, LLC, Third Point LLC |
| DIS DISNEY WALT CO | 6 | 3.1% | 0 | Atreides Management, LP, Third Point LLC, Coatue Management LLC, Corvex Management LP, D1 Capital Partners L.P., Soros Fund Management |
| MTCH MATCH GROUP INC NEW | 6 | 2.6% | 0 | Anomaly Capital Management, LP, Lone Pine Capital LLC, Light Street Capital Management, LLC, Steadfast Capital Management LP, Viking Global Investors LP, Egerton Capital (UK) LLP |
| MU MICRON TECHNOLOGY INC | 6 | 10.5% | 0 | Himalaya Capital Management LLC, Baupost Group LLC, Lansdowne Partners (UK) LLP, Discovery Capital Management, LLC, Atreides Management, LP, Senator Investment Group LP |
| PCG PG&E CORP | 6 | 3.6% | 0 | Owl Creek Asset Management, L.P., Third Point LLC, Abrams Capital Management, L.P., Baupost Group LLC, Steadfast Capital Management LP, Pentwater Capital Management LP |
| INTU INTUIT | 6 | 2.9% | 1 | Durable Capital Partners LP, Junto Capital Management LP, Third Point LLC, Duquesne Family Office LLC, Eminence Capital, LP, Light Street Capital Management, LLC |
| IQV IQVIA HLDGS INC | 6 | 2.3% | 0 | Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Hound Partners, LLC, Montanova Capital, LLC, Third Point LLC, Eminence Capital, LP |
| LBEUR L BRANDS INC | 5 | 4.0% | 0 | Lone Pine Capital LLC, Steadfast Capital Management LP, Egerton Capital (UK) LLP, D1 Capital Partners L.P., Junto Capital Management LP |
| RBLX ROBLOX CORP | 5 | 2.5% | 2 | Tiger Global Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Altimeter Capital Management, LP, Dragoneer Investment Group, LLC |
| COUPEUR COUPA SOFTWARE INC | 5 | 2.4% | 0 | Lone Pine Capital LLC, Viking Global Investors LP, Durable Capital Partners LP, Alkeon Capital Management LLC, D1 Capital Partners L.P. |
| FIS FIDELITY NATL INFORMATION SV | 5 | 3.3% | 0 | Steadfast Capital Management LP, Viking Global Investors LP, Hound Partners, LLC, Farallon Capital Management, L.L.C., Montanova Capital, LLC |
| TWTRUSD TWITTER INC | 5 | 6.3% | 1 | Atreides Management, LP, Elliott Investment Management L.P., SRS Investment Management, LLC, Contour Asset Management LLC, Lone Pine Capital LLC |
| PYPL PAYPAL HLDGS INC | 5 | 2.5% | 0 | Coatue Management LLC, Senator Investment Group LP, Egerton Capital (UK) LLP, Light Street Capital Management, LLC, Alkeon Capital Management LLC |
| Z ZILLOW GROUP INC | 5 | 5.6% | 0 | SRS Investment Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Eminence Capital, LP, Atreides Management, LP |
| GE GENERAL ELECTRIC CO | 5 | 2.9% | 0 | Trian Fund Management, L.P., Viking Global Investors LP, Lansdowne Partners (UK) LLP, Duquesne Family Office LLC, Senator Investment Group LP |
| DHR DANAHER CORP DEL | 5 | 2.8% | 0 | Third Point LLC, D1 Capital Partners L.P., Senator Investment Group LP, Bridgewater Associates, LP, Skye Global Management LP |
| FTCHQ FARFETCH LTD | 5 | 2.9% | 1 | Hound Partners, LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Altimeter Capital Management, LP, Senator Investment Group LP |
| WTW WILLIS TOWERS WATSON PLC LTD | 5 | 5.1% | 1 | Melqart Asset Management (UK) Ltd, Abrams Capital Management, L.P., Alpha Wave Global, LP, Farallon Capital Management, L.L.C., Baupost Group LLC |
| Ihs Markit Ltd no ticker | 5 | 3.9% | 2 | Pentwater Capital Management LP, Junto Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Tudor Investment Corp ET AL |