| META META PLATFORMS INC | 27 | 4.1% | 1 | Altarock Partners LP, Altimeter Capital Management, LP, Himalaya Capital Management LLC, Abrams Capital Management, L.P., Steadfast Capital Management LP, Hound Partners, LLC, Baupost Group LLC, Sachem Head Capital Management LP, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Coatue Management LLC, Tiger Global Management LLC, Kingstown Capital Management L.P., D1 Capital Partners L.P., Senator Investment Group LP, Light Street Capital Management, LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Third Point LLC, Anomaly Capital Management, LP, Viking Global Investors LP, Dragoneer Investment Group, LLC, Glenview Capital Management, LLC, Junto Capital Management LP, Duquesne Family Office LLC |
| MSFT MICROSOFT CORP | 23 | 5.3% | 1 | Skye Global Management LP, Altarock Partners LP, Hound Partners, LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Steadfast Capital Management LP, Corvex Management LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, D1 Capital Partners L.P., Altimeter Capital Management, LP, Kingstown Capital Management L.P., Junto Capital Management LP, Moore Capital Management, LP, Alkeon Capital Management LLC, Maverick Capital Ltd, Viking Global Investors LP, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Third Point LLC, Farallon Capital Management, L.L.C., Alpha Wave Global, LP, Coatue Management LLC |
| AMZN AMAZON COM INC | 22 | 5.4% | 0 | Skye Global Management LP, Duquesne Family Office LLC, Steadfast Capital Management LP, Nightview Capital, LLC, Corvex Management LP, Soros Fund Management, Montanova Capital, LLC, Whale Rock Capital Management LLC, Senator Investment Group LP, D1 Capital Partners L.P., Lone Pine Capital LLC, Tiger Global Management LLC, Third Point LLC, Atreides Management, LP, Coatue Management LLC, Alkeon Capital Management LLC, Maverick Capital Ltd, Melqart Asset Management (UK) Ltd, Egerton Capital (UK) LLP, Eminence Capital, LP, Light Street Capital Management, LLC, Viking Global Investors LP |
| GOOGL ALPHABET INC | 15 | 6.9% | 0 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Skye Global Management LP, Duquesne Family Office LLC, Abrams Capital Management, L.P., Corvex Management LP, Whale Rock Capital Management LLC, Soros Fund Management, Third Point LLC, Alkeon Capital Management LLC, Glenview Capital Management, LLC, Junto Capital Management LP, Atreides Management, LP, Moore Capital Management, LP, Melqart Asset Management (UK) Ltd |
| UBER UBER TECHNOLOGIES INC | 13 | 3.8% | 1 | Altimeter Capital Management, LP, Atreides Management, LP, Dragoneer Investment Group, LLC, Sachem Head Capital Management LP, Light Street Capital Management, LLC, Eminence Capital, LP, Corvex Management LP, Coatue Management LLC, Glenview Capital Management, LLC, Tiger Global Management LLC, Maverick Capital Ltd, Alkeon Capital Management LLC, Melqart Asset Management (UK) Ltd |
| TMUS T-MOBILE US INC | 11 | 2.7% | 1 | Corvex Management LP, Viking Global Investors LP, Duquesne Family Office LLC, D1 Capital Partners L.P., Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Owl Creek Asset Management, L.P., Senator Investment Group LP, Maverick Capital Ltd, Junto Capital Management LP, Soros Fund Management |
| SHOP SHOPIFY INC | 10 | 4.3% | 0 | Nightview Capital, LLC, Lone Pine Capital LLC, Durable Capital Partners LP, Whale Rock Capital Management LLC, Tiger Global Management LLC, Altimeter Capital Management, LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Coatue Management LLC, D1 Capital Partners L.P. |
| GOOG ALPHABET INC | 10 | 4.7% | 0 | Egerton Capital (UK) LLP, Himalaya Capital Management LLC, Baupost Group LLC, Skye Global Management LP, Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C., Alpha Wave Global, LP, Eminence Capital, LP, Hound Partners, LLC, Maverick Capital Ltd |
| SE SEA LTD | 9 | 3.8% | 1 | Light Street Capital Management, LLC, Tiger Global Management LLC, Greenhaven Road Investment Management, L.P., Steadfast Capital Management LP, Coatue Management LLC, Alpha Wave Global, LP, Whale Rock Capital Management LLC, Soros Fund Management, Alkeon Capital Management LLC |
| DDOG DATADOG INC | 9 | 2.8% | 0 | Dragoneer Investment Group, LLC, Anomaly Capital Management, LP, Whale Rock Capital Management LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Light Street Capital Management, LLC, SRS Investment Management, LLC, Steadfast Capital Management LP, Tiger Global Management LLC |
| PTON PELOTON INTERACTIVE INC | 9 | 2.3% | 0 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, D1 Capital Partners L.P., Light Street Capital Management, LLC, Montanova Capital, LLC, Viking Global Investors LP, Coatue Management LLC, Whale Rock Capital Management LLC, Tiger Global Management LLC |
| SNOW SNOWFLAKE INC | 8 | 9.3% | 0 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Coatue Management LLC, Tiger Global Management LLC, D1 Capital Partners L.P., SRS Investment Management, LLC, Whale Rock Capital Management LLC, Viking Global Investors LP |
| TDG TRANSDIGM GROUP INC | 8 | 5.3% | 1 | Altarock Partners LP, Abrams Capital Management, L.P., Hound Partners, LLC, Tiger Global Management LLC, Junto Capital Management LP, Lone Pine Capital LLC, Third Point LLC, Alkeon Capital Management LLC |
| WDAY WORKDAY INC | 8 | 3.5% | 0 | Contour Asset Management LLC, Lone Pine Capital LLC, Skye Global Management LP, Junto Capital Management LP, Hound Partners, LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Maverick Capital Ltd |
| V VISA INC | 8 | 2.5% | 0 | Bronte Capital Management Pty Ltd., Egerton Capital (UK) LLP, Maverick Capital Ltd, Third Point LLC, Viking Global Investors LP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| TWLO TWILIO INC | 8 | 2.3% | 0 | Atreides Management, LP, Dragoneer Investment Group, LLC, Montanova Capital, LLC, Durable Capital Partners LP, Coatue Management LLC, Alkeon Capital Management LLC, Melqart Asset Management (UK) Ltd, Whale Rock Capital Management LLC |
| CRM SALESFORCE INC | 8 | 2.7% | 4 | Corvex Management LP, Alpha Wave Global, LP, Eminence Capital, LP, Light Street Capital Management, LLC, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Senator Investment Group LP, Junto Capital Management LP |
| DASH DOORDASH INC | 7 | 4.3% | 0 | Coatue Management LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Durable Capital Partners LP, Alkeon Capital Management LLC |
| CVNA CARVANA CO | 7 | 2.3% | 0 | D1 Capital Partners L.P., Tiger Global Management LLC, Montanova Capital, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Duquesne Family Office LLC, Maverick Capital Ltd |
| NFLX NETFLIX INC. | 7 | 3.3% | 1 | SRS Investment Management, LLC, Maverick Capital Ltd, Coatue Management LLC, Egerton Capital (UK) LLP, D1 Capital Partners L.P., Tiger Global Management LLC, Alkeon Capital Management LLC |
| NOW SERVICENOW INC | 6 | 2.4% | 0 | Lone Pine Capital LLC, Tiger Global Management LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Moore Capital Management, LP, Steadfast Capital Management LP |
| EXPE EXPEDIA GROUP INC | 6 | 6.2% | 0 | Anomaly Capital Management, LP, D1 Capital Partners L.P., Long Pond Capital, LP, Duquesne Family Office LLC, Eminence Capital, LP, Alkeon Capital Management LLC |
| UNH UNITEDHEALTH GROUP INC | 6 | 3.4% | 0 | Montanova Capital, LLC, Steadfast Capital Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Third Point LLC |
| XYZ BLOCK INC | 6 | 3.0% | 1 | Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP, Whale Rock Capital Management LLC, Montanova Capital, LLC |
| RH RH | 6 | 2.8% | 0 | Durable Capital Partners LP, Montanova Capital, LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Hound Partners, LLC, Third Point LLC |
| FTCHQ FARFETCH LTD | 6 | 2.3% | 1 | Hound Partners, LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Steadfast Capital Management LP, Viking Global Investors LP, Altimeter Capital Management, LP |
| NUANEUR NUANCE COMMUNICATIONS INC | 6 | 5.4% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Anomaly Capital Management, LP, Soros Fund Management, Tudor Investment Corp ET AL, Farallon Capital Management, L.L.C. |
| INTU INTUIT | 6 | 2.6% | 0 | Durable Capital Partners LP, Third Point LLC, Junto Capital Management LP, Light Street Capital Management, LLC, Eminence Capital, LP, Duquesne Family Office LLC |
| BABA ALIBABA GROUP HLDG LTD | 6 | 1.9% | 0 | Hound Partners, LLC, Bridgewater Associates, LP, Pentwater Capital Management LP, Altimeter Capital Management, LP, Tiger Global Management LLC, Dragoneer Investment Group, LLC |
| WTW WILLIS TOWERS WATSON PLC LTD | 6 | 4.2% | 2 | Melqart Asset Management (UK) Ltd, Abrams Capital Management, L.P., Glenview Capital Management, LLC, Baupost Group LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C. |
| FIVN FIVE9 INC | 6 | 2.9% | 3 | Corvex Management LP, Pentwater Capital Management LP, Discovery Capital Management, LLC, Whale Rock Capital Management LLC, Melqart Asset Management (UK) Ltd, Alkeon Capital Management LLC |
| MA MASTERCARD INC | 6 | 2.2% | 0 | Montanova Capital, LLC, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Altarock Partners LP, Senator Investment Group LP, Egerton Capital (UK) LLP |
| ESTC ELASTIC N V | 6 | 3.7% | 1 | Greenhaven Road Investment Management, L.P., Light Street Capital Management, LLC, Atreides Management, LP, Alpha Wave Global, LP, Whale Rock Capital Management LLC, Tiger Global Management LLC |
| FISV FISERV INC | 6 | 4.0% | 1 | Anomaly Capital Management, LP, Scopia Capital Management LP, Discovery Capital Management, LLC, Owl Creek Asset Management, L.P., Glenview Capital Management, LLC, Senator Investment Group LP |
| JD JD.COM INC | 5 | 3.8% | 0 | D1 Capital Partners L.P., Tiger Global Management LLC, Coatue Management LLC, Viking Global Investors LP, Alkeon Capital Management LLC |
| CPNG COUPANG INC | 5 | 10.4% | 2 | Maverick Capital Ltd, Duquesne Family Office LLC, Abrams Capital Management, L.P., Durable Capital Partners LP, Moore Capital Management, LP |
| BBWI BATH & BODY WORKS INC | 5 | 4.2% | 5 | Steadfast Capital Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, D1 Capital Partners L.P., Gates Capital Management, Inc. |
| CHTR CHARTER COMMUNICATIONS INC | 5 | 7.2% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Discovery Capital Management, LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP |
| CMCSA COMCAST CORP NEW | 5 | 4.6% | 1 | Trian Fund Management, L.P., Egerton Capital (UK) LLP, SRS Investment Management, LLC, Viking Global Investors LP, Junto Capital Management LP |
| TWTRUSD TWITTER INC | 5 | 6.1% | 0 | Atreides Management, LP, Elliott Investment Management L.P., SRS Investment Management, LLC, Contour Asset Management LLC, Lone Pine Capital LLC |
| COUPEUR COUPA SOFTWARE INC | 5 | 2.0% | 0 | Lone Pine Capital LLC, Viking Global Investors LP, Durable Capital Partners LP, D1 Capital Partners L.P., Alkeon Capital Management LLC |
| DIS DISNEY WALT CO | 5 | 3.4% | 0 | Coatue Management LLC, Third Point LLC, Atreides Management, LP, D1 Capital Partners L.P., Corvex Management LP |
| ZM ZOOM COMMUNICATIONS INC | 5 | 1.9% | 1 | Tiger Global Management LLC, Light Street Capital Management, LLC, Coatue Management LLC, Altimeter Capital Management, LP, Duquesne Family Office LLC |
| MTCH MATCH GROUP INC NEW | 5 | 2.9% | 2 | Lone Pine Capital LLC, Steadfast Capital Management LP, Atreides Management, LP, Light Street Capital Management, LLC, Junto Capital Management LP |
| Z ZILLOW GROUP INC | 5 | 4.1% | 0 | SRS Investment Management, LLC, Contour Asset Management LLC, Eminence Capital, LP, Coatue Management LLC, Atreides Management, LP |
| CNC CENTENE CORP DEL | 5 | 1.9% | 0 | Maverick Capital Ltd, Glenview Capital Management, LLC, Viking Global Investors LP, Farallon Capital Management, L.L.C., Senator Investment Group LP |
| IQV IQVIA HLDGS INC | 5 | 2.1% | 0 | Farallon Capital Management, L.L.C., Montanova Capital, LLC, Third Point LLC, Eminence Capital, LP, Hound Partners, LLC |
| ADI ANALOG DEVICES INC | 5 | 3.0% | 1 | Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Melqart Asset Management (UK) Ltd, Montanova Capital, LLC, Alkeon Capital Management LLC |
| PLANUSD ANAPLAN INC | 5 | 2.3% | 2 | Atreides Management, LP, Steadfast Capital Management LP, Eminence Capital, LP, Montanova Capital, LLC, Junto Capital Management LP |
| KBR KBR Inc. | 5 | 5.6% | 0 | Impactive Capital LP, Scopia Capital Management LP, Montanova Capital, LLC, Sachem Head Capital Management LP, Duquesne Family Office LLC |