| AMZN AMAZON COM INC | 28 | 5.2% | 5 | Skye Global Management LP, Atreides Management, LP, Lone Pine Capital LLC, Nightview Capital, LLC, Montanova Capital, LLC, Steadfast Capital Management LP, Duquesne Family Office LLC, Corvex Management LP, Third Point LLC, Whale Rock Capital Management LLC, D1 Capital Partners L.P., Senator Investment Group LP, Egerton Capital (UK) LLP, Coatue Management LLC, Maverick Capital Ltd, Soros Fund Management, Alta Fox Capital Management, LLC, Alkeon Capital Management LLC, Viking Global Investors LP, Tiger Global Management LLC, Contour Asset Management LLC, Light Street Capital Management, LLC, Moore Capital Management, LP, Eminence Capital, LP, Junto Capital Management LP, Discovery Capital Management, LLC, Anomaly Capital Management, LP, Glenview Capital Management, LLC |
| MSFT MICROSOFT CORP | 24 | 5.8% | 1 | Skye Global Management LP, Altarock Partners LP, Duquesne Family Office LLC, Corvex Management LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Steadfast Capital Management LP, Hound Partners, LLC, Tiger Global Management LLC, Altimeter Capital Management, LP, Montanova Capital, LLC, D1 Capital Partners L.P., Anomaly Capital Management, LP, Whale Rock Capital Management LLC, Third Point LLC, Maverick Capital Ltd, Alkeon Capital Management LLC, Coatue Management LLC, Alpha Wave Global, LP, Viking Global Investors LP, Farallon Capital Management, L.L.C., Moore Capital Management, LP, Light Street Capital Management, LLC, Junto Capital Management LP |
| META META PLATFORMS INC | 17 | 4.1% | 0 | Himalaya Capital Management LLC, Abrams Capital Management, L.P., Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Altarock Partners LP, Hound Partners, LLC, Tiger Global Management LLC, Coatue Management LLC, Baupost Group LLC, Alkeon Capital Management LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Maverick Capital Ltd, Senator Investment Group LP, Viking Global Investors LP, Dragoneer Investment Group, LLC, Egerton Capital (UK) LLP |
| GOOGL ALPHABET INC | 14 | 8.7% | 1 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Skye Global Management LP, Alta Fox Capital Management, LLC, Duquesne Family Office LLC, Corvex Management LP, Abrams Capital Management, L.P., Whale Rock Capital Management LLC, Atreides Management, LP, Third Point LLC, Alkeon Capital Management LLC, Junto Capital Management LP, Anomaly Capital Management, LP, Soros Fund Management |
| UBER UBER TECHNOLOGIES INC | 13 | 2.6% | 0 | Dragoneer Investment Group, LLC, Sachem Head Capital Management LP, Altimeter Capital Management, LP, Atreides Management, LP, Eminence Capital, LP, Glenview Capital Management, LLC, Corvex Management LP, Tiger Global Management LLC, Maverick Capital Ltd, Viking Global Investors LP, Alkeon Capital Management LLC, Coatue Management LLC, Melqart Asset Management (UK) Ltd |
| SHOP SHOPIFY INC | 11 | 4.0% | 0 | Nightview Capital, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Durable Capital Partners LP, Egerton Capital (UK) LLP, Altimeter Capital Management, LP, D1 Capital Partners L.P., Tiger Global Management LLC, Skye Global Management LP, Alkeon Capital Management LLC, Coatue Management LLC |
| V VISA INC | 10 | 3.5% | 2 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Egerton Capital (UK) LLP, Lone Pine Capital LLC, Maverick Capital Ltd, Viking Global Investors LP, Coatue Management LLC, Farallon Capital Management, L.L.C., Senator Investment Group LP, Alkeon Capital Management LLC |
| GOOG ALPHABET INC | 10 | 4.3% | 1 | Egerton Capital (UK) LLP, Himalaya Capital Management LLC, Baupost Group LLC, Farallon Capital Management, L.L.C., Hound Partners, LLC, Maverick Capital Ltd, Bronte Capital Management Pty Ltd., Alpha Wave Global, LP, Eminence Capital, LP, Moore Capital Management, LP |
| MA MASTERCARD INC | 10 | 2.4% | 3 | Lone Pine Capital LLC, Atreides Management, LP, Altarock Partners LP, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Alkeon Capital Management LLC, Senator Investment Group LP, Coatue Management LLC, Egerton Capital (UK) LLP, Moore Capital Management, LP |
| WDAY WORKDAY INC | 9 | 3.2% | 2 | Contour Asset Management LLC, Lone Pine Capital LLC, Junto Capital Management LP, Tiger Global Management LLC, Steadfast Capital Management LP, Viking Global Investors LP, Maverick Capital Ltd, Skye Global Management LP, Eminence Capital, LP |
| DDOG DATADOG INC | 9 | 2.9% | 0 | Dragoneer Investment Group, LLC, Anomaly Capital Management, LP, Light Street Capital Management, LLC, Durable Capital Partners LP, D1 Capital Partners L.P., Lone Pine Capital LLC, Tiger Global Management LLC, Steadfast Capital Management LP, SRS Investment Management, LLC |
| TMUS T-MOBILE US INC | 8 | 3.3% | 0 | Owl Creek Asset Management, L.P., Viking Global Investors LP, D1 Capital Partners L.P., Duquesne Family Office LLC, Steadfast Capital Management LP, Corvex Management LP, Skye Global Management LP, Maverick Capital Ltd |
| SNOW SNOWFLAKE INC | 7 | 10.6% | 1 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Tiger Global Management LLC, Coatue Management LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, SRS Investment Management, LLC |
| RIVN RIVIAN AUTOMOTIVE INC | 7 | 9.7% | 7 | Soros Fund Management, Coatue Management LLC, D1 Capital Partners L.P., Dragoneer Investment Group, LLC, Third Point LLC, SRS Investment Management, LLC, Montanova Capital, LLC |
| DASH DOORDASH INC | 7 | 2.8% | 0 | Lone Pine Capital LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Durable Capital Partners LP, Coatue Management LLC, Alkeon Capital Management LLC |
| CVNA CARVANA CO | 7 | 3.4% | 1 | D1 Capital Partners L.P., Whale Rock Capital Management LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Sachem Head Capital Management LP, Montanova Capital, LLC, Maverick Capital Ltd |
| EXPE EXPEDIA GROUP INC | 7 | 5.2% | 1 | D1 Capital Partners L.P., Anomaly Capital Management, LP, Long Pond Capital, LP, Eminence Capital, LP, Alkeon Capital Management LLC, Third Point LLC, Duquesne Family Office LLC |
| UNH UNITEDHEALTH GROUP INC | 7 | 3.6% | 1 | Egerton Capital (UK) LLP, Lone Pine Capital LLC, Steadfast Capital Management LP, Montanova Capital, LLC, Third Point LLC, Senator Investment Group LP, Avidity Partners Management LP |
| NFLX NETFLIX INC. | 7 | 3.1% | 1 | SRS Investment Management, LLC, Maverick Capital Ltd, Coatue Management LLC, Egerton Capital (UK) LLP, Tiger Global Management LLC, Discovery Capital Management, LLC, Junto Capital Management LP |
| JD JD.COM INC | 6 | 3.6% | 1 | Tiger Global Management LLC, D1 Capital Partners L.P., Steadfast Capital Management LP, Coatue Management LLC, Alkeon Capital Management LLC, Bridgewater Associates, LP |
| SE SEA LTD | 6 | 4.0% | 0 | Light Street Capital Management, LLC, Tiger Global Management LLC, Soros Fund Management, Steadfast Capital Management LP, Altimeter Capital Management, LP, Coatue Management LLC |
| RH RH | 6 | 2.7% | 0 | D1 Capital Partners L.P., Lone Pine Capital LLC, Durable Capital Partners LP, Montanova Capital, LLC, Third Point LLC, Hound Partners, LLC |
| 8QR CONFLUENT INC | 6 | 2.7% | 0 | Light Street Capital Management, LLC, Durable Capital Partners LP, Coatue Management LLC, Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Lone Pine Capital LLC |
| NUANEUR NUANCE COMMUNICATIONS INC | 6 | 5.4% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Tudor Investment Corp ET AL, Anomaly Capital Management, LP, Soros Fund Management, Farallon Capital Management, L.L.C. |
| WTW WILLIS TOWERS WATSON PLC LTD | 6 | 4.6% | 1 | Melqart Asset Management (UK) Ltd, Starboard Value LP, Abrams Capital Management, L.P., Baupost Group LLC, Glenview Capital Management, LLC, Eminence Capital, LP |
| XYZ BLOCK INC | 6 | 2.4% | 2 | Atreides Management, LP, Dragoneer Investment Group, LLC, Steadfast Capital Management LP, Coatue Management LLC, Montanova Capital, LLC, D1 Capital Partners L.P. |
| BBWI BATH & BODY WORKS INC | 5 | 4.6% | 0 | Steadfast Capital Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Gates Capital Management, Inc., D1 Capital Partners L.P. |
| NOW SERVICENOW INC | 5 | 2.8% | 0 | Lone Pine Capital LLC, Tiger Global Management LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Moore Capital Management, LP |
| TSLA TESLA INC | 5 | 15.0% | 1 | Nightview Capital, LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Discovery Capital Management, LLC, Atreides Management, LP |
| CNC CENTENE CORP DEL | 5 | 21.7% | 1 | Politan Capital Management LP, Glenview Capital Management, LLC, Viking Global Investors LP, Farallon Capital Management, L.L.C., Eminence Capital, LP |
| DIS DISNEY WALT CO | 5 | 3.3% | 0 | D1 Capital Partners L.P., Coatue Management LLC, Atreides Management, LP, Third Point LLC, Corvex Management LP |
| Ihs Markit Ltd no ticker | 5 | 6.7% | 0 | Pentwater Capital Management LP, Soros Fund Management, Tudor Investment Corp ET AL, Melqart Asset Management (UK) Ltd, Moore Capital Management, LP |
| TDG TRANSDIGM GROUP INC | 5 | 7.2% | 0 | Altarock Partners LP, Abrams Capital Management, L.P., Hound Partners, LLC, Third Point LLC, Alkeon Capital Management LLC |
| XLNXEUR XILINX INC | 5 | 6.4% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, Moore Capital Management, LP |
| ADI ANALOG DEVICES INC | 5 | 3.8% | 0 | Lansdowne Partners (UK) LLP, Montanova Capital, LLC, Egerton Capital (UK) LLP, Melqart Asset Management (UK) Ltd, Alkeon Capital Management LLC |
| RBLX ROBLOX CORP | 5 | 2.0% | 1 | Lansdowne Partners (UK) LLP, Altimeter Capital Management, LP, Coatue Management LLC, Dragoneer Investment Group, LLC, Tiger Global Management LLC |
| FIVN FIVE9 INC | 5 | 2.3% | 1 | Whale Rock Capital Management LLC, Contour Asset Management LLC, Melqart Asset Management (UK) Ltd, Corvex Management LP, Alkeon Capital Management LLC |
| HTZ HERTZ GLOBAL HLDGS INC | 5 | 7.2% | 5 | Discovery Capital Management, LLC, Rubric Capital Management LP, Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Third Point LLC |
| CRM SALESFORCE INC | 5 | 2.7% | 0 | Light Street Capital Management, LLC, Corvex Management LP, Eminence Capital, LP, Farallon Capital Management, L.L.C., Junto Capital Management LP |
| ESTC ELASTIC N V | 5 | 3.8% | 0 | Greenhaven Road Investment Management, L.P., Light Street Capital Management, LLC, Alpha Wave Global, LP, Atreides Management, LP, Tiger Global Management LLC |
| FISV FISERV INC | 5 | 3.0% | 1 | Scopia Capital Management LP, Discovery Capital Management, LLC, Baupost Group LLC, Glenview Capital Management, LLC, Senator Investment Group LP |
| CPNG COUPANG INC | 4 | 15.3% | 0 | Maverick Capital Ltd, Duquesne Family Office LLC, Abrams Capital Management, L.P., Durable Capital Partners LP |
| Canadian Pac Ry Ltd no ticker | 4 | 5.3% | 1 | Egerton Capital (UK) LLP, Anomaly Capital Management, LP, Skye Global Management LP, Pershing Square Capital Management, L.P. |
| CRWD CROWDSTRIKE HLDGS INC | 4 | 2.9% | 0 | Whale Rock Capital Management LLC, Tiger Global Management LLC, Altimeter Capital Management, LP, Melqart Asset Management (UK) Ltd |
| BABA ALIBABA GROUP HLDG LTD | 4 | 1.8% | 0 | Bridgewater Associates, LP, Alkeon Capital Management LLC, Biglari Capital Corp., Tiger Global Management LLC |
| MU MICRON TECHNOLOGY INC | 4 | 12.2% | 1 | Himalaya Capital Management LLC, Atreides Management, LP, Baupost Group LLC, Discovery Capital Management, LLC |
| DHI D R HORTON INC | 4 | 4.4% | 1 | Soros Fund Management, Anomaly Capital Management, LP, Egerton Capital (UK) LLP, Junto Capital Management LP |
| TWLO TWILIO INC | 4 | 3.1% | 1 | Atreides Management, LP, Dragoneer Investment Group, LLC, Viking Global Investors LP, Durable Capital Partners LP |
| BURL BURLINGTON STORES INC | 4 | 1.9% | 1 | Third Point LLC, D1 Capital Partners L.P., Alkeon Capital Management LLC, Durable Capital Partners LP |
| MGM MGM RESORTS INTERNATIONAL | 4 | 11.1% | 0 | Corvex Management LP, SRS Investment Management, LLC, Atreides Management, LP, Afton Capital Management LLC |