| AMZN AMAZON COM INC | 24 | 6.7% | 7 | Skye Global Management LP, Altarock Partners LP, Atreides Management, LP, D1 Capital Partners L.P., Nightview Capital, LLC, Whale Rock Capital Management LLC, Lone Pine Capital LLC, Duquesne Family Office LLC, Viking Global Investors LP, Senator Investment Group LP, Corvex Management LP, Maverick Capital Ltd, Coatue Management LLC, Soros Fund Management, Junto Capital Management LP, Alkeon Capital Management LLC, Anomaly Capital Management, LP, Montanova Capital, LLC, Glenview Capital Management, LLC, Contour Asset Management LLC, Tiger Global Management LLC, Egerton Capital (UK) LLP, Eminence Capital, LP, Alta Fox Capital Management, LLC |
| MSFT MICROSOFT CORP | 22 | 7.3% | 1 | Skye Global Management LP, Altarock Partners LP, Tiger Global Management LLC, D1 Capital Partners L.P., Hound Partners, LLC, Egerton Capital (UK) LLP, Altimeter Capital Management, LP, Steadfast Capital Management LP, Corvex Management LP, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Lone Pine Capital LLC, Viking Global Investors LP, Montanova Capital, LLC, Senator Investment Group LP, Maverick Capital Ltd, Duquesne Family Office LLC, Alkeon Capital Management LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Junto Capital Management LP, Coatue Management LLC |
| META META PLATFORMS INC | 16 | 3.8% | 3 | SRS Investment Management, LLC, Altimeter Capital Management, LP, Tiger Global Management LLC, Atreides Management, LP, Whale Rock Capital Management LLC, Abrams Capital Management, L.P., Lone Pine Capital LLC, Alkeon Capital Management LLC, Viking Global Investors LP, Montanova Capital, LLC, Maverick Capital Ltd, Coatue Management LLC, Baupost Group LLC, Farallon Capital Management, L.L.C., Discovery Capital Management, LLC, Duquesne Family Office LLC |
| V VISA INC | 14 | 3.9% | 0 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Contour Asset Management LLC, Skye Global Management LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Lone Pine Capital LLC, Maverick Capital Ltd, Alkeon Capital Management LLC, Montanova Capital, LLC, Coatue Management LLC, Junto Capital Management LP, Farallon Capital Management, L.L.C., Bridgewater Associates, LP |
| GOOGL ALPHABET INC | 13 | 6.3% | 2 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Abrams Capital Management, L.P., Skye Global Management LP, Alkeon Capital Management LLC, Himalaya Capital Management LLC, Contour Asset Management LLC, Tiger Global Management LLC, Corvex Management LP, D1 Capital Partners L.P., Soros Fund Management, Alta Fox Capital Management, LLC, Whale Rock Capital Management LLC |
| TMUS T-MOBILE US INC | 13 | 3.9% | 0 | Discovery Capital Management, LLC, Owl Creek Asset Management, L.P., Contour Asset Management LLC, Duquesne Family Office LLC, Steadfast Capital Management LP, Maverick Capital Ltd, Whale Rock Capital Management LLC, D1 Capital Partners L.P., Montanova Capital, LLC, Viking Global Investors LP, Moore Capital Management, LP, Third Point LLC, Junto Capital Management LP |
| UBER UBER TECHNOLOGIES INC | 12 | 3.7% | 0 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Coatue Management LLC, Eminence Capital, LP, Owl Creek Asset Management, L.P., Glenview Capital Management, LLC, Maverick Capital Ltd, Sachem Head Capital Management LP, Tiger Global Management LLC, Corvex Management LP, Viking Global Investors LP, Alkeon Capital Management LLC |
| WDAY WORKDAY INC | 11 | 3.7% | 2 | Lone Pine Capital LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Contour Asset Management LLC, Whale Rock Capital Management LLC, Skye Global Management LP, D1 Capital Partners L.P., Maverick Capital Ltd, Duquesne Family Office LLC, Junto Capital Management LP, Melqart Asset Management (UK) Ltd |
| MA MASTERCARD INC | 9 | 2.7% | 1 | Egerton Capital (UK) LLP, Lone Pine Capital LLC, Altarock Partners LP, Alkeon Capital Management LLC, Viking Global Investors LP, Montanova Capital, LLC, Tiger Global Management LLC, Farallon Capital Management, L.L.C., D1 Capital Partners L.P. |
| CRM SALESFORCE INC | 9 | 2.6% | 2 | Corvex Management LP, Light Street Capital Management, LLC, Maverick Capital Ltd, Eminence Capital, LP, Whale Rock Capital Management LLC, Soros Fund Management, Farallon Capital Management, L.L.C., Viking Global Investors LP, Sachem Head Capital Management LP |
| CRWD CROWDSTRIKE HLDGS INC | 9 | 2.2% | 0 | Afton Capital Management LLC, Light Street Capital Management, LLC, Moore Capital Management, LP, Atreides Management, LP, Melqart Asset Management (UK) Ltd, Duquesne Family Office LLC, Tiger Global Management LLC, Coatue Management LLC, Whale Rock Capital Management LLC |
| DDOG DATADOG INC | 8 | 4.2% | 1 | Dragoneer Investment Group, LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Duquesne Family Office LLC, Durable Capital Partners LP, Afton Capital Management LLC, Anomaly Capital Management, LP, D1 Capital Partners L.P. |
| SNOW SNOWFLAKE INC | 7 | 13.2% | 1 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Afton Capital Management LLC, D1 Capital Partners L.P., Tiger Global Management LLC, Melqart Asset Management (UK) Ltd, Maverick Capital Ltd |
| PYPL PAYPAL HLDGS INC | 7 | 4.7% | 3 | Lone Pine Capital LLC, Contour Asset Management LLC, Afton Capital Management LLC, Coatue Management LLC, Senator Investment Group LP, Scopia Capital Management LP, Elliott Investment Management L.P. |
| XYZ BLOCK INC | 7 | 2.4% | 2 | Atreides Management, LP, Coatue Management LLC, Whale Rock Capital Management LLC, Tiger Global Management LLC, Montanova Capital, LLC, D1 Capital Partners L.P., Viking Global Investors LP |
| PINS PINTEREST INC | 7 | 3.0% | 3 | Elliott Investment Management L.P., Bronte Capital Management Pty Ltd., SRS Investment Management, LLC, Anomaly Capital Management, LP, Contour Asset Management LLC, Eminence Capital, LP, Whale Rock Capital Management LLC |
| TWTRUSD TWITTER INC | 6 | 5.1% | 2 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Third Point LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Tudor Investment Corp ET AL |
| GOOG ALPHABET INC | 6 | 5.3% | 0 | Himalaya Capital Management LLC, Egerton Capital (UK) LLP, Baupost Group LLC, Farallon Capital Management, L.L.C., Hound Partners, LLC, Bronte Capital Management Pty Ltd. |
| INTU INTUIT | 6 | 3.6% | 2 | Durable Capital Partners LP, Whale Rock Capital Management LLC, Contour Asset Management LLC, Viking Global Investors LP, Junto Capital Management LP, Eminence Capital, LP |
| NFLX NETFLIX INC. | 6 | 4.3% | 3 | SRS Investment Management, LLC, Whale Rock Capital Management LLC, Afton Capital Management LLC, Contour Asset Management LLC, Coatue Management LLC, Maverick Capital Ltd |
| FISV FISERV INC | 6 | 4.0% | 1 | Contour Asset Management LLC, Glenview Capital Management, LLC, Baupost Group LLC, Steadfast Capital Management LP, Scopia Capital Management LP, Discovery Capital Management, LLC |
| LVS LAS VEGAS SANDS CORP | 6 | 2.4% | 1 | Montanova Capital, LLC, Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Long Pond Capital, LP, Glenview Capital Management, LLC, Anomaly Capital Management, LP |
| JD JD.COM INC | 5 | 4.2% | 1 | Tiger Global Management LLC, Steadfast Capital Management LP, Coatue Management LLC, Alkeon Capital Management LLC, D1 Capital Partners L.P. |
| CPNG COUPANG INC | 5 | 12.0% | 1 | Maverick Capital Ltd, Duquesne Family Office LLC, Abrams Capital Management, L.P., Light Street Capital Management, LLC, Durable Capital Partners LP |
| UNH UNITEDHEALTH GROUP INC | 5 | 4.9% | 0 | Third Point LLC, Montanova Capital, LLC, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Steadfast Capital Management LP |
| ELV ELEVANCE HEALTH INC | 5 | 2.4% | 0 | Viking Global Investors LP, Farallon Capital Management, L.L.C., Avidity Partners Management LP, Steadfast Capital Management LP, Junto Capital Management LP |
| BBWI BATH & BODY WORKS INC | 5 | 4.1% | 2 | Lone Pine Capital LLC, Steadfast Capital Management LP, Third Point LLC, Atreides Management, LP, Coatue Management LLC |
| TSLA TESLA INC | 5 | 20.8% | 0 | Nightview Capital, LLC, Coatue Management LLC, Light Street Capital Management, LLC, Atreides Management, LP, D1 Capital Partners L.P. |
| WTW WILLIS TOWERS WATSON PLC LTD | 5 | 4.9% | 0 | Starboard Value LP, Abrams Capital Management, L.P., Baupost Group LLC, Melqart Asset Management (UK) Ltd, Glenview Capital Management, LLC |
| ZEN1EUR ZENDESK INC | 5 | 2.8% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Contour Asset Management LLC, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| HUBS HUBSPOT INC | 5 | 2.1% | 2 | Whale Rock Capital Management LLC, Durable Capital Partners LP, Atreides Management, LP, Tiger Global Management LLC, Melqart Asset Management (UK) Ltd |
| PANW PALO ALTO NETWORKS INC | 5 | 4.6% | 0 | Anomaly Capital Management, LP, Afton Capital Management LLC, Whale Rock Capital Management LLC, Moore Capital Management, LP, Duquesne Family Office LLC |
| TDG TRANSDIGM GROUP INC | 4 | 9.7% | 1 | Altarock Partners LP, Abrams Capital Management, L.P., Lone Pine Capital LLC, Alkeon Capital Management LLC |
| HLT HILTON WORLDWIDE HLDGS INC | 4 | 5.9% | 0 | Pershing Square Capital Management, L.P., D1 Capital Partners L.P., Montanova Capital, LLC, Long Pond Capital, LP |
| TMO THERMO FISHER SCIENTIFIC INC | 4 | 2.9% | 0 | Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Viking Global Investors LP |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 4 | 3.1% | 0 | Lone Pine Capital LLC, Alkeon Capital Management LLC, Biglari Capital Corp., Egerton Capital (UK) LLP |
| TEAM ATLASSIAN CORPORATION | 4 | 3.1% | 0 | Durable Capital Partners LP, Tiger Global Management LLC, D1 Capital Partners L.P., Alkeon Capital Management LLC |
| MU MICRON TECHNOLOGY INC | 4 | 10.0% | 1 | Himalaya Capital Management LLC, Baupost Group LLC, D1 Capital Partners L.P., Viking Global Investors LP |
| ATVIEUR ACTIVISION BLIZZARD INC | 4 | 5.5% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C. |
| NOW SERVICENOW INC | 4 | 2.7% | 0 | Tiger Global Management LLC, Montanova Capital, LLC, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C. |
| Biohaven Pharmactl Hldg Co L no ticker | 4 | 3.2% | 0 | Soros Fund Management, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| RH RH | 4 | 3.4% | 0 | D1 Capital Partners L.P., Lone Pine Capital LLC, Hound Partners, LLC, Durable Capital Partners LP |
| SHW SHERWIN WILLIAMS CO | 4 | 3.0% | 2 | D1 Capital Partners L.P., Long Pond Capital, LP, Farallon Capital Management, L.L.C., Alkeon Capital Management LLC |
| LPLA LPL FINL HLDGS INC | 4 | 2.4% | 0 | Lone Pine Capital LLC, Junto Capital Management LP, Egerton Capital (UK) LLP, Eminence Capital, LP |
| HUM HUMANA INC | 4 | 5.9% | 0 | Starboard Value LP, Senator Investment Group LP, Avidity Partners Management LP, Maverick Capital Ltd |
| ARMK ARAMARK | 4 | 3.1% | 1 | Scopia Capital Management LP, Farallon Capital Management, L.L.C., Soros Fund Management, Junto Capital Management LP |
| USFD US FOODS HLDG CORP | 4 | 8.1% | 0 | Sachem Head Capital Management LP, Legion Partners Asset Management, LLC, Glenview Capital Management, LLC, Maverick Capital Ltd |
| DHI D R HORTON INC | 4 | 3.6% | 0 | Long Pond Capital, LP, Soros Fund Management, Egerton Capital (UK) LLP, Junto Capital Management LP |
| NEWREUR NEW RELIC INC | 4 | 11.4% | 0 | Engaged Capital LLC, Contour Asset Management LLC, Eminence Capital, LP, Sachem Head Capital Management LP |
| GPN GLOBAL PMTS INC | 4 | 4.7% | 0 | Steadfast Capital Management LP, Glenview Capital Management, LLC, Anomaly Capital Management, LP, Montanova Capital, LLC |