Crowding, Q4 2022
69 managers ยท positions at or above 1% of a manager's book
Consensus buys
| META META PLATFORMS INC | 6 | 3.7% |
| NVDA NVIDIA CORPORATION | 5 | 3.5% |
| Horizon Therapeutics Plc - Us no ticker | 4 | 6.8% |
| AMD ADVANCED MICRO DEVICES INC | 4 | 3.3% |
| INTU INTUIT | 3 | 3.4% |
| OXY OCCIDENTAL PETE CORP | 3 | 2.2% |
| AIMCUSD ALTRA INDL MOTION CORP | 3 | 1.9% |
| OKTA OKTA INC | 3 | 1.9% |
| TEAM ATLASSIAN CORPORATION | 3 | 1.2% |
| CRM SALESFORCE INC | 2 | 13.0% |
| DIS DISNEY WALT CO | 2 | 10.8% |
| FMX FOMENTO ECONOMICO MEXICANO S | 2 | 6.9% |
| ORCL ORACLE CORP | 2 | 4.5% |
| CCK CROWN HLDGS INC | 2 | 3.4% |
| TECK TECK RESOURCES LTD | 2 | 3.3% |
| UHS UNIVERSAL HLTH SVCS INC | 2 | 2.9% |
| FND FLOOR & DECOR HLDGS INC | 2 | 2.7% |
| KWEB KRANESHARES TRUST | 2 | 2.6% |
| V VISA INC | 2 | 2.5% |
| ASML ASML HLDG NV | 2 | 2.4% |
| ATVIEUR ACTIVISION BLIZZARD INC | 2 | 2.2% |
| FIS FIDELITY NATL INFORMATION SV | 2 | 2.1% |
| T AT&T INC | 2 | 1.8% |
| ROG ROGERS CORP | 2 | 1.4% |
| BKNG BOOKING HOLDINGS INC | 2 | 1.3% |
| BN BROOKFIELD CORP | 2 | 1.2% |
Who, by name
- META Contour Asset Management LLC 6.9%, Steadfast Capital Management LP 4.8%, Scopia Capital Management LP 4.2%, Senator Investment Group LP 3.2%, Eminence Capital, LP 1.6%, Glenview Capital Management, LLC 1.5%
- NVDA Light Street Capital Management, LLC 5.8%, Duquesne Family Office LLC 4.2%, Whale Rock Capital Management LLC 3.8%, Atreides Management, LP 2.1%, Altimeter Capital Management, LP 1.8%
- Horizon Therapeutics Plc - Us Pentwater Capital Management LP 12.6%, Melqart Asset Management (UK) Ltd 7.3%, Soros Fund Management 5.5%, Tudor Investment Corp ET AL 1.8%
- AMD Light Street Capital Management, LLC 8.3%, Lone Pine Capital LLC 2.4%, Montanova Capital, LLC 1.3%, Whale Rock Capital Management LLC 1.1%
- INTU Light Street Capital Management, LLC 6.0%, Farallon Capital Management, L.L.C. 2.3%, Atreides Management, LP 1.9%
- OXY Anomaly Capital Management, LP 4.3%, Duquesne Family Office LLC 1.3%, HITE Hedge Asset Management LLC 1.1%
- AIMCUSD Melqart Asset Management (UK) Ltd 2.5%, Soros Fund Management 2.0%, Pentwater Capital Management LP 1.3%
- OKTA Sachem Head Capital Management LP 2.3%, Contour Asset Management LLC 1.8%, Eminence Capital, LP 1.7%
- TEAM Atreides Management, LP 1.3%, Melqart Asset Management (UK) Ltd 1.2%, Whale Rock Capital Management LLC 1.1%
- CRM Inclusive Capital Partners, L.P. 18.3%, Starboard Value LP 7.7%
- DIS Trian Fund Management, L.P. 16.1%, Alta Fox Capital Management, LLC 5.4%
- FMX Discovery Capital Management, LLC 8.7%, Sachem Head Capital Management LP 5.1%
- ORCL Contour Asset Management LLC 7.8%, Montanova Capital, LLC 1.2%
- CCK Corvex Management LP 4.9%, Eminence Capital, LP 2.0%
- TECK Anomaly Capital Management, LP 4.9%, Moore Capital Management, LP 1.8%
- UHS Glenview Capital Management, LLC 3.1%, Avidity Partners Management LP 2.7%
- FND D1 Capital Partners L.P. 4.2%, Lone Pine Capital LLC 1.2%
- KWEB Owl Creek Asset Management, L.P. 3.5%, Moore Capital Management, LP 1.7%
- V Whale Rock Capital Management LLC 3.9%, Moore Capital Management, LP 1.1%
- ASML Contour Asset Management LLC 3.5%, Lone Pine Capital LLC 1.2%
- ATVIEUR Sachem Head Capital Management LP 3.3%, Steadfast Capital Management LP 1.0%
- FIS Third Point LLC 2.3%, Montanova Capital, LLC 2.0%
- T Montanova Capital, LLC 2.3%, Duquesne Family Office LLC 1.3%
- ROG Anomaly Capital Management, LP 1.8%, Discovery Capital Management, LLC 1.0%
- BKNG Durable Capital Partners LP 1.5%, Junto Capital Management LP 1.1%
- BN Long Pond Capital, LP 1.3%, Viking Global Investors LP 1.1%
Most crowded
| META META PLATFORMS INC | 20 | 4.8% | 6 |
| MSFT MICROSOFT CORP | 19 | 8.7% | 1 |
| AMZN AMAZON COM INC | 17 | 7.5% | 1 |
| GOOGL ALPHABET INC | 12 | 6.6% | 0 |
| V VISA INC | 11 | 4.5% | 2 |
| UBER UBER TECHNOLOGIES INC | 10 | 3.8% | 1 |
| WDAY WORKDAY INC | 9 | 4.5% | 1 |
| INTU INTUIT | 8 | 3.6% | 3 |
| CRM SALESFORCE INC | 8 | 5.4% | 2 |
| XYZ BLOCK INC | 8 | 2.7% | 1 |
| SNOW SNOWFLAKE INC | 7 | 12.2% | 1 |
| MA MASTERCARD INC | 7 | 3.5% | 0 |
| ATVIEUR ACTIVISION BLIZZARD INC | 7 | 6.1% | 2 |
| NVDA NVIDIA CORPORATION | 7 | 4.0% | 5 |
| AMD ADVANCED MICRO DEVICES INC | 7 | 4.2% | 4 |
| TMUS T-MOBILE US INC | 7 | 4.4% | 0 |
| UNH UNITEDHEALTH GROUP INC | 6 | 4.7% | 0 |
| BBWI BATH & BODY WORKS INC | 6 | 5.5% | 0 |
| NFLX NETFLIX INC. | 6 | 6.7% | 1 |
| Horizon Therapeutics Pub L no ticker | 6 | 5.7% | 4 |
| RH RH | 6 | 4.5% | 1 |
| BABA ALIBABA GROUP HLDG LTD | 6 | 2.4% | 1 |
| LVS LAS VEGAS SANDS CORP | 6 | 3.0% | 1 |
| GOOG ALPHABET INC | 5 | 5.8% | 0 |
| PINS PINTEREST INC | 5 | 4.0% | 0 |
| SPGI S&P GLOBAL INC | 5 | 4.1% | 1 |
| HUBS HUBSPOT INC | 5 | 3.3% | 0 |
| NEWREUR NEW RELIC INC | 5 | 7.7% | 0 |
| DDOG DATADOG INC | 5 | 3.6% | 0 |
| TEAM ATLASSIAN CORPORATION | 5 | 1.7% | 3 |
| FMX FOMENTO ECONOMICO MEXICANO S | 5 | 9.5% | 2 |
| FIS FIDELITY NATL INFORMATION SV | 5 | 2.7% | 2 |
| HTZ HERTZ GLOBAL HLDGS INC | 5 | 4.9% | 0 |
| JD JD.COM INC | 4 | 5.6% | 0 |
| Ferguson Plc New no ticker | 4 | 9.9% | 1 |
| TDG TRANSDIGM GROUP INC | 4 | 10.5% | 0 |
| CPNG COUPANG INC | 4 | 12.6% | 0 |
| HLT HILTON WORLDWIDE HLDGS INC | 4 | 5.2% | 0 |
| BSX BOSTON SCIENTIFIC CORP | 4 | 3.3% | 1 |
| BKNG BOOKING HOLDINGS INC | 4 | 2.7% | 2 |
| LPLA LPL FINL HLDGS INC | 4 | 2.6% | 0 |
| USFD US FOODS HLDG CORP | 4 | 8.2% | 0 |
| CSX CSX CORP | 4 | 2.3% | 1 |
| SHW SHERWIN WILLIAMS CO | 4 | 2.4% | 0 |
| NOW SERVICENOW INC | 4 | 2.2% | 1 |
| TSLA TESLA INC | 4 | 24.5% | 1 |
| TECK TECK RESOURCES LTD | 4 | 3.4% | 2 |
| ARMK ARAMARK | 4 | 2.4% | 0 |
| HUM HUMANA INC | 4 | 4.2% | 1 |
| LRCX LAM RESEARCH CORP | 4 | 1.9% | 1 |
Who, by name
- META Tiger Global Management LLC 11.7%, SRS Investment Management, LLC 11.7%, Abrams Capital Management, L.P. 9.3%, Contour Asset Management LLC 6.9%, Altimeter Capital Management, LP 6.6%, Atreides Management, LP 6.3%, Duquesne Family Office LLC 5.4%, Coatue Management LLC 5.1%, Steadfast Capital Management LP 4.8%, Alkeon Capital Management LLC 4.4%, Scopia Capital Management LP 4.2%, Maverick Capital Ltd 4.1%, Baupost Group LLC 3.4%, Senator Investment Group LP 3.2%, Whale Rock Capital Management LLC 2.0%, Eminence Capital, LP 1.6%, Glenview Capital Management, LLC 1.5%, Viking Global Investors LP 1.4%, Montanova Capital, LLC 1.2%, Junto Capital Management LP 1.2%
- MSFT Skye Global Management LP 39.9%, Altarock Partners LP 19.3%, Tiger Global Management LLC 15.4%, D1 Capital Partners L.P. 14.7%, Hound Partners, LLC 11.8%, Altimeter Capital Management, LP 10.1%, Lone Pine Capital LLC 8.0%, Light Street Capital Management, LLC 6.0%, Corvex Management LP 5.7%, Egerton Capital (UK) LLP 5.0%, Third Point LLC 4.7%, Steadfast Capital Management LP 4.7%, Coatue Management LLC 4.2%, Viking Global Investors LP 4.1%, Anomaly Capital Management, LP 3.1%, Maverick Capital Ltd 2.7%, Farallon Capital Management, L.L.C. 2.6%, Alkeon Capital Management LLC 2.4%, Whale Rock Capital Management LLC 1.4%
- AMZN Skye Global Management LP 42.0%, Altarock Partners LP 14.9%, D1 Capital Partners L.P. 12.6%, Tiger Global Management LLC 8.8%, Lone Pine Capital LLC 7.7%, Nightview Capital, LLC 7.5%, Viking Global Investors LP 5.2%, Alta Fox Capital Management, LLC 5.1%, Coatue Management LLC 4.6%, Melqart Asset Management (UK) Ltd 4.0%, Maverick Capital Ltd 3.6%, Contour Asset Management LLC 3.1%, Alkeon Capital Management LLC 2.7%, Eminence Capital, LP 2.1%, Atreides Management, LP 1.6%, Baupost Group LLC 1.4%, Soros Fund Management 1.3%
- GOOGL Altarock Partners LP 17.8%, Bronte Capital Management Pty Ltd. 12.3%, Himalaya Capital Management LLC 11.6%, Abrams Capital Management, L.P. 7.4%, Skye Global Management LP 5.9%, D1 Capital Partners L.P. 5.2%, Alkeon Capital Management LLC 4.1%, Tiger Global Management LLC 4.0%, Corvex Management LP 3.3%, Contour Asset Management LLC 3.1%, Soros Fund Management 2.6%, Whale Rock Capital Management LLC 1.8%
- V Altarock Partners LP 10.9%, Bronte Capital Management Pty Ltd. 7.5%, Egerton Capital (UK) LLP 6.8%, Viking Global Investors LP 6.0%, Lone Pine Capital LLC 4.1%, Whale Rock Capital Management LLC 3.9%, Alkeon Capital Management LLC 3.1%, Maverick Capital Ltd 2.4%, Junto Capital Management LP 2.1%, Farallon Capital Management, L.L.C. 1.7%, Moore Capital Management, LP 1.1%
- UBER Altimeter Capital Management, LP 9.4%, Steadfast Capital Management LP 6.1%, Dragoneer Investment Group, LLC 5.7%, Owl Creek Asset Management, L.P. 3.1%, Eminence Capital, LP 2.9%, Maverick Capital Ltd 2.7%, Sachem Head Capital Management LP 2.7%, Glenview Capital Management, LLC 2.4%, Alkeon Capital Management LLC 2.4%, Coatue Management LLC 1.0%
- WDAY Whale Rock Capital Management LLC 8.5%, Lone Pine Capital LLC 7.5%, Contour Asset Management LLC 7.0%, Tiger Global Management LLC 5.7%, Light Street Capital Management, LLC 4.1%, Maverick Capital Ltd 2.3%, Steadfast Capital Management LP 2.1%, D1 Capital Partners L.P. 1.9%, Moore Capital Management, LP 1.2%
- INTU Durable Capital Partners LP 7.1%, Whale Rock Capital Management LLC 6.0%, Light Street Capital Management, LLC 6.0%, Viking Global Investors LP 2.3%, Farallon Capital Management, L.L.C. 2.3%, Eminence Capital, LP 1.9%, Atreides Management, LP 1.9%, Coatue Management LLC 1.6%
- CRM Inclusive Capital Partners, L.P. 18.3%, Starboard Value LP 7.7%, Light Street Capital Management, LLC 5.9%, Farallon Capital Management, L.L.C. 3.2%, Eminence Capital, LP 2.7%, Maverick Capital Ltd 2.6%, Soros Fund Management 1.5%, Junto Capital Management LP 1.2%
- XYZ Atreides Management, LP 6.3%, Contour Asset Management LLC 4.3%, Coatue Management LLC 3.8%, Montanova Capital, LLC 2.2%, Tiger Global Management LLC 1.4%, Viking Global Investors LP 1.4%, Farallon Capital Management, L.L.C. 1.3%, D1 Capital Partners L.P. 1.2%
- SNOW Altimeter Capital Management, LP 60.4%, Dragoneer Investment Group, LLC 11.6%, Tiger Global Management LLC 4.5%, D1 Capital Partners L.P. 3.3%, Light Street Capital Management, LLC 3.0%, Melqart Asset Management (UK) Ltd 1.3%, Maverick Capital Ltd 1.3%
- MA Egerton Capital (UK) LLP 6.0%, Lone Pine Capital LLC 4.5%, Altarock Partners LP 3.3%, Tiger Global Management LLC 3.1%, Viking Global Investors LP 3.0%, Alkeon Capital Management LLC 2.8%, Farallon Capital Management, L.L.C. 2.1%
- ATVIEUR Pentwater Capital Management LP 20.3%, Melqart Asset Management (UK) Ltd 10.3%, Bronte Capital Management Pty Ltd. 4.0%, Sachem Head Capital Management LP 3.3%, Farallon Capital Management, L.L.C. 2.3%, Glenview Capital Management, LLC 1.8%, Steadfast Capital Management LP 1.0%
- NVDA Coatue Management LLC 7.6%, Light Street Capital Management, LLC 5.8%, Duquesne Family Office LLC 4.2%, Whale Rock Capital Management LLC 3.8%, Melqart Asset Management (UK) Ltd 2.4%, Atreides Management, LP 2.1%, Altimeter Capital Management, LP 1.8%
- AMD Atreides Management, LP 9.3%, Light Street Capital Management, LLC 8.3%, Coatue Management LLC 4.1%, Melqart Asset Management (UK) Ltd 3.0%, Lone Pine Capital LLC 2.4%, Montanova Capital, LLC 1.3%, Whale Rock Capital Management LLC 1.1%
- TMUS Discovery Capital Management, LLC 7.0%, Steadfast Capital Management LP 5.8%, Owl Creek Asset Management, L.P. 5.1%, Whale Rock Capital Management LLC 4.4%, Maverick Capital Ltd 3.9%, Duquesne Family Office LLC 3.2%, Moore Capital Management, LP 1.5%
- UNH Third Point LLC 6.0%, Montanova Capital, LLC 5.7%, Lone Pine Capital LLC 5.4%, Egerton Capital (UK) LLP 4.9%, Viking Global Investors LP 3.4%, Steadfast Capital Management LP 3.0%
- BBWI Third Point LLC 9.7%, Lone Pine Capital LLC 8.3%, Steadfast Capital Management LP 8.2%, Atreides Management, LP 4.6%, Coatue Management LLC 1.5%, Bronte Capital Management Pty Ltd. 1.0%
- NFLX SRS Investment Management, LLC 9.6%, Whale Rock Capital Management LLC 8.9%, Contour Asset Management LLC 7.9%, Light Street Capital Management, LLC 7.2%, Coatue Management LLC 4.4%, Maverick Capital Ltd 2.2%
- Horizon Therapeutics Pub L Pentwater Capital Management LP 12.6%, Melqart Asset Management (UK) Ltd 7.3%, Soros Fund Management 5.5%, Montanova Capital, LLC 4.2%, Farallon Capital Management, L.L.C. 2.7%, Tudor Investment Corp ET AL 1.8%
- RH D1 Capital Partners L.P. 9.7%, Hound Partners, LLC 5.4%, Lone Pine Capital LLC 4.5%, Anomaly Capital Management, LP 3.5%, Steadfast Capital Management LP 2.7%, Viking Global Investors LP 1.0%
- BABA Coatue Management LLC 4.9%, Owl Creek Asset Management, L.P. 2.6%, Pentwater Capital Management LP 2.4%, D1 Capital Partners L.P. 1.7%, Farallon Capital Management, L.L.C. 1.5%, Alkeon Capital Management LLC 1.5%
- LVS Anomaly Capital Management, LP 4.3%, Owl Creek Asset Management, L.P. 3.9%, Steadfast Capital Management LP 3.3%, Montanova Capital, LLC 3.3%, Atreides Management, LP 2.2%, Moore Capital Management, LP 1.1%
- GOOG Himalaya Capital Management LLC 14.0%, Egerton Capital (UK) LLP 6.3%, Baupost Group LLC 5.8%, Farallon Capital Management, L.L.C. 1.7%, Bronte Capital Management Pty Ltd. 1.1%
- PINS Elliott Investment Management L.P. 7.9%, Bronte Capital Management Pty Ltd. 4.3%, SRS Investment Management, LLC 4.2%, Eminence Capital, LP 2.0%, Anomaly Capital Management, LP 1.4%
- SPGI Gates Capital Management, Inc. 6.0%, Senator Investment Group LP 5.7%, Skye Global Management LP 3.5%, Junto Capital Management LP 3.0%, Farallon Capital Management, L.L.C. 2.3%
- HUBS Whale Rock Capital Management LLC 5.8%, Melqart Asset Management (UK) Ltd 3.4%, Atreides Management, LP 3.0%, Durable Capital Partners LP 3.0%, Tiger Global Management LLC 1.2%
- NEWREUR Engaged Capital LLC 24.9%, Contour Asset Management LLC 5.8%, Eminence Capital, LP 5.4%, Sachem Head Capital Management LP 1.4%, Senator Investment Group LP 1.3%
- DDOG Dragoneer Investment Group, LLC 8.0%, Light Street Capital Management, LLC 5.4%, Durable Capital Partners LP 2.1%, D1 Capital Partners L.P. 1.2%, Duquesne Family Office LLC 1.2%
- TEAM Durable Capital Partners LP 3.6%, Atreides Management, LP 1.3%, Melqart Asset Management (UK) Ltd 1.2%, D1 Capital Partners L.P. 1.2%, Whale Rock Capital Management LLC 1.1%
- FMX Cook & Bynum Capital Management, LLC 17.6%, Corvex Management LP 13.1%, Discovery Capital Management, LLC 8.7%, Sachem Head Capital Management LP 5.1%, Long Pond Capital, LP 3.1%
- FIS Hound Partners, LLC 4.6%, Steadfast Capital Management LP 2.5%, Baupost Group LLC 2.4%, Third Point LLC 2.3%, Montanova Capital, LLC 2.0%
- HTZ Discovery Capital Management, LLC 15.3%, Rubric Capital Management LP 5.0%, Melqart Asset Management (UK) Ltd 1.5%, Third Point LLC 1.4%, Pentwater Capital Management LP 1.4%
- JD Tiger Global Management LLC 15.0%, Steadfast Capital Management LP 3.2%, Coatue Management LLC 2.5%, Alkeon Capital Management LLC 1.8%
- Ferguson Plc New Trian Fund Management, L.P. 29.2%, Senator Investment Group LP 5.1%, Eminence Capital, LP 3.3%, Third Point LLC 2.0%
- TDG Altarock Partners LP 27.9%, Abrams Capital Management, L.P. 8.2%, Lone Pine Capital LLC 4.7%, Alkeon Capital Management LLC 1.2%
- CPNG Maverick Capital Ltd 27.3%, Duquesne Family Office LLC 14.8%, Abrams Capital Management, L.P. 7.0%, Light Street Capital Management, LLC 1.1%
- HLT Pershing Square Capital Management, L.P. 14.4%, D1 Capital Partners L.P. 2.9%, Montanova Capital, LLC 2.3%, Long Pond Capital, LP 1.4%
- BSX Steadfast Capital Management LP 4.8%, Avidity Partners Management LP 3.5%, Farallon Capital Management, L.L.C. 2.8%, Viking Global Investors LP 2.2%
- BKNG Lone Pine Capital LLC 4.2%, Egerton Capital (UK) LLP 3.8%, Durable Capital Partners LP 1.5%, Junto Capital Management LP 1.1%
- LPLA Lone Pine Capital LLC 4.1%, Egerton Capital (UK) LLP 2.3%, Junto Capital Management LP 2.1%, Eminence Capital, LP 1.8%
- USFD Sachem Head Capital Management LP 25.2%, Glenview Capital Management, LLC 3.1%, Legion Partners Asset Management, LLC 3.1%, Maverick Capital Ltd 1.5%
- CSX Senator Investment Group LP 3.1%, Viking Global Investors LP 2.4%, Egerton Capital (UK) LLP 2.0%, Corvex Management LP 1.7%
- SHW D1 Capital Partners L.P. 4.9%, Farallon Capital Management, L.L.C. 2.1%, Long Pond Capital, LP 1.3%, Alkeon Capital Management LLC 1.3%
- NOW Tiger Global Management LLC 3.8%, Whale Rock Capital Management LLC 1.9%, Farallon Capital Management, L.L.C. 1.7%, Moore Capital Management, LP 1.4%
- TSLA Nightview Capital, LLC 88.0%, Coatue Management LLC 5.8%, Atreides Management, LP 3.3%, Melqart Asset Management (UK) Ltd 1.1%
- TECK Anomaly Capital Management, LP 4.9%, Egerton Capital (UK) LLP 3.7%, Duquesne Family Office LLC 3.4%, Moore Capital Management, LP 1.8%
- ARMK Scopia Capital Management LP 3.1%, Farallon Capital Management, L.L.C. 2.9%, Soros Fund Management 2.4%, Junto Capital Management LP 1.1%
- HUM Starboard Value LP 7.6%, Senator Investment Group LP 6.9%, Maverick Capital Ltd 1.1%, Durable Capital Partners LP 1.1%
- LRCX Coatue Management LLC 2.3%, Alkeon Capital Management LLC 1.9%, Whale Rock Capital Management LLC 1.7%, Maverick Capital Ltd 1.6%
Consensus exits
| AMZN AMAZON COM INC | 9 | 4.4% |
| TWTRUSD TWITTER INC | 6 | 5.1% |
| CRWD CROWDSTRIKE HLDGS INC | 6 | 2.6% |
| ZEN1EUR ZENDESK INC | 5 | 2.8% |
| TMUS T-MOBILE US INC | 5 | 2.8% |
| V VISA INC | 4 | 3.8% |
| Biohaven Pharmactl Hldg Co L no ticker | 4 | 3.2% |
| MSFT MICROSOFT CORP | 4 | 2.8% |
| CHNGUSD CHANGE HEALTHCARE INC | 3 | 6.7% |
| PYPL PAYPAL HLDGS INC | 3 | 5.6% |
| SWCHEUR SWITCH INC | 3 | 3.6% |
| EQT EQT CORPORATION | 3 | 2.6% |
| YUSD ALLEGHANY CORP DEL | 3 | 2.5% |
| META META PLATFORMS INC | 3 | 2.2% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 3 | 2.0% |
| CRM SALESFORCE INC | 3 | 1.7% |
| FISV FISERV INC | 3 | 1.7% |
| ENVX ENOVIX CORPORATION | 2 | 8.4% |
| AVLRUSD AVALARA INC | 2 | 4.4% |
| CLRUSD CONTINENTAL RES INC | 2 | 4.2% |
| BILL BILL HOLDINGS INC | 2 | 4.0% |
| TSLA TESLA INC | 2 | 3.6% |
| PANW PALO ALTO NETWORKS INC | 2 | 3.5% |
| GPN GLOBAL PMTS INC | 2 | 3.3% |
| INTU INTUIT | 2 | 2.8% |
| TWLO TWILIO INC | 2 | 2.3% |
| FTCHQ FARFETCH LTD | 2 | 2.3% |
| DDOG DATADOG INC | 2 | 2.1% |
| MA MASTERCARD INC | 2 | 1.9% |
| ELV ELEVANCE HEALTH INC | 2 | 1.9% |
| PINGUSD PING IDENTITY HLDG CORP | 2 | 1.8% |
| PINS PINTEREST INC | 2 | 1.8% |
| NOW SERVICENOW INC | 2 | 1.8% |
| FIS FIDELITY NATL INFORMATION SV | 2 | 1.7% |
| WDAY WORKDAY INC | 2 | 1.6% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 2 | 1.5% |
| CCXIEUR CHEMOCENTRYX INC | 2 | 1.5% |
Who, by name
- AMZN Whale Rock Capital Management LLC 7.3%, Duquesne Family Office LLC 5.9%, Senator Investment Group LP 4.6%, Corvex Management LP 4.5%, Junto Capital Management LP 4.1%, Anomaly Capital Management, LP 3.7%, Montanova Capital, LLC 3.5%, Glenview Capital Management, LLC 3.3%, Egerton Capital (UK) LLP 2.4%
- TWTRUSD Pentwater Capital Management LP 15.5%, Melqart Asset Management (UK) Ltd 6.3%, Third Point LLC 4.4%, Farallon Capital Management, L.L.C. 2.1%, Steadfast Capital Management LP 1.3%, Tudor Investment Corp ET AL 1.0%
- CRWD Afton Capital Management LLC 5.4%, Light Street Capital Management, LLC 2.7%, Moore Capital Management, LP 2.5%, Atreides Management, LP 2.0%, Melqart Asset Management (UK) Ltd 1.7%, Duquesne Family Office LLC 1.5%
- ZEN1EUR Pentwater Capital Management LP 4.8%, Melqart Asset Management (UK) Ltd 3.7%, Contour Asset Management LLC 2.5%, Farallon Capital Management, L.L.C. 1.8%, Tudor Investment Corp ET AL 1.0%
- TMUS Contour Asset Management LLC 5.7%, D1 Capital Partners L.P. 2.3%, Montanova Capital, LLC 2.1%, Viking Global Investors LP 2.1%, Third Point LLC 1.7%
- V Contour Asset Management LLC 5.7%, Skye Global Management LP 5.4%, Montanova Capital, LLC 2.0%, Coatue Management LLC 1.9%
- Biohaven Pharmactl Hldg Co L Soros Fund Management 6.5%, Pentwater Capital Management LP 2.7%, Farallon Capital Management, L.L.C. 1.8%, Tudor Investment Corp ET AL 1.8%
- MSFT Montanova Capital, LLC 3.8%, Senator Investment Group LP 3.2%, Duquesne Family Office LLC 2.6%, Junto Capital Management LP 1.7%
- CHNGUSD Abrams Capital Management, L.P. 12.6%, Melqart Asset Management (UK) Ltd 4.3%, Farallon Capital Management, L.L.C. 3.0%
- PYPL Lone Pine Capital LLC 6.7%, Afton Capital Management LLC 5.6%, Senator Investment Group LP 4.5%
- SWCHEUR Melqart Asset Management (UK) Ltd 4.3%, Pentwater Capital Management LP 3.7%, Elliott Investment Management L.P. 2.7%
- EQT Senator Investment Group LP 3.1%, Third Point LLC 2.4%, Lone Pine Capital LLC 2.3%
- YUSD Soros Fund Management 3.2%, Tudor Investment Corp ET AL 2.3%, Melqart Asset Management (UK) Ltd 1.9%
- META Lone Pine Capital LLC 3.7%, Farallon Capital Management, L.L.C. 1.5%, Discovery Capital Management, LLC 1.4%
- TTWO Montanova Capital, LLC 2.5%, Senator Investment Group LP 2.0%, Viking Global Investors LP 1.4%
- CRM Whale Rock Capital Management LLC 2.1%, Viking Global Investors LP 1.6%, Sachem Head Capital Management LP 1.5%
- FISV Steadfast Capital Management LP 1.8%, Scopia Capital Management LP 1.6%, Discovery Capital Management, LLC 1.6%
- ENVX Afton Capital Management LLC 15.0%, Discovery Capital Management, LLC 1.7%
- AVLRUSD Pentwater Capital Management LP 6.6%, Melqart Asset Management (UK) Ltd 2.3%
- CLRUSD Afton Capital Management LLC 6.8%, Pentwater Capital Management LP 1.7%
- BILL Afton Capital Management LLC 6.5%, Whale Rock Capital Management LLC 1.5%
- TSLA Light Street Capital Management, LLC 5.9%, D1 Capital Partners L.P. 1.3%
- PANW Afton Capital Management LLC 5.4%, Moore Capital Management, LP 1.7%
- GPN Anomaly Capital Management, LP 3.6%, Montanova Capital, LLC 3.0%
- INTU Contour Asset Management LLC 3.7%, Junto Capital Management LP 2.0%
- TWLO Atreides Management, LP 3.2%, Melqart Asset Management (UK) Ltd 1.4%
- FTCHQ Atreides Management, LP 3.0%, Melqart Asset Management (UK) Ltd 1.6%
- DDOG Afton Capital Management LLC 2.9%, Anomaly Capital Management, LP 1.3%
- MA Montanova Capital, LLC 2.2%, D1 Capital Partners L.P. 1.7%
- ELV Avidity Partners Management LP 2.1%, Steadfast Capital Management LP 1.7%
- PINGUSD Melqart Asset Management (UK) Ltd 2.5%, Pentwater Capital Management LP 1.2%
- PINS Contour Asset Management LLC 2.1%, Whale Rock Capital Management LLC 1.5%
- NOW Montanova Capital, LLC 2.5%, Melqart Asset Management (UK) Ltd 1.1%
- FIS Eminence Capital, LP 1.8%, Junto Capital Management LP 1.7%
- WDAY Duquesne Family Office LLC 2.1%, Melqart Asset Management (UK) Ltd 1.2%
- ALNY Senator Investment Group LP 1.8%, Avidity Partners Management LP 1.3%
- CCXIEUR Soros Fund Management 1.5%, Pentwater Capital Management LP 1.4%