| MSFT MICROSOFT CORP | 24 | 6.9% | 4 | Skye Global Management LP, Altarock Partners LP, Tiger Global Management LLC, Hound Partners, LLC, Altimeter Capital Management, LP, Duquesne Family Office LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Coatue Management LLC, Whale Rock Capital Management LLC, Third Point LLC, Contour Asset Management LLC, Light Street Capital Management, LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Holocene Advisors, LP, Alkeon Capital Management LLC, Maverick Capital Ltd, Moore Capital Management, LP, Viking Global Investors LP, Anomaly Capital Management, LP, Corvex Management LP |
| META META PLATFORMS INC | 23 | 6.0% | 3 | Abrams Capital Management, L.P., Tiger Global Management LLC, Coatue Management LLC, Altimeter Capital Management, LP, Contour Asset Management LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, SRS Investment Management, LLC, Senator Investment Group LP, Maverick Capital Ltd, Light Street Capital Management, LLC, D1 Capital Partners L.P., Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP, Steadfast Capital Management LP, Montanova Capital, LLC, Moore Capital Management, LP, Viking Global Investors LP, Holocene Advisors, LP, Duquesne Family Office LLC, Atreides Management, LP, Point72 Asset Management, L.P., Bridgewater Associates, LP |
| AMZN AMAZON COM INC | 23 | 6.0% | 6 | Skye Global Management LP, Altarock Partners LP, Tiger Global Management LLC, Nightview Capital, LLC, Lone Pine Capital LLC, D1 Capital Partners L.P., Contour Asset Management LLC, Atreides Management, LP, Owl Creek Asset Management, L.P., Maverick Capital Ltd, Coatue Management LLC, Viking Global Investors LP, Duquesne Family Office LLC, Melqart Asset Management (UK) Ltd, Alkeon Capital Management LLC, Eminence Capital, LP, Montanova Capital, LLC, Whale Rock Capital Management LLC, Senator Investment Group LP, Point72 Asset Management, L.P., Soros Fund Management, Renaissance Technologies LLC, Glenview Capital Management, LLC |
| GOOGL ALPHABET INC | 22 | 4.9% | 7 | Altarock Partners LP, Bronte Capital Management Pty Ltd., Himalaya Capital Management LLC, Third Point LLC, Tiger Global Management LLC, Abrams Capital Management, L.P., D1 Capital Partners L.P., Discovery Capital Management, LLC, Duquesne Family Office LLC, Alkeon Capital Management LLC, Coatue Management LLC, Soros Fund Management, Altimeter Capital Management, LP, Pershing Square Capital Management, L.P., Moore Capital Management, LP, Anomaly Capital Management, LP, Nightview Capital, LLC, Holocene Advisors, LP, Bridgewater Associates, LP, Point72 Asset Management, L.P., Corvex Management LP, Whale Rock Capital Management LLC |
| CRM SALESFORCE INC | 12 | 3.9% | 5 | Starboard Value LP, Light Street Capital Management, LLC, Sachem Head Capital Management LP, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Lone Pine Capital LLC, Whale Rock Capital Management LLC, Eminence Capital, LP, Third Point LLC, Senator Investment Group LP, D1 Capital Partners L.P., Junto Capital Management LP |
| UBER UBER TECHNOLOGIES INC | 12 | 3.6% | 2 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Owl Creek Asset Management, L.P., Sachem Head Capital Management LP, Steadfast Capital Management LP, Eminence Capital, LP, Senator Investment Group LP, Maverick Capital Ltd, Glenview Capital Management, LLC, Alkeon Capital Management LLC, Corvex Management LP, Coatue Management LLC |
| BABA ALIBABA GROUP HLDG LTD | 12 | 2.7% | 4 | Moore Capital Management, LP, Discovery Capital Management, LLC, D1 Capital Partners L.P., Owl Creek Asset Management, L.P., Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Third Point LLC, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Eminence Capital, LP, Coatue Management LLC, Glenview Capital Management, LLC |
| V VISA INC | 11 | 4.3% | 1 | Egerton Capital (UK) LLP, Altarock Partners LP, Bronte Capital Management Pty Ltd., Viking Global Investors LP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Maverick Capital Ltd, Junto Capital Management LP, Skye Global Management LP, Farallon Capital Management, L.L.C., Bridgewater Associates, LP |
| INTU INTUIT | 10 | 2.9% | 1 | Durable Capital Partners LP, Anomaly Capital Management, LP, Whale Rock Capital Management LLC, Melqart Asset Management (UK) Ltd, Viking Global Investors LP, Farallon Capital Management, L.L.C., Eminence Capital, LP, Holocene Advisors, LP, Tiger Global Management LLC, Coatue Management LLC |
| UNH UNITEDHEALTH GROUP INC | 10 | 3.4% | 4 | Discovery Capital Management, LLC, D1 Capital Partners L.P., Viking Global Investors LP, Lone Pine Capital LLC, Montanova Capital, LLC, Third Point LLC, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Maverick Capital Ltd, Coatue Management LLC |
| GOOG ALPHABET INC | 9 | 5.8% | 4 | Himalaya Capital Management LLC, Baupost Group LLC, Pershing Square Capital Management, L.P., Owl Creek Asset Management, L.P., Hound Partners, LLC, Farallon Capital Management, L.L.C., Egerton Capital (UK) LLP, Senator Investment Group LP, Bronte Capital Management Pty Ltd. |
| NVDA NVIDIA CORPORATION | 8 | 7.4% | 1 | Moore Capital Management, LP, Duquesne Family Office LLC, Coatue Management LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Melqart Asset Management (UK) Ltd, Altimeter Capital Management, LP, Maverick Capital Ltd |
| AMD ADVANCED MICRO DEVICES INC | 8 | 4.8% | 2 | Atreides Management, LP, Light Street Capital Management, LLC, Coatue Management LLC, Montanova Capital, LLC, Discovery Capital Management, LLC, Lone Pine Capital LLC, Third Point LLC, Duquesne Family Office LLC |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 7 | 4.1% | 4 | Light Street Capital Management, LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Coatue Management LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Holocene Advisors, LP |
| MA MASTERCARD INC | 7 | 2.6% | 0 | Egerton Capital (UK) LLP, Lone Pine Capital LLC, Altarock Partners LP, Tiger Global Management LLC, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Viking Global Investors LP |
| Horizon Therapeutics Pub L no ticker | 7 | 6.2% | 1 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Montanova Capital, LLC, Alta Fox Capital Management, LLC, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| NFLX NETFLIX INC. | 6 | 6.3% | 0 | SRS Investment Management, LLC, Contour Asset Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Maverick Capital Ltd, Moore Capital Management, LP |
| ATVIEUR ACTIVISION BLIZZARD INC | 6 | 8.0% | 0 | Pentwater Capital Management LP, Steadfast Capital Management LP, Melqart Asset Management (UK) Ltd, Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C., Glenview Capital Management, LLC |
| WDAY WORKDAY INC | 6 | 5.4% | 1 | Hound Partners, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Tiger Global Management LLC, Maverick Capital Ltd, Steadfast Capital Management LP |
| XYZ BLOCK INC | 6 | 2.4% | 1 | Dragoneer Investment Group, LLC, Coatue Management LLC, D1 Capital Partners L.P., Montanova Capital, LLC, Farallon Capital Management, L.L.C., Tiger Global Management LLC |
| PINS PINTEREST INC | 6 | 3.6% | 2 | Elliott Investment Management L.P., Bronte Capital Management Pty Ltd., Eminence Capital, LP, SRS Investment Management, LLC, Atreides Management, LP, Montanova Capital, LLC |
| KKR KKR & CO INC | 6 | 6.0% | 2 | Greenhaven Road Investment Management, L.P., Alta Fox Capital Management, LLC, Lone Pine Capital LLC, Eminence Capital, LP, Egerton Capital (UK) LLP, Junto Capital Management LP |
| RH RH | 6 | 3.8% | 1 | Atreides Management, LP, Anomaly Capital Management, LP, Lone Pine Capital LLC, Hound Partners, LLC, D1 Capital Partners L.P., Steadfast Capital Management LP |
| TSLA TESLA INC | 5 | 21.2% | 1 | Nightview Capital, LLC, Light Street Capital Management, LLC, Coatue Management LLC, Atreides Management, LP, Renaissance Technologies LLC |
| TDG TRANSDIGM GROUP INC | 5 | 8.9% | 1 | Altarock Partners LP, Abrams Capital Management, L.P., Lone Pine Capital LLC, Skye Global Management LP, Alkeon Capital Management LLC |
| ELV ELEVANCE HEALTH INC | 5 | 3.6% | 2 | D1 Capital Partners L.P., Viking Global Investors LP, Montanova Capital, LLC, Discovery Capital Management, LLC, Farallon Capital Management, L.L.C. |
| GE GENERAL ELECTRIC CO | 5 | 4.3% | 2 | Trian Fund Management, L.P., Senator Investment Group LP, Viking Global Investors LP, Moore Capital Management, LP, D1 Capital Partners L.P. |
| Ferguson Plc New no ticker | 5 | 6.3% | 1 | Trian Fund Management, L.P., Senator Investment Group LP, Third Point LLC, Steadfast Capital Management LP, Eminence Capital, LP |
| HDB HDFC BANK LTD | 5 | 2.3% | 2 | D1 Capital Partners L.P., Viking Global Investors LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Steadfast Capital Management LP |
| DDOG DATADOG INC | 5 | 3.1% | 2 | Dragoneer Investment Group, LLC, Atreides Management, LP, D1 Capital Partners L.P., Tiger Global Management LLC, SRS Investment Management, LLC |
| BSX BOSTON SCIENTIFIC CORP | 5 | 1.7% | 2 | Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Avidity Partners Management LP, Senator Investment Group LP, Holocene Advisors, LP |
| ANET ARISTA NETWORKS INC | 5 | 2.5% | 1 | Discovery Capital Management, LLC, Whale Rock Capital Management LLC, Point72 Asset Management, L.P., Maverick Capital Ltd, Melqart Asset Management (UK) Ltd |
| CEG CONSTELLATION ENERGY CORP | 5 | 4.4% | 1 | Corvex Management LP, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Montanova Capital, LLC, Maverick Capital Ltd |
| FMX FOMENTO ECONOMICO MEXICANO S | 5 | 7.9% | 1 | Cook & Bynum Capital Management, LLC, Corvex Management LP, Sachem Head Capital Management LP, Long Pond Capital, LP, Eminence Capital, LP |
| TMUS T-MOBILE US INC | 5 | 3.2% | 0 | Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Duquesne Family Office LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd |
| Canadian Pac Ry Ltd no ticker | 4 | 7.7% | 1 | Egerton Capital (UK) LLP, Pershing Square Capital Management, L.P., Skye Global Management LP, Montanova Capital, LLC |
| HLT HILTON WORLDWIDE HLDGS INC | 4 | 4.5% | 1 | Pershing Square Capital Management, L.P., Montanova Capital, LLC, Steadfast Capital Management LP, Holocene Advisors, LP |
| BBWI BATH & BODY WORKS INC | 4 | 6.1% | 0 | Third Point LLC, Lone Pine Capital LLC, Steadfast Capital Management LP, Atreides Management, LP |
| PG PROCTER & GAMBLE CO | 4 | 2.2% | 0 | Bridgewater Associates, LP, Holocene Advisors, LP, Junto Capital Management LP, Skye Global Management LP |
| ADI ANALOG DEVICES INC | 4 | 5.1% | 0 | Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Woodline Partners LP |
| WMT WALMART INC | 4 | 2.5% | 2 | Junto Capital Management LP, Bridgewater Associates, LP, Skye Global Management LP, Point72 Asset Management, L.P. |
| ASML ASML HLDG NV | 4 | 2.9% | 0 | Contour Asset Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Woodline Partners LP |
| USFD US FOODS HLDG CORP | 4 | 9.5% | 0 | Sachem Head Capital Management LP, Glenview Capital Management, LLC, Legion Partners Asset Management, LLC, Maverick Capital Ltd |
| LPLA LPL FINL HLDGS INC | 4 | 2.4% | 0 | Lone Pine Capital LLC, Eminence Capital, LP, Egerton Capital (UK) LLP, Junto Capital Management LP |
| MELI MERCADOLIBRE | 4 | 3.0% | 2 | Light Street Capital Management, LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd |
| SPGI S&P GLOBAL INC | 4 | 3.8% | 0 | Gates Capital Management, Inc., Senator Investment Group LP, Skye Global Management LP, Farallon Capital Management, L.L.C. |
| SPLKCHF SPLUNK INC | 4 | 4.6% | 1 | Starboard Value LP, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Light Street Capital Management, LLC |
| SE SEA LTD | 4 | 3.8% | 2 | Light Street Capital Management, LLC, Soros Fund Management, Tiger Global Management LLC, Whale Rock Capital Management LLC |
| TECK TECK RESOURCES LTD | 4 | 3.7% | 0 | Duquesne Family Office LLC, Egerton Capital (UK) LLP, Anomaly Capital Management, LP, Moore Capital Management, LP |
| MU MICRON TECHNOLOGY INC | 4 | 6.4% | 3 | Himalaya Capital Management LLC, Discovery Capital Management, LLC, Atreides Management, LP, Third Point LLC |