| AMZN AMAZON COM INC | 27 | 6.1% | 7 | Skye Global Management LP, Altarock Partners LP, Coatue Management LLC, Third Point LLC, Nightview Capital, LLC, Lone Pine Capital LLC, Moore Capital Management, LP, Contour Asset Management LLC, Discovery Capital Management, LLC, Alkeon Capital Management LLC, Owl Creek Asset Management, L.P., Alta Fox Capital Management, LLC, Atreides Management, LP, Tiger Global Management LLC, Maverick Capital Ltd, Light Street Capital Management, LLC, Melqart Asset Management (UK) Ltd, Eminence Capital, LP, Anomaly Capital Management, LP, Bronte Capital Management Pty Ltd., Senator Investment Group LP, Viking Global Investors LP, Montanova Capital, LLC, Baupost Group LLC, Soros Fund Management, Junto Capital Management LP, Whale Rock Capital Management LLC |
| MSFT MICROSOFT CORP | 24 | 6.9% | 1 | Skye Global Management LP, Altarock Partners LP, Tiger Global Management LLC, Contour Asset Management LLC, Duquesne Family Office LLC, Hound Partners, LLC, Altimeter Capital Management, LP, Coatue Management LLC, Lone Pine Capital LLC, Third Point LLC, Whale Rock Capital Management LLC, D1 Capital Partners L.P., Egerton Capital (UK) LLP, Light Street Capital Management, LLC, Moore Capital Management, LP, Alkeon Capital Management LLC, Senator Investment Group LP, Steadfast Capital Management LP, Maverick Capital Ltd, Farallon Capital Management, L.L.C., Viking Global Investors LP, Tudor Investment Corp ET AL, Junto Capital Management LP, Corvex Management LP |
| META META PLATFORMS INC | 21 | 6.3% | 2 | Tiger Global Management LLC, Altimeter Capital Management, LP, Alkeon Capital Management LLC, Abrams Capital Management, L.P., Whale Rock Capital Management LLC, Coatue Management LLC, Light Street Capital Management, LLC, Contour Asset Management LLC, SRS Investment Management, LLC, Senator Investment Group LP, Egerton Capital (UK) LLP, Moore Capital Management, LP, Owl Creek Asset Management, L.P., D1 Capital Partners L.P., Montanova Capital, LLC, Maverick Capital Ltd, Steadfast Capital Management LP, Viking Global Investors LP, Discovery Capital Management, LLC, Tudor Investment Corp ET AL, Junto Capital Management LP |
| GOOGL ALPHABET INC | 18 | 5.5% | 2 | Himalaya Capital Management LLC, Altarock Partners LP, Bronte Capital Management Pty Ltd., Abrams Capital Management, L.P., Alkeon Capital Management LLC, Light Street Capital Management, LLC, D1 Capital Partners L.P., Tiger Global Management LLC, Soros Fund Management, Nightview Capital, LLC, Coatue Management LLC, Third Point LLC, Alta Fox Capital Management, LLC, Pershing Square Capital Management, L.P., Anomaly Capital Management, LP, Bridgewater Associates, LP, Tudor Investment Corp ET AL, Corvex Management LP |
| NVDA NVIDIA CORPORATION | 17 | 4.9% | 6 | Duquesne Family Office LLC, Light Street Capital Management, LLC, Coatue Management LLC, Moore Capital Management, LP, Whale Rock Capital Management LLC, Altimeter Capital Management, LP, Maverick Capital Ltd, Discovery Capital Management, LLC, Melqart Asset Management (UK) Ltd, Third Point LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Montanova Capital, LLC, Senator Investment Group LP, Tudor Investment Corp ET AL, D1 Capital Partners L.P., SRS Investment Management, LLC |
| UBER UBER TECHNOLOGIES INC | 13 | 3.5% | 1 | Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Owl Creek Asset Management, L.P., Eminence Capital, LP, Steadfast Capital Management LP, Senator Investment Group LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Glenview Capital Management, LLC, Third Point LLC, Corvex Management LP, Coatue Management LLC, Tiger Global Management LLC |
| V VISA INC | 12 | 4.1% | 2 | Altarock Partners LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Bronte Capital Management Pty Ltd., D1 Capital Partners L.P., Lone Pine Capital LLC, Alkeon Capital Management LLC, Maverick Capital Ltd, Senator Investment Group LP, Bridgewater Associates, LP, Farallon Capital Management, L.L.C., Junto Capital Management LP |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 10 | 4.7% | 4 | Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Third Point LLC, Coatue Management LLC, Duquesne Family Office LLC, Tiger Global Management LLC, Montanova Capital, LLC, Discovery Capital Management, LLC |
| CRM SALESFORCE INC | 10 | 3.3% | 0 | Starboard Value LP, Light Street Capital Management, LLC, Sachem Head Capital Management LP, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Whale Rock Capital Management LLC, Eminence Capital, LP, Maverick Capital Ltd, Junto Capital Management LP, Moore Capital Management, LP |
| ATVIEUR ACTIVISION BLIZZARD INC | 9 | 6.8% | 3 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Steadfast Capital Management LP, Contour Asset Management LLC, Bronte Capital Management Pty Ltd., Corvex Management LP, Farallon Capital Management, L.L.C., Third Point LLC, Glenview Capital Management, LLC |
| NFLX NETFLIX INC. | 8 | 4.5% | 2 | SRS Investment Management, LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Maverick Capital Ltd, Moore Capital Management, LP, Viking Global Investors LP |
| WDAY WORKDAY INC | 8 | 3.2% | 0 | Hound Partners, LLC, Lone Pine Capital LLC, Tiger Global Management LLC, Viking Global Investors LP, Whale Rock Capital Management LLC, Moore Capital Management, LP, Steadfast Capital Management LP, Maverick Capital Ltd |
| RH RH | 8 | 3.9% | 1 | Atreides Management, LP, Lone Pine Capital LLC, Anomaly Capital Management, LP, Hound Partners, LLC, Steadfast Capital Management LP, D1 Capital Partners L.P., Montanova Capital, LLC, Durable Capital Partners LP |
| GOOG ALPHABET INC | 7 | 7.3% | 0 | Himalaya Capital Management LLC, Pershing Square Capital Management, L.P., Baupost Group LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Senator Investment Group LP, Bronte Capital Management Pty Ltd. |
| Horizon Therapeutics Pub L no ticker | 7 | 7.0% | 1 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Montanova Capital, LLC, Farallon Capital Management, L.L.C., Abrams Capital Management, L.P., Tudor Investment Corp ET AL |
| INTU INTUIT | 7 | 2.6% | 0 | Durable Capital Partners LP, Tiger Global Management LLC, Viking Global Investors LP, Farallon Capital Management, L.L.C., Junto Capital Management LP, Eminence Capital, LP, Coatue Management LLC |
| AMD ADVANCED MICRO DEVICES INC | 7 | 3.6% | 2 | Coatue Management LLC, Light Street Capital Management, LLC, Atreides Management, LP, Whale Rock Capital Management LLC, Montanova Capital, LLC, Third Point LLC, Melqart Asset Management (UK) Ltd |
| GE GENERAL ELECTRIC CO | 7 | 4.0% | 3 | Trian Fund Management, L.P., Egerton Capital (UK) LLP, Viking Global Investors LP, D1 Capital Partners L.P., Duquesne Family Office LLC, Senator Investment Group LP, Montanova Capital, LLC |
| UNH UNITEDHEALTH GROUP INC | 6 | 3.1% | 0 | D1 Capital Partners L.P., Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Viking Global Investors LP, Coatue Management LLC, Discovery Capital Management, LLC |
| MA MASTERCARD INC | 6 | 3.0% | 0 | Egerton Capital (UK) LLP, Lone Pine Capital LLC, Altarock Partners LP, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Viking Global Investors LP |
| XYZ BLOCK INC | 6 | 3.2% | 1 | Dragoneer Investment Group, LLC, Atreides Management, LP, Coatue Management LLC, D1 Capital Partners L.P., Montanova Capital, LLC, Farallon Capital Management, L.L.C. |
| ELV ELEVANCE HEALTH INC | 6 | 2.5% | 1 | D1 Capital Partners L.P., Steadfast Capital Management LP, Viking Global Investors LP, Eminence Capital, LP, Farallon Capital Management, L.L.C., Junto Capital Management LP |
| TDG TRANSDIGM GROUP INC | 5 | 9.3% | 0 | Altarock Partners LP, Abrams Capital Management, L.P., Lone Pine Capital LLC, Skye Global Management LP, Alkeon Capital Management LLC |
| HDB HDFC BANK LTD | 5 | 2.9% | 0 | D1 Capital Partners L.P., Egerton Capital (UK) LLP, Steadfast Capital Management LP, Viking Global Investors LP, Lone Pine Capital LLC |
| TMO THERMO FISHER SCIENTIFIC INC | 5 | 2.5% | 1 | Farallon Capital Management, L.L.C., Egerton Capital (UK) LLP, Hound Partners, LLC, Viking Global Investors LP, Skye Global Management LP |
| Ferguson Plc New no ticker | 5 | 6.0% | 0 | Trian Fund Management, L.P., Third Point LLC, Eminence Capital, LP, Senator Investment Group LP, Steadfast Capital Management LP |
| PINS PINTEREST INC | 5 | 4.0% | 1 | Elliott Investment Management L.P., Bronte Capital Management Pty Ltd., Eminence Capital, LP, Atreides Management, LP, Senator Investment Group LP |
| KKR KKR & CO INC | 5 | 5.7% | 1 | Greenhaven Road Investment Management, L.P., Lone Pine Capital LLC, Junto Capital Management LP, Eminence Capital, LP, Corvex Management LP |
| ORCL ORACLE CORP | 5 | 3.2% | 2 | Contour Asset Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Montanova Capital, LLC, Duquesne Family Office LLC |
| ICE INTERCONTINENTAL EXCHANGE IN | 5 | 6.3% | 1 | Inclusive Capital Partners, L.P., Junto Capital Management LP, Senator Investment Group LP, Third Point LLC, Alkeon Capital Management LLC |
| BABA ALIBABA GROUP HLDG LTD | 5 | 2.4% | 0 | Third Point LLC, Owl Creek Asset Management, L.P., Alkeon Capital Management LLC, Eminence Capital, LP, Discovery Capital Management, LLC |
| SGI SOMNIGROUP INTERNATIONAL INC | 5 | 4.0% | 1 | D1 Capital Partners L.P., Scopia Capital Management LP, Abrams Capital Management, L.P., Eminence Capital, LP, Anomaly Capital Management, LP |
| LLY ELI LILLY & CO | 5 | 3.6% | 3 | Duquesne Family Office LLC, Lansdowne Partners (UK) LLP, Tiger Global Management LLC, Avidity Partners Management LP, Senator Investment Group LP |
| BSX BOSTON SCIENTIFIC CORP | 5 | 2.2% | 0 | Steadfast Capital Management LP, Junto Capital Management LP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Avidity Partners Management LP |
| TMUS T-MOBILE US INC | 5 | 3.0% | 1 | Duquesne Family Office LLC, Steadfast Capital Management LP, Discovery Capital Management, LLC, Owl Creek Asset Management, L.P., Maverick Capital Ltd |
| CP CANADIAN PACIFIC KANSAS CITY | 4 | 7.7% | 4 | Egerton Capital (UK) LLP, Pershing Square Capital Management, L.P., Skye Global Management LP, Montanova Capital, LLC |
| CPNG COUPANG INC | 4 | 12.4% | 0 | Maverick Capital Ltd, Duquesne Family Office LLC, Abrams Capital Management, L.P., Viking Global Investors LP |
| DHR DANAHER CORP DEL | 4 | 4.7% | 1 | Third Point LLC, Viking Global Investors LP, D1 Capital Partners L.P., Skye Global Management LP |
| BBWI BATH & BODY WORKS INC | 4 | 6.1% | 0 | Third Point LLC, Atreides Management, LP, Lone Pine Capital LLC, Steadfast Capital Management LP |
| TSLA TESLA INC | 4 | 21.0% | 0 | Nightview Capital, LLC, Light Street Capital Management, LLC, Coatue Management LLC, Atreides Management, LP |
| ADI ANALOG DEVICES INC | 4 | 4.3% | 1 | Lansdowne Partners (UK) LLP, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C. |
| VMWEUR VMWARE INC | 4 | 5.9% | 1 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Senator Investment Group LP |
| USFD US FOODS HLDG CORP | 4 | 11.2% | 0 | Sachem Head Capital Management LP, Glenview Capital Management, LLC, Legion Partners Asset Management, LLC, Maverick Capital Ltd |
| FCNCA FIRST CTZNS BANCSHARES INC N | 4 | 3.0% | 1 | Egerton Capital (UK) LLP, Bronte Capital Management Pty Ltd., Senator Investment Group LP, Coatue Management LLC |
| ADBE ADOBE INC | 4 | 4.2% | 2 | Contour Asset Management LLC, Steadfast Capital Management LP, Corvex Management LP, Coatue Management LLC |
| DDOG DATADOG INC | 4 | 3.3% | 0 | Dragoneer Investment Group, LLC, SRS Investment Management, LLC, Whale Rock Capital Management LLC, Durable Capital Partners LP |
| LULU LULULEMON ATHLETICA INC | 4 | 2.5% | 0 | Steadfast Capital Management LP, D1 Capital Partners L.P., Viking Global Investors LP, Junto Capital Management LP |
| SPGI S&P GLOBAL INC | 4 | 3.5% | 0 | Skye Global Management LP, Gates Capital Management, Inc., Senator Investment Group LP, Farallon Capital Management, L.L.C. |
| NOW SERVICENOW INC | 4 | 1.8% | 0 | Tiger Global Management LLC, Farallon Capital Management, L.L.C., Moore Capital Management, LP, Melqart Asset Management (UK) Ltd |
| NU NU HLDGS LTD | 4 | 2.9% | 0 | Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd, Tiger Global Management LLC |