| AMZN AMAZON COM INC | 27 | 6.5% | 3 | Skye Global Management LP, Altarock Partners LP, Third Point LLC, Nightview Capital, LLC, Alta Fox Capital Management, LLC, Coatue Management LLC, Lone Pine Capital LLC, Anomaly Capital Management, LP, Lansdowne Partners (UK) LLP, Contour Asset Management LLC, Alkeon Capital Management LLC, Senator Investment Group LP, Viking Global Investors LP, Light Street Capital Management, LLC, Montanova Capital, LLC, Maverick Capital Ltd, Corvex Management LP, Tiger Global Management LLC, Bronte Capital Management Pty Ltd., Glenview Capital Management, LLC, Eminence Capital, LP, Altimeter Capital Management, LP, Steadfast Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Owl Creek Asset Management, L.P., D1 Capital Partners L.P. |
| MSFT MICROSOFT CORP | 25 | 7.2% | 3 | Skye Global Management LP, Altarock Partners LP, Tiger Global Management LLC, Duquesne Family Office LLC, Third Point LLC, Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Hound Partners, LLC, D1 Capital Partners L.P., Alta Fox Capital Management, LLC, Atreides Management, LP, Contour Asset Management LLC, Coatue Management LLC, Light Street Capital Management, LLC, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Viking Global Investors LP, Montanova Capital, LLC, Steadfast Capital Management LP, Senator Investment Group LP, Corvex Management LP, Moore Capital Management, LP, Alkeon Capital Management LLC, Maverick Capital Ltd, Farallon Capital Management, L.L.C. |
| GOOGL ALPHABET INC | 24 | 6.1% | 5 | Himalaya Capital Management LLC, Altarock Partners LP, Bronte Capital Management Pty Ltd., Abrams Capital Management, L.P., Alkeon Capital Management LLC, Discovery Capital Management, LLC, Moore Capital Management, LP, Anomaly Capital Management, LP, Nightview Capital, LLC, Atreides Management, LP, Pershing Square Capital Management, L.P., Light Street Capital Management, LLC, Tiger Global Management LLC, Whale Rock Capital Management LLC, Duquesne Family Office LLC, Lone Pine Capital LLC, Soros Fund Management, Alta Fox Capital Management, LLC, Coatue Management LLC, D1 Capital Partners L.P., Third Point LLC, Corvex Management LP, Junto Capital Management LP, Bridgewater Associates, LP |
| META META PLATFORMS INC | 22 | 7.3% | 3 | Tiger Global Management LLC, Altimeter Capital Management, LP, Alkeon Capital Management LLC, Coatue Management LLC, Abrams Capital Management, L.P., Lone Pine Capital LLC, Egerton Capital (UK) LLP, Whale Rock Capital Management LLC, Senator Investment Group LP, SRS Investment Management, LLC, D1 Capital Partners L.P., Moore Capital Management, LP, Light Street Capital Management, LLC, Contour Asset Management LLC, Owl Creek Asset Management, L.P., Third Point LLC, Montanova Capital, LLC, Steadfast Capital Management LP, Maverick Capital Ltd, Atreides Management, LP, Viking Global Investors LP, Bridgewater Associates, LP |
| NVDA NVIDIA CORPORATION | 13 | 6.8% | 0 | Light Street Capital Management, LLC, Duquesne Family Office LLC, Moore Capital Management, LP, Coatue Management LLC, Discovery Capital Management, LLC, Whale Rock Capital Management LLC, Altimeter Capital Management, LP, Melqart Asset Management (UK) Ltd, Tiger Global Management LLC, Maverick Capital Ltd, Senator Investment Group LP, Montanova Capital, LLC, SRS Investment Management, LLC |
| UBER UBER TECHNOLOGIES INC | 12 | 4.0% | 0 | Altimeter Capital Management, LP, Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Corvex Management LP, Senator Investment Group LP, Eminence Capital, LP, Third Point LLC, Maverick Capital Ltd, Glenview Capital Management, LLC, Alkeon Capital Management LLC, Tiger Global Management LLC, Coatue Management LLC |
| CRM SALESFORCE INC | 9 | 3.8% | 0 | Starboard Value LP, Sachem Head Capital Management LP, Lone Pine Capital LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Whale Rock Capital Management LLC, Eminence Capital, LP, Junto Capital Management LP, Maverick Capital Ltd |
| ATVIEUR ACTIVISION BLIZZARD INC | 8 | 9.6% | 1 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Steadfast Capital Management LP, Soros Fund Management, Tudor Investment Corp ET AL, Contour Asset Management LLC, Glenview Capital Management, LLC |
| GOOG ALPHABET INC | 8 | 8.0% | 2 | Himalaya Capital Management LLC, Pershing Square Capital Management, L.P., Baupost Group LLC, Egerton Capital (UK) LLP, Owl Creek Asset Management, L.P., Senator Investment Group LP, Farallon Capital Management, L.L.C., Moore Capital Management, LP |
| MA MASTERCARD INC | 8 | 2.9% | 3 | Lone Pine Capital LLC, Egerton Capital (UK) LLP, Altarock Partners LP, Alkeon Capital Management LLC, Senator Investment Group LP, Alta Fox Capital Management, LLC, Farallon Capital Management, L.L.C., Junto Capital Management LP |
| V VISA INC | 7 | 5.1% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Maverick Capital Ltd, D1 Capital Partners L.P., Alkeon Capital Management LLC, Bridgewater Associates, LP |
| WDAY WORKDAY INC | 7 | 3.6% | 0 | Hound Partners, LLC, Lone Pine Capital LLC, Viking Global Investors LP, Tiger Global Management LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd, Moore Capital Management, LP |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 7 | 4.5% | 0 | Lansdowne Partners (UK) LLP, Lone Pine Capital LLC, Alkeon Capital Management LLC, Light Street Capital Management, LLC, Third Point LLC, Tiger Global Management LLC, Coatue Management LLC |
| SGI SOMNIGROUP INTERNATIONAL INC | 7 | 3.3% | 3 | D1 Capital Partners L.P., Scopia Capital Management LP, Abrams Capital Management, L.P., Eminence Capital, LP, Lone Pine Capital LLC, Junto Capital Management LP, Steadfast Capital Management LP |
| Horizon Therapeutics Pub L no ticker | 6 | 7.7% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Montanova Capital, LLC, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| INTU INTUIT | 6 | 2.8% | 0 | Durable Capital Partners LP, Coatue Management LLC, Tiger Global Management LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C., Junto Capital Management LP |
| GE GENERAL ELECTRIC CO | 6 | 4.1% | 0 | Trian Fund Management, L.P., Egerton Capital (UK) LLP, D1 Capital Partners L.P., Viking Global Investors LP, Duquesne Family Office LLC, Montanova Capital, LLC |
| DHR DANAHER CORP DEL | 6 | 3.4% | 2 | Third Point LLC, Viking Global Investors LP, Hound Partners, LLC, Avidity Partners Management LP, Skye Global Management LP, D1 Capital Partners L.P. |
| AMD ADVANCED MICRO DEVICES INC | 6 | 5.4% | 1 | Atreides Management, LP, Light Street Capital Management, LLC, Coatue Management LLC, Montanova Capital, LLC, Melqart Asset Management (UK) Ltd, Scopia Capital Management LP |
| XYZ BLOCK INC | 6 | 3.2% | 3 | Dragoneer Investment Group, LLC, Atreides Management, LP, Viking Global Investors LP, Lone Pine Capital LLC, D1 Capital Partners L.P., Contour Asset Management LLC |
| NU NU HLDGS LTD | 6 | 2.7% | 1 | D1 Capital Partners L.P., Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Maverick Capital Ltd, Coatue Management LLC, Tiger Global Management LLC |
| PDD PDD HOLDINGS INC | 6 | 3.4% | 2 | Dragoneer Investment Group, LLC, SRS Investment Management, LLC, Whale Rock Capital Management LLC, Bridgewater Associates, LP, Altimeter Capital Management, LP, Light Street Capital Management, LLC |
| BBWI BATH & BODY WORKS INC | 6 | 3.6% | 2 | Third Point LLC, Atreides Management, LP, Steadfast Capital Management LP, Lone Pine Capital LLC, Anomaly Capital Management, LP, Junto Capital Management LP |
| KKR KKR & CO INC | 6 | 5.6% | 1 | Greenhaven Road Investment Management, L.P., Lone Pine Capital LLC, Alta Fox Capital Management, LLC, Junto Capital Management LP, Eminence Capital, LP, Corvex Management LP |
| SPLKCHF SPLUNK INC | 6 | 2.8% | 4 | Whale Rock Capital Management LLC, Pentwater Capital Management LP, Tudor Investment Corp ET AL, Anomaly Capital Management, LP, Melqart Asset Management (UK) Ltd, Soros Fund Management |
| HUM HUMANA INC | 6 | 4.0% | 3 | Starboard Value LP, Sachem Head Capital Management LP, Junto Capital Management LP, Avidity Partners Management LP, Maverick Capital Ltd, Farallon Capital Management, L.L.C. |
| LLY ELI LILLY & CO | 6 | 3.0% | 1 | Duquesne Family Office LLC, Tiger Global Management LLC, Avidity Partners Management LP, Lansdowne Partners (UK) LLP, Montanova Capital, LLC, Senator Investment Group LP |
| BSX BOSTON SCIENTIFIC CORP | 6 | 2.7% | 0 | Junto Capital Management LP, Avidity Partners Management LP, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Senator Investment Group LP, Montanova Capital, LLC |
| RH RH | 6 | 3.0% | 0 | Atreides Management, LP, Hound Partners, LLC, Anomaly Capital Management, LP, Durable Capital Partners LP, D1 Capital Partners L.P., Montanova Capital, LLC |
| UNH UNITEDHEALTH GROUP INC | 5 | 3.2% | 1 | Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Viking Global Investors LP, Avidity Partners Management LP, Coatue Management LLC |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 5.7% | 2 | Pershing Square Capital Management, L.P., Alta Fox Capital Management, LLC, Junto Capital Management LP, D1 Capital Partners L.P., Egerton Capital (UK) LLP |
| HDB HDFC BANK LTD | 5 | 2.5% | 0 | D1 Capital Partners L.P., Lone Pine Capital LLC, Viking Global Investors LP, Steadfast Capital Management LP, Egerton Capital (UK) LLP |
| PINS PINTEREST INC | 5 | 4.3% | 1 | Elliott Investment Management L.P., Bronte Capital Management Pty Ltd., Contour Asset Management LLC, Senator Investment Group LP, Eminence Capital, LP |
| CRH CRH PLC | 5 | 4.9% | 5 | Lansdowne Partners (UK) LLP, Baupost Group LLC, Gates Capital Management, Inc., Soros Fund Management, Moore Capital Management, LP |
| ORCL ORACLE CORP | 5 | 2.9% | 1 | Contour Asset Management LLC, Whale Rock Capital Management LLC, Montanova Capital, LLC, Melqart Asset Management (UK) Ltd, Coatue Management LLC |
| TMUS T-MOBILE US INC | 5 | 2.8% | 1 | Duquesne Family Office LLC, Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Third Point LLC, Maverick Capital Ltd |
| SGENUSD SEAGEN INC | 4 | 10.2% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Tudor Investment Corp ET AL, Farallon Capital Management, L.L.C. |
| CPNG COUPANG INC | 4 | 13.8% | 1 | Maverick Capital Ltd, Duquesne Family Office LLC, Abrams Capital Management, L.P., Dragoneer Investment Group, LLC |
| VMWEUR VMWARE INC | 4 | 6.3% | 1 | Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| NFLX NETFLIX INC. | 4 | 6.2% | 0 | SRS Investment Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Light Street Capital Management, LLC |
| TDG TRANSDIGM GROUP INC | 4 | 8.9% | 0 | Altarock Partners LP, Lone Pine Capital LLC, Skye Global Management LP, Alkeon Capital Management LLC |
| Ferguson Plc New no ticker | 4 | 5.1% | 0 | Trian Fund Management, L.P., Third Point LLC, Senator Investment Group LP, Eminence Capital, LP |
| TSLA TESLA INC | 4 | 20.9% | 0 | Nightview Capital, LLC, Coatue Management LLC, Light Street Capital Management, LLC, Atreides Management, LP |
| SE SEA LTD | 4 | 5.3% | 0 | Atreides Management, LP, Soros Fund Management, Tiger Global Management LLC, Moore Capital Management, LP |
| TMO THERMO FISHER SCIENTIFIC INC | 4 | 2.2% | 0 | Farallon Capital Management, L.L.C., Hound Partners, LLC, Viking Global Investors LP, Skye Global Management LP |
| PM PHILIP MORRIS INTL INC | 4 | 3.5% | 1 | D1 Capital Partners L.P., Maverick Capital Ltd, Bronte Capital Management Pty Ltd., Viking Global Investors LP |
| FCNCA FIRST CTZNS BANCSHARES INC N | 4 | 3.6% | 0 | Egerton Capital (UK) LLP, Bronte Capital Management Pty Ltd., Senator Investment Group LP, Coatue Management LLC |
| ABG ASBURY AUTOMOTIVE GROUP INC | 4 | 9.8% | 1 | Impactive Capital LP, Abrams Capital Management, L.P., HITE Hedge Asset Management LLC, Eminence Capital, LP |
| MCK MCKESSON CORP | 4 | 2.8% | 1 | Glenview Capital Management, LLC, Avidity Partners Management LP, Viking Global Investors LP, Junto Capital Management LP |
| CHTR CHARTER COMMUNICATIONS INC | 4 | 3.5% | 1 | Altarock Partners LP, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Glenview Capital Management, LLC |