| AMZN AMAZON COM INC | 32 | 6.8% | 2 | Skye Global Management LP, Altarock Partners LP, Third Point LLC, Nightview Capital, LLC, Anomaly Capital Management, LP, Egerton Capital (UK) LLP, Owl Creek Asset Management, L.P., Lone Pine Capital LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Coatue Management LLC, Contour Asset Management LLC, Light Street Capital Management, LLC, Bronte Capital Management Pty Ltd., Tiger Global Management LLC, Lansdowne Partners (UK) LLP, Senator Investment Group LP, Alta Fox Capital Management, LLC, Whale Rock Capital Management LLC, Steadfast Capital Management LP, Maverick Capital Ltd, Melqart Asset Management (UK) Ltd, Corvex Management LP, D1 Capital Partners L.P., Altimeter Capital Management, LP, Viking Global Investors LP, Montanova Capital, LLC, Glenview Capital Management, LLC, Eminence Capital, LP, Atreides Management, LP, Soros Fund Management, Junto Capital Management LP |
| MSFT MICROSOFT CORP | 25 | 6.5% | 1 | Altarock Partners LP, Tiger Global Management LLC, Skye Global Management LP, Duquesne Family Office LLC, Third Point LLC, Altimeter Capital Management, LP, Hound Partners, LLC, Whale Rock Capital Management LLC, Contour Asset Management LLC, Egerton Capital (UK) LLP, Coatue Management LLC, Lone Pine Capital LLC, Light Street Capital Management, LLC, Alta Fox Capital Management, LLC, D1 Capital Partners L.P., Steadfast Capital Management LP, Corvex Management LP, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Senator Investment Group LP, Owl Creek Asset Management, L.P., Atreides Management, LP, Maverick Capital Ltd, Moore Capital Management, LP |
| META META PLATFORMS INC | 22 | 7.1% | 0 | Tiger Global Management LLC, Altimeter Capital Management, LP, Alkeon Capital Management LLC, Moore Capital Management, LP, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Abrams Capital Management, L.P., D1 Capital Partners L.P., SRS Investment Management, LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Third Point LLC, Contour Asset Management LLC, Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Light Street Capital Management, LLC, Viking Global Investors LP, Montanova Capital, LLC, Maverick Capital Ltd, Bridgewater Associates, LP, Glenview Capital Management, LLC |
| GOOGL ALPHABET INC | 16 | 6.3% | 1 | Himalaya Capital Management LLC, Altarock Partners LP, Bronte Capital Management Pty Ltd., Abrams Capital Management, L.P., Alkeon Capital Management LLC, Anomaly Capital Management, LP, Pershing Square Capital Management, L.P., D1 Capital Partners L.P., Tiger Global Management LLC, Nightview Capital, LLC, Soros Fund Management, Alta Fox Capital Management, LLC, Viking Global Investors LP, Bridgewater Associates, LP, Corvex Management LP, Coatue Management LLC |
| NVDA NVIDIA CORPORATION | 12 | 5.4% | 1 | Light Street Capital Management, LLC, Duquesne Family Office LLC, Coatue Management LLC, Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Owl Creek Asset Management, L.P., Melqart Asset Management (UK) Ltd, Tiger Global Management LLC, Senator Investment Group LP, Steadfast Capital Management LP, Maverick Capital Ltd, SRS Investment Management, LLC |
| UBER UBER TECHNOLOGIES INC | 11 | 3.8% | 0 | Altimeter Capital Management, LP, Owl Creek Asset Management, L.P., Corvex Management LP, Senator Investment Group LP, Eminence Capital, LP, Glenview Capital Management, LLC, Steadfast Capital Management LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Tiger Global Management LLC, Coatue Management LLC |
| CRM SALESFORCE INC | 10 | 4.0% | 1 | Starboard Value LP, Sachem Head Capital Management LP, Lone Pine Capital LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Eminence Capital, LP, Coatue Management LLC, Maverick Capital Ltd, Moore Capital Management, LP, Junto Capital Management LP |
| MA MASTERCARD INC | 9 | 2.4% | 1 | Atreides Management, LP, Lone Pine Capital LLC, Altarock Partners LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Viking Global Investors LP, Farallon Capital Management, L.L.C., D1 Capital Partners L.P., Alta Fox Capital Management, LLC |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 9 | 4.6% | 1 | Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Tiger Global Management LLC, Montanova Capital, LLC, Third Point LLC, Biglari Capital Corp., Maverick Capital Ltd |
| V VISA INC | 8 | 4.5% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Bridgewater Associates, LP, D1 Capital Partners L.P., Farallon Capital Management, L.L.C. |
| GE GENERAL ELECTRIC CO | 8 | 3.7% | 1 | Trian Fund Management, L.P., Egerton Capital (UK) LLP, D1 Capital Partners L.P., Duquesne Family Office LLC, Skye Global Management LP, Viking Global Investors LP, Lone Pine Capital LLC, Montanova Capital, LLC |
| AMD ADVANCED MICRO DEVICES INC | 7 | 5.4% | 3 | Light Street Capital Management, LLC, Coatue Management LLC, Atreides Management, LP, Whale Rock Capital Management LLC, Viking Global Investors LP, Montanova Capital, LLC, Eminence Capital, LP |
| NU NU HLDGS LTD | 7 | 2.7% | 1 | D1 Capital Partners L.P., Whale Rock Capital Management LLC, Maverick Capital Ltd, Dragoneer Investment Group, LLC, Coatue Management LLC, Atreides Management, LP, Tiger Global Management LLC |
| SGI SOMNIGROUP INTERNATIONAL INC | 7 | 3.8% | 2 | D1 Capital Partners L.P., Abrams Capital Management, L.P., Scopia Capital Management LP, Anomaly Capital Management, LP, Steadfast Capital Management LP, Eminence Capital, LP, Duquesne Family Office LLC |
| GOOG ALPHABET INC | 6 | 9.0% | 0 | Himalaya Capital Management LLC, Pershing Square Capital Management, L.P., Baupost Group LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Farallon Capital Management, L.L.C. |
| WDAY WORKDAY INC | 6 | 3.3% | 0 | Viking Global Investors LP, Tiger Global Management LLC, Hound Partners, LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd |
| INTU INTUIT | 6 | 3.3% | 2 | Durable Capital Partners LP, Lone Pine Capital LLC, Contour Asset Management LLC, Farallon Capital Management, L.L.C., Coatue Management LLC, Eminence Capital, LP |
| PDD PDD HOLDINGS INC | 6 | 4.9% | 0 | SRS Investment Management, LLC, Dragoneer Investment Group, LLC, Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Bridgewater Associates, LP |
| DHR DANAHER CORP DEL | 6 | 3.2% | 0 | Third Point LLC, Viking Global Investors LP, Hound Partners, LLC, Avidity Partners Management LP, Skye Global Management LP, Maverick Capital Ltd |
| SPLKCHF SPLUNK INC | 6 | 5.2% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Soros Fund Management, Tudor Investment Corp ET AL, Anomaly Capital Management, LP, Farallon Capital Management, L.L.C. |
| MCK MCKESSON CORP | 6 | 2.1% | 1 | Viking Global Investors LP, Glenview Capital Management, LLC, Avidity Partners Management LP, Junto Capital Management LP, Montanova Capital, LLC, Third Point LLC |
| CRH CRH PLC | 6 | 5.3% | 2 | Lansdowne Partners (UK) LLP, Baupost Group LLC, Gates Capital Management, Inc., Egerton Capital (UK) LLP, Soros Fund Management, Junto Capital Management LP |
| KKR KKR & CO INC | 6 | 5.3% | 0 | Greenhaven Road Investment Management, L.P., Junto Capital Management LP, Lone Pine Capital LLC, Corvex Management LP, Alta Fox Capital Management, LLC, Eminence Capital, LP |
| BSX BOSTON SCIENTIFIC CORP | 6 | 3.0% | 0 | Steadfast Capital Management LP, Avidity Partners Management LP, Junto Capital Management LP, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Senator Investment Group LP |
| RH RH | 6 | 3.4% | 1 | Atreides Management, LP, Hound Partners, LLC, Steadfast Capital Management LP, Anomaly Capital Management, LP, D1 Capital Partners L.P., Durable Capital Partners LP |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 5.4% | 0 | Pershing Square Capital Management, L.P., Alta Fox Capital Management, LLC, Egerton Capital (UK) LLP, Junto Capital Management LP, Skye Global Management LP |
| PM PHILIP MORRIS INTL INC | 5 | 4.1% | 1 | D1 Capital Partners L.P., Bronte Capital Management Pty Ltd., Viking Global Investors LP, Maverick Capital Ltd, Lone Pine Capital LLC |
| HDB HDFC BANK LTD | 5 | 2.9% | 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 | 5.9% | 0 | Elliott Investment Management L.P., Contour Asset Management LLC, Bronte Capital Management Pty Ltd., Senator Investment Group LP, Eminence Capital, LP |
| PGR PROGRESSIVE CORP | 5 | 2.3% | 0 | Viking Global Investors LP, Senator Investment Group LP, Moore Capital Management, LP, Junto Capital Management LP, Eminence Capital, LP |
| XYZ BLOCK INC | 5 | 4.0% | 1 | Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Atreides Management, LP, Senator Investment Group LP, D1 Capital Partners L.P. |
| TMO THERMO FISHER SCIENTIFIC INC | 5 | 2.4% | 2 | Farallon Capital Management, L.L.C., Avidity Partners Management LP, Steadfast Capital Management LP, Skye Global Management LP, Viking Global Investors LP |
| VRT VERTIV HOLDINGS CO | 5 | 2.7% | 0 | Duquesne Family Office LLC, Coatue Management LLC, Senator Investment Group LP, Starboard Value LP, Moore Capital Management, LP |
| LLY ELI LILLY & CO | 5 | 3.2% | 0 | Duquesne Family Office LLC, Tiger Global Management LLC, Lansdowne Partners (UK) LLP, Avidity Partners Management LP, Bridgewater Associates, LP |
| IMGNEUR IMMUNOGEN INC | 5 | 3.8% | 2 | RA Capital Management, L.P., Pentwater Capital Management LP, Avidity Partners Management LP, Maverick Capital Ltd, Melqart Asset Management (UK) Ltd |
| CBRE CBRE GROUP INC | 5 | 1.8% | 0 | Long Pond Capital, LP, Farallon Capital Management, L.L.C., Eminence Capital, LP, Viking Global Investors LP, Maverick Capital Ltd |
| MELI MERCADOLIBRE | 5 | 2.2% | 2 | Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Discovery Capital Management, LLC, Maverick Capital Ltd |
| 0C3 ENDEAVOR GROUP HLDGS INC | 5 | 1.7% | 2 | Owl Creek Asset Management, L.P., Pentwater Capital Management LP, Steadfast Capital Management LP, Corvex Management LP, Elliott Investment Management L.P. |
| PXDEUR PIONEER NAT RES CO | 4 | 10.5% | 3 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| CPNG COUPANG INC | 4 | 12.2% | 0 | Maverick Capital Ltd, Duquesne Family Office LLC, Abrams Capital Management, L.P., Dragoneer Investment Group, LLC |
| BKNG BOOKING HOLDINGS INC | 4 | 3.4% | 0 | Lone Pine Capital LLC, Egerton Capital (UK) LLP, Durable Capital Partners LP, Soros Fund Management |
| UNH UNITEDHEALTH GROUP INC | 4 | 2.6% | 0 | Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Avidity Partners Management LP, Coatue Management LLC |
| BBWI BATH & BODY WORKS INC | 4 | 5.7% | 0 | Third Point LLC, Steadfast Capital Management LP, Atreides Management, LP, Lone Pine Capital LLC |
| APO APOLLO GLOBAL MGMT INC | 4 | 4.0% | 1 | Tiger Global Management LLC, Senator Investment Group LP, Montanova Capital, LLC, Third Point LLC |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 4 | 2.6% | 2 | Tiger Global Management LLC, Senator Investment Group LP, Viking Global Investors LP, Atreides Management, LP |
| Ferguson Plc New no ticker | 4 | 4.5% | 1 | Trian Fund Management, L.P., Third Point LLC, Eminence Capital, LP, Montanova Capital, LLC |
| HES HESS CORP | 4 | 5.3% | 3 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Anomaly Capital Management, LP |
| ADBE ADOBE INC | 4 | 2.8% | 0 | Coatue Management LLC, Corvex Management LP, Contour Asset Management LLC, Steadfast Capital Management LP |
| SE SEA LTD | 4 | 4.5% | 1 | Atreides Management, LP, Tiger Global Management LLC, Soros Fund Management, Eminence Capital, LP |
| ABG ASBURY AUTOMOTIVE GROUP INC | 4 | 9.3% | 0 | Impactive Capital LP, Abrams Capital Management, L.P., HITE Hedge Asset Management LLC, Eminence Capital, LP |