| AMZN AMAZON COM INC | 32 | 7.5% | 0 | Skye Global Management LP, Altarock Partners LP, Nightview Capital, LLC, Third Point LLC, Whale Rock Capital Management LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Moore Capital Management, LP, Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Alta Fox Capital Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Owl Creek Asset Management, L.P., Anomaly Capital Management, LP, Lone Pine Capital LLC, Senator Investment Group LP, Tiger Global Management LLC, Bronte Capital Management Pty Ltd., Steadfast Capital Management LP, Corvex Management LP, Viking Global Investors LP, Atreides Management, LP, Maverick Capital Ltd, Altimeter Capital Management, LP, Eminence Capital, LP, Montanova Capital, LLC, Melqart Asset Management (UK) Ltd, D1 Capital Partners L.P., Junto Capital Management LP, Soros Fund Management, Glenview Capital Management, LLC |
| MSFT MICROSOFT CORP | 27 | 5.7% | 1 | Altarock Partners LP, Duquesne Family Office LLC, Tiger Global Management LLC, Altimeter Capital Management, LP, Third Point LLC, Skye Global Management LP, Whale Rock Capital Management LLC, Contour Asset Management LLC, Hound Partners, LLC, Lone Pine Capital LLC, Coatue Management LLC, Egerton Capital (UK) LLP, Light Street Capital Management, LLC, Alta Fox Capital Management, LLC, Alkeon Capital Management LLC, Corvex Management LP, Steadfast Capital Management LP, Moore Capital Management, LP, Farallon Capital Management, L.L.C., Senator Investment Group LP, Viking Global Investors LP, Atreides Management, LP, D1 Capital Partners L.P., Junto Capital Management LP, Maverick Capital Ltd, Montanova Capital, LLC, Bridgewater Associates, LP |
| META META PLATFORMS INC | 21 | 6.8% | 0 | 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, Lone Pine Capital LLC, Third Point LLC, SRS Investment Management, LLC, Egerton Capital (UK) LLP, D1 Capital Partners L.P., Senator Investment Group LP, Light Street Capital Management, LLC, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Moore Capital Management, LP, Montanova Capital, LLC, Bridgewater Associates, LP, Maverick Capital Ltd, Viking Global Investors LP, Glenview Capital Management, LLC |
| GOOGL ALPHABET INC | 18 | 7.3% | 3 | Himalaya Capital Management LLC, Altarock Partners LP, Bronte Capital Management Pty Ltd., Abrams Capital Management, L.P., Alta Fox Capital Management, LLC, Tiger Global Management LLC, Anomaly Capital Management, LP, Alkeon Capital Management LLC, Pershing Square Capital Management, L.P., Third Point LLC, Nightview Capital, LLC, D1 Capital Partners L.P., Soros Fund Management, Light Street Capital Management, LLC, Bridgewater Associates, LP, Atreides Management, LP, Corvex Management LP, Coatue Management LLC |
| NVDA NVIDIA CORPORATION | 13 | 5.7% | 1 | Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Altimeter Capital Management, LP, Coatue Management LLC, Tiger Global Management LLC, Duquesne Family Office LLC, Maverick Capital Ltd, Melqart Asset Management (UK) Ltd, Bridgewater Associates, LP, Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Contour Asset Management LLC, SRS Investment Management, LLC |
| CRM SALESFORCE INC | 13 | 4.2% | 3 | Starboard Value LP, Lone Pine Capital LLC, Coatue Management LLC, Contour Asset Management LLC, Sachem Head Capital Management LP, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Farallon Capital Management, L.L.C., Eminence Capital, LP, Moore Capital Management, LP, Maverick Capital Ltd, Junto Capital Management LP |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 12 | 5.3% | 2 | Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC, Coatue Management LLC, Tiger Global Management LLC, Third Point LLC, Contour Asset Management LLC, Montanova Capital, LLC, SRS Investment Management, LLC, Maverick Capital Ltd, Junto Capital Management LP |
| UBER UBER TECHNOLOGIES INC | 12 | 3.1% | 1 | Altimeter Capital Management, LP, Owl Creek Asset Management, L.P., Moore Capital Management, LP, Alkeon Capital Management LLC, Light Street Capital Management, LLC, Glenview Capital Management, LLC, Eminence Capital, LP, Maverick Capital Ltd, Steadfast Capital Management LP, Tiger Global Management LLC, Coatue Management LLC, Soros Fund Management |
| AMD ADVANCED MICRO DEVICES INC | 9 | 3.4% | 2 | Light Street Capital Management, LLC, Atreides Management, LP, SRS Investment Management, LLC, Coatue Management LLC, Viking Global Investors LP, Montanova Capital, LLC, Steadfast Capital Management LP, Eminence Capital, LP, Maverick Capital Ltd |
| MA MASTERCARD INC | 9 | 2.6% | 1 | Alta Fox Capital Management, LLC, Atreides Management, LP, Altarock Partners LP, Lone Pine Capital LLC, Junto Capital Management LP, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C., Viking Global Investors LP |
| V VISA INC | 7 | 4.5% | 0 | Altarock Partners LP, Egerton Capital (UK) LLP, Viking Global Investors LP, Maverick Capital Ltd, Alkeon Capital Management LLC, Bridgewater Associates, LP, Farallon Capital Management, L.L.C. |
| XYZ BLOCK INC | 7 | 3.3% | 2 | Dragoneer Investment Group, LLC, Lone Pine Capital LLC, Contour Asset Management LLC, Atreides Management, LP, Senator Investment Group LP, Egerton Capital (UK) LLP, D1 Capital Partners L.P. |
| BKNG BOOKING HOLDINGS INC | 7 | 2.4% | 2 | Durable Capital Partners LP, Lone Pine Capital LLC, Hound Partners, LLC, Egerton Capital (UK) LLP, Junto Capital Management LP, Soros Fund Management, Anomaly Capital Management, LP |
| CRH CRH PLC | 7 | 5.4% | 1 | Lansdowne Partners (UK) LLP, Baupost Group LLC, Gates Capital Management, Inc., Egerton Capital (UK) LLP, Junto Capital Management LP, Soros Fund Management, Montanova Capital, LLC |
| MRVL MARVELL TECHNOLOGY INC | 7 | 3.3% | 3 | Atreides Management, LP, Contour Asset Management LLC, Whale Rock Capital Management LLC, Melqart Asset Management (UK) Ltd, Glenview Capital Management, LLC, Duquesne Family Office LLC, Third Point LLC |
| SGI SOMNIGROUP INTERNATIONAL INC | 7 | 3.4% | 0 | Abrams Capital Management, L.P., Anomaly Capital Management, LP, Scopia Capital Management LP, Steadfast Capital Management LP, Junto Capital Management LP, Eminence Capital, LP, D1 Capital Partners L.P. |
| GOOG ALPHABET INC | 6 | 9.3% | 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 |
| WDAY WORKDAY INC | 6 | 3.4% | 0 | Hound Partners, LLC, Viking Global Investors LP, Lone Pine Capital LLC, Tiger Global Management LLC, Moore Capital Management, LP, Steadfast Capital Management LP |
| GE GENERAL ELECTRIC CO | 6 | 4.6% | 0 | Trian Fund Management, L.P., Skye Global Management LP, Egerton Capital (UK) LLP, Duquesne Family Office LLC, Viking Global Investors LP, Montanova Capital, LLC |
| CPNG COUPANG INC | 6 | 7.8% | 2 | Maverick Capital Ltd, Duquesne Family Office LLC, Dragoneer Investment Group, LLC, Abrams Capital Management, L.P., Durable Capital Partners LP, Altimeter Capital Management, LP |
| NU NU HLDGS LTD | 6 | 2.9% | 0 | Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Maverick Capital Ltd, D1 Capital Partners L.P., Tiger Global Management LLC |
| ELV ELEVANCE HEALTH INC | 6 | 2.4% | 1 | D1 Capital Partners L.P., Junto Capital Management LP, Eminence Capital, LP, Steadfast Capital Management LP, Glenview Capital Management, LLC, Montanova Capital, LLC |
| PM PHILIP MORRIS INTL INC | 5 | 5.3% | 0 | D1 Capital Partners L.P., Lone Pine Capital LLC, Viking Global Investors LP, Bronte Capital Management Pty Ltd., Maverick Capital Ltd |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 5.7% | 0 | Pershing Square Capital Management, L.P., Alta Fox Capital Management, LLC, Egerton Capital (UK) LLP, Skye Global Management LP, Junto Capital Management LP |
| BBWI BATH & BODY WORKS INC | 5 | 4.8% | 0 | Third Point LLC, Steadfast Capital Management LP, Atreides Management, LP, Lone Pine Capital LLC, Junto Capital Management LP |
| AAPL APPLE INC | 5 | 3.5% | 2 | Skye Global Management LP, Himalaya Capital Management LLC, Viking Global Investors LP, Bridgewater Associates, LP, Montanova Capital, LLC |
| VST VISTRA CORP | 5 | 4.5% | 2 | Steadfast Capital Management LP, Duquesne Family Office LLC, Third Point LLC, Lone Pine Capital LLC, Rubric Capital Management LP |
| PINS PINTEREST INC | 5 | 4.7% | 0 | Elliott Investment Management L.P., Contour Asset Management LLC, Bronte Capital Management Pty Ltd., Eminence Capital, LP, Senator Investment Group LP |
| DHR DANAHER CORP DEL | 5 | 3.0% | 0 | Third Point LLC, Hound Partners, LLC, Viking Global Investors LP, Avidity Partners Management LP, Maverick Capital Ltd |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 5 | 4.1% | 1 | Egerton Capital (UK) LLP, Discovery Capital Management, LLC, Gates Capital Management, Inc., Steadfast Capital Management LP, Trian Fund Management, L.P. |
| LLY ELI LILLY & CO | 5 | 1.9% | 0 | Tiger Global Management LLC, Avidity Partners Management LP, Lansdowne Partners (UK) LLP, Duquesne Family Office LLC, Bridgewater Associates, LP |
| AVGO BROADCOM CORP | 5 | 2.9% | 1 | Light Street Capital Management, LLC, Contour Asset Management LLC, Coatue Management LLC, Melqart Asset Management (UK) Ltd, Tiger Global Management LLC |
| PDD PDD HOLDINGS INC | 5 | 3.1% | 1 | SRS Investment Management, LLC, Altimeter Capital Management, LP, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Owl Creek Asset Management, L.P. |
| SPOT SPOTIFY TECHNOLOGY S A | 5 | 2.6% | 2 | Contour Asset Management LLC, Lone Pine Capital LLC, D1 Capital Partners L.P., Steadfast Capital Management LP, SRS Investment Management, LLC |
| BSX BOSTON SCIENTIFIC CORP | 5 | 3.0% | 0 | Avidity Partners Management LP, Steadfast Capital Management LP, Junto Capital Management LP, Farallon Capital Management, L.L.C., Senator Investment Group LP |
| FCX FREEPORT MCMORAN INC | 5 | 2.0% | 0 | Lansdowne Partners (UK) LLP, Moore Capital Management, LP, Duquesne Family Office LLC, Viking Global Investors LP, Senator Investment Group LP |
| AIG American International Group | 5 | 2.8% | 1 | Senator Investment Group LP, Third Point LLC, Junto Capital Management LP, Steadfast Capital Management LP, Moore Capital Management, LP |
| MELI MERCADOLIBRE | 5 | 2.4% | 0 | Discovery Capital Management, LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Maverick Capital Ltd |
| DFSEUR DISCOVER FINL SVCS | 5 | 2.4% | 4 | Pentwater Capital Management LP, Bronte Capital Management Pty Ltd., Duquesne Family Office LLC, Eminence Capital, LP, Melqart Asset Management (UK) Ltd |
| PXDEUR PIONEER NAT RES CO | 4 | 13.4% | 0 | Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL |
| INTU INTUIT | 4 | 3.8% | 0 | Durable Capital Partners LP, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Coatue Management LLC |
| APO APOLLO GLOBAL MGMT INC | 4 | 3.5% | 0 | Tiger Global Management LLC, Senator Investment Group LP, Montanova Capital, LLC, Third Point LLC |
| ADBE ADOBE INC | 4 | 2.3% | 2 | Coatue Management LLC, Steadfast Capital Management LP, Light Street Capital Management, LLC, Viking Global Investors LP |
| ABG ASBURY AUTOMOTIVE GROUP INC | 4 | 9.4% | 0 | Impactive Capital LP, Abrams Capital Management, L.P., HITE Hedge Asset Management LLC, Eminence Capital, LP |
| VRT VERTIV HOLDINGS CO | 4 | 3.1% | 0 | Senator Investment Group LP, Moore Capital Management, LP, Coatue Management LLC, Duquesne Family Office LLC |
| LVS LAS VEGAS SANDS CORP | 4 | 2.4% | 1 | Anomaly Capital Management, LP, Viking Global Investors LP, Steadfast Capital Management LP, Nightview Capital, LLC |
| TEAM ATLASSIAN CORPORATION | 4 | 2.1% | 0 | Durable Capital Partners LP, SRS Investment Management, LLC, Viking Global Investors LP, Melqart Asset Management (UK) Ltd |
| CEG CONSTELLATION ENERGY CORP | 4 | 2.2% | 4 | Steadfast Capital Management LP, Coatue Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC |
| Ferguson Plc no ticker | 4 | 3.3% | 0 | Trian Fund Management, L.P., Third Point LLC, Eminence Capital, LP, Montanova Capital, LLC |
| KKR KKR & CO INC | 4 | 6.3% | 0 | Greenhaven Road Investment Management, L.P., Lone Pine Capital LLC, Corvex Management LP, Junto Capital Management LP |