Crowding, Q3 2024

69 managers · positions at or above 1% of a manager's book

Consensus buys

29 rows


CRWD CROWDSTRIKE HLDGS INC	4	3.0%	Anomaly Capital Management, LP, Owl Creek Asset Management, L.P., Montanova Capital, LLC, Discovery Capital Management, LLC
TLN TALEN ENERGY CORP	3	14.4%	Rubric Capital Management LP, Sachem Head Capital Management LP, Lone Pine Capital LLC
SW SMURFIT WESTROCK PLC	3	10.0%	Lansdowne Partners (UK) LLP, Soros Fund Management, Melqart Asset Management (UK) Ltd
CRM SALESFORCE INC	3	4.3%	Contour Asset Management LLC, Lone Pine Capital LLC, Junto Capital Management LP
Flutter Entmt Plc no ticker	3	2.4%	Tiger Global Management LLC, Viking Global Investors LP, Third Point LLC
SBUX STARBUCKS CORP	3	2.4%	Lone Pine Capital LLC, D1 Capital Partners L.P., Montanova Capital, LLC
CMG CHIPOTLE MEXICAN GRILL INC	3	2.2%	Steadfast Capital Management LP, Junto Capital Management LP, Senator Investment Group LP
WYNN WYNN RESORTS LTD	3	1.9%	Biglari Capital Corp., Owl Creek Asset Management, L.P., Long Pond Capital, LP
FERG FERGUSON ENTERPRISES INC	3	1.8%	Third Point LLC, Montanova Capital, LLC, Junto Capital Management LP
AVGO BROADCOM CORP	3	1.2%	Duquesne Family Office LLC, Maverick Capital Ltd, Altimeter Capital Management, LP
CEG CONSTELLATION ENERGY CORP	2	6.0%	Steadfast Capital Management LP, Discovery Capital Management, LLC
DG DOLLAR GEN CORP	2	5.5%	Hound Partners, LLC, Baupost Group LLC
LEN LENNAR CORP	2	4.7%	Long Pond Capital, LP, Lone Pine Capital LLC
SMARGBP SMARTSHEET INC	2	4.3%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd
META META PLATFORMS INC	2	4.1%	Alta Fox Capital Management, LLC, D1 Capital Partners L.P.
GTLB GITLAB INC	2	3.5%	Light Street Capital Management, LLC, Eminence Capital, LP
DLTR DOLLAR TREE INC	2	3.3%	Scopia Capital Management LP, Corvex Management LP
SOC SABLE OFFSHORE CORP	2	3.2%	Greenhaven Road Investment Management, L.P., Himalaya Capital Management LLC
BAC BANK OF AMER CORP	2	3.1%	D1 Capital Partners L.P., Viking Global Investors LP
CRL CHARLES RIV LABS INTL INC	2	2.9%	Eminence Capital, LP, Impactive Capital LP
KRE SPDR SERIES TRUST	2	2.8%	Duquesne Family Office LLC, Moore Capital Management, LP
DECK DECKERS OUTDOOR CORP	2	2.3%	Atreides Management, LP, Junto Capital Management LP
TSLA TESLA INC	2	2.0%	Altimeter Capital Management, LP, Third Point LLC
ENTG ENTEGRIS INC	2	1.8%	Hound Partners, LLC, D1 Capital Partners L.P.
SPOT SPOTIFY TECHNOLOGY S A	2	1.8%	Owl Creek Asset Management, L.P., Coatue Management LLC
IWM ISHARES TR	2	1.8%	Durable Capital Partners LP, Tudor Investment Corp ET AL
COF CAPITAL ONE FINL CORP	2	1.7%	Senator Investment Group LP, Montanova Capital, LLC
INTC INTEL CORP	2	1.6%	Owl Creek Asset Management, L.P., Melqart Asset Management (UK) Ltd
AKX ANSYS INC	2	1.3%	D1 Capital Partners L.P., Third Point LLC

Who, by name

CRWD Anomaly Capital Management, LP 5.0%, Owl Creek Asset Management, L.P. 4.7%, Montanova Capital, LLC 1.2%, Discovery Capital Management, LLC 1.1%
TLN Rubric Capital Management LP 33.2%, Sachem Head Capital Management LP 8.8%, Lone Pine Capital LLC 1.1%
SW Lansdowne Partners (UK) LLP 19.7%, Soros Fund Management 6.8%, Melqart Asset Management (UK) Ltd 3.5%
CRM Contour Asset Management LLC 5.8%, Lone Pine Capital LLC 4.8%, Junto Capital Management LP 2.3%
Flutter Entmt Plc Tiger Global Management LLC 3.4%, Viking Global Investors LP 2.2%, Third Point LLC 1.6%
SBUX Lone Pine Capital LLC 2.9%, D1 Capital Partners L.P. 2.2%, Montanova Capital, LLC 1.9%
CMG Steadfast Capital Management LP 2.5%, Junto Capital Management LP 2.1%, Senator Investment Group LP 2.0%
WYNN Biglari Capital Corp. 2.0%, Owl Creek Asset Management, L.P. 2.0%, Long Pond Capital, LP 1.7%
FERG Third Point LLC 2.6%, Montanova Capital, LLC 1.6%, Junto Capital Management LP 1.2%
AVGO Duquesne Family Office LLC 1.5%, Maverick Capital Ltd 1.2%, Altimeter Capital Management, LP 1.0%
CEG Steadfast Capital Management LP 6.8%, Discovery Capital Management, LLC 5.1%
DG Hound Partners, LLC 5.6%, Baupost Group LLC 5.5%
LEN Long Pond Capital, LP 5.2%, Lone Pine Capital LLC 4.1%
SMARGBP Pentwater Capital Management LP 6.9%, Melqart Asset Management (UK) Ltd 1.7%
META Alta Fox Capital Management, LLC 5.4%, D1 Capital Partners L.P. 2.8%
GTLB Light Street Capital Management, LLC 4.7%, Eminence Capital, LP 2.3%
DLTR Scopia Capital Management LP 3.3%, Corvex Management LP 3.3%
SOC Greenhaven Road Investment Management, L.P. 5.0%, Himalaya Capital Management LLC 1.3%
BAC D1 Capital Partners L.P. 3.4%, Viking Global Investors LP 2.9%
CRL Eminence Capital, LP 3.0%, Impactive Capital LP 2.8%
KRE Duquesne Family Office LLC 4.1%, Moore Capital Management, LP 1.6%
DECK Atreides Management, LP 3.2%, Junto Capital Management LP 1.3%
TSLA Altimeter Capital Management, LP 2.6%, Third Point LLC 1.4%
ENTG Hound Partners, LLC 2.3%, D1 Capital Partners L.P. 1.4%
SPOT Owl Creek Asset Management, L.P. 2.6%, Coatue Management LLC 1.0%
IWM Durable Capital Partners LP 1.9%, Tudor Investment Corp ET AL 1.7%
COF Senator Investment Group LP 2.2%, Montanova Capital, LLC 1.3%
INTC Owl Creek Asset Management, L.P. 1.8%, Melqart Asset Management (UK) Ltd 1.4%
AKX D1 Capital Partners L.P. 1.4%, Third Point LLC 1.1%

Most crowded

50 rows


AMZN AMAZON COM INC	32	6.9%	0	Skye Global Management LP, Altarock Partners LP, Third Point LLC, Nightview Capital, LLC, Alkeon Capital Management LLC, Coatue Management LLC, Lone Pine Capital LLC, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Atreides Management, LP, Discovery Capital Management, LLC, Bronte Capital Management Pty Ltd., Egerton Capital (UK) LLP, Maverick Capital Ltd, Light Street Capital Management, LLC, Hound Partners, LLC, Tiger Global Management LLC, Owl Creek Asset Management, L.P., Alta Fox Capital Management, LLC, Senator Investment Group LP, Contour Asset Management LLC, D1 Capital Partners L.P., Corvex Management LP, Steadfast Capital Management LP, Eminence Capital, LP, Viking Global Investors LP, Altimeter Capital Management, LP, Montanova Capital, LLC, Glenview Capital Management, LLC, Bridgewater Associates, LP, Moore Capital Management, LP, Soros Fund Management
MSFT MICROSOFT CORP	23	5.1%	1	Altarock Partners LP, Altimeter Capital Management, LP, Tiger Global Management LLC, Hound Partners, LLC, Egerton Capital (UK) LLP, Skye Global Management LP, Coatue Management LLC, Lone Pine Capital LLC, Owl Creek Asset Management, L.P., Maverick Capital Ltd, Third Point LLC, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Alta Fox Capital Management, LLC, Viking Global Investors LP, Corvex Management LP, Senator Investment Group LP, Contour Asset Management LLC, Whale Rock Capital Management LLC, Bridgewater Associates, LP, Steadfast Capital Management LP, Montanova Capital, LLC, D1 Capital Partners L.P.
META META PLATFORMS INC	20	6.7%	2	Altimeter Capital Management, LP, Tiger Global Management LLC, Alkeon Capital Management LLC, SRS Investment Management, LLC, Lone Pine Capital LLC, Coatue Management LLC, Steadfast Capital Management LP, Whale Rock Capital Management LLC, Egerton Capital (UK) LLP, Abrams Capital Management, L.P., Alta Fox Capital Management, LLC, Owl Creek Asset Management, L.P., Light Street Capital Management, LLC, Discovery Capital Management, LLC, Third Point LLC, Montanova Capital, LLC, D1 Capital Partners L.P., Bridgewater Associates, LP, Senator Investment Group LP, Moore Capital Management, LP
GOOGL ALPHABET INC	17	5.4%	0	Himalaya Capital Management LLC, Bronte Capital Management Pty Ltd., Altarock Partners LP, Tiger Global Management LLC, Whale Rock Capital Management LLC, Abrams Capital Management, L.P., Pershing Square Capital Management, L.P., Alkeon Capital Management LLC, Corvex Management LP, Bridgewater Associates, LP, Nightview Capital, LLC, Anomaly Capital Management, LP, Coatue Management LLC, Contour Asset Management LLC, Soros Fund Management, Altimeter Capital Management, LP, Atreides Management, LP
NVDA NVIDIA CORPORATION	13	5.1%	1	Light Street Capital Management, LLC, Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Maverick Capital Ltd, Tiger Global Management LLC, Coatue Management LLC, Bridgewater Associates, LP, Steadfast Capital Management LP, Senator Investment Group LP, Moore Capital Management, LP, Tudor Investment Corp ET AL, Hound Partners, LLC, Viking Global Investors LP
TSM TAIWAN SEMICONDUCTOR MANUFAC	12	6.1%	1	Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Coatue Management LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC, Third Point LLC, Tiger Global Management LLC, Steadfast Capital Management LP, Montanova Capital, LLC, Maverick Capital Ltd, SRS Investment Management, LLC, Altimeter Capital Management, LP
SPOT SPOTIFY TECHNOLOGY S A	10	3.0%	2	Steadfast Capital Management LP, Contour Asset Management LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Viking Global Investors LP, Owl Creek Asset Management, L.P., SRS Investment Management, LLC, Moore Capital Management, LP, Coatue Management LLC, Junto Capital Management LP
Flutter Entmt Plc no ticker	9	3.3%	3	Dragoneer Investment Group, LLC, Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP, Tiger Global Management LLC, Steadfast Capital Management LP, Viking Global Investors LP, Duquesne Family Office LLC, Third Point LLC, Maverick Capital Ltd
VST VISTRA CORP	9	3.0%	1	Lone Pine Capital LLC, Discovery Capital Management, LLC, Third Point LLC, Rubric Capital Management LP, Duquesne Family Office LLC, Alkeon Capital Management LLC, Coatue Management LLC, Senator Investment Group LP, Steadfast Capital Management LP
CRM SALESFORCE INC	9	3.6%	3	Starboard Value LP, Contour Asset Management LLC, Lone Pine Capital LLC, Light Street Capital Management, LLC, Farallon Capital Management, L.L.C., Junto Capital Management LP, Altimeter Capital Management, LP, Eminence Capital, LP, Maverick Capital Ltd
AVGO BROADCOM CORP	9	2.6%	3	Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Contour Asset Management LLC, Coatue Management LLC, Melqart Asset Management (UK) Ltd, Duquesne Family Office LLC, Tiger Global Management LLC, Maverick Capital Ltd, Altimeter Capital Management, LP
UNH UNITEDHEALTH GROUP INC	8	3.0%	1	Tiger Global Management LLC, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Montanova Capital, LLC, Avidity Partners Management LP, SRS Investment Management, LLC, Owl Creek Asset Management, L.P., Steadfast Capital Management LP
AAPL APPLE INC	8	2.9%	0	Viking Global Investors LP, Light Street Capital Management, LLC, Atreides Management, LP, Himalaya Capital Management LLC, Third Point LLC, Montanova Capital, LLC, Skye Global Management LP, Bridgewater Associates, LP
AMD ADVANCED MICRO DEVICES INC	8	4.1%	0	Atreides Management, LP, Light Street Capital Management, LLC, Maverick Capital Ltd, Coatue Management LLC, Montanova Capital, LLC, Eminence Capital, LP, Bridgewater Associates, LP, Melqart Asset Management (UK) Ltd
PM PHILIP MORRIS INTL INC	7	4.6%	0	D1 Capital Partners L.P., Bronte Capital Management Pty Ltd., Duquesne Family Office LLC, Maverick Capital Ltd, Lone Pine Capital LLC, Viking Global Investors LP, Discovery Capital Management, LLC
V VISA INC	7	3.3%	1	Altarock Partners LP, Hound Partners, LLC, Viking Global Investors LP, Egerton Capital (UK) LLP, Maverick Capital Ltd, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C.
CPNG COUPANG INC	7	5.4%	0	Duquesne Family Office LLC, Dragoneer Investment Group, LLC, Abrams Capital Management, L.P., Maverick Capital Ltd, Durable Capital Partners LP, Whale Rock Capital Management LLC, Altimeter Capital Management, LP
UBER UBER TECHNOLOGIES INC	7	4.4%	0	Altimeter Capital Management, LP, Owl Creek Asset Management, L.P., Steadfast Capital Management LP, Eminence Capital, LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Glenview Capital Management, LLC
CRH CRH PLC	7	5.2%	0	Lansdowne Partners (UK) LLP, Baupost Group LLC, Gates Capital Management, Inc., Egerton Capital (UK) LLP, Third Point LLC, Montanova Capital, LLC, Soros Fund Management
TSLA TESLA INC	7	14.0%	2	Nightview Capital, LLC, Atreides Management, LP, Altimeter Capital Management, LP, Coatue Management LLC, Montanova Capital, LLC, Third Point LLC, Moore Capital Management, LP
CEG CONSTELLATION ENERGY CORP	6	4.5%	2	Coatue Management LLC, Steadfast Capital Management LP, Discovery Capital Management, LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Bridgewater Associates, LP
GOOG ALPHABET INC	6	7.7%	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
ADBE ADOBE INC	6	3.1%	1	Viking Global Investors LP, Atreides Management, LP, Coatue Management LLC, Steadfast Capital Management LP, Discovery Capital Management, LLC, Moore Capital Management, LP
MA MASTERCARD INC	6	2.9%	0	Altarock Partners LP, Alta Fox Capital Management, LLC, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Farallon Capital Management, L.L.C., Atreides Management, LP
SGI SOMNIGROUP INTERNATIONAL INC	6	2.2%	0	Scopia Capital Management LP, Abrams Capital Management, L.P., Steadfast Capital Management LP, Junto Capital Management LP, Eminence Capital, LP, Maverick Capital Ltd
PDD PDD HOLDINGS INC	5	4.7%	0	Dragoneer Investment Group, LLC, SRS Investment Management, LLC, Whale Rock Capital Management LLC, Steadfast Capital Management LP, Coatue Management LLC
NU NU HLDGS LTD	5	2.8%	0	Whale Rock Capital Management LLC, Maverick Capital Ltd, Coatue Management LLC, Dragoneer Investment Group, LLC, Tiger Global Management LLC
DASH DOORDASH INC	5	2.4%	1	Dragoneer Investment Group, LLC, Maverick Capital Ltd, Viking Global Investors LP, Tiger Global Management LLC, Coatue Management LLC
GE GENERAL ELECTRIC CO	5	6.8%	0	Trian Fund Management, L.P., Skye Global Management LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Montanova Capital, LLC
BKNG BOOKING HOLDINGS INC	5	4.3%	0	Hound Partners, LLC, Durable Capital Partners LP, Egerton Capital (UK) LLP, Lone Pine Capital LLC, Junto Capital Management LP
LPLA LPL FINL HLDGS INC	5	2.8%	1	Eminence Capital, LP, Lone Pine Capital LLC, Junto Capital Management LP, Maverick Capital Ltd, Third Point LLC
GEHC GE HEALTHCARE TECHNOLOGIES I	5	3.4%	1	Egerton Capital (UK) LLP, D1 Capital Partners L.P., Gates Capital Management, Inc., Discovery Capital Management, LLC, Steadfast Capital Management LP
BSX BOSTON SCIENTIFIC CORP	5	3.1%	0	Avidity Partners Management LP, Steadfast Capital Management LP, Junto Capital Management LP, Farallon Capital Management, L.L.C., Senator Investment Group LP
MELI MERCADOLIBRE	5	2.4%	0	Duquesne Family Office LLC, Whale Rock Capital Management LLC, Alkeon Capital Management LLC, Atreides Management, LP, Altimeter Capital Management, LP
HUBS HUBSPOT INC	5	2.3%	1	Durable Capital Partners LP, Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Contour Asset Management LLC, Whale Rock Capital Management LLC
CTVA CORTEVA INC	5	5.4%	0	Anomaly Capital Management, LP, Glenview Capital Management, LLC, Scopia Capital Management LP, Bronte Capital Management Pty Ltd., Eminence Capital, LP
CVNA CARVANA CO	5	2.7%	1	Contour Asset Management LLC, Senator Investment Group LP, Durable Capital Partners LP, Whale Rock Capital Management LLC, Steadfast Capital Management LP
AKX ANSYS INC	5	2.8%	2	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, Farallon Capital Management, L.L.C., D1 Capital Partners L.P., Third Point LLC
CRWD CROWDSTRIKE HLDGS INC	5	2.6%	4	Anomaly Capital Management, LP, Owl Creek Asset Management, L.P., Montanova Capital, LLC, Discovery Capital Management, LLC, Tiger Global Management LLC
INTU INTUIT	4	3.5%	0	Durable Capital Partners LP, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Coatue Management LLC
NFLX NETFLIX INC.	4	6.6%	1	SRS Investment Management, LLC, Coatue Management LLC, Maverick Capital Ltd, Discovery Capital Management, LLC
HLT HILTON WORLDWIDE HLDGS INC	4	4.7%	1	Pershing Square Capital Management, L.P., Skye Global Management LP, Junto Capital Management LP, Long Pond Capital, LP
CMG CHIPOTLE MEXICAN GRILL INC	4	4.9%	3	Pershing Square Capital Management, L.P., Steadfast Capital Management LP, Junto Capital Management LP, Senator Investment Group LP
PGR PROGRESSIVE CORP	4	4.2%	0	Egerton Capital (UK) LLP, Senator Investment Group LP, Viking Global Investors LP, Junto Capital Management LP
APO APOLLO GLOBAL MGMT INC	4	3.4%	0	Tiger Global Management LLC, Senator Investment Group LP, Montanova Capital, LLC, Third Point LLC
WDAY WORKDAY INC	4	3.2%	1	Hound Partners, LLC, Lone Pine Capital LLC, Viking Global Investors LP, Tiger Global Management LLC
HES HESS CORP	4	5.7%	0	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Third Point LLC
GEV GE VERNOVA LLC	4	2.7%	0	Coatue Management LLC, Steadfast Capital Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP
NTRA NATERA INC	4	6.5%	0	Duquesne Family Office LLC, Avidity Partners Management LP, Maverick Capital Ltd, Farallon Capital Management, L.L.C.
LRCX LAM RESEARCH CORP	4	1.4%	0	Alkeon Capital Management LLC, Bridgewater Associates, LP, Tiger Global Management LLC, Coatue Management LLC

Who, by name

AMZN Skye Global Management LP 53.6%, Altarock Partners LP 19.8%, Third Point LLC 9.3%, Nightview Capital, LLC 9.1%, Alkeon Capital Management LLC 8.1%, Coatue Management LLC 7.8%, Lone Pine Capital LLC 7.6%, Whale Rock Capital Management LLC 7.5%, Anomaly Capital Management, LP 6.7%, Atreides Management, LP 5.9%, Discovery Capital Management, LLC 5.8%, Bronte Capital Management Pty Ltd. 5.8%, Egerton Capital (UK) LLP 5.8%, Maverick Capital Ltd 5.5%, Light Street Capital Management, LLC 5.4%, Hound Partners, LLC 5.1%, Tiger Global Management LLC 5.1%, Owl Creek Asset Management, L.P. 5.1%, Alta Fox Capital Management, LLC 4.9%, Senator Investment Group LP 4.8%, Contour Asset Management LLC 4.5%, D1 Capital Partners L.P. 4.4%, Corvex Management LP 4.0%, Steadfast Capital Management LP 3.5%, Eminence Capital, LP 3.0%, Viking Global Investors LP 2.8%, Altimeter Capital Management, LP 2.5%, Montanova Capital, LLC 2.4%, Glenview Capital Management, LLC 1.9%, Bridgewater Associates, LP 1.5%, Moore Capital Management, LP 1.1%, Soros Fund Management 1.0%
MSFT Altarock Partners LP 16.4%, Altimeter Capital Management, LP 10.1%, Tiger Global Management LLC 9.8%, Hound Partners, LLC 9.5%, Egerton Capital (UK) LLP 7.5%, Skye Global Management LP 6.2%, Coatue Management LLC 6.2%, Lone Pine Capital LLC 5.3%, Owl Creek Asset Management, L.P. 5.2%, Maverick Capital Ltd 5.1%, Third Point LLC 5.0%, Alkeon Capital Management LLC 4.1%, Farallon Capital Management, L.L.C. 3.5%, Alta Fox Capital Management, LLC 3.2%, Viking Global Investors LP 3.2%, Corvex Management LP 3.1%, Senator Investment Group LP 2.6%, Contour Asset Management LLC 2.3%, Whale Rock Capital Management LLC 2.2%, Bridgewater Associates, LP 2.1%, Steadfast Capital Management LP 2.0%, Montanova Capital, LLC 1.5%, D1 Capital Partners L.P. 1.3%
META Altimeter Capital Management, LP 19.2%, Tiger Global Management LLC 18.2%, Alkeon Capital Management LLC 9.3%, SRS Investment Management, LLC 9.1%, Lone Pine Capital LLC 8.1%, Coatue Management LLC 7.9%, Steadfast Capital Management LP 6.2%, Whale Rock Capital Management LLC 6.0%, Egerton Capital (UK) LLP 5.9%, Abrams Capital Management, L.P. 5.7%, Alta Fox Capital Management, LLC 5.4%, Owl Creek Asset Management, L.P. 5.3%, Light Street Capital Management, LLC 5.2%, Discovery Capital Management, LLC 4.6%, Third Point LLC 4.2%, Montanova Capital, LLC 3.5%, D1 Capital Partners L.P. 2.8%, Bridgewater Associates, LP 2.6%, Senator Investment Group LP 2.4%, Moore Capital Management, LP 2.3%
GOOGL Himalaya Capital Management LLC 17.1%, Bronte Capital Management Pty Ltd. 12.0%, Altarock Partners LP 10.9%, Tiger Global Management LLC 7.3%, Whale Rock Capital Management LLC 5.6%, Abrams Capital Management, L.P. 5.5%, Pershing Square Capital Management, L.P. 5.1%, Alkeon Capital Management LLC 5.1%, Corvex Management LP 4.4%, Bridgewater Associates, LP 4.1%, Nightview Capital, LLC 3.2%, Anomaly Capital Management, LP 2.3%, Coatue Management LLC 2.3%, Contour Asset Management LLC 2.1%, Soros Fund Management 1.7%, Altimeter Capital Management, LP 1.6%, Atreides Management, LP 1.2%
NVDA Light Street Capital Management, LLC 17.2%, Altimeter Capital Management, LP 14.0%, Whale Rock Capital Management LLC 5.9%, Maverick Capital Ltd 5.6%, Tiger Global Management LLC 5.0%, Coatue Management LLC 4.6%, Bridgewater Associates, LP 3.3%, Steadfast Capital Management LP 2.3%, Senator Investment Group LP 1.9%, Moore Capital Management, LP 1.9%, Tudor Investment Corp ET AL 1.8%, Hound Partners, LLC 1.7%, Viking Global Investors LP 1.0%
TSM Lansdowne Partners (UK) LLP 24.3%, Light Street Capital Management, LLC 14.9%, Coatue Management LLC 6.0%, Alkeon Capital Management LLC 5.9%, Lone Pine Capital LLC 5.5%, Third Point LLC 4.2%, Tiger Global Management LLC 2.7%, Steadfast Capital Management LP 2.3%, Montanova Capital, LLC 2.2%, Maverick Capital Ltd 2.1%, SRS Investment Management, LLC 2.0%, Altimeter Capital Management, LP 1.3%
SPOT Steadfast Capital Management LP 5.3%, Contour Asset Management LLC 4.4%, D1 Capital Partners L.P. 4.3%, Lone Pine Capital LLC 4.3%, Viking Global Investors LP 3.5%, Owl Creek Asset Management, L.P. 2.6%, SRS Investment Management, LLC 2.2%, Moore Capital Management, LP 1.5%, Coatue Management LLC 1.0%, Junto Capital Management LP 1.0%
Flutter Entmt Plc Dragoneer Investment Group, LLC 6.9%, Owl Creek Asset Management, L.P. 4.5%, Egerton Capital (UK) LLP 4.3%, Tiger Global Management LLC 3.4%, Steadfast Capital Management LP 3.3%, Viking Global Investors LP 2.2%, Duquesne Family Office LLC 2.2%, Third Point LLC 1.6%, Maverick Capital Ltd 1.0%
VST Lone Pine Capital LLC 6.0%, Discovery Capital Management, LLC 5.3%, Third Point LLC 5.1%, Rubric Capital Management LP 4.1%, Duquesne Family Office LLC 1.6%, Alkeon Capital Management LLC 1.4%, Coatue Management LLC 1.2%, Senator Investment Group LP 1.2%, Steadfast Capital Management LP 1.1%
CRM Starboard Value LP 8.4%, Contour Asset Management LLC 5.8%, Lone Pine Capital LLC 4.8%, Light Street Capital Management, LLC 3.4%, Farallon Capital Management, L.L.C. 3.1%, Junto Capital Management LP 2.3%, Altimeter Capital Management, LP 1.9%, Eminence Capital, LP 1.5%, Maverick Capital Ltd 1.4%
AVGO Light Street Capital Management, LLC 5.6%, Whale Rock Capital Management LLC 4.9%, Contour Asset Management LLC 3.2%, Coatue Management LLC 2.8%, Melqart Asset Management (UK) Ltd 1.8%, Duquesne Family Office LLC 1.5%, Tiger Global Management LLC 1.4%, Maverick Capital Ltd 1.2%, Altimeter Capital Management, LP 1.0%
UNH Tiger Global Management LLC 5.9%, Lone Pine Capital LLC 3.6%, Farallon Capital Management, L.L.C. 3.5%, Montanova Capital, LLC 3.1%, Avidity Partners Management LP 2.6%, SRS Investment Management, LLC 2.1%, Owl Creek Asset Management, L.P. 1.8%, Steadfast Capital Management LP 1.4%
AAPL Viking Global Investors LP 4.1%, Light Street Capital Management, LLC 3.8%, Atreides Management, LP 3.3%, Himalaya Capital Management LLC 3.0%, Third Point LLC 2.9%, Montanova Capital, LLC 2.8%, Skye Global Management LP 1.6%, Bridgewater Associates, LP 1.4%
AMD Atreides Management, LP 11.4%, Light Street Capital Management, LLC 9.4%, Maverick Capital Ltd 3.0%, Coatue Management LLC 2.6%, Montanova Capital, LLC 2.0%, Eminence Capital, LP 1.7%, Bridgewater Associates, LP 1.4%, Melqart Asset Management (UK) Ltd 1.0%
PM D1 Capital Partners L.P. 7.7%, Bronte Capital Management Pty Ltd. 5.4%, Duquesne Family Office LLC 4.8%, Maverick Capital Ltd 4.6%, Lone Pine Capital LLC 4.1%, Viking Global Investors LP 4.0%, Discovery Capital Management, LLC 1.4%
V Altarock Partners LP 6.1%, Hound Partners, LLC 4.2%, Viking Global Investors LP 3.5%, Egerton Capital (UK) LLP 3.3%, Maverick Capital Ltd 2.6%, Alkeon Capital Management LLC 2.2%, Farallon Capital Management, L.L.C. 1.1%
CPNG Duquesne Family Office LLC 10.1%, Dragoneer Investment Group, LLC 8.0%, Abrams Capital Management, L.P. 5.1%, Maverick Capital Ltd 4.8%, Durable Capital Partners LP 4.5%, Whale Rock Capital Management LLC 2.7%, Altimeter Capital Management, LP 2.4%
UBER Altimeter Capital Management, LP 14.8%, Owl Creek Asset Management, L.P. 4.6%, Steadfast Capital Management LP 2.8%, Eminence Capital, LP 2.6%, Egerton Capital (UK) LLP 2.6%, Alkeon Capital Management LLC 1.8%, Glenview Capital Management, LLC 1.7%
CRH Lansdowne Partners (UK) LLP 14.8%, Baupost Group LLC 7.0%, Gates Capital Management, Inc. 5.0%, Egerton Capital (UK) LLP 4.1%, Third Point LLC 2.6%, Montanova Capital, LLC 1.8%, Soros Fund Management 1.1%
TSLA Nightview Capital, LLC 84.0%, Atreides Management, LP 5.0%, Altimeter Capital Management, LP 2.6%, Coatue Management LLC 2.2%, Montanova Capital, LLC 1.8%, Third Point LLC 1.4%, Moore Capital Management, LP 1.2%
CEG Coatue Management LLC 7.5%, Steadfast Capital Management LP 6.8%, Discovery Capital Management, LLC 5.1%, Lone Pine Capital LLC 4.6%, Alkeon Capital Management LLC 1.9%, Bridgewater Associates, LP 1.1%
GOOG Himalaya Capital Management LLC 20.6%, Pershing Square Capital Management, L.P. 9.8%, Baupost Group LLC 7.0%, Egerton Capital (UK) LLP 5.5%, Farallon Capital Management, L.L.C. 2.2%, Senator Investment Group LP 1.4%
ADBE Viking Global Investors LP 4.9%, Atreides Management, LP 4.9%, Coatue Management LLC 3.2%, Steadfast Capital Management LP 2.6%, Discovery Capital Management, LLC 1.6%, Moore Capital Management, LP 1.4%
MA Altarock Partners LP 6.0%, Alta Fox Capital Management, LLC 3.3%, Egerton Capital (UK) LLP 3.2%, Alkeon Capital Management LLC 2.1%, Farallon Capital Management, L.L.C. 1.4%, Atreides Management, LP 1.3%
SGI Scopia Capital Management LP 3.4%, Abrams Capital Management, L.P. 3.2%, Steadfast Capital Management LP 2.6%, Junto Capital Management LP 1.6%, Eminence Capital, LP 1.5%, Maverick Capital Ltd 1.2%
PDD Dragoneer Investment Group, LLC 8.8%, SRS Investment Management, LLC 8.7%, Whale Rock Capital Management LLC 2.9%, Steadfast Capital Management LP 1.7%, Coatue Management LLC 1.3%
NU Whale Rock Capital Management LLC 4.3%, Maverick Capital Ltd 3.2%, Coatue Management LLC 3.2%, Dragoneer Investment Group, LLC 2.4%, Tiger Global Management LLC 1.1%
DASH Dragoneer Investment Group, LLC 5.1%, Maverick Capital Ltd 2.7%, Viking Global Investors LP 1.9%, Tiger Global Management LLC 1.3%, Coatue Management LLC 1.0%
GE Trian Fund Management, L.P. 19.5%, Skye Global Management LP 6.9%, Egerton Capital (UK) LLP 3.7%, Senator Investment Group LP 2.3%, Montanova Capital, LLC 1.4%
BKNG Hound Partners, LLC 11.1%, Durable Capital Partners LP 3.8%, Egerton Capital (UK) LLP 2.7%, Lone Pine Capital LLC 2.4%, Junto Capital Management LP 1.6%
LPLA Eminence Capital, LP 3.8%, Lone Pine Capital LLC 3.8%, Junto Capital Management LP 2.5%, Maverick Capital Ltd 2.3%, Third Point LLC 1.5%
GEHC Egerton Capital (UK) LLP 5.4%, D1 Capital Partners L.P. 5.2%, Gates Capital Management, Inc. 2.5%, Discovery Capital Management, LLC 2.4%, Steadfast Capital Management LP 1.7%
BSX Avidity Partners Management LP 4.1%, Steadfast Capital Management LP 3.8%, Junto Capital Management LP 3.2%, Farallon Capital Management, L.L.C. 2.5%, Senator Investment Group LP 1.8%
MELI Duquesne Family Office LLC 3.5%, Whale Rock Capital Management LLC 2.6%, Alkeon Capital Management LLC 2.1%, Atreides Management, LP 2.0%, Altimeter Capital Management, LP 1.9%
HUBS Durable Capital Partners LP 4.0%, Pentwater Capital Management LP 2.8%, Melqart Asset Management (UK) Ltd 1.8%, Contour Asset Management LLC 1.6%, Whale Rock Capital Management LLC 1.4%
CTVA Anomaly Capital Management, LP 9.0%, Glenview Capital Management, LLC 6.5%, Scopia Capital Management LP 6.0%, Bronte Capital Management Pty Ltd. 2.8%, Eminence Capital, LP 2.8%
CVNA Contour Asset Management LLC 4.0%, Senator Investment Group LP 3.5%, Durable Capital Partners LP 2.6%, Whale Rock Capital Management LLC 2.3%, Steadfast Capital Management LP 1.0%
AKX Melqart Asset Management (UK) Ltd 7.4%, Pentwater Capital Management LP 2.5%, Farallon Capital Management, L.L.C. 1.6%, D1 Capital Partners L.P. 1.4%, Third Point LLC 1.1%
CRWD Anomaly Capital Management, LP 5.0%, Owl Creek Asset Management, L.P. 4.7%, Montanova Capital, LLC 1.2%, Discovery Capital Management, LLC 1.1%, Tiger Global Management LLC 1.1%
INTU Durable Capital Partners LP 6.4%, Lone Pine Capital LLC 4.3%, Farallon Capital Management, L.L.C. 2.1%, Coatue Management LLC 1.2%
NFLX SRS Investment Management, LLC 22.0%, Coatue Management LLC 1.6%, Maverick Capital Ltd 1.4%, Discovery Capital Management, LLC 1.2%
HLT Pershing Square Capital Management, L.P. 13.2%, Skye Global Management LP 2.5%, Junto Capital Management LP 1.9%, Long Pond Capital, LP 1.3%
CMG Pershing Square Capital Management, L.P. 12.9%, Steadfast Capital Management LP 2.5%, Junto Capital Management LP 2.1%, Senator Investment Group LP 2.0%
PGR Egerton Capital (UK) LLP 7.2%, Senator Investment Group LP 3.4%, Viking Global Investors LP 3.2%, Junto Capital Management LP 2.8%
APO Tiger Global Management LLC 6.5%, Senator Investment Group LP 3.6%, Montanova Capital, LLC 2.1%, Third Point LLC 1.6%
WDAY Hound Partners, LLC 5.0%, Lone Pine Capital LLC 2.9%, Viking Global Investors LP 2.9%, Tiger Global Management LLC 2.0%
HES Pentwater Capital Management LP 11.1%, Melqart Asset Management (UK) Ltd 5.7%, Farallon Capital Management, L.L.C. 4.8%, Third Point LLC 1.1%
GEV Coatue Management LLC 3.7%, Steadfast Capital Management LP 3.4%, Lone Pine Capital LLC 2.2%, Egerton Capital (UK) LLP 1.5%
NTRA Duquesne Family Office LLC 15.9%, Avidity Partners Management LP 3.6%, Maverick Capital Ltd 3.3%, Farallon Capital Management, L.L.C. 3.2%
LRCX Alkeon Capital Management LLC 2.0%, Bridgewater Associates, LP 1.3%, Tiger Global Management LLC 1.2%, Coatue Management LLC 1.2%

Consensus exits

25 rows


Ferguson Plc New no ticker	5	1.5%	Third Point LLC, Skye Global Management LP, Eminence Capital, LP, Viking Global Investors LP, Montanova Capital, LLC
AIG American International Group	4	2.9%	Senator Investment Group LP, Third Point LLC, Junto Capital Management LP, Moore Capital Management, LP
HUM HUMANA INC	3	3.4%	Steadfast Capital Management LP, Baupost Group LLC, Junto Capital Management LP
BBWI BATH & BODY WORKS INC	3	3.1%	Steadfast Capital Management LP, Lone Pine Capital LLC, Junto Capital Management LP
CERE1EUR CEREVEL THERAPEUTICS HLDNG I	3	2.6%	Melqart Asset Management (UK) Ltd, Soros Fund Management, Pentwater Capital Management LP
AAPL APPLE INC	3	2.5%	Contour Asset Management LLC, Moore Capital Management, LP, Whale Rock Capital Management LLC
DELL DELL TECHNOLOGIES INC	3	2.1%	Light Street Capital Management, LLC, Anomaly Capital Management, LP, Altimeter Capital Management, LP
ELV ELEVANCE HEALTH INC	3	2.0%	D1 Capital Partners L.P., Montanova Capital, LLC, Glenview Capital Management, LLC
APH AMPHENOL CORP	3	1.6%	Altimeter Capital Management, LP, Coatue Management LLC, Maverick Capital Ltd
GOOGL ALPHABET INC	2	6.5%	Alta Fox Capital Management, LLC, Third Point LLC
SMARGBP SMARTSHEET INC	2	3.8%	Engaged Capital LLC, Scopia Capital Management LP
MRVL MARVELL TECHNOLOGY INC	2	3.8%	Atreides Management, LP, D1 Capital Partners L.P.
WRKUSD WESTROCK CO	2	3.5%	Soros Fund Management, Pentwater Capital Management LP
FTRE FORTREA HLDGS INC	2	3.5%	Scopia Capital Management LP, Gates Capital Management, Inc.
P EVERPURE INC	2	2.8%	Atreides Management, LP, Light Street Capital Management, LLC
JAZZ JAZZ PHARMACEUTICALS PLC	2	2.7%	Baupost Group LLC, Rubric Capital Management LP
WMT WALMART INC	2	2.6%	Anomaly Capital Management, LP, Junto Capital Management LP
PINS PINTEREST INC	2	2.5%	Contour Asset Management LLC, Whale Rock Capital Management LLC
Cellebrite Di Ltd no ticker	2	2.2%	Greenhaven Road Investment Management, L.P., Light Street Capital Management, LLC
BAC BANK OF AMER CORP	2	2.2%	Junto Capital Management LP, Moore Capital Management, LP
META META PLATFORMS INC	2	2.1%	Maverick Capital Ltd, Atreides Management, LP
CRM SALESFORCE INC	2	2.0%	Anomaly Capital Management, LP, Coatue Management LLC
UBER UBER TECHNOLOGIES INC	2	1.8%	Maverick Capital Ltd, Third Point LLC
SGI SOMNIGROUP INTERNATIONAL INC	2	1.5%	Anomaly Capital Management, LP, Senator Investment Group LP
VYX NCR VOYIX CORPORATION	2	1.2%	Senator Investment Group LP, Rubric Capital Management LP

Who, by name

Ferguson Plc New Third Point LLC 2.1%, Skye Global Management LP 1.5%, Eminence Capital, LP 1.3%, Viking Global Investors LP 1.2%, Montanova Capital, LLC 1.1%
AIG Senator Investment Group LP 4.6%, Third Point LLC 2.9%, Junto Capital Management LP 2.3%, Moore Capital Management, LP 1.6%
HUM Steadfast Capital Management LP 4.6%, Baupost Group LLC 4.3%, Junto Capital Management LP 1.1%
BBWI Steadfast Capital Management LP 3.9%, Lone Pine Capital LLC 3.6%, Junto Capital Management LP 1.7%
CERE1EUR Melqart Asset Management (UK) Ltd 4.2%, Soros Fund Management 2.0%, Pentwater Capital Management LP 1.7%
AAPL Contour Asset Management LLC 3.9%, Moore Capital Management, LP 2.0%, Whale Rock Capital Management LLC 1.6%
DELL Light Street Capital Management, LLC 4.2%, Anomaly Capital Management, LP 1.0%, Altimeter Capital Management, LP 1.0%
ELV D1 Capital Partners L.P. 2.7%, Montanova Capital, LLC 2.0%, Glenview Capital Management, LLC 1.1%
APH Altimeter Capital Management, LP 2.0%, Coatue Management LLC 1.6%, Maverick Capital Ltd 1.2%
GOOGL Alta Fox Capital Management, LLC 9.0%, Third Point LLC 4.1%
SMARGBP Engaged Capital LLC 5.1%, Scopia Capital Management LP 2.6%
MRVL Atreides Management, LP 5.8%, D1 Capital Partners L.P. 1.8%
WRKUSD Soros Fund Management 3.8%, Pentwater Capital Management LP 3.3%
FTRE Scopia Capital Management LP 5.1%, Gates Capital Management, Inc. 1.8%
P Atreides Management, LP 3.2%, Light Street Capital Management, LLC 2.3%
JAZZ Baupost Group LLC 3.7%, Rubric Capital Management LP 1.7%
WMT Anomaly Capital Management, LP 3.6%, Junto Capital Management LP 1.6%
PINS Contour Asset Management LLC 2.9%, Whale Rock Capital Management LLC 2.2%
Cellebrite Di Ltd Greenhaven Road Investment Management, L.P. 3.1%, Light Street Capital Management, LLC 1.2%
BAC Junto Capital Management LP 3.1%, Moore Capital Management, LP 1.2%
META Maverick Capital Ltd 2.8%, Atreides Management, LP 1.4%
CRM Anomaly Capital Management, LP 2.1%, Coatue Management LLC 1.9%
UBER Maverick Capital Ltd 1.9%, Third Point LLC 1.7%
SGI Anomaly Capital Management, LP 1.9%, Senator Investment Group LP 1.1%
VYX Senator Investment Group LP 1.2%, Rubric Capital Management LP 1.1%