| 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 | 25 | 4.8% | 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, Holocene Advisors, LP, Montanova Capital, LLC, D1 Capital Partners L.P., Renaissance Technologies LLC |
| META META PLATFORMS INC | 22 | 6.2% | 3 | 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, Woodline Partners LP, Holocene Advisors, 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 | 14 | 4.8% | 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, Point72 Asset Management, L.P., 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 |
| AAPL APPLE INC | 9 | 2.7% | 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, Renaissance Technologies LLC |
| 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 |
| V VISA INC | 8 | 3.0% | 1 | Altarock Partners LP, Hound Partners, LLC, Viking Global Investors LP, Egerton Capital (UK) LLP, Maverick Capital Ltd, Alkeon Capital Management LLC, Holocene Advisors, LP, Farallon Capital Management, L.L.C. |
| 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 |
| TSLA TESLA INC | 8 | 12.4% | 2 | Nightview Capital, LLC, Atreides Management, LP, Altimeter Capital Management, LP, Coatue Management LLC, Montanova Capital, LLC, Third Point LLC, Moore Capital Management, LP, Holocene Advisors, LP |
| 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 |
| 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 |
| MA MASTERCARD INC | 7 | 2.6% | 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, Holocene Advisors, LP |
| 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 |
| 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 |
| BSX BOSTON SCIENTIFIC CORP | 6 | 2.8% | 0 | Avidity Partners Management LP, Steadfast Capital Management LP, Junto Capital Management LP, Farallon Capital Management, L.L.C., Senator Investment Group LP, Holocene Advisors, 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 |
| INTU INTUIT | 5 | 3.1% | 0 | Durable Capital Partners LP, Lone Pine Capital LLC, Farallon Capital Management, L.L.C., Holocene Advisors, LP, Coatue Management LLC |
| HLT HILTON WORLDWIDE HLDGS INC | 5 | 4.0% | 1 | Pershing Square Capital Management, L.P., Skye Global Management LP, Junto Capital Management LP, Long Pond Capital, LP, Holocene Advisors, LP |
| GEV GE VERNOVA LLC | 5 | 2.4% | 0 | Coatue Management LLC, Steadfast Capital Management LP, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Holocene Advisors, LP |
| 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 |
| ADSK AUTODESK INC | 5 | 4.7% | 1 | Starboard Value LP, Light Street Capital Management, LLC, Contour Asset Management LLC, Holocene Advisors, LP, Junto Capital Management LP |
| 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 |
| 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 |
| NFLX NETFLIX INC. | 4 | 6.6% | 1 | SRS Investment Management, LLC, Coatue Management LLC, Maverick Capital Ltd, Discovery Capital Management, LLC |
| 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 |
| NTRA NATERA INC | 4 | 6.5% | 0 | Duquesne Family Office LLC, Avidity Partners Management LP, Maverick Capital Ltd, Farallon Capital Management, L.L.C. |