Crowding, Q4 2024

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

Consensus buys

41 rows


COF CAPITAL ONE FINL CORP	5	2.5%	Lone Pine Capital LLC, Egerton Capital (UK) LLP, Third Point LLC, D1 Capital Partners L.P., Discovery Capital Management, LLC
DFSEUR DISCOVER FINL SVCS	4	1.4%	Discovery Capital Management, LLC, Pentwater Capital Management LP, Third Point LLC, Melqart Asset Management (UK) Ltd
WDAY WORKDAY INC	3	3.1%	Contour Asset Management LLC, Light Street Capital Management, LLC, Third Point LLC
LLY ELI LILLY & CO	3	2.8%	Lone Pine Capital LLC, Egerton Capital (UK) LLP, Duquesne Family Office LLC
APP APPLOVIN CORP	3	2.5%	Steadfast Capital Management LP, D1 Capital Partners L.P., Anomaly Capital Management, LP
TSM TAIWAN SEMICONDUCTOR MANUFAC	3	2.3%	Skye Global Management LP, Viking Global Investors LP, Corvex Management LP
MSFT MICROSOFT CORP	3	2.1%	Atreides Management, LP, Glenview Capital Management, LLC, Junto Capital Management LP
WBD WARNER BROS DISCOVERY INC	3	2.1%	Sachem Head Capital Management LP, Duquesne Family Office LLC, Senator Investment Group LP
BA BOEING CO	3	1.9%	Discovery Capital Management, LLC, Viking Global Investors LP, Montanova Capital, LLC
DKNG DRAFTKINGS INC NEW	3	1.9%	Scopia Capital Management LP, Anomaly Capital Management, LP, Contour Asset Management LLC
MDB MONGODB INC	3	1.7%	Atreides Management, LP, Melqart Asset Management (UK) Ltd, D1 Capital Partners L.P.
WFC WELLS FARGO & CO	3	1.7%	Maverick Capital Ltd, Junto Capital Management LP, Moore Capital Management, LP
PRMB PRIMO BRANDS CORPORATION	3	1.6%	Eminence Capital, LP, Senator Investment Group LP, Skye Global Management LP
AJG GALLAGHER ARTHUR J & CO	3	1.5%	Junto Capital Management LP, Soros Fund Management, Moore Capital Management, LP
KR KROGER CO	2	5.6%	Steadfast Capital Management LP, Junto Capital Management LP
FUN SIX FLAGS ENTERTAINMENT CORP	2	3.9%	Contour Asset Management LLC, Scopia Capital Management LP
JPM JPMORGAN CHASE & CO	2	3.9%	Discovery Capital Management, LLC, Junto Capital Management LP
FERG FERGUSON ENTERPRISES INC	2	3.7%	Baupost Group LLC, Atreides Management, LP
SBUX STARBUCKS CORP	2	3.6%	Steadfast Capital Management LP, Atreides Management, LP
MRVL MARVELL TECHNOLOGY INC	2	3.6%	Light Street Capital Management, LLC, Discovery Capital Management, LLC
GPN GLOBAL PMTS INC	2	3.2%	Contour Asset Management LLC, Discovery Capital Management, LLC
RDDT REDDIT INC	2	3.0%	Coatue Management LLC, Whale Rock Capital Management LLC
Flutter Entmt Plc no ticker	2	2.7%	Lone Pine Capital LLC, Altimeter Capital Management, LP
AMZN AMAZON COM INC	2	2.5%	Scopia Capital Management LP, Duquesne Family Office LLC
SNOW SNOWFLAKE INC	2	2.4%	Atreides Management, LP, Maverick Capital Ltd
AVGO BROADCOM CORP	2	2.3%	Atreides Management, LP, Steadfast Capital Management LP
MAGN MAGNERA CORP	2	2.1%	Irenic Capital Management LP, Scopia Capital Management LP
UNH UNITEDHEALTH GROUP INC	2	2.1%	Viking Global Investors LP, Senator Investment Group LP
AAPL APPLE INC	2	2.1%	Moore Capital Management, LP, Whale Rock Capital Management LLC
MELI MERCADOLIBRE	2	2.0%	Light Street Capital Management, LLC, D1 Capital Partners L.P.
NU NU HLDGS LTD	2	1.9%	D1 Capital Partners L.P., Atreides Management, LP
CHTR CHARTER COMMUNICATIONS INC	2	1.7%	Atreides Management, LP, Senator Investment Group LP
MNST MONSTER BEVERAGE CORP NEW	2	1.6%	Maverick Capital Ltd, Viking Global Investors LP
RBLX ROBLOX CORP	2	1.5%	Durable Capital Partners LP, Moore Capital Management, LP
GPC GENUINE PARTS CO	2	1.5%	Junto Capital Management LP, Baupost Group LLC
TOL TOLL BROTHERS INC	2	1.4%	D1 Capital Partners L.P., Junto Capital Management LP
DAL DELTA AIR LINES INC	2	1.4%	Duquesne Family Office LLC, D1 Capital Partners L.P.
NOW SERVICENOW INC	2	1.4%	Anomaly Capital Management, LP, Coatue Management LLC
ICE INTERCONTINENTAL EXCHANGE IN	2	1.3%	Viking Global Investors LP, Egerton Capital (UK) LLP
TWLO TWILIO INC	2	1.2%	Whale Rock Capital Management LLC, Altimeter Capital Management, LP
SCHW SCHWAB CHARLES CORP	2	1.2%	Farallon Capital Management, L.L.C., Coatue Management LLC

Who, by name

COF Lone Pine Capital LLC 4.3%, Egerton Capital (UK) LLP 3.2%, Third Point LLC 2.2%, D1 Capital Partners L.P. 1.4%, Discovery Capital Management, LLC 1.4%
DFSEUR Discovery Capital Management, LLC 1.7%, Pentwater Capital Management LP 1.6%, Third Point LLC 1.5%, Melqart Asset Management (UK) Ltd 1.0%
WDAY Contour Asset Management LLC 5.3%, Light Street Capital Management, LLC 2.4%, Third Point LLC 1.7%
LLY Lone Pine Capital LLC 4.5%, Egerton Capital (UK) LLP 2.5%, Duquesne Family Office LLC 1.4%
APP Steadfast Capital Management LP 2.9%, D1 Capital Partners L.P. 2.6%, Anomaly Capital Management, LP 1.9%
TSM Skye Global Management LP 2.9%, Viking Global Investors LP 2.6%, Corvex Management LP 1.4%
MSFT Atreides Management, LP 4.2%, Glenview Capital Management, LLC 1.1%, Junto Capital Management LP 1.1%
WBD Sachem Head Capital Management LP 3.6%, Duquesne Family Office LLC 1.4%, Senator Investment Group LP 1.3%
BA Discovery Capital Management, LLC 3.1%, Viking Global Investors LP 1.7%, Montanova Capital, LLC 1.0%
DKNG Scopia Capital Management LP 3.2%, Anomaly Capital Management, LP 1.4%, Contour Asset Management LLC 1.2%
MDB Atreides Management, LP 2.6%, Melqart Asset Management (UK) Ltd 1.3%, D1 Capital Partners L.P. 1.3%
WFC Maverick Capital Ltd 2.7%, Junto Capital Management LP 1.3%, Moore Capital Management, LP 1.0%
PRMB Eminence Capital, LP 2.2%, Senator Investment Group LP 1.3%, Skye Global Management LP 1.2%
AJG Junto Capital Management LP 2.0%, Soros Fund Management 1.5%, Moore Capital Management, LP 1.1%
KR Steadfast Capital Management LP 5.9%, Junto Capital Management LP 5.3%
FUN Contour Asset Management LLC 5.4%, Scopia Capital Management LP 2.5%
JPM Discovery Capital Management, LLC 5.4%, Junto Capital Management LP 2.4%
FERG Baupost Group LLC 5.7%, Atreides Management, LP 1.6%
SBUX Steadfast Capital Management LP 4.5%, Atreides Management, LP 2.8%
MRVL Light Street Capital Management, LLC 6.1%, Discovery Capital Management, LLC 1.1%
GPN Contour Asset Management LLC 4.3%, Discovery Capital Management, LLC 2.1%
RDDT Coatue Management LLC 3.6%, Whale Rock Capital Management LLC 2.4%
Flutter Entmt Plc Lone Pine Capital LLC 3.7%, Altimeter Capital Management, LP 1.8%
AMZN Scopia Capital Management LP 2.9%, Duquesne Family Office LLC 2.0%
SNOW Atreides Management, LP 3.7%, Maverick Capital Ltd 1.2%
AVGO Atreides Management, LP 3.3%, Steadfast Capital Management LP 1.3%
MAGN Irenic Capital Management LP 2.5%, Scopia Capital Management LP 1.8%
UNH Viking Global Investors LP 3.1%, Senator Investment Group LP 1.1%
AAPL Moore Capital Management, LP 2.4%, Whale Rock Capital Management LLC 1.7%
MELI Light Street Capital Management, LLC 2.8%, D1 Capital Partners L.P. 1.3%
NU D1 Capital Partners L.P. 2.6%, Atreides Management, LP 1.2%
CHTR Atreides Management, LP 1.9%, Senator Investment Group LP 1.4%
MNST Maverick Capital Ltd 1.9%, Viking Global Investors LP 1.4%
RBLX Durable Capital Partners LP 2.0%, Moore Capital Management, LP 1.0%
GPC Junto Capital Management LP 1.9%, Baupost Group LLC 1.1%
TOL D1 Capital Partners L.P. 1.8%, Junto Capital Management LP 1.1%
DAL Duquesne Family Office LLC 1.4%, D1 Capital Partners L.P. 1.3%
NOW Anomaly Capital Management, LP 1.4%, Coatue Management LLC 1.3%
ICE Viking Global Investors LP 1.3%, Egerton Capital (UK) LLP 1.3%
TWLO Whale Rock Capital Management LLC 1.3%, Altimeter Capital Management, LP 1.1%
SCHW Farallon Capital Management, L.L.C. 1.2%, Coatue Management LLC 1.1%

Most crowded

50 rows


AMZN AMAZON COM INC	36	6.5%	2	Skye Global Management LP, Altarock Partners LP, Third Point LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, Alta Fox Capital Management, LLC, Coatue Management LLC, Hound Partners, LLC, Nightview Capital, LLC, Bronte Capital Management Pty Ltd., Maverick Capital Ltd, Lone Pine Capital LLC, Egerton Capital (UK) LLP, Anomaly Capital Management, LP, Tiger Global Management LLC, Light Street Capital Management, LLC, Discovery Capital Management, LLC, Atreides Management, LP, Corvex Management LP, Moore Capital Management, LP, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Contour Asset Management LLC, Altimeter Capital Management, LP, Senator Investment Group LP, Eminence Capital, LP, Scopia Capital Management LP, Montanova Capital, LLC, Lansdowne Partners (UK) LLP, Duquesne Family Office LLC, Viking Global Investors LP, Glenview Capital Management, LLC, Junto Capital Management LP, D1 Capital Partners L.P., Soros Fund Management, Tudor Investment Corp ET AL
MSFT MICROSOFT CORP	25	4.8%	3	Altarock Partners LP, Hound Partners, LLC, Alta Fox Capital Management, LLC, Egerton Capital (UK) LLP, Tiger Global Management LLC, Altimeter Capital Management, LP, Skye Global Management LP, Lone Pine Capital LLC, Coatue Management LLC, Maverick Capital Ltd, Atreides Management, LP, Alkeon Capital Management LLC, Moore Capital Management, LP, Farallon Capital Management, L.L.C., Third Point LLC, Viking Global Investors LP, Corvex Management LP, Senator Investment Group LP, Montanova Capital, LLC, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Bridgewater Associates, LP, Glenview Capital Management, LLC, Junto Capital Management LP, Tudor Investment Corp ET AL
META META PLATFORMS INC	20	6.0%	0	Altimeter Capital Management, LP, Tiger Global Management LLC, Alkeon Capital Management LLC, Lone Pine Capital LLC, Coatue Management LLC, SRS Investment Management, LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Egerton Capital (UK) LLP, Abrams Capital Management, L.P., Third Point LLC, Alta Fox Capital Management, LLC, Owl Creek Asset Management, L.P., Montanova Capital, LLC, Steadfast Capital Management LP, D1 Capital Partners L.P., Bridgewater Associates, LP, Senator Investment Group LP, Discovery Capital Management, LLC, Moore Capital Management, LP
GOOGL ALPHABET INC	18	5.4%	1	Himalaya Capital Management LLC, Altarock Partners LP, Bronte Capital Management Pty Ltd., Tiger Global Management LLC, Abrams Capital Management, L.P., Pershing Square Capital Management, L.P., Alkeon Capital Management LLC, Corvex Management LP, Soros Fund Management, Whale Rock Capital Management LLC, Bridgewater Associates, LP, Altimeter Capital Management, LP, Anomaly Capital Management, LP, Atreides Management, LP, Light Street Capital Management, LLC, Viking Global Investors LP, Coatue Management LLC, Moore Capital Management, LP
TSM TAIWAN SEMICONDUCTOR MANUFAC	15	5.6%	3	Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Alkeon Capital Management LLC, Coatue Management LLC, Lone Pine Capital LLC, Third Point LLC, Maverick Capital Ltd, Skye Global Management LP, Tiger Global Management LLC, Viking Global Investors LP, Montanova Capital, LLC, Steadfast Capital Management LP, SRS Investment Management, LLC, Altimeter Capital Management, LP, Corvex Management LP
NVDA NVIDIA CORPORATION	13	5.1%	0	Altimeter Capital Management, LP, Light Street Capital Management, LLC, Moore Capital Management, LP, Maverick Capital Ltd, Tiger Global Management LLC, Whale Rock Capital Management LLC, Coatue Management LLC, Hound Partners, LLC, Steadfast Capital Management LP, Bridgewater Associates, LP, Senator Investment Group LP, Tudor Investment Corp ET AL, SRS Investment Management, LLC
CRM SALESFORCE INC	12	2.6%	0	Contour Asset Management LLC, Lone Pine Capital LLC, Light Street Capital Management, LLC, Starboard Value LP, Whale Rock Capital Management LLC, Farallon Capital Management, L.L.C., Eminence Capital, LP, Soros Fund Management, Altimeter Capital Management, LP, Viking Global Investors LP, Maverick Capital Ltd, Junto Capital Management LP
Flutter Entmt Plc no ticker	11	3.5%	2	Dragoneer Investment Group, LLC, Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP, Lone Pine Capital LLC, Tiger Global Management LLC, Steadfast Capital Management LP, Third Point LLC, Altimeter Capital Management, LP, Senator Investment Group LP, Viking Global Investors LP, Maverick Capital Ltd
SPOT SPOTIFY TECHNOLOGY S A	10	2.6%	0	Contour Asset Management LLC, Lone Pine Capital LLC, Owl Creek Asset Management, L.P., SRS Investment Management, LLC, D1 Capital Partners L.P., Viking Global Investors LP, Tiger Global Management LLC, Steadfast Capital Management LP, Coatue Management LLC, Moore Capital Management, LP
VST VISTRA CORP	9	4.5%	1	Situational Awareness LP, Lone Pine Capital LLC, Discovery Capital Management, LLC, Third Point LLC, D1 Capital Partners L.P., Coatue Management LLC, Alkeon Capital Management LLC, Bridgewater Associates, LP, Duquesne Family Office LLC
COF CAPITAL ONE FINL CORP	9	2.5%	5	Lone Pine Capital LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Junto Capital Management LP, Eminence Capital, LP, Third Point LLC, Montanova Capital, LLC, D1 Capital Partners L.P., Discovery Capital Management, LLC
AVGO BROADCOM CORP	7	3.3%	2	Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Atreides Management, LP, Coatue Management LLC, Melqart Asset Management (UK) Ltd, Tiger Global Management LLC, Steadfast Capital Management LP
CPNG COUPANG INC	7	4.1%	0	Dragoneer Investment Group, LLC, Duquesne Family Office LLC, Durable Capital Partners LP, Abrams Capital Management, L.P., Altimeter Capital Management, LP, Whale Rock Capital Management LLC, Maverick Capital Ltd
UBER UBER TECHNOLOGIES INC	7	3.2%	1	Owl Creek Asset Management, L.P., Altimeter Capital Management, LP, Hound Partners, LLC, Glenview Capital Management, LLC, Eminence Capital, LP, Alkeon Capital Management LLC, Moore Capital Management, LP
INTU INTUIT	6	3.1%	0	Lone Pine Capital LLC, Durable Capital Partners LP, Viking Global Investors LP, Farallon Capital Management, L.L.C., Junto Capital Management LP, Coatue Management LLC
PM PHILIP MORRIS INTL INC	6	5.0%	0	D1 Capital Partners L.P., Lone Pine Capital LLC, Bronte Capital Management Pty Ltd., Maverick Capital Ltd, Duquesne Family Office LLC, Viking Global Investors LP
V VISA INC	6	3.7%	0	Altarock Partners LP, Hound Partners, LLC, Viking Global Investors LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Maverick Capital Ltd
APP APPLOVIN CORP	6	3.2%	3	Whale Rock Capital Management LLC, Steadfast Capital Management LP, Lone Pine Capital LLC, D1 Capital Partners L.P., Coatue Management LLC, Anomaly Capital Management, LP
UNH UNITEDHEALTH GROUP INC	6	2.4%	2	Farallon Capital Management, L.L.C., Viking Global Investors LP, Avidity Partners Management LP, SRS Investment Management, LLC, Montanova Capital, LLC, Senator Investment Group LP
SBUX STARBUCKS CORP	6	2.8%	2	Steadfast Capital Management LP, Lone Pine Capital LLC, Atreides Management, LP, Montanova Capital, LLC, Maverick Capital Ltd, Viking Global Investors LP
TSLA TESLA INC	6	16.9%	0	Nightview Capital, LLC, Atreides Management, LP, Coatue Management LLC, Third Point LLC, Altimeter Capital Management, LP, Montanova Capital, LLC
NU NU HLDGS LTD	6	2.2%	2	Coatue Management LLC, Whale Rock Capital Management LLC, D1 Capital Partners L.P., Maverick Capital Ltd, Dragoneer Investment Group, LLC, Atreides Management, LP
CRH CRH PLC	6	5.8%	0	Lansdowne Partners (UK) LLP, Baupost Group LLC, Gates Capital Management, Inc., Egerton Capital (UK) LLP, Third Point LLC, Montanova Capital, LLC
WDAY WORKDAY INC	6	3.4%	3	Hound Partners, LLC, Contour Asset Management LLC, Lone Pine Capital LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Third Point LLC
AMD ADVANCED MICRO DEVICES INC	6	3.3%	0	Atreides Management, LP, Light Street Capital Management, LLC, Moore Capital Management, LP, Eminence Capital, LP, Coatue Management LLC, Montanova Capital, LLC
DFSEUR DISCOVER FINL SVCS	6	2.4%	4	Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C., Discovery Capital Management, LLC, Pentwater Capital Management LP, Third Point LLC, Melqart Asset Management (UK) Ltd
BSX BOSTON SCIENTIFIC CORP	6	2.7%	0	Avidity Partners Management LP, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Junto Capital Management LP, Montanova Capital, LLC, Senator Investment Group LP
MELI MERCADOLIBRE	6	1.9%	2	Light Street Capital Management, LLC, Duquesne Family Office LLC, Alkeon Capital Management LLC, Whale Rock Capital Management LLC, D1 Capital Partners L.P., Altimeter Capital Management, LP
SGI SOMNIGROUP INTERNATIONAL INC	6	2.8%	0	Scopia Capital Management LP, Abrams Capital Management, L.P., Steadfast Capital Management LP, Eminence Capital, LP, Junto Capital Management LP, Maverick Capital Ltd
GOOG ALPHABET INC	5	9.2%	0	Himalaya Capital Management LLC, Pershing Square Capital Management, L.P., Baupost Group LLC, Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C.
CEG CONSTELLATION ENERGY CORP	5	4.1%	0	Situational Awareness LP, Coatue Management LLC, Lone Pine Capital LLC, Discovery Capital Management, LLC, Alkeon Capital Management LLC
TEAM ATLASSIAN CORPORATION	5	4.1%	1	Dragoneer Investment Group, LLC, SRS Investment Management, LLC, Durable Capital Partners LP, Coatue Management LLC, Whale Rock Capital Management LLC
LLY ELI LILLY & CO	5	2.8%	3	Lone Pine Capital LLC, Tiger Global Management LLC, Egerton Capital (UK) LLP, Senator Investment Group LP, Duquesne Family Office LLC
DASH DOORDASH INC	5	2.2%	0	Dragoneer Investment Group, LLC, Viking Global Investors LP, Maverick Capital Ltd, Coatue Management LLC, Tiger Global Management LLC
GEV GE VERNOVA LLC	5	2.4%	1	Coatue Management LLC, Steadfast Capital Management LP, Discovery Capital Management, LLC, Moore Capital Management, LP, Light Street Capital Management, LLC
ADBE ADOBE INC	5	2.4%	0	Atreides Management, LP, Coatue Management LLC, Discovery Capital Management, LLC, Viking Global Investors LP, Anomaly Capital Management, LP
GE GENERAL ELECTRIC CO	5	5.9%	0	Trian Fund Management, L.P., Skye Global Management LP, Egerton Capital (UK) LLP, Senator Investment Group LP, Montanova Capital, LLC
LPLA LPL FINL HLDGS INC	5	3.3%	0	Lone Pine Capital LLC, Maverick Capital Ltd, Third Point LLC, Eminence Capital, LP, Junto Capital Management LP
RBLX ROBLOX CORP	5	3.5%	2	Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Durable Capital Partners LP, Atreides Management, LP, Moore Capital Management, LP
ICE INTERCONTINENTAL EXCHANGE IN	5	2.0%	2	Third Point LLC, Senator Investment Group LP, Alkeon Capital Management LLC, Viking Global Investors LP, Egerton Capital (UK) LLP
MA MASTERCARD INC	5	2.9%	0	Altarock Partners LP, Alta Fox Capital Management, LLC, Alkeon Capital Management LLC, Egerton Capital (UK) LLP, Atreides Management, LP
CVNA CARVANA CO	5	2.5%	0	Durable Capital Partners LP, Whale Rock Capital Management LLC, Senator Investment Group LP, Contour Asset Management LLC, Steadfast Capital Management LP
GEHC GE HEALTHCARE TECHNOLOGIES I	5	2.7%	1	D1 Capital Partners L.P., Egerton Capital (UK) LLP, Gates Capital Management, Inc., Eminence Capital, LP, Steadfast Capital Management LP
UAL UNITED AIRLINES HLDGS INC	5	3.9%	1	Senator Investment Group LP, SRS Investment Management, LLC, Duquesne Family Office LLC, Anomaly Capital Management, LP, Rubric Capital Management LP
FERG FERGUSON ENTERPRISES INC	5	2.8%	2	Baupost Group LLC, Third Point LLC, Eminence Capital, LP, Atreides Management, LP, Montanova Capital, LLC
CTVA CORTEVA INC	5	4.3%	0	Scopia Capital Management LP, Anomaly Capital Management, LP, Bronte Capital Management Pty Ltd., Glenview Capital Management, LLC, Eminence Capital, LP
MRVL MARVELL TECHNOLOGY INC	5	10.0%	2	Situational Awareness LP, Light Street Capital Management, LLC, Contour Asset Management LLC, Melqart Asset Management (UK) Ltd, Discovery Capital Management, LLC
SPY SPDR S&P 500 ETF Trust	4	8.0%	1	Bridgewater Associates, LP, Pentwater Capital Management LP, Soros Fund Management, Tudor Investment Corp ET AL
NFLX NETFLIX INC.	4	7.6%	0	SRS Investment Management, LLC, Coatue Management LLC, Viking Global Investors LP, Discovery Capital Management, LLC
APO APOLLO GLOBAL MGMT INC	4	3.5%	1	Tiger Global Management LLC, Montanova Capital, LLC, Senator Investment Group LP, Maverick Capital Ltd

Who, by name

AMZN Skye Global Management LP 51.8%, Altarock Partners LP 23.4%, Third Point LLC 10.2%, Alkeon Capital Management LLC 9.6%, Whale Rock Capital Management LLC 9.1%, Alta Fox Capital Management, LLC 8.1%, Coatue Management LLC 7.9%, Hound Partners, LLC 7.3%, Nightview Capital, LLC 7.2%, Bronte Capital Management Pty Ltd. 7.0%, Maverick Capital Ltd 7.0%, Lone Pine Capital LLC 6.2%, Egerton Capital (UK) LLP 6.1%, Anomaly Capital Management, LP 5.8%, Tiger Global Management LLC 5.3%, Light Street Capital Management, LLC 5.1%, Discovery Capital Management, LLC 5.0%, Atreides Management, LP 4.7%, Corvex Management LP 4.5%, Moore Capital Management, LP 4.0%, Steadfast Capital Management LP 3.9%, Owl Creek Asset Management, L.P. 3.5%, Contour Asset Management LLC 3.5%, Altimeter Capital Management, LP 3.4%, Senator Investment Group LP 3.3%, Eminence Capital, LP 3.1%, Scopia Capital Management LP 2.9%, Montanova Capital, LLC 2.9%, Lansdowne Partners (UK) LLP 2.5%, Duquesne Family Office LLC 2.0%, Viking Global Investors LP 1.9%, Glenview Capital Management, LLC 1.8%, Junto Capital Management LP 1.6%, D1 Capital Partners L.P. 1.5%, Soros Fund Management 1.3%, Tudor Investment Corp ET AL 1.2%
MSFT Altarock Partners LP 16.1%, Hound Partners, LLC 12.3%, Alta Fox Capital Management, LLC 9.3%, Egerton Capital (UK) LLP 8.6%, Tiger Global Management LLC 8.5%, Altimeter Capital Management, LP 7.6%, Skye Global Management LP 5.9%, Lone Pine Capital LLC 5.1%, Coatue Management LLC 5.0%, Maverick Capital Ltd 4.7%, Atreides Management, LP 4.2%, Alkeon Capital Management LLC 4.2%, Moore Capital Management, LP 3.9%, Farallon Capital Management, L.L.C. 3.6%, Third Point LLC 3.4%, Viking Global Investors LP 3.3%, Corvex Management LP 2.7%, Senator Investment Group LP 1.9%, Montanova Capital, LLC 1.8%, Steadfast Capital Management LP 1.8%, Owl Creek Asset Management, L.P. 1.6%, Bridgewater Associates, LP 1.3%, Glenview Capital Management, LLC 1.1%, Junto Capital Management LP 1.1%, Tudor Investment Corp ET AL 1.0%
META Altimeter Capital Management, LP 19.4%, Tiger Global Management LLC 16.5%, Alkeon Capital Management LLC 9.8%, Lone Pine Capital LLC 8.9%, Coatue Management LLC 7.3%, SRS Investment Management, LLC 7.0%, Light Street Capital Management, LLC 6.5%, Whale Rock Capital Management LLC 5.7%, Egerton Capital (UK) LLP 5.4%, Abrams Capital Management, L.P. 5.3%, Third Point LLC 5.2%, Alta Fox Capital Management, LLC 3.8%, Owl Creek Asset Management, L.P. 3.7%, Montanova Capital, LLC 3.7%, Steadfast Capital Management LP 3.1%, D1 Capital Partners L.P. 2.5%, Bridgewater Associates, LP 1.7%, Senator Investment Group LP 1.6%, Discovery Capital Management, LLC 1.6%, Moore Capital Management, LP 1.3%
GOOGL Himalaya Capital Management LLC 17.8%, Altarock Partners LP 13.3%, Bronte Capital Management Pty Ltd. 9.4%, Tiger Global Management LLC 7.4%, Abrams Capital Management, L.P. 6.5%, Pershing Square Capital Management, L.P. 6.0%, Alkeon Capital Management LLC 5.7%, Corvex Management LP 4.4%, Soros Fund Management 4.4%, Whale Rock Capital Management LLC 3.2%, Bridgewater Associates, LP 3.1%, Altimeter Capital Management, LP 3.0%, Anomaly Capital Management, LP 2.9%, Atreides Management, LP 2.6%, Light Street Capital Management, LLC 2.3%, Viking Global Investors LP 2.2%, Coatue Management LLC 2.1%, Moore Capital Management, LP 1.8%
TSM Lansdowne Partners (UK) LLP 23.8%, Light Street Capital Management, LLC 13.9%, Alkeon Capital Management LLC 7.0%, Coatue Management LLC 6.6%, Lone Pine Capital LLC 5.5%, Third Point LLC 4.7%, Maverick Capital Ltd 4.4%, Skye Global Management LP 2.9%, Tiger Global Management LLC 2.7%, Viking Global Investors LP 2.6%, Montanova Capital, LLC 2.5%, Steadfast Capital Management LP 2.5%, SRS Investment Management, LLC 2.2%, Altimeter Capital Management, LP 1.8%, Corvex Management LP 1.4%
NVDA Altimeter Capital Management, LP 19.0%, Light Street Capital Management, LLC 11.6%, Moore Capital Management, LP 5.6%, Maverick Capital Ltd 5.1%, Tiger Global Management LLC 4.9%, Whale Rock Capital Management LLC 4.8%, Coatue Management LLC 4.5%, Hound Partners, LLC 2.4%, Steadfast Capital Management LP 2.2%, Bridgewater Associates, LP 2.2%, Senator Investment Group LP 1.3%, Tudor Investment Corp ET AL 1.2%, SRS Investment Management, LLC 1.0%
CRM Contour Asset Management LLC 6.3%, Lone Pine Capital LLC 3.9%, Light Street Capital Management, LLC 3.5%, Starboard Value LP 3.4%, Whale Rock Capital Management LLC 3.3%, Farallon Capital Management, L.L.C. 2.1%, Eminence Capital, LP 1.9%, Soros Fund Management 1.7%, Altimeter Capital Management, LP 1.6%, Viking Global Investors LP 1.3%, Maverick Capital Ltd 1.2%, Junto Capital Management LP 1.1%
Flutter Entmt Plc Dragoneer Investment Group, LLC 7.6%, Owl Creek Asset Management, L.P. 5.7%, Egerton Capital (UK) LLP 5.6%, Lone Pine Capital LLC 3.7%, Tiger Global Management LLC 3.3%, Steadfast Capital Management LP 3.1%, Third Point LLC 3.0%, Altimeter Capital Management, LP 1.8%, Senator Investment Group LP 1.6%, Viking Global Investors LP 1.6%, Maverick Capital Ltd 1.1%
SPOT Contour Asset Management LLC 4.5%, Lone Pine Capital LLC 3.0%, Owl Creek Asset Management, L.P. 3.0%, SRS Investment Management, LLC 2.5%, D1 Capital Partners L.P. 2.4%, Viking Global Investors LP 2.2%, Tiger Global Management LLC 2.1%, Steadfast Capital Management LP 2.1%, Coatue Management LLC 1.9%, Moore Capital Management, LP 1.8%
VST Situational Awareness LP 23.2%, Lone Pine Capital LLC 5.5%, Discovery Capital Management, LLC 3.6%, Third Point LLC 1.9%, D1 Capital Partners L.P. 1.5%, Coatue Management LLC 1.4%, Alkeon Capital Management LLC 1.2%, Bridgewater Associates, LP 1.1%, Duquesne Family Office LLC 1.1%
COF Lone Pine Capital LLC 4.3%, Egerton Capital (UK) LLP 3.2%, Senator Investment Group LP 2.9%, Junto Capital Management LP 2.8%, Eminence Capital, LP 2.4%, Third Point LLC 2.2%, Montanova Capital, LLC 1.7%, D1 Capital Partners L.P. 1.4%, Discovery Capital Management, LLC 1.4%
AVGO Whale Rock Capital Management LLC 7.0%, Light Street Capital Management, LLC 4.2%, Atreides Management, LP 3.3%, Coatue Management LLC 2.8%, Melqart Asset Management (UK) Ltd 2.7%, Tiger Global Management LLC 1.6%, Steadfast Capital Management LP 1.3%
CPNG Dragoneer Investment Group, LLC 7.9%, Duquesne Family Office LLC 5.5%, Durable Capital Partners LP 5.1%, Abrams Capital Management, L.P. 4.6%, Altimeter Capital Management, LP 2.4%, Whale Rock Capital Management LLC 1.8%, Maverick Capital Ltd 1.6%
UBER Owl Creek Asset Management, L.P. 7.7%, Altimeter Capital Management, LP 6.1%, Hound Partners, LLC 2.1%, Glenview Capital Management, LLC 2.1%, Eminence Capital, LP 2.1%, Alkeon Capital Management LLC 1.2%, Moore Capital Management, LP 1.2%
INTU Lone Pine Capital LLC 5.4%, Durable Capital Partners LP 4.3%, Viking Global Investors LP 3.5%, Farallon Capital Management, L.L.C. 2.5%, Junto Capital Management LP 1.9%, Coatue Management LLC 1.2%
PM D1 Capital Partners L.P. 7.3%, Lone Pine Capital LLC 5.8%, Bronte Capital Management Pty Ltd. 5.5%, Maverick Capital Ltd 4.6%, Duquesne Family Office LLC 4.6%, Viking Global Investors LP 2.0%
V Altarock Partners LP 5.6%, Hound Partners, LLC 4.6%, Viking Global Investors LP 3.6%, Egerton Capital (UK) LLP 3.2%, Alkeon Capital Management LLC 2.7%, Maverick Capital Ltd 2.4%
APP Whale Rock Capital Management LLC 6.9%, Steadfast Capital Management LP 2.9%, Lone Pine Capital LLC 2.6%, D1 Capital Partners L.P. 2.6%, Coatue Management LLC 2.5%, Anomaly Capital Management, LP 1.9%
UNH Farallon Capital Management, L.L.C. 3.9%, Viking Global Investors LP 3.1%, Avidity Partners Management LP 3.0%, SRS Investment Management, LLC 2.1%, Montanova Capital, LLC 1.4%, Senator Investment Group LP 1.1%
SBUX Steadfast Capital Management LP 4.5%, Lone Pine Capital LLC 4.4%, Atreides Management, LP 2.8%, Montanova Capital, LLC 1.7%, Maverick Capital Ltd 1.7%, Viking Global Investors LP 1.6%
TSLA Nightview Capital, LLC 86.7%, Atreides Management, LP 3.9%, Coatue Management LLC 3.0%, Third Point LLC 2.7%, Altimeter Capital Management, LP 2.6%, Montanova Capital, LLC 2.4%
NU Coatue Management LLC 2.8%, Whale Rock Capital Management LLC 2.7%, D1 Capital Partners L.P. 2.6%, Maverick Capital Ltd 2.3%, Dragoneer Investment Group, LLC 1.8%, Atreides Management, LP 1.2%
CRH Lansdowne Partners (UK) LLP 13.2%, Baupost Group LLC 7.1%, Gates Capital Management, Inc. 4.8%, Egerton Capital (UK) LLP 4.6%, Third Point LLC 3.4%, Montanova Capital, LLC 1.5%
WDAY Hound Partners, LLC 6.2%, Contour Asset Management LLC 5.3%, Lone Pine Capital LLC 3.0%, Light Street Capital Management, LLC 2.4%, Tiger Global Management LLC 1.8%, Third Point LLC 1.7%
AMD Atreides Management, LP 7.3%, Light Street Capital Management, LLC 5.3%, Moore Capital Management, LP 2.0%, Eminence Capital, LP 1.9%, Coatue Management LLC 1.7%, Montanova Capital, LLC 1.5%
DFSEUR Bronte Capital Management Pty Ltd. 4.8%, Farallon Capital Management, L.L.C. 3.9%, Discovery Capital Management, LLC 1.7%, Pentwater Capital Management LP 1.6%, Third Point LLC 1.5%, Melqart Asset Management (UK) Ltd 1.0%
BSX Avidity Partners Management LP 4.6%, Steadfast Capital Management LP 4.5%, Farallon Capital Management, L.L.C. 2.4%, Junto Capital Management LP 2.0%, Montanova Capital, LLC 1.3%, Senator Investment Group LP 1.2%
MELI Light Street Capital Management, LLC 2.8%, Duquesne Family Office LLC 2.6%, Alkeon Capital Management LLC 1.9%, Whale Rock Capital Management LLC 1.8%, D1 Capital Partners L.P. 1.3%, Altimeter Capital Management, LP 1.1%
SGI Scopia Capital Management LP 6.5%, Abrams Capital Management, L.P. 3.3%, Steadfast Capital Management LP 2.5%, Eminence Capital, LP 1.6%, Junto Capital Management LP 1.6%, Maverick Capital Ltd 1.3%
GOOG Himalaya Capital Management LLC 21.4%, Pershing Square Capital Management, L.P. 11.4%, Baupost Group LLC 7.9%, Egerton Capital (UK) LLP 3.3%, Farallon Capital Management, L.L.C. 2.1%
CEG Situational Awareness LP 8.5%, Coatue Management LLC 5.0%, Lone Pine Capital LLC 2.9%, Discovery Capital Management, LLC 2.5%, Alkeon Capital Management LLC 1.6%
TEAM Dragoneer Investment Group, LLC 7.7%, SRS Investment Management, LLC 4.5%, Durable Capital Partners LP 3.1%, Coatue Management LLC 2.9%, Whale Rock Capital Management LLC 2.0%
LLY Lone Pine Capital LLC 4.5%, Tiger Global Management LLC 3.8%, Egerton Capital (UK) LLP 2.5%, Senator Investment Group LP 1.9%, Duquesne Family Office LLC 1.4%
DASH Dragoneer Investment Group, LLC 3.1%, Viking Global Investors LP 2.7%, Maverick Capital Ltd 2.2%, Coatue Management LLC 1.5%, Tiger Global Management LLC 1.4%
GEV Coatue Management LLC 4.3%, Steadfast Capital Management LP 3.9%, Discovery Capital Management, LLC 1.6%, Moore Capital Management, LP 1.3%, Light Street Capital Management, LLC 1.1%
ADBE Atreides Management, LP 4.3%, Coatue Management LLC 2.6%, Discovery Capital Management, LLC 1.9%, Viking Global Investors LP 1.8%, Anomaly Capital Management, LP 1.6%
GE Trian Fund Management, L.P. 17.3%, Skye Global Management LP 5.0%, Egerton Capital (UK) LLP 4.6%, Senator Investment Group LP 1.4%, Montanova Capital, LLC 1.2%
LPLA Lone Pine Capital LLC 4.7%, Maverick Capital Ltd 3.5%, Third Point LLC 2.9%, Eminence Capital, LP 2.8%, Junto Capital Management LP 2.6%
RBLX Dragoneer Investment Group, LLC 10.2%, Whale Rock Capital Management LLC 3.3%, Durable Capital Partners LP 2.0%, Atreides Management, LP 1.1%, Moore Capital Management, LP 1.0%
ICE Third Point LLC 4.2%, Senator Investment Group LP 1.8%, Alkeon Capital Management LLC 1.6%, Viking Global Investors LP 1.3%, Egerton Capital (UK) LLP 1.3%
MA Altarock Partners LP 6.2%, Alta Fox Capital Management, LLC 2.4%, Alkeon Capital Management LLC 2.4%, Egerton Capital (UK) LLP 2.4%, Atreides Management, LP 1.2%
CVNA Durable Capital Partners LP 3.6%, Whale Rock Capital Management LLC 2.9%, Senator Investment Group LP 2.6%, Contour Asset Management LLC 2.2%, Steadfast Capital Management LP 1.1%
GEHC D1 Capital Partners L.P. 4.5%, Egerton Capital (UK) LLP 4.1%, Gates Capital Management, Inc. 2.1%, Eminence Capital, LP 1.6%, Steadfast Capital Management LP 1.4%
UAL Senator Investment Group LP 9.3%, SRS Investment Management, LLC 4.0%, Duquesne Family Office LLC 2.9%, Anomaly Capital Management, LP 1.8%, Rubric Capital Management LP 1.8%
FERG Baupost Group LLC 5.7%, Third Point LLC 2.8%, Eminence Capital, LP 2.1%, Atreides Management, LP 1.6%, Montanova Capital, LLC 1.6%
CTVA Scopia Capital Management LP 7.3%, Anomaly Capital Management, LP 6.0%, Bronte Capital Management Pty Ltd. 3.0%, Glenview Capital Management, LLC 3.0%, Eminence Capital, LP 2.1%
MRVL Situational Awareness LP 34.1%, Light Street Capital Management, LLC 6.1%, Contour Asset Management LLC 5.5%, Melqart Asset Management (UK) Ltd 3.2%, Discovery Capital Management, LLC 1.1%
SPY Bridgewater Associates, LP 22.1%, Pentwater Capital Management LP 7.6%, Soros Fund Management 1.2%, Tudor Investment Corp ET AL 1.2%
NFLX SRS Investment Management, LLC 25.8%, Coatue Management LLC 2.1%, Viking Global Investors LP 1.4%, Discovery Capital Management, LLC 1.1%
APO Tiger Global Management LLC 7.7%, Montanova Capital, LLC 2.8%, Senator Investment Group LP 1.8%, Maverick Capital Ltd 1.7%

Consensus exits

28 rows


AAPL APPLE INC	4	3.3%	Viking Global Investors LP, Atreides Management, LP, Third Point LLC, Montanova Capital, LLC
AVGO BROADCOM CORP	4	1.7%	Contour Asset Management LLC, Duquesne Family Office LLC, Maverick Capital Ltd, Altimeter Capital Management, LP
BKNG BOOKING HOLDINGS INC	3	5.0%	Hound Partners, LLC, Lone Pine Capital LLC, Junto Capital Management LP
CTLTEUR CATALENT INC	3	3.7%	Melqart Asset Management (UK) Ltd, Farallon Capital Management, L.L.C., Elliott Investment Management L.P.
UNH UNITEDHEALTH GROUP INC	3	2.2%	Lone Pine Capital LLC, Owl Creek Asset Management, L.P., Steadfast Capital Management LP
Perimeter Solutions Sa no ticker	2	4.2%	Alta Fox Capital Management, LLC, Senator Investment Group LP
UBER UBER TECHNOLOGIES INC	2	2.7%	Steadfast Capital Management LP, Egerton Capital (UK) LLP
GOOGL ALPHABET INC	2	2.7%	Nightview Capital, LLC, Contour Asset Management LLC
LVS LAS VEGAS SANDS CORP	2	2.6%	Owl Creek Asset Management, L.P., Viking Global Investors LP
VST VISTRA CORP	2	2.6%	Rubric Capital Management LP, Steadfast Capital Management LP
AXNX* AXONICS INC	2	2.5%	Melqart Asset Management (UK) Ltd, Soros Fund Management
BE BLOOM ENERGY CORP	2	2.3%	Light Street Capital Management, LLC, Contour Asset Management LLC
SRCLEUR STERICYCLE INC	2	2.1%	Pentwater Capital Management LP, Farallon Capital Management, L.L.C.
APTV APTIV PLC	2	2.0%	Senator Investment Group LP, Junto Capital Management LP
CCL CARNIVAL CORP LTD	2	1.9%	Steadfast Capital Management LP, D1 Capital Partners L.P.
GEV GE VERNOVA LLC	2	1.9%	Lone Pine Capital LLC, Egerton Capital (UK) LLP
MSFT MICROSOFT CORP	2	1.8%	Contour Asset Management LLC, D1 Capital Partners L.P.
ABNB AIRBNB INC	2	1.7%	Nightview Capital, LLC, Moore Capital Management, LP
HLT HILTON WORLDWIDE HLDGS INC	2	1.6%	Junto Capital Management LP, Long Pond Capital, LP
INTC INTEL CORP	2	1.6%	Owl Creek Asset Management, L.P., Melqart Asset Management (UK) Ltd
ELV ELEVANCE HEALTH INC	2	1.5%	SRS Investment Management, LLC, Junto Capital Management LP
TMO THERMO FISHER SCIENTIFIC INC	2	1.5%	Senator Investment Group LP, Junto Capital Management LP
BCBUSD PRIMO WATER CORPORATION	2	1.4%	Eminence Capital, LP, Skye Global Management LP
VIK VIKING HOLDINGS LTD	2	1.4%	D1 Capital Partners L.P., Junto Capital Management LP
Nuvei Corporation no ticker	2	1.4%	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP
HUM HUMANA INC	2	1.3%	Starboard Value LP, Maverick Capital Ltd
MCD MCDONALDS CORP	2	1.3%	Discovery Capital Management, LLC, Viking Global Investors LP
SHW SHERWIN WILLIAMS CO	2	1.2%	Atreides Management, LP, Farallon Capital Management, L.L.C.

Who, by name

AAPL Viking Global Investors LP 4.1%, Atreides Management, LP 3.3%, Third Point LLC 2.9%, Montanova Capital, LLC 2.8%
AVGO Contour Asset Management LLC 3.2%, Duquesne Family Office LLC 1.5%, Maverick Capital Ltd 1.2%, Altimeter Capital Management, LP 1.0%
BKNG Hound Partners, LLC 11.1%, Lone Pine Capital LLC 2.4%, Junto Capital Management LP 1.6%
CTLTEUR Melqart Asset Management (UK) Ltd 6.1%, Farallon Capital Management, L.L.C. 2.8%, Elliott Investment Management L.P. 2.3%
UNH Lone Pine Capital LLC 3.6%, Owl Creek Asset Management, L.P. 1.8%, Steadfast Capital Management LP 1.4%
Perimeter Solutions Sa Alta Fox Capital Management, LLC 6.6%, Senator Investment Group LP 1.8%
UBER Steadfast Capital Management LP 2.8%, Egerton Capital (UK) LLP 2.6%
GOOGL Nightview Capital, LLC 3.2%, Contour Asset Management LLC 2.1%
LVS Owl Creek Asset Management, L.P. 3.7%, Viking Global Investors LP 1.6%
VST Rubric Capital Management LP 4.1%, Steadfast Capital Management LP 1.1%
AXNX* Melqart Asset Management (UK) Ltd 3.5%, Soros Fund Management 1.5%
BE Light Street Capital Management, LLC 3.6%, Contour Asset Management LLC 1.0%
SRCLEUR Pentwater Capital Management LP 3.2%, Farallon Capital Management, L.L.C. 1.1%
APTV Senator Investment Group LP 2.9%, Junto Capital Management LP 1.2%
CCL Steadfast Capital Management LP 2.5%, D1 Capital Partners L.P. 1.3%
GEV Lone Pine Capital LLC 2.2%, Egerton Capital (UK) LLP 1.5%
MSFT Contour Asset Management LLC 2.3%, D1 Capital Partners L.P. 1.3%
ABNB Nightview Capital, LLC 1.8%, Moore Capital Management, LP 1.6%
HLT Junto Capital Management LP 1.9%, Long Pond Capital, LP 1.3%
INTC Owl Creek Asset Management, L.P. 1.8%, Melqart Asset Management (UK) Ltd 1.4%
ELV SRS Investment Management, LLC 1.5%, Junto Capital Management LP 1.5%
TMO Senator Investment Group LP 1.8%, Junto Capital Management LP 1.2%
BCBUSD Eminence Capital, LP 1.5%, Skye Global Management LP 1.3%
VIK D1 Capital Partners L.P. 1.7%, Junto Capital Management LP 1.0%
Nuvei Corporation Melqart Asset Management (UK) Ltd 1.5%, Pentwater Capital Management LP 1.2%
HUM Starboard Value LP 1.3%, Maverick Capital Ltd 1.2%
MCD Discovery Capital Management, LLC 1.3%, Viking Global Investors LP 1.2%
SHW Atreides Management, LP 1.2%, Farallon Capital Management, L.L.C. 1.2%