Crowding, Q2 2025

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

Consensus buys

38 rows


SE SEA LTD	6	3.9%	Hound Partners, LLC, Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Atreides Management, LP, Duquesne Family Office LLC
DKS DICKS SPORTING GOODS INC	5	2.9%	Atreides Management, LP, Sachem Head Capital Management LP, Montanova Capital, LLC, Steadfast Capital Management LP, Glenview Capital Management, LLC
UNH UNITEDHEALTH GROUP INC	4	3.3%	Pentwater Capital Management LP, Lone Pine Capital LLC, Scopia Capital Management LP, Eminence Capital, LP
CHYM CHIME FINL INC	4	3.3%	Dragoneer Investment Group, LLC, Light Street Capital Management, LLC, Tiger Global Management LLC, Coatue Management LLC
WBD WARNER BROS DISCOVERY INC	4	1.5%	Duquesne Family Office LLC, Senator Investment Group LP, Maverick Capital Ltd, Eminence Capital, LP
AMZN AMAZON COM INC	3	5.5%	Pershing Square Capital Management, L.P., Contour Asset Management LLC, Farallon Capital Management, L.L.C.
MSFT MICROSOFT CORP	3	4.1%	Anomaly Capital Management, LP, Duquesne Family Office LLC, Owl Creek Asset Management, L.P.
CLS CELESTICA INC	3	3.8%	Light Street Capital Management, LLC, Discovery Capital Management, LLC, SRS Investment Management, LLC
META META PLATFORMS INC	3	2.4%	Alta Fox Capital Management, LLC, Anomaly Capital Management, LP, Third Point LLC
DDOG DATADOG INC	3	1.4%	Altimeter Capital Management, LP, Junto Capital Management LP, Maverick Capital Ltd
QXO QXO INC	2	30.3%	Alpha Wave Global, LP, Discovery Capital Management, LLC
SPY SPDR S&P 500 ETF Trust	2	9.0%	Farallon Capital Management, L.L.C., Senator Investment Group LP
NVDA NVIDIA CORPORATION	2	7.3%	Dragoneer Investment Group, LLC, SRS Investment Management, LLC
SKAA SKECHERS U S A INC	2	6.8%	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP
UAL UNITED AIRLINES HLDGS INC	2	6.0%	Lansdowne Partners (UK) LLP, Anomaly Capital Management, LP
COF CAPITAL ONE FINL CORP	2	5.3%	Bronte Capital Management Pty Ltd., Discovery Capital Management, LLC
VST VISTRA CORP	2	5.1%	Owl Creek Asset Management, L.P., Sachem Head Capital Management LP
IWM ISHARES TR	2	4.2%	Owl Creek Asset Management, L.P., Starboard Value LP
2655787D BLUEPRINT MEDICINES CORP	2	4.2%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd
NFLX NETFLIX INC.	2	3.9%	Whale Rock Capital Management LLC, Light Street Capital Management, LLC
FISV FISERV INC	2	3.6%	Baupost Group LLC, Owl Creek Asset Management, L.P.
JPM JPMORGAN CHASE & CO	2	3.6%	Discovery Capital Management, LLC, Senator Investment Group LP
TSM TAIWAN SEMICONDUCTOR MANUFAC	2	3.1%	Scopia Capital Management LP, Altimeter Capital Management, LP
GOOGL ALPHABET INC	2	2.6%	Anomaly Capital Management, LP, Melqart Asset Management (UK) Ltd
ORCL ORACLE CORP	2	2.5%	Alkeon Capital Management LLC, Coatue Management LLC
ENTG ENTEGRIS INC	2	2.5%	Duquesne Family Office LLC, Scopia Capital Management LP
DIS DISNEY WALT CO	2	2.5%	Maverick Capital Ltd, Viking Global Investors LP
WBA WALGREENS BOOTS ALLIANCE INC	2	2.4%	Alpha Wave Global, LP, Melqart Asset Management (UK) Ltd
CPNG COUPANG INC	2	2.2%	Eminence Capital, LP, Whale Rock Capital Management LLC
QSR RESTAURANT BRANDS INTL INC	2	1.9%	Corvex Management LP, Duquesne Family Office LLC
CELH CELSIUS HLDGS INC	2	1.5%	Steadfast Capital Management LP, Senator Investment Group LP
MA MASTERCARD INC	2	1.5%	Junto Capital Management LP, Skye Global Management LP
MELI MERCADOLIBRE	2	1.5%	Light Street Capital Management, LLC, Atreides Management, LP
C CITIGROUP INC	2	1.4%	Duquesne Family Office LLC, Junto Capital Management LP
XYZ BLOCK INC	2	1.3%	Junto Capital Management LP, Viking Global Investors LP
CEG CONSTELLATION ENERGY CORP	2	1.3%	Owl Creek Asset Management, L.P., Moore Capital Management, LP
NU NU HLDGS LTD	2	1.1%	Duquesne Family Office LLC, Atreides Management, LP
U UNITY SOFTWARE INC	2	1.1%	Duquesne Family Office LLC, Skye Global Management LP

Who, by name

SE Hound Partners, LLC 10.8%, Light Street Capital Management, LLC 3.9%, Whale Rock Capital Management LLC 3.1%, Anomaly Capital Management, LP 2.7%, Atreides Management, LP 1.5%, Duquesne Family Office LLC 1.3%
DKS Atreides Management, LP 4.8%, Sachem Head Capital Management LP 4.0%, Montanova Capital, LLC 1.9%, Steadfast Capital Management LP 1.9%, Glenview Capital Management, LLC 1.6%
UNH Pentwater Capital Management LP 3.9%, Lone Pine Capital LLC 3.8%, Scopia Capital Management LP 3.0%, Eminence Capital, LP 2.6%
CHYM Dragoneer Investment Group, LLC 6.0%, Light Street Capital Management, LLC 4.9%, Tiger Global Management LLC 1.3%, Coatue Management LLC 1.0%
WBD Duquesne Family Office LLC 1.9%, Senator Investment Group LP 1.8%, Maverick Capital Ltd 1.2%, Eminence Capital, LP 1.0%
AMZN Pershing Square Capital Management, L.P. 9.3%, Contour Asset Management LLC 4.2%, Farallon Capital Management, L.L.C. 3.0%
MSFT Anomaly Capital Management, LP 7.4%, Duquesne Family Office LLC 2.6%, Owl Creek Asset Management, L.P. 2.4%
CLS Light Street Capital Management, LLC 5.4%, Discovery Capital Management, LLC 4.5%, SRS Investment Management, LLC 1.4%
META Alta Fox Capital Management, LLC 3.3%, Anomaly Capital Management, LP 2.5%, Third Point LLC 1.5%
DDOG Altimeter Capital Management, LP 1.7%, Junto Capital Management LP 1.4%, Maverick Capital Ltd 1.1%
QXO Alpha Wave Global, LP 56.6%, Discovery Capital Management, LLC 4.0%
SPY Farallon Capital Management, L.L.C. 15.5%, Senator Investment Group LP 2.5%
NVDA Dragoneer Investment Group, LLC 10.3%, SRS Investment Management, LLC 4.3%
SKAA Melqart Asset Management (UK) Ltd 7.9%, Pentwater Capital Management LP 5.6%
UAL Lansdowne Partners (UK) LLP 8.9%, Anomaly Capital Management, LP 3.1%
COF Bronte Capital Management Pty Ltd. 6.5%, Discovery Capital Management, LLC 4.0%
VST Owl Creek Asset Management, L.P. 6.1%, Sachem Head Capital Management LP 4.2%
IWM Owl Creek Asset Management, L.P. 7.1%, Starboard Value LP 1.3%
2655787D Pentwater Capital Management LP 6.4%, Melqart Asset Management (UK) Ltd 2.0%
NFLX Whale Rock Capital Management LLC 4.7%, Light Street Capital Management, LLC 3.2%
FISV Baupost Group LLC 3.7%, Owl Creek Asset Management, L.P. 3.5%
JPM Discovery Capital Management, LLC 3.8%, Senator Investment Group LP 3.4%
TSM Scopia Capital Management LP 3.4%, Altimeter Capital Management, LP 2.8%
GOOGL Anomaly Capital Management, LP 3.9%, Melqart Asset Management (UK) Ltd 1.2%
ORCL Alkeon Capital Management LLC 2.7%, Coatue Management LLC 2.3%
ENTG Duquesne Family Office LLC 3.4%, Scopia Capital Management LP 1.6%
DIS Maverick Capital Ltd 2.9%, Viking Global Investors LP 2.1%
WBA Alpha Wave Global, LP 3.4%, Melqart Asset Management (UK) Ltd 1.5%
CPNG Eminence Capital, LP 3.0%, Whale Rock Capital Management LLC 1.5%
QSR Corvex Management LP 2.5%, Duquesne Family Office LLC 1.3%
CELH Steadfast Capital Management LP 1.7%, Senator Investment Group LP 1.2%
MA Junto Capital Management LP 1.8%, Skye Global Management LP 1.1%
MELI Light Street Capital Management, LLC 1.6%, Atreides Management, LP 1.3%
C Duquesne Family Office LLC 1.4%, Junto Capital Management LP 1.3%
XYZ Junto Capital Management LP 1.5%, Viking Global Investors LP 1.1%
CEG Owl Creek Asset Management, L.P. 1.5%, Moore Capital Management, LP 1.0%
NU Duquesne Family Office LLC 1.2%, Atreides Management, LP 1.0%
U Duquesne Family Office LLC 1.1%, Skye Global Management LP 1.0%

Most crowded

50 rows


AMZN AMAZON COM INC	35	6.5%	3	Skye Global Management LP, Altarock Partners LP, Nightview Capital, LLC, Pershing Square Capital Management, L.P., Lone Pine Capital LLC, Third Point LLC, Bronte Capital Management Pty Ltd., Egerton Capital (UK) LLP, Maverick Capital Ltd, Tiger Global Management LLC, Alkeon Capital Management LLC, Corvex Management LP, Coatue Management LLC, Owl Creek Asset Management, L.P., Scopia Capital Management LP, Steadfast Capital Management LP, Anomaly Capital Management, LP, Alta Fox Capital Management, LLC, Eminence Capital, LP, Whale Rock Capital Management LLC, Altimeter Capital Management, LP, Atreides Management, LP, Contour Asset Management LLC, Light Street Capital Management, LLC, Glenview Capital Management, LLC, Farallon Capital Management, L.L.C., Senator Investment Group LP, Viking Global Investors LP, Moore Capital Management, LP, D1 Capital Partners L.P., Montanova Capital, LLC, Hound Partners, LLC, Soros Fund Management, Lansdowne Partners (UK) LLP, Bridgewater Associates, LP
META META PLATFORMS INC	25	5.2%	3	Altimeter Capital Management, LP, Tiger Global Management LLC, Lone Pine Capital LLC, Alkeon Capital Management LLC, Coatue Management LLC, Whale Rock Capital Management LLC, Nightview Capital, LLC, SRS Investment Management, LLC, Owl Creek Asset Management, L.P., Abrams Capital Management, L.P., Montanova Capital, LLC, Egerton Capital (UK) LLP, Light Street Capital Management, LLC, Senator Investment Group LP, Alta Fox Capital Management, LLC, Atreides Management, LP, Anomaly Capital Management, LP, Glenview Capital Management, LLC, Bridgewater Associates, LP, Contour Asset Management LLC, Steadfast Capital Management LP, Skye Global Management LP, Third Point LLC, Moore Capital Management, LP, Discovery Capital Management, LLC
MSFT MICROSOFT CORP	22	5.8%	3	Altarock Partners LP, Skye Global Management LP, Tiger Global Management LLC, Egerton Capital (UK) LLP, Altimeter Capital Management, LP, Anomaly Capital Management, LP, Lone Pine Capital LLC, Maverick Capital Ltd, Alta Fox Capital Management, LLC, Coatue Management LLC, Alkeon Capital Management LLC, Moore Capital Management, LP, Senator Investment Group LP, Farallon Capital Management, L.L.C., Corvex Management LP, Bridgewater Associates, LP, Hound Partners, LLC, Third Point LLC, Duquesne Family Office LLC, Owl Creek Asset Management, L.P., Montanova Capital, LLC, Whale Rock Capital Management LLC
TSM TAIWAN SEMICONDUCTOR MANUFAC	20	5.0%	2	Lansdowne Partners (UK) LLP, Light Street Capital Management, LLC, Maverick Capital Ltd, Alkeon Capital Management LLC, Lone Pine Capital LLC, Coatue Management LLC, Skye Global Management LP, Duquesne Family Office LLC, Third Point LLC, Scopia Capital Management LP, Tiger Global Management LLC, Viking Global Investors LP, Altimeter Capital Management, LP, Melqart Asset Management (UK) Ltd, Montanova Capital, LLC, Whale Rock Capital Management LLC, Steadfast Capital Management LP, SRS Investment Management, LLC, Senator Investment Group LP, Junto Capital Management LP
NVDA NVIDIA CORPORATION	19	6.0%	2	Altimeter Capital Management, LP, Light Street Capital Management, LLC, Hound Partners, LLC, Dragoneer Investment Group, LLC, Whale Rock Capital Management LLC, Maverick Capital Ltd, Melqart Asset Management (UK) Ltd, Third Point LLC, Tiger Global Management LLC, Coatue Management LLC, Bridgewater Associates, LP, SRS Investment Management, LLC, Atreides Management, LP, Montanova Capital, LLC, Moore Capital Management, LP, Senator Investment Group LP, Viking Global Investors LP, Steadfast Capital Management LP, Soros Fund Management
Flutter Entmt Plc no ticker	15	3.6%	0	Dragoneer Investment Group, LLC, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Egerton Capital (UK) LLP, Third Point LLC, Lone Pine Capital LLC, Anomaly Capital Management, LP, Duquesne Family Office LLC, Tiger Global Management LLC, Senator Investment Group LP, Contour Asset Management LLC, Soros Fund Management, Viking Global Investors LP, Eminence Capital, LP, Maverick Capital Ltd
GOOGL ALPHABET INC	13	5.7%	2	Himalaya Capital Management LLC, Bronte Capital Management Pty Ltd., Alkeon Capital Management LLC, Pershing Square Capital Management, L.P., Abrams Capital Management, L.P., Tiger Global Management LLC, Atreides Management, LP, Steadfast Capital Management LP, Bridgewater Associates, LP, Anomaly Capital Management, LP, Altarock Partners LP, Corvex Management LP, Melqart Asset Management (UK) Ltd
COF CAPITAL ONE FINL CORP	12	4.1%	2	Bronte Capital Management Pty Ltd., Junto Capital Management LP, Egerton Capital (UK) LLP, Third Point LLC, Lone Pine Capital LLC, Senator Investment Group LP, Discovery Capital Management, LLC, Maverick Capital Ltd, Viking Global Investors LP, D1 Capital Partners L.P., Montanova Capital, LLC, Moore Capital Management, LP
SE SEA LTD	9	4.0%	6	Hound Partners, LLC, Tiger Global Management LLC, Light Street Capital Management, LLC, Eminence Capital, LP, Whale Rock Capital Management LLC, Anomaly Capital Management, LP, Viking Global Investors LP, Atreides Management, LP, Duquesne Family Office LLC
CVNA CARVANA CO	9	2.2%	0	Lone Pine Capital LLC, Contour Asset Management LLC, Whale Rock Capital Management LLC, Durable Capital Partners LP, Senator Investment Group LP, Coatue Management LLC, Steadfast Capital Management LP, Moore Capital Management, LP, Viking Global Investors LP
UNH UNITEDHEALTH GROUP INC	9	2.7%	4	Pentwater Capital Management LP, Lone Pine Capital LLC, Steadfast Capital Management LP, Scopia Capital Management LP, Eminence Capital, LP, Farallon Capital Management, L.L.C., Discovery Capital Management, LLC, Avidity Partners Management LP, Maverick Capital Ltd
AVGO BROADCOM CORP	8	4.0%	0	Light Street Capital Management, LLC, Whale Rock Capital Management LLC, Melqart Asset Management (UK) Ltd, Coatue Management LLC, Contour Asset Management LLC, Tiger Global Management LLC, Senator Investment Group LP, Bridgewater Associates, LP
CPNG COUPANG INC	8	4.8%	2	Dragoneer Investment Group, LLC, Abrams Capital Management, L.P., Durable Capital Partners LP, Altimeter Capital Management, LP, Duquesne Family Office LLC, Eminence Capital, LP, Whale Rock Capital Management LLC, Tiger Global Management LLC
VST VISTRA CORP	8	4.0%	2	Lone Pine Capital LLC, Owl Creek Asset Management, L.P., Rubric Capital Management LP, Sachem Head Capital Management LP, Third Point LLC, Moore Capital Management, LP, Senator Investment Group LP, Alkeon Capital Management LLC
UBER UBER TECHNOLOGIES INC	7	5.5%	1	Pershing Square Capital Management, L.P., Altimeter Capital Management, LP, Steadfast Capital Management LP, Owl Creek Asset Management, L.P., Anomaly Capital Management, LP, Bridgewater Associates, LP, Alkeon Capital Management LLC
NFLX NETFLIX INC.	7	6.1%	2	SRS Investment Management, LLC, Nightview Capital, LLC, Whale Rock Capital Management LLC, Light Street Capital Management, LLC, Coatue Management LLC, Steadfast Capital Management LP, Moore Capital Management, LP
BAC BANK OF AMER CORP	7	5.1%	1	Himalaya Capital Management LLC, D1 Capital Partners L.P., Viking Global Investors LP, Moore Capital Management, LP, Maverick Capital Ltd, Montanova Capital, LLC, Junto Capital Management LP
CRM SALESFORCE INC	7	2.9%	0	Starboard Value LP, Lone Pine Capital LLC, Eminence Capital, LP, Farallon Capital Management, L.L.C., Soros Fund Management, Bridgewater Associates, LP, Junto Capital Management LP
NU NU HLDGS LTD	7	2.8%	2	D1 Capital Partners L.P., Maverick Capital Ltd, Whale Rock Capital Management LLC, Dragoneer Investment Group, LLC, Coatue Management LLC, Duquesne Family Office LLC, Atreides Management, LP
MELI MERCADOLIBRE	7	2.4%	2	Duquesne Family Office LLC, Alkeon Capital Management LLC, Durable Capital Partners LP, Whale Rock Capital Management LLC, Altimeter Capital Management, LP, Light Street Capital Management, LLC, Atreides Management, LP
SGI SOMNIGROUP INTERNATIONAL INC	7	3.3%	0	Abrams Capital Management, L.P., Scopia Capital Management LP, Eminence Capital, LP, D1 Capital Partners L.P., Steadfast Capital Management LP, Senator Investment Group LP, Maverick Capital Ltd
AMD ADVANCED MICRO DEVICES INC	7	3.7%	1	Light Street Capital Management, LLC, Atreides Management, LP, Eminence Capital, LP, Maverick Capital Ltd, Melqart Asset Management (UK) Ltd, Montanova Capital, LLC, Bridgewater Associates, LP
SPY SPDR S&P 500 ETF Trust	6	6.1%	2	Farallon Capital Management, L.L.C., Tudor Investment Corp ET AL, Bridgewater Associates, LP, Senator Investment Group LP, Pentwater Capital Management LP, Moore Capital Management, LP
APP APPLOVIN CORP	6	3.1%	0	Whale Rock Capital Management LLC, D1 Capital Partners L.P., Lone Pine Capital LLC, Tiger Global Management LLC, Coatue Management LLC, Steadfast Capital Management LP
PM PHILIP MORRIS INTL INC	6	4.2%	0	Bronte Capital Management Pty Ltd., Maverick Capital Ltd, Duquesne Family Office LLC, Lone Pine Capital LLC, D1 Capital Partners L.P., Viking Global Investors LP
8L8C LIBERTY BROADBAND CORP	6	2.1%	0	Pentwater Capital Management LP, Soros Fund Management, Elliott Investment Management L.P., Farallon Capital Management, L.L.C., Baupost Group LLC, Tudor Investment Corp ET AL
TSLA TESLA INC	6	6.5%	1	Nightview Capital, LLC, Melqart Asset Management (UK) Ltd, Atreides Management, LP, Coatue Management LLC, Montanova Capital, LLC, Viking Global Investors LP
MA MASTERCARD INC	6	2.4%	2	Altarock Partners LP, Egerton Capital (UK) LLP, Alkeon Capital Management LLC, Junto Capital Management LP, Skye Global Management LP, Atreides Management, LP
CCL CARNIVAL CORP LTD	6	3.9%	1	Hound Partners, LLC, Junto Capital Management LP, Maverick Capital Ltd, Pentwater Capital Management LP, Steadfast Capital Management LP, Viking Global Investors LP
DKS DICKS SPORTING GOODS INC	6	2.6%	5	Atreides Management, LP, Sachem Head Capital Management LP, Montanova Capital, LLC, Steadfast Capital Management LP, Glenview Capital Management, LLC, Junto Capital Management LP
GEV GE VERNOVA LLC	5	2.9%	1	Coatue Management LLC, Owl Creek Asset Management, L.P., Tiger Global Management LLC, Bridgewater Associates, LP, Steadfast Capital Management LP
INTU INTUIT	5	3.5%	1	Durable Capital Partners LP, Lone Pine Capital LLC, Anomaly Capital Management, LP, Coatue Management LLC, Farallon Capital Management, L.L.C.
GOOG ALPHABET INC	5	7.8%	0	Himalaya Capital Management LLC, Baupost Group LLC, Pershing Square Capital Management, L.P., Egerton Capital (UK) LLP, Farallon Capital Management, L.L.C.
LRCX LAM RESEARCH CORP	5	2.2%	1	Alkeon Capital Management LLC, Coatue Management LLC, Skye Global Management LP, Tiger Global Management LLC, Junto Capital Management LP
TLN TALEN ENERGY CORP	5	8.7%	1	Rubric Capital Management LP, Sachem Head Capital Management LP, Owl Creek Asset Management, L.P., Third Point LLC, Lone Pine Capital LLC
V VISA INC	5	3.7%	0	Egerton Capital (UK) LLP, Skye Global Management LP, Altarock Partners LP, Alkeon Capital Management LLC, Viking Global Investors LP
GE GENERAL ELECTRIC CO	5	8.6%	0	Trian Fund Management, L.P., Skye Global Management LP, Egerton Capital (UK) LLP, Montanova Capital, LLC, Senator Investment Group LP
LPLA LPL FINL HLDGS INC	5	3.3%	0	Lone Pine Capital LLC, Egerton Capital (UK) LLP, Third Point LLC, Eminence Capital, LP, Junto Capital Management LP
JPM JPMORGAN CHASE & CO	5	2.8%	2	Discovery Capital Management, LLC, Senator Investment Group LP, Viking Global Investors LP, Junto Capital Management LP, Moore Capital Management, LP
PINS PINTEREST INC	5	4.1%	0	Elliott Investment Management L.P., Contour Asset Management LLC, Bronte Capital Management Pty Ltd., Eminence Capital, LP, Anomaly Capital Management, LP
APO APOLLO GLOBAL MGMT INC	5	2.6%	0	Senator Investment Group LP, D1 Capital Partners L.P., Tiger Global Management LLC, Third Point LLC, Montanova Capital, LLC
XYZ BLOCK INC	5	5.6%	2	Dragoneer Investment Group, LLC, Contour Asset Management LLC, Owl Creek Asset Management, L.P., Junto Capital Management LP, Viking Global Investors LP
CRH CRH PLC	5	5.2%	0	Baupost Group LLC, Lansdowne Partners (UK) LLP, Egerton Capital (UK) LLP, Gates Capital Management, Inc., Third Point LLC
AKX ANSYS INC	5	4.5%	1	Melqart Asset Management (UK) Ltd, Pentwater Capital Management LP, D1 Capital Partners L.P., Steadfast Capital Management LP, Farallon Capital Management, L.L.C.
TEVA TEVA PHARMACEUTICAL INDS LTD	5	5.0%	0	Glenview Capital Management, LLC, Rubric Capital Management LP, Duquesne Family Office LLC, Avidity Partners Management LP, Maverick Capital Ltd
FERG FERGUSON ENTERPRISES INC	5	3.4%	1	Baupost Group LLC, Egerton Capital (UK) LLP, Eminence Capital, LP, Atreides Management, LP, Montanova Capital, LLC
PRMB PRIMO BRANDS CORPORATION	5	2.2%	0	Scopia Capital Management LP, Third Point LLC, D1 Capital Partners L.P., Viking Global Investors LP, Maverick Capital Ltd
DHR DANAHER CORP DEL	5	1.8%	1	Avidity Partners Management LP, Viking Global Investors LP, Montanova Capital, LLC, Third Point LLC, Maverick Capital Ltd
BSX BOSTON SCIENTIFIC CORP	5	2.9%	1	Avidity Partners Management LP, Steadfast Capital Management LP, Farallon Capital Management, L.L.C., Egerton Capital (UK) LLP, Montanova Capital, LLC
ENTG ENTEGRIS INC	5	3.0%	2	D1 Capital Partners L.P., Duquesne Family Office LLC, Hound Partners, LLC, Durable Capital Partners LP, Scopia Capital Management LP

Who, by name

AMZN Skye Global Management LP 32.7%, Altarock Partners LP 25.1%, Nightview Capital, LLC 17.5%, Pershing Square Capital Management, L.P. 9.3%, Lone Pine Capital LLC 8.0%, Third Point LLC 7.8%, Bronte Capital Management Pty Ltd. 7.5%, Egerton Capital (UK) LLP 7.5%, Maverick Capital Ltd 6.9%, Tiger Global Management LLC 6.9%, Alkeon Capital Management LLC 6.7%, Corvex Management LP 6.3%, Coatue Management LLC 6.2%, Owl Creek Asset Management, L.P. 6.2%, Scopia Capital Management LP 5.9%, Steadfast Capital Management LP 5.4%, Anomaly Capital Management, LP 5.0%, Alta Fox Capital Management, LLC 5.0%, Eminence Capital, LP 4.9%, Whale Rock Capital Management LLC 4.8%, Altimeter Capital Management, LP 4.6%, Atreides Management, LP 4.4%, Contour Asset Management LLC 4.2%, Light Street Capital Management, LLC 3.8%, Glenview Capital Management, LLC 3.5%, Farallon Capital Management, L.L.C. 3.0%, Senator Investment Group LP 3.0%, Viking Global Investors LP 2.5%, Moore Capital Management, LP 2.2%, D1 Capital Partners L.P. 2.1%, Montanova Capital, LLC 2.1%, Hound Partners, LLC 1.6%, Soros Fund Management 1.4%, Lansdowne Partners (UK) LLP 1.4%, Bridgewater Associates, LP 1.1%
META Altimeter Capital Management, LP 20.0%, Tiger Global Management LLC 16.3%, Lone Pine Capital LLC 8.9%, Alkeon Capital Management LLC 7.7%, Coatue Management LLC 7.6%, Whale Rock Capital Management LLC 6.4%, Nightview Capital, LLC 6.3%, SRS Investment Management, LLC 6.2%, Owl Creek Asset Management, L.P. 6.0%, Abrams Capital Management, L.P. 4.8%, Montanova Capital, LLC 4.7%, Egerton Capital (UK) LLP 4.2%, Light Street Capital Management, LLC 4.1%, Senator Investment Group LP 3.9%, Alta Fox Capital Management, LLC 3.3%, Atreides Management, LP 3.0%, Anomaly Capital Management, LP 2.5%, Glenview Capital Management, LLC 2.4%, Bridgewater Associates, LP 2.4%, Contour Asset Management LLC 1.8%, Steadfast Capital Management LP 1.8%, Skye Global Management LP 1.7%, Third Point LLC 1.5%, Moore Capital Management, LP 1.2%, Discovery Capital Management, LLC 1.1%
MSFT Altarock Partners LP 23.4%, Skye Global Management LP 10.7%, Tiger Global Management LLC 9.6%, Egerton Capital (UK) LLP 9.4%, Altimeter Capital Management, LP 7.6%, Anomaly Capital Management, LP 7.4%, Lone Pine Capital LLC 6.7%, Maverick Capital Ltd 5.8%, Alta Fox Capital Management, LLC 5.7%, Coatue Management LLC 5.4%, Alkeon Capital Management LLC 4.2%, Moore Capital Management, LP 4.1%, Senator Investment Group LP 4.0%, Farallon Capital Management, L.L.C. 4.0%, Corvex Management LP 3.7%, Bridgewater Associates, LP 3.4%, Hound Partners, LLC 2.7%, Third Point LLC 2.6%, Duquesne Family Office LLC 2.6%, Owl Creek Asset Management, L.P. 2.4%, Montanova Capital, LLC 1.9%, Whale Rock Capital Management LLC 1.4%
TSM Lansdowne Partners (UK) LLP 21.7%, Light Street Capital Management, LLC 16.6%, Maverick Capital Ltd 6.1%, Alkeon Capital Management LLC 6.1%, Lone Pine Capital LLC 5.6%, Coatue Management LLC 5.1%, Skye Global Management LP 4.9%, Duquesne Family Office LLC 4.4%, Third Point LLC 4.3%, Scopia Capital Management LP 3.4%, Tiger Global Management LLC 3.0%, Viking Global Investors LP 2.8%, Altimeter Capital Management, LP 2.8%, Melqart Asset Management (UK) Ltd 2.8%, Montanova Capital, LLC 2.6%, Whale Rock Capital Management LLC 1.9%, Steadfast Capital Management LP 1.9%, SRS Investment Management, LLC 1.9%, Senator Investment Group LP 1.6%, Junto Capital Management LP 1.0%
NVDA Altimeter Capital Management, LP 18.8%, Light Street Capital Management, LLC 11.4%, Hound Partners, LLC 10.8%, Dragoneer Investment Group, LLC 10.3%, Whale Rock Capital Management LLC 7.9%, Maverick Capital Ltd 7.2%, Melqart Asset Management (UK) Ltd 6.2%, Third Point LLC 5.8%, Tiger Global Management LLC 5.4%, Coatue Management LLC 5.1%, Bridgewater Associates, LP 4.6%, SRS Investment Management, LLC 4.3%, Atreides Management, LP 3.0%, Montanova Capital, LLC 3.0%, Moore Capital Management, LP 2.9%, Senator Investment Group LP 2.5%, Viking Global Investors LP 1.7%, Steadfast Capital Management LP 1.6%, Soros Fund Management 1.5%
Flutter Entmt Plc Dragoneer Investment Group, LLC 9.8%, Steadfast Capital Management LP 5.3%, Owl Creek Asset Management, L.P. 5.3%, Egerton Capital (UK) LLP 4.3%, Third Point LLC 4.0%, Lone Pine Capital LLC 3.9%, Anomaly Capital Management, LP 3.3%, Duquesne Family Office LLC 3.0%, Tiger Global Management LLC 2.9%, Senator Investment Group LP 2.5%, Contour Asset Management LLC 2.5%, Soros Fund Management 2.4%, Viking Global Investors LP 1.9%, Eminence Capital, LP 1.9%, Maverick Capital Ltd 1.3%
GOOGL Himalaya Capital Management LLC 16.7%, Bronte Capital Management Pty Ltd. 8.0%, Alkeon Capital Management LLC 7.4%, Pershing Square Capital Management, L.P. 6.9%, Abrams Capital Management, L.P. 6.1%, Tiger Global Management LLC 5.5%, Atreides Management, LP 4.7%, Steadfast Capital Management LP 4.1%, Bridgewater Associates, LP 4.0%, Anomaly Capital Management, LP 3.9%, Altarock Partners LP 3.4%, Corvex Management LP 1.7%, Melqart Asset Management (UK) Ltd 1.2%
COF Bronte Capital Management Pty Ltd. 6.5%, Junto Capital Management LP 5.9%, Egerton Capital (UK) LLP 5.1%, Third Point LLC 5.0%, Lone Pine Capital LLC 4.7%, Senator Investment Group LP 4.2%, Discovery Capital Management, LLC 4.0%, Maverick Capital Ltd 3.6%, Viking Global Investors LP 3.5%, D1 Capital Partners L.P. 3.4%, Montanova Capital, LLC 1.6%, Moore Capital Management, LP 1.3%
SE Hound Partners, LLC 10.8%, Tiger Global Management LLC 7.5%, Light Street Capital Management, LLC 3.9%, Eminence Capital, LP 3.6%, Whale Rock Capital Management LLC 3.1%, Anomaly Capital Management, LP 2.7%, Viking Global Investors LP 1.6%, Atreides Management, LP 1.5%, Duquesne Family Office LLC 1.3%
CVNA Lone Pine Capital LLC 4.3%, Contour Asset Management LLC 2.9%, Whale Rock Capital Management LLC 2.7%, Durable Capital Partners LP 2.3%, Senator Investment Group LP 2.1%, Coatue Management LLC 1.7%, Steadfast Capital Management LP 1.5%, Moore Capital Management, LP 1.1%, Viking Global Investors LP 1.1%
UNH Pentwater Capital Management LP 3.9%, Lone Pine Capital LLC 3.8%, Steadfast Capital Management LP 3.7%, Scopia Capital Management LP 3.0%, Eminence Capital, LP 2.6%, Farallon Capital Management, L.L.C. 2.3%, Discovery Capital Management, LLC 2.1%, Avidity Partners Management LP 2.0%, Maverick Capital Ltd 1.1%
AVGO Light Street Capital Management, LLC 6.9%, Whale Rock Capital Management LLC 6.3%, Melqart Asset Management (UK) Ltd 5.4%, Coatue Management LLC 4.3%, Contour Asset Management LLC 3.9%, Tiger Global Management LLC 2.2%, Senator Investment Group LP 1.6%, Bridgewater Associates, LP 1.3%
CPNG Dragoneer Investment Group, LLC 12.8%, Abrams Capital Management, L.P. 6.4%, Durable Capital Partners LP 5.6%, Altimeter Capital Management, LP 4.9%, Duquesne Family Office LLC 3.1%, Eminence Capital, LP 3.0%, Whale Rock Capital Management LLC 1.5%, Tiger Global Management LLC 1.2%
VST Lone Pine Capital LLC 9.1%, Owl Creek Asset Management, L.P. 6.1%, Rubric Capital Management LP 4.4%, Sachem Head Capital Management LP 4.2%, Third Point LLC 3.2%, Moore Capital Management, LP 2.0%, Senator Investment Group LP 1.8%, Alkeon Capital Management LLC 1.3%
UBER Pershing Square Capital Management, L.P. 20.6%, Altimeter Capital Management, LP 8.0%, Steadfast Capital Management LP 2.8%, Owl Creek Asset Management, L.P. 2.4%, Anomaly Capital Management, LP 1.6%, Bridgewater Associates, LP 1.4%, Alkeon Capital Management LLC 1.3%
NFLX SRS Investment Management, LLC 22.7%, Nightview Capital, LLC 6.8%, Whale Rock Capital Management LLC 4.7%, Light Street Capital Management, LLC 3.2%, Coatue Management LLC 2.3%, Steadfast Capital Management LP 2.1%, Moore Capital Management, LP 1.1%
BAC Himalaya Capital Management LLC 18.4%, D1 Capital Partners L.P. 5.2%, Viking Global Investors LP 4.3%, Moore Capital Management, LP 2.4%, Maverick Capital Ltd 2.3%, Montanova Capital, LLC 1.7%, Junto Capital Management LP 1.5%
CRM Starboard Value LP 5.9%, Lone Pine Capital LLC 3.7%, Eminence Capital, LP 3.2%, Farallon Capital Management, L.L.C. 2.6%, Soros Fund Management 1.8%, Bridgewater Associates, LP 1.8%, Junto Capital Management LP 1.3%
NU D1 Capital Partners L.P. 4.6%, Maverick Capital Ltd 4.6%, Whale Rock Capital Management LLC 3.4%, Dragoneer Investment Group, LLC 2.8%, Coatue Management LLC 1.9%, Duquesne Family Office LLC 1.2%, Atreides Management, LP 1.0%
MELI Duquesne Family Office LLC 3.6%, Alkeon Capital Management LLC 3.1%, Durable Capital Partners LP 2.9%, Whale Rock Capital Management LLC 2.3%, Altimeter Capital Management, LP 1.8%, Light Street Capital Management, LLC 1.6%, Atreides Management, LP 1.3%
SGI Abrams Capital Management, L.P. 6.5%, Scopia Capital Management LP 6.1%, Eminence Capital, LP 3.2%, D1 Capital Partners L.P. 2.5%, Steadfast Capital Management LP 2.5%, Senator Investment Group LP 1.2%, Maverick Capital Ltd 1.0%
AMD Light Street Capital Management, LLC 8.5%, Atreides Management, LP 6.8%, Eminence Capital, LP 3.0%, Maverick Capital Ltd 2.6%, Melqart Asset Management (UK) Ltd 2.2%, Montanova Capital, LLC 2.1%, Bridgewater Associates, LP 1.0%
SPY Farallon Capital Management, L.L.C. 15.5%, Tudor Investment Corp ET AL 9.3%, Bridgewater Associates, LP 6.5%, Senator Investment Group LP 2.5%, Pentwater Capital Management LP 1.8%, Moore Capital Management, LP 1.3%
APP Whale Rock Capital Management LLC 5.9%, D1 Capital Partners L.P. 3.8%, Lone Pine Capital LLC 3.2%, Tiger Global Management LLC 2.1%, Coatue Management LLC 1.8%, Steadfast Capital Management LP 1.7%
PM Bronte Capital Management Pty Ltd. 8.7%, Maverick Capital Ltd 4.1%, Duquesne Family Office LLC 3.8%, Lone Pine Capital LLC 3.6%, D1 Capital Partners L.P. 3.1%, Viking Global Investors LP 1.8%
8L8C Pentwater Capital Management LP 3.4%, Soros Fund Management 2.4%, Elliott Investment Management L.P. 1.9%, Farallon Capital Management, L.L.C. 1.9%, Baupost Group LLC 1.8%, Tudor Investment Corp ET AL 1.0%
TSLA Nightview Capital, LLC 29.5%, Melqart Asset Management (UK) Ltd 3.1%, Atreides Management, LP 2.8%, Coatue Management LLC 1.8%, Montanova Capital, LLC 1.1%, Viking Global Investors LP 1.0%
MA Altarock Partners LP 6.0%, Egerton Capital (UK) LLP 2.4%, Alkeon Capital Management LLC 2.1%, Junto Capital Management LP 1.8%, Skye Global Management LP 1.1%, Atreides Management, LP 1.0%
CCL Hound Partners, LLC 13.3%, Junto Capital Management LP 3.6%, Maverick Capital Ltd 2.3%, Pentwater Capital Management LP 1.5%, Steadfast Capital Management LP 1.5%, Viking Global Investors LP 1.1%
DKS Atreides Management, LP 4.8%, Sachem Head Capital Management LP 4.0%, Montanova Capital, LLC 1.9%, Steadfast Capital Management LP 1.9%, Glenview Capital Management, LLC 1.6%, Junto Capital Management LP 1.2%
GEV Coatue Management LLC 5.5%, Owl Creek Asset Management, L.P. 4.0%, Tiger Global Management LLC 1.7%, Bridgewater Associates, LP 1.7%, Steadfast Capital Management LP 1.5%
INTU Durable Capital Partners LP 4.7%, Lone Pine Capital LLC 4.4%, Anomaly Capital Management, LP 4.4%, Coatue Management LLC 2.3%, Farallon Capital Management, L.L.C. 1.9%
GOOG Himalaya Capital Management LLC 16.2%, Baupost Group LLC 11.3%, Pershing Square Capital Management, L.P. 8.2%, Egerton Capital (UK) LLP 1.8%, Farallon Capital Management, L.L.C. 1.4%
LRCX Alkeon Capital Management LLC 4.0%, Coatue Management LLC 2.8%, Skye Global Management LP 1.5%, Tiger Global Management LLC 1.5%, Junto Capital Management LP 1.0%
TLN Rubric Capital Management LP 21.1%, Sachem Head Capital Management LP 12.3%, Owl Creek Asset Management, L.P. 4.6%, Third Point LLC 3.0%, Lone Pine Capital LLC 2.3%
V Egerton Capital (UK) LLP 7.0%, Skye Global Management LP 4.1%, Altarock Partners LP 3.5%, Alkeon Capital Management LLC 2.5%, Viking Global Investors LP 1.7%
GE Trian Fund Management, L.P. 27.4%, Skye Global Management LP 7.0%, Egerton Capital (UK) LLP 3.3%, Montanova Capital, LLC 3.0%, Senator Investment Group LP 2.3%
LPLA Lone Pine Capital LLC 5.1%, Egerton Capital (UK) LLP 3.2%, Third Point LLC 3.1%, Eminence Capital, LP 3.0%, Junto Capital Management LP 1.8%
JPM Discovery Capital Management, LLC 3.8%, Senator Investment Group LP 3.4%, Viking Global Investors LP 3.4%, Junto Capital Management LP 1.9%, Moore Capital Management, LP 1.3%
PINS Elliott Investment Management L.P. 8.3%, Contour Asset Management LLC 4.9%, Bronte Capital Management Pty Ltd. 3.0%, Eminence Capital, LP 2.7%, Anomaly Capital Management, LP 1.5%
APO Senator Investment Group LP 3.0%, D1 Capital Partners L.P. 2.8%, Tiger Global Management LLC 2.6%, Third Point LLC 2.4%, Montanova Capital, LLC 2.3%
XYZ Dragoneer Investment Group, LLC 12.8%, Contour Asset Management LLC 8.1%, Owl Creek Asset Management, L.P. 4.5%, Junto Capital Management LP 1.5%, Viking Global Investors LP 1.1%
CRH Baupost Group LLC 8.5%, Lansdowne Partners (UK) LLP 6.3%, Egerton Capital (UK) LLP 4.3%, Gates Capital Management, Inc. 3.7%, Third Point LLC 3.1%
AKX Melqart Asset Management (UK) Ltd 11.2%, Pentwater Capital Management LP 3.7%, D1 Capital Partners L.P. 3.2%, Steadfast Capital Management LP 3.0%, Farallon Capital Management, L.L.C. 1.6%
TEVA Glenview Capital Management, LLC 7.5%, Rubric Capital Management LP 7.0%, Duquesne Family Office LLC 6.8%, Avidity Partners Management LP 2.3%, Maverick Capital Ltd 1.1%
FERG Baupost Group LLC 6.0%, Egerton Capital (UK) LLP 5.0%, Eminence Capital, LP 2.5%, Atreides Management, LP 1.8%, Montanova Capital, LLC 1.6%
PRMB Scopia Capital Management LP 4.0%, Third Point LLC 2.2%, D1 Capital Partners L.P. 2.0%, Viking Global Investors LP 1.7%, Maverick Capital Ltd 1.1%
DHR Avidity Partners Management LP 3.6%, Viking Global Investors LP 1.7%, Montanova Capital, LLC 1.3%, Third Point LLC 1.3%, Maverick Capital Ltd 1.1%
BSX Avidity Partners Management LP 6.9%, Steadfast Capital Management LP 2.2%, Farallon Capital Management, L.L.C. 1.9%, Egerton Capital (UK) LLP 1.8%, Montanova Capital, LLC 1.4%
ENTG D1 Capital Partners L.P. 4.7%, Duquesne Family Office LLC 3.4%, Hound Partners, LLC 3.4%, Durable Capital Partners LP 1.9%, Scopia Capital Management LP 1.6%

Consensus exits

22 rows


DFSEUR DISCOVER FINL SVCS	7	3.2%	Discovery Capital Management, LLC, Bronte Capital Management Pty Ltd., Farallon Capital Management, L.L.C., Melqart Asset Management (UK) Ltd, Third Point LLC, Pentwater Capital Management LP, Maverick Capital Ltd
ITCIEUR INTRA-CELLULAR THERAPIES INC	4	5.7%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Montanova Capital, LLC, Farallon Capital Management, L.L.C.
USX1 UNITED STATES STL CORP NEW	3	8.0%	Pentwater Capital Management LP, Melqart Asset Management (UK) Ltd, Third Point LLC
CRL CHARLES RIV LABS INTL INC	3	3.7%	Impactive Capital LP, D1 Capital Partners L.P., Eminence Capital, LP
LLY ELI LILLY & CO	3	3.5%	Egerton Capital (UK) LLP, Lone Pine Capital LLC, Senator Investment Group LP
BABA ALIBABA GROUP HLDG LTD	3	2.0%	Bridgewater Associates, LP, Altimeter Capital Management, LP, Moore Capital Management, LP
SNPS SYNOPSYS INC	3	1.9%	Atreides Management, LP, D1 Capital Partners L.P., Steadfast Capital Management LP
SCHW SCHWAB CHARLES CORP	3	1.7%	Junto Capital Management LP, Maverick Capital Ltd, Discovery Capital Management, LLC
INTU INTUIT	2	5.8%	Dragoneer Investment Group, LLC, Viking Global Investors LP
CP CANADIAN PACIFIC KANSAS CITY	2	5.6%	Pershing Square Capital Management, L.P., D1 Capital Partners L.P.
PRMB PRIMO BRANDS CORPORATION	2	4.2%	Eminence Capital, LP, Senator Investment Group LP
FISV FISERV INC	2	4.1%	Egerton Capital (UK) LLP, Senator Investment Group LP
UNH UNITEDHEALTH GROUP INC	2	3.8%	SRS Investment Management, LLC, Viking Global Investors LP
CNC CENTENE CORP DEL	2	2.5%	Owl Creek Asset Management, L.P., Glenview Capital Management, LLC
CMG CHIPOTLE MEXICAN GRILL INC	2	2.1%	Steadfast Capital Management LP, Montanova Capital, LLC
MTCH MATCH GROUP INC NEW	2	1.9%	Bronte Capital Management Pty Ltd., Elliott Investment Management L.P.
2655787D BLUEPRINT MEDICINES CORP	2	1.8%	Casdin Capital, LLC, Avidity Partners Management LP
COF CAPITAL ONE FINL CORP	2	1.8%	Eminence Capital, LP, Duquesne Family Office LLC
DHR DANAHER CORP DEL	2	1.6%	Senator Investment Group LP, Junto Capital Management LP
META META PLATFORMS INC	2	1.4%	Maverick Capital Ltd, Junto Capital Management LP
WIX WIX COM LTD	2	1.4%	Moore Capital Management, LP, Whale Rock Capital Management LLC
SGI SOMNIGROUP INTERNATIONAL INC	2	1.2%	Junto Capital Management LP, Baupost Group LLC

Who, by name

DFSEUR Discovery Capital Management, LLC 6.7%, Bronte Capital Management Pty Ltd. 4.9%, Farallon Capital Management, L.L.C. 4.4%, Melqart Asset Management (UK) Ltd 2.2%, Third Point LLC 2.0%, Pentwater Capital Management LP 1.2%, Maverick Capital Ltd 1.2%
ITCIEUR Pentwater Capital Management LP 9.6%, Melqart Asset Management (UK) Ltd 7.1%, Montanova Capital, LLC 3.7%, Farallon Capital Management, L.L.C. 2.2%
USX1 Pentwater Capital Management LP 11.4%, Melqart Asset Management (UK) Ltd 10.2%, Third Point LLC 2.4%
CRL Impactive Capital LP 8.3%, D1 Capital Partners L.P. 1.8%, Eminence Capital, LP 1.1%
LLY Egerton Capital (UK) LLP 4.7%, Lone Pine Capital LLC 4.0%, Senator Investment Group LP 1.9%
BABA Bridgewater Associates, LP 3.5%, Altimeter Capital Management, LP 1.4%, Moore Capital Management, LP 1.1%
SNPS Atreides Management, LP 2.4%, D1 Capital Partners L.P. 2.2%, Steadfast Capital Management LP 1.3%
SCHW Junto Capital Management LP 2.0%, Maverick Capital Ltd 2.0%, Discovery Capital Management, LLC 1.2%
INTU Dragoneer Investment Group, LLC 8.3%, Viking Global Investors LP 3.3%
CP Pershing Square Capital Management, L.P. 8.7%, D1 Capital Partners L.P. 2.5%
PRMB Eminence Capital, LP 4.2%, Senator Investment Group LP 4.1%
FISV Egerton Capital (UK) LLP 6.1%, Senator Investment Group LP 2.1%
UNH SRS Investment Management, LLC 4.1%, Viking Global Investors LP 3.6%
CNC Owl Creek Asset Management, L.P. 3.1%, Glenview Capital Management, LLC 2.0%
CMG Steadfast Capital Management LP 3.0%, Montanova Capital, LLC 1.1%
MTCH Bronte Capital Management Pty Ltd. 2.0%, Elliott Investment Management L.P. 1.7%
2655787D Casdin Capital, LLC 2.4%, Avidity Partners Management LP 1.3%
COF Eminence Capital, LP 2.4%, Duquesne Family Office LLC 1.2%
DHR Senator Investment Group LP 2.2%, Junto Capital Management LP 1.1%
META Maverick Capital Ltd 1.8%, Junto Capital Management LP 1.0%
WIX Moore Capital Management, LP 1.4%, Whale Rock Capital Management LLC 1.4%
SGI Junto Capital Management LP 1.3%, Baupost Group LLC 1.2%