Fund Summary

71 funds

\Navigate

Fund	AUM	# Pos	Turnover	Top Buys	Top Sells
Berkshire Hathaway Inc	$263.1B	90	124.6%	GOOG +3.8%DAL +1.0%GOOG +0.4%NYT +0.3%LEN +0.1%M +0.0%LEN +0.0%	CVX -3.5%V -1.1%MA -0.8%STZ -0.7%UNH -0.6%DPZ -0.5%AON -0.5%POOL -0.3%AMZN -0.2%NUE -0.2%HEI -0.1%LSXMA -0.1%DVA -0.1%CHTR -0.1%BAC -0.1%
Dodge & Cox	$182.0B	222	51.7%	SUNB +1.9%MSFT +0.9%AJG +0.8%ROP +0.6%BKNG +0.6%CARR +0.4%BN +0.4%NVO +0.4%FCNCA +0.4%TRU +0.2%CPNG +0.2%VSNT +0.1%HPQ +0.1%WTW +0.1%CI +0.1%	FDX -1.1%SNY -0.7%GE -0.7%NSC -0.5%CVS -0.4%AP47 -0.3%RTX -0.2%JCI -0.2%OXY -0.2%NVS -0.2%BKR -0.2%AMRZ -0.2%BK -0.2%GILD -0.2%GS -0.2%
Soroban Capital Partners LP	$51.8B	30	245.7%	DPZ +6.2%EFX +4.0%SPGI +3.6%AMZN +3.5%MA +2.0%NXPI +1.2%V +1.0%META +0.9%TDG +0.9%PNW +0.7%DTE +0.0%	GOOG -2.9%SO -2.5%BN -1.8%UNP -1.7%TSM -1.7%AEP -1.3%REXR -1.3%ETR -1.2%CSX -1.0%FERG -0.9%MSFT -0.8%GOOG -0.6%NI -0.3%WEC -0.2%QSR -0.1%
Tci Fund Management Ltd	$45.2B	10	36.9%	SPGI +1.8%V +1.5%GOOG +1.3%MCO +0.8%GOOG +0.7%	MSFT -9.7%CP -0.2%
Viking Global Investors LP	$35.7B	77	246.2%	AAPL +2.4%V +1.9%FDX +1.8%META +1.6%CVNA +1.4%ATI +1.3%LII +1.2%TMO +1.1%WAT +1.0%HAS +0.9%RDDT +0.9%AAIG +0.8%TSLA +0.8%JPM +0.6%DIS +0.5%	PNC -2.4%AMD -2.1%DKNG -1.7%ROST -1.5%CHWY -1.2%UBS -1.1%AMZN -1.1%UNH -1.0%SAIA -0.9%MSFT -0.9%TW -0.8%DKS -0.7%BAC -0.7%COF -0.6%BSX -0.6%
Gates Foundation Trust	$31.7B	22	61.8%	—	MSFT -10.5%BRK-A -3.2%WM -0.8%
Pzena Investment Management LLC	$30.8B	192	50.7%	HUM +0.7%ACN +0.7%SWKS +0.6%CTSH +0.5%KT +0.5%GLOB +0.4%CDW +0.4%TSN +0.4%MICC +0.3%CRBG +0.2%LKQ +0.2%DOX +0.1%PPG +0.1%RHI +0.1%TFX +0.1%	DG -1.3%DOW -1.1%MGA -0.9%C -0.8%NOK -0.7%CVS -0.4%UBS -0.3%WFC -0.3%BAX -0.3%NOV -0.3%WBS -0.3%LEARQ -0.3%AVT -0.2%COF -0.2%GD -0.2%
Eagle Capital Management LLC	$29.8B	60	74.2%	INTU +2.4%MELI +2.0%SAP +2.0%SPGI +1.9%AJG +1.8%NFLX +1.6%MA +1.0%EQT +0.7%WDAY +0.5%DHR +0.2%META +0.2%UNH +0.1%MSFT +0.1%LBRDA +0.1%GOOG +0.1%	WWD -2.1%AON -1.8%HLT -1.7%ASMLF -1.7%AER -1.2%PTC -0.8%RDS-B -0.7%MLM -0.6%VMC -0.6%SPY -0.5%AA -0.4%COP -0.4%VTI -0.3%IWD -0.3%CMCSA -0.2%
Coatue Management LLC	$29.1B	198	159.8%	TSM +7.9%GEV +5.6%LRCX +5.4%AMAT +4.5%AVGO +4.3%ETN +4.3%AMZN +4.1%META +4.0%CEG +3.2%GOOG +3.1%NVDA +2.8%EQIX +2.7%MSFT +2.3%NFLX +1.7%ASMLF +1.6%	—
Tiger Global Management LLC	$22.8B	54	77.7%	TSM +2.1%AMAT +0.9%MELI +0.8%AVGO +0.7%META +0.6%NVDA +0.6%CPNG +0.5%SPOT +0.5%LITE +0.3%EQPT +0.3%INTC +0.2%ZG +0.2%RVI +0.0%PAYP +0.0%XNDU +0.0%	MSFT -3.7%FLUT -2.9%TTWO -2.6%VEEV -1.8%GRAB -1.6%APO -1.1%WDAY -0.7%RDDT -0.6%XYZ -0.5%ESTC -0.4%APP -0.4%HNGE -0.3%NOW -0.2%CHYM -0.2%CRCL -0.1%
Elliott Investment Management L.p.	$20.1B	33	163.5%	NCLH +1.1%HPE +0.9%RIG +0.5%HDB +0.1%SDRL +0.0%	LUV -3.5%HYG -1.4%BILL -0.7%ST -0.5%FSK -0.0%
Select Equity Group LP	$19.5B	179	131.8%	HUBB +0.8%ROL +0.8%NDAQ +0.7%NET +0.6%CHRW +0.6%PKG +0.5%LSXMA +0.5%SPOT +0.4%FNV +0.4%CLH +0.3%VRSK +0.3%EME +0.3%APH +0.3%BWXT +0.3%INTC +0.2%	JLL -1.3%BJ -1.0%VIK -1.0%MIDD -0.9%CRH -0.9%PAYX -0.8%WAB -0.7%MORN -0.6%CDW -0.6%FTV -0.5%TECH -0.5%TRMB -0.5%PTC -0.4%ADBE -0.4%MKL -0.4%
Farallon Capital Management LLC	$17.5B	172	690.1%	AVGO +1.3%ROIV +1.3%KKR +1.2%MA +0.6%TMO +0.6%SNPS +0.4%PCVX +0.3%DNTH +0.3%BTSG +0.3%TWST +0.3%UNH +0.3%GOOG +0.3%TYRA +0.3%SCHW +0.3%CRNX +0.2%	CYBR -2.2%CRM -1.6%NDAQ -1.4%NYT -1.1%WAB -1.0%DAY -1.0%DIS -0.8%CBRE -0.7%NTRA -0.7%ARMK -0.6%BITW -0.6%EXEL -0.5%IBIT -0.5%RVMD -0.4%CDTX -0.4%
Wasatch Advisors LP	$15.1B	213	101.7%	RGEN +0.9%SKY +0.8%FROG +0.8%ECG +0.6%ESE +0.5%COCO +0.5%MEDP +0.4%CSW +0.3%HQY +0.3%GLBE +0.3%EPR +0.3%UFPI +0.3%MD +0.3%NOVT +0.2%BCPC +0.2%	RBC -1.4%NVMI -1.3%CWAN -1.2%MOD -1.0%ENSG -0.9%FOUR -0.7%FIVE -0.6%CWST -0.6%ICFI -0.6%QTWO -0.5%GLOB -0.5%MORN -0.4%PCOR -0.4%ARHS -0.4%CERT -0.4%
Cantillon Capital Management LLC	$15.1B	76	328.3%	SPOT +1.2%ORCL +0.3%EFX +0.1%CP +0.1%UBER +0.0%	AMAT -2.7%AVGO -0.9%GOOG -0.8%TSM -0.6%IBKR -0.5%FLUT -0.5%SPGI -0.5%ADI -0.4%CBRE -0.4%V -0.4%ICE -0.3%BLK -0.3%LSXMA -0.3%MSFT -0.3%CME -0.3%
Polen Capital Management LLC	$14.5B	221	138.3%	CSGP +1.3%META +1.2%LRCX +1.0%NOW +0.7%ROL +0.5%SPOT +0.1%DOCN +0.0%FSLY +0.0%ASMLF +0.0%MCHI +0.0%EWT +0.0%YOU +0.0%AZN +0.0%CECO +0.0%BELFA +0.0%	AMZN -4.2%ABT -1.7%MSFT -1.7%ADBE -1.4%ORCL -1.4%GOOG -1.3%LLY -1.3%MA -1.3%V -1.2%AVGO -1.1%PAYC -0.9%MSCI -0.9%BSX -0.9%NVDA -0.9%INTU -0.9%
Pershing Square Capital Management LP	$13.7B	11	95.1%	MSFT +13.5%AMZN +2.5%	GOOG -10.8%HLT -5.6%GOOG -1.2%BN -0.4%UBER -0.1%QSR -0.1%
Situational Awareness LP	$13.7B	42	361.2%	IREN +1.9%CLSKW +1.6%CRWV +1.5%RIOT +1.2%SNDK +1.0%APLD +0.9%TE +0.8%BITF +0.5%AMD +0.4%SHAZW +0.3%BTDR +0.3%SMH +0.2%INTC +0.2%TSM +0.1%HIVE +0.1%	BE -8.8%LITE -8.7%CIFR -2.8%EQT -2.4%COHR -1.6%TSEM -1.5%KRC -0.9%SEI -0.8%CORZ -0.7%HUT -0.7%LBRT -0.2%
Lone Pine Capital LLC	$12.5B	36	243.4%	TER +4.1%GLW +3.7%MTZ +3.6%USFD +2.6%PFGC +2.5%MCK +2.5%CIEN +2.3%WULF +2.1%HUT +2.1%APP +2.0%AGX +1.6%CRS +1.5%TLN +1.2%VST +1.1%NU +0.9%	AVGO -4.4%MSFT -4.4%DASH -4.2%TSM -4.1%AMZN -4.1%KKR -3.3%PM -3.1%VMC -3.1%WING -2.8%APH -2.4%AFRM -2.1%BN -1.4%MA -0.1%BKNG -0.1%CVNA -0.1%
D1 Capital Partners LP	$11.2B	44	227.5%	NU +3.5%TMO +3.3%SGI +3.2%DHR +3.1%MELI +2.4%TXN +2.3%CPNG +2.0%DASH +2.0%CVNA +2.0%AVGO +1.8%MLM +1.8%CLS +1.4%GOOG +1.3%TSM +1.0%LYV +1.0%	CLH -3.9%META -2.3%ENTG -2.0%LIN -1.9%SATS -1.9%SNPS -1.7%SHW -1.5%XPO -1.4%GEHC -1.4%CNM -1.3%FLS -1.2%KNX -1.2%ANET -1.2%APG -0.8%Q -0.7%
Durable Capital Partners LP	$9.7B	37	180.0%	Q +2.5%IWM +2.2%WIX +1.7%CRH +1.5%FERG +1.4%TECH +1.2%ENTG +1.1%FN +1.1%DASH +1.0%VSEC +0.9%AFRM +0.9%AIT +0.7%MELI +0.7%FLS +0.7%ULS +0.6%	CIGI -2.6%CPNG -2.1%VEEV -2.0%XPO -1.9%DSGX -1.4%SRAD -1.3%TWLO -1.3%AYI -1.2%SHOP -1.2%APP -1.0%BKNG -0.9%CBZ -0.8%TOST -0.8%FSV -0.6%FIG -0.6%
Srs Investment Management, LLC	$9.5B	29	92.2%	CRDO +2.4%RBLX +2.2%FIVE +1.7%SPOT +0.5%TWLO +0.3%SNDK +0.2%CPNG +0.2%GLBE +0.1%HUT +0.1%DAL +0.0%	NVDA -1.5%PDD -1.2%ABNB -1.0%FN -0.7%HD -0.7%CVS -0.5%AMD -0.4%LOW -0.3%ELV -0.3%META -0.1%
Windacre Partnership LLC	$9.3B	11	97.2%	ROP +16.7%EXPE +2.7%MCO +1.0%FNF +0.6%SAP +0.6%	GOOG -5.7%TSM -0.9%SGI -0.9%TDG -0.7%AMZN -0.3%FG -0.1%
Maverick Capital Ltd	$8.7B	241	234.2%	LIN +2.3%INFQ +2.1%ABT +1.9%RGEN +1.9%DHR +1.7%NU +1.7%AMD +1.5%INTC +1.4%MCD +0.9%MOH +0.9%BSX +0.8%NVO +0.8%FLR +0.7%GLW +0.5%MIR +0.5%	UNP -3.3%PM -2.9%MSFT -1.7%TSM -1.5%SCHW -1.3%BTU -1.3%LRCX -1.2%SGI -1.1%CDTX -1.1%AMAT -1.0%CART -0.9%DASH -0.9%GOOG -0.8%DIS -0.7%COMP -0.6%
Whale Rock Capital Management LLC	$7.7B	35	200.6%	AEIS +4.2%MKSI +3.8%LRCX +2.6%TSEM +2.4%GOOG +2.1%VIAV +1.5%WDC +1.4%MTSI +1.1%TSM +1.0%KVYO +0.9%ARM +0.9%BE +0.5%FROG +0.4%META +0.3%AAPL +0.3%	SMTC -3.7%CIEN -3.3%MELI -2.5%NU -2.3%SNDK -1.7%CLS -1.3%MDB -1.2%AVGO -1.2%TTMI -0.9%CVNA -0.8%HUBS -0.8%GLW -0.6%PI -0.6%HPE -0.6%APP -0.6%
Slate Path Capital LP	$6.7B	44	274.8%	TXN +7.0%RIG +2.7%UAL +1.5%SAIA +1.5%U +0.9%WOLF +0.9%Q +0.9%NUE +0.9%SEDG +0.5%ENPH +0.5%SNAP +0.5%STM +0.4%IP +0.4%TE +0.4%PSKY +0.3%	GTLB -3.0%ARWR -2.3%ON -2.2%0HWL -2.1%EQT -2.0%AMRZ -1.6%TWLO -1.4%FCX-A -1.3%HUM -1.2%GLW -1.0%NKE -1.0%PAAS -0.9%APTV -0.9%AMBA -0.8%WDC -0.7%
Akre Capital Management LLC	$6.1B	20	74.3%	CRM +1.5%NOW +1.3%FICO +1.0%ROP +0.6%CCC +0.4%CSGP +0.3%PRM +0.1%CPRT +0.0%GSHD +0.0%	BN -4.4%MA -4.0%V -3.4%ORLY -2.9%MCO -2.3%ABNB -2.0%KKR -1.4%AMT -0.4%DHR -0.2%KMX -0.1%BRK-A -0.0%
Ruane Cunniff & Goldfarb LP	$6.0B	50	58.1%	SUNB +5.6%ZTS +4.5%SAP +1.9%TECH +1.6%GMED +0.0%NFLX +0.0%ATAI +0.0%GPI +0.0%VXUS +0.0%SDHC +0.0%VTI +0.0%AAPL +0.0%MSFT +0.0%DG 0.0%	CACC -2.6%SCHW -1.3%TSM -1.1%GOOG -0.9%CHTR -0.7%LBRDA -0.5%META -0.3%LBRDA -0.3%AMTM -0.3%GOOG -0.3%LSXMA -0.2%ICE -0.2%ELV -0.2%COF -0.1%MSA -0.1%
Appaloosa LP	$5.9B	31	222.4%	AMZN +6.4%UBER +4.7%SNDK +2.6%VST +2.3%TSM +1.0%EWY +0.9%MU +0.8%NRG +0.2%BIDU +0.2%	AAL -3.1%BABA -3.0%MSFT -2.2%OC -1.5%WHR -1.5%KWEB -1.5%META -1.4%PDD -1.3%DB -1.2%JD -1.2%QCOM -1.2%MHK -1.1%IQV -0.9%GLW -0.9%UAL -0.8%
Valueact Holdings LP	$5.7B	18	156.5%	KKR +4.3%V +2.6%SPOT +2.5%TOST +1.8%WIX +1.3%	DIS -3.7%RKT -2.3%BLK -2.0%AMZN -1.5%NSIT -1.4%MDB -1.3%META -1.1%LYV -0.4%SSD -0.2%RBLX -0.1%LLYVA -0.1%LLYVA -0.0%
Altimeter Capital Management, LP	$5.7B	13	134.0%	ARM +3.9%NVDA +3.2%UBER +2.6%CRWV +1.5%AXON +0.9%META +0.9%TSM +0.7%AVGO +0.2%	CPNG -5.6%CFLT -3.1%GOOG -2.4%ZG -2.2%MELI -2.1%SHOP -1.4%MSFT -0.5%HOOD -0.4%AMZN -0.4%BE -0.3%SNOW -0.2%
Linonia Partnership LP	$5.4B	14	154.7%	NYT +17.1%VEEV +8.4%GWRE +7.7%TW +7.4%MELI +5.1%LSXMA +3.9%LLYVA +0.9%	SATS -14.4%FICO -4.7%
Baupost Group LLC	$5.1B	22	150.2%	AON +4.7%V +4.0%AMZN +3.9%TFX +3.6%FERG +1.3%NCLH +1.3%COLD +0.9%PCVX +0.9%DNOW +0.8%GOOG +0.5%WCC +0.1%MOH +0.0%AERO +0.0%	FIS -5.7%DG -5.2%FISV -2.8%WTW -2.6%CRH -2.5%LBTYA -1.7%EXP -1.0%LBTYA -0.4%UNP -0.4%TBN -0.1%
Skye Global Management LP	$5.0B	47	131.8%	AMZN +3.0%V +2.2%SPGI +0.7%AAPL +0.4%FERG +0.3%SPOT +0.3%WWD +0.3%WM +0.2%MSFT +0.2%DHR +0.2%MCO +0.2%NFLX +0.2%WDAY +0.1%TOST +0.1%FER +0.1%	META -1.3%CASY -1.2%KVUE -0.8%AAPL -0.5%PG -0.5%VMC -0.4%GE -0.3%LIN -0.2%BA -0.2%PRMB -0.1%CL -0.1%HLT -0.1%C -0.1%MLM -0.1%BAC -0.0%
Atreides Management, LP	$5.0B	54	330.4%	ALAB +2.3%U +1.5%ZM +1.3%CRDO +1.3%PANW +1.1%VST +1.0%AKAM +1.0%HUBS +0.7%RBLX +0.7%AMZN +0.7%SNPS +0.7%W +0.5%RKT +0.4%AVAV +0.4%TWLO +0.3%	CIEN -3.6%P -3.4%COHR -1.8%GTLB -1.5%NVDA -1.4%MSFT -1.1%TTAN -1.0%LITE -1.0%PM -0.8%TEAM -0.8%NU -0.7%WIX -0.7%SNOW -0.6%AZO -0.5%SE -0.4%
Darsana Capital Partners LP	$4.7B	14	87.8%	GWRE +4.5%DKS +3.5%WMG +2.0%EFX +1.8%LSXMA +1.2%WING +0.8%LSXMA +0.1%	TDG -5.3%NYT -4.4%VRT -2.5%HCA -2.4%AER -1.4%SGI -0.5%
Abrams Capital Management LP	$4.6B	11	15.5%	—	ET -1.8%GOOG -0.3%NUVB -0.2%
Starboard Value LP	$4.6B	26	109.5%	LW +4.9%KMX +4.9%GPGI +1.6%IJH +0.7%RIOT +0.7%TRIP +0.2%BIXI +0.0%	ADSK -5.6%CRM -4.7%FLR -2.0%CWAN -2.0%HR -1.9%ROG -1.3%NWSA -1.0%GEN -1.0%BDX -0.9%AQN -0.7%IWM -0.6%NWSA -0.1%
Eminence Capital LP	$4.4B	33	240.3%	TSM +2.3%SE +1.9%DHR +1.7%PFGC +1.5%MTN +1.4%SGI +1.4%SNPS +1.3%AON +0.9%ZG +0.9%MRSH +0.9%CPNG +0.9%EL +0.8%AMD +0.7%FLUT +0.7%MDLN +0.5%	DKNG -4.6%GTLB -4.6%CRM -4.4%JEF -3.7%GPK -3.1%ELV -2.7%LPLA -2.5%ATMU -2.3%UNH -2.0%PINS -1.9%PTON -1.8%LPX -1.7%CF -1.6%UNP -1.3%WK -1.1%
Sachem Head Capital Management LP	$4.2B	19	266.7%	PRMB +7.5%WFTIQ +5.6%ICLR +5.5%GIL +5.4%TLN +4.1%ON +2.8%BTDR +2.0%DKS +1.8%CVNA +1.2%AKAM +0.6%RSP +0.2%	SATS -6.1%WBD -5.4%ADMA -4.9%CVS -4.8%LYV -4.1%COHR -3.6%GTM -3.5%HUT -3.0%KVUE -1.3%REZI -1.3%GDS -0.6%
Stockbridge Partners LLC	$4.1B	16	109.2%	NVDA +5.9%ALSN +2.7%AMZN +2.3%MA +2.3%V +2.2%LSXMA +1.4%MLM +0.4%GOOG +0.3%WCN +0.3%TSM +0.2%	VEEV -6.4%NOW -6.4%GWRE -4.3%DE -2.6%MSFT -1.8%VMC -1.1%KLAC -0.6%KLAR -0.1%
Altarock Partners LP	$4.1B	8	43.3%	AMZN +1.0%MCO +0.4%	HLT -3.1%MSFT -1.6%TDG -1.4%GOOG -0.7%MA -0.2%V -0.1%
Brave Warrior Advisors LLC	$4.0B	36	74.1%	ICLR +7.8%PRI +0.6%SLM +0.4%SUNB +0.0%MSFT +0.0%ARES +0.0%APO +0.0%FAF +0.0%ET +0.0%META +0.0%PGR +0.0%	MPLX -1.6%ELV -0.9%SNX -0.4%MRP -0.1%HCA -0.0%DHI -0.0%RYAAY -0.0%FBS -0.0%BAC -0.0%V -0.0%SPGI -0.0%
Glenview Capital Management, LLC	$4.0B	44	193.6%	META +1.3%CI +1.2%HUM +1.2%UBER +1.1%AMD +1.1%CNC +0.9%AMZN +0.6%XYZ +0.6%GPN +0.6%GENI +0.6%CSCO +0.5%AMAT +0.5%FUN +0.4%BKR +0.4%AKAM +0.4%	TEVA -6.2%DOCN -3.1%EXPE -1.9%THC -1.8%KNX -1.6%USFD -1.4%ACN -1.0%LION -0.9%IQV -0.9%BIIB -0.9%Q -0.9%ESI -0.8%MCK -0.7%VTRS -0.5%SGRY -0.5%
Suvretta Capital Management, LLC	$3.9B	89	162.2%	MANE +5.4%CAPR +1.3%VMC +1.0%CRNX +0.8%USFD +0.7%MGM +0.7%PFGC +0.7%PVLA +0.7%REPL +0.7%COF +0.5%ZURA +0.4%LEGN +0.4%GLUE +0.3%LTH +0.3%FERG +0.3%	ERAS -3.7%KO -2.0%NOW -1.2%MSFT -1.2%CRM -1.1%RARE -1.0%ORCL -0.9%DHR -0.8%TSLA -0.7%AMZN -0.6%QURE -0.6%AMD -0.6%COHR -0.5%CMG -0.5%APLS -0.5%
Par Capital Management Inc	$3.5B	48	68.5%	UBER +5.2%BKNG +2.0%V +0.6%TRIP +0.5%ALGT +0.5%LUV +0.3%UAL +0.2%SYF +0.2%RJET +0.2%GBTG +0.1%BILL +0.1%ABNB +0.1%CFG +0.0%CART +0.0%TFC +0.0%	SCHW -1.6%WBS -1.3%AERO -0.8%CARS -0.5%2070Q -0.4%CARG -0.3%SNCY -0.2%DAL -0.1%AMZN -0.0%BAC -0.0%CVNA -0.0%DASH -0.0%TSLA -0.0%KVYO -0.0%MA -0.0%
Duquesne Family Office LLC	$3.4B	70	305.8%	YPF +2.7%NTRA +2.5%STM +1.4%AVGO +1.3%ARGT +0.8%CAI +0.8%RVMD +0.7%SNDK +0.5%HUM +0.5%TWLO +0.5%JBL +0.5%GSG +0.5%LIN +0.5%STX +0.4%NUVB +0.4%	XLF -6.7%RSP -5.0%AMZN -3.2%WWD -3.0%GOOG -2.7%TEVA -2.3%BE -1.8%COGT -1.8%CPNG -1.7%MELI -1.7%ENTG -1.6%DOCU -1.6%LSCC -1.2%QSR -1.2%INSM -1.2%
Scge Management, L.p.	$3.3B	21	213.0%	NTSK +2.1%SNDK +0.9%AVGO +0.5%CRDO +0.2%	ASMLF -2.7%CVNA -2.0%META -1.2%NVDA -1.2%SNOW -0.9%MSFT -0.8%ZG -0.7%AMZN -0.5%TSLA -0.3%CHYM -0.1%
Foxhaven Asset Management LP	$3.2B	14	122.1%	LSXMA +2.7%V +1.6%GOOG +1.4%DASH +1.3%NU +0.5%AFRM +0.3%NFLX +0.3%	MSFT -7.1%SE -3.1%AMZN -2.8%DUOL -2.5%CPNG -1.1%HLT -0.7%FERG -0.7%RBLX -0.6%AUR -0.1%
Dragoneer Investment Group, LLC	$3.0B	17	234.4%	META +8.9%NVDA +4.1%CPNG +2.6%CVNA +1.9%	DAY -7.2%MELI -7.0%PDD -4.5%DUOL -4.4%0HWL -3.2%XYZ -2.7%CRK -2.2%CHYM -1.7%JAMF -1.2%NAVN -0.8%KLAR -0.7%MDLN -0.5%FIG -0.4%GEMI -0.2%GLBE -0.2%
Surgocap Partners LP	$3.0B	14	195.5%	MDLN +7.5%GLW +3.2%V +2.4%GOOG +1.9%NVDA +1.9%ISRG +0.9%SHOP +0.6%CRS +0.5%LPLA +0.2%	BX -8.9%BSX -6.8%AVGO -6.4%HLT -4.0%GWRE -4.0%AWI -2.0%MCK -1.7%NU -0.3%
Voyager Global Management LP	$2.9B	8	195.8%	TEAM +5.0%NVDA +4.3%META +3.8%MSFT +3.2%AMZN +2.3%	CHTR -11.3%V -5.1%GOOG -3.6%TSM -0.7%BKNG -0.6%
Spruce House Investment Management LLC	$2.8B	11	51.2%	CIGI +3.8%DKNG +3.4%SRAD +1.3%CVNA +0.5%CPAY +0.4%	W -0.7%CMPR -0.5%APP -0.1%
Giverny Capital Inc.	$2.7B	51	225.2%	ADP +2.8%BFAM +0.9%SUNB +0.6%AAON +0.6%TWFG +0.1%KNSL +0.1%RSP +0.0%QQQM +0.0%ANET +0.0%BLDR +0.0%JPM +0.0%FERG +0.0%MSFT +0.0%	AME -2.6%BRK-A -2.0%IBP -1.0%GOOG -0.2%FIVE -0.2%SCHW -0.2%GOOG -0.1%MEDP -0.1%HEI -0.1%V -0.1%META -0.1%KEYS -0.1%NVR -0.1%TSM -0.1%COF -0.1%
Xn LP	$2.7B	23	169.1%	SOLS +4.2%MOD +3.9%GLW +3.9%WDC +2.1%CRS +2.1%AMAT +1.4%BE +0.3%FERG +0.2%	TKO -5.5%UNP -4.5%RDDT -4.4%TRU -4.2%CRM -3.0%TSM -2.3%CBRE -2.0%TOST -1.8%MDLN -1.8%SPOT -1.1%JCI -1.0%CNM -1.0%META -0.9%SHW -0.8%MSFT -0.8%
Meritage Group LP	$2.7B	13	126.7%	AON +6.8%SPGI +6.7%CSGP +4.2%TOST +2.8%SPY +1.0%MSFT +0.1%AMZN +0.1%WDAY +0.0%	QSR -6.8%SGI -6.7%TRU -3.7%COF -3.0%MSCI -1.0%EFX -0.1%
Madison Avenue Partners LP	$2.3B	27	202.1%	CPNG +7.6%ICLR +6.1%MICC +3.2%AIV +2.2%STAA +2.0%PRMB +1.1%DNOW +0.7%LKFT +0.3%SBGI +0.3%PAR +0.3%	SNDK -22.3%GMED -7.1%SOLS -5.8%INDV -2.6%UNF -2.5%WLY -0.8%CBC -0.6%SOLV -0.3%BTI -0.3%WK -0.2%KROS -0.1%MAGN -0.1%FSP -0.0%
Third Point LLC	$2.1B	33	271.1%	META +0.7%GOOG +0.7%GLD +0.6%HUT +0.6%TDG +0.4%KLAC +0.2%LRCX +0.2%ASMLF +0.2%AVGO +0.2%SMH +0.2%SPRY +0.0%	PCG -7.6%NVDA -6.6%MSFT -6.1%UNP -5.7%BN -3.9%CASY -3.5%NSC -3.5%CSGP -2.9%MTZ -2.7%LYV -2.6%CRS -2.6%RKT -2.5%LPLA -2.5%COF -2.4%CMG -2.4%
Cas Investment Partners, LLC	$1.7B	5	22.4%	—	CVNA -0.9%HGV -0.1%COF -0.1%SWIM -0.0%
Valiant Capital Management LP	$1.7B	34	190.5%	SPY +4.0%IWM +3.5%SEI +1.2%RH +0.9%CORZ +0.4%ZG +0.4%PUMP +0.3%FPS +0.2%PSIX +0.1%	AGX -2.3%VST -1.6%NFLX -1.0%GEV -0.3%AVGO -0.2%GDX -0.2%TKO -0.2%PWR -0.2%HDB -0.1%MSFT -0.1%TTWO -0.1%NVDA -0.1%LLY -0.1%GRDN -0.1%CRWD -0.1%
Browning West LP	$1.6B	5	75.6%	COO +14.9%SGI +0.7%DKS +0.2%	—
Jana Partners Management LP	$1.6B	10	112.4%	FISV +6.4%ALKT +0.4%COO +0.2%	THS -7.1%MRCY -3.2%FRPT -1.8%SPY -1.6%MKL -0.6%
Irenic Capital Management LP	$1.5B	47	327.1%	SNAP +9.3%TFX +7.0%RAL +3.9%SNDA +2.4%CMP +2.3%AHRT +1.3%HPE +1.3%WSR +1.0%RYAM +1.0%FSLR +0.9%JANX +0.7%ALKT +0.6%SPSC +0.5%SHC +0.5%SGRY +0.5%	HI -2.9%AD -0.8%PZZA -0.8%DBDQQ -0.8%TASK -0.8%CWAN -0.4%MLAB -0.1%WEAV -0.1%BLND -0.1%ICLR -0.1%COO -0.1%AIN -0.1%LION -0.1%SARO -0.0%HSIC -0.0%
Luxor Capital Group, LP	$1.4B	49	353.2%	TSM +3.7%NRG +3.3%BDX +3.0%PFGC +2.5%BKD +1.9%AZ +1.5%NVDA +1.3%AMZN +0.9%HROW +0.5%VSNT +0.4%GLD +0.4%SATS +0.2%NCMI +0.2%THRY +0.1%LUXE +0.1%	INTA -4.0%AER -3.7%TFIN -2.3%ATRO -2.3%DASH -2.2%GLNG -2.1%COMP -1.5%CPNG -0.7%FIP -0.3%CTRI -0.3%SPHR -0.3%FTAI -0.2%GLIBR -0.2%KLAR -0.2%LBTYA -0.1%
Weitz Investment Management Inc	$1.4B	49	41.0%	IR +0.6%MSFT +0.5%MELI +0.4%ASMLF +0.4%TSM +0.4%NVDA +0.4%HEI +0.3%POOL +0.2%RGEN +0.2%ACN +0.1%FERG +0.1%APH +0.1%VMC +0.1%VLTO +0.0%	IEX -1.4%ROP -1.0%ODFL -0.9%GPN -0.7%ADI -0.5%CSGP -0.5%TECH -0.5%DHR -0.4%TMO -0.4%IT -0.4%GOOG -0.4%EFX -0.3%MA -0.3%BRK-A -0.2%LBRDA -0.2%
Mantle Ridge LP	$1.3B	1	128.9%	—	APD -40.5%
Hound Partners LLC	$799.4M	35	190.6%	HOOD +9.8%BRK-A +6.7%NCLH +4.8%NFLX +3.7%CCL +3.4%MS +3.1%BIO-B +2.0%LLYVA +1.4%CALM +1.3%AMZN +1.0%MSFT +0.6%MHK +0.5%NVDA +0.5%FPS +0.4%UBER +0.4%	META -6.8%GLNG -2.7%ICLR -1.8%ENTG -1.8%ONON -1.6%ARW -1.6%KEX -1.5%WDAY -0.9%DG -0.8%FISV -0.6%MTN -0.4%WBI -0.3%ENSG -0.3%IVV -0.2%MIAX -0.1%
Cat Rock Capital Management LP	$643.6M	14	103.2%	ARES +7.3%TDG +2.8%MSFT +2.2%FA +1.5%LRN +0.8%TKO +0.2%MSCI +0.1%	INTU -3.9%TSM -3.2%OWL -2.6%META -1.4%GOOG -0.2%KSPI -0.1%PDD -0.1%DOCU -0.0%
Light Street Capital Management LLC	$534.2M	24	227.6%	MKSI +3.6%CPNG +3.1%IOT +1.9%AMZN +1.8%BE +1.1%AMKR +0.8%FROG +0.8%DDOG +0.7%GTLB +0.4%CLBT +0.3%LITE +0.3%AVGO +0.3%GDS +0.0%NXPI +0.0%ADI +0.0%	CFLT -4.2%GOOG -4.1%CEG -3.4%RDDT -3.2%NFLX -2.9%TSM -2.1%CHYM -1.8%NVDA -1.8%TEAM -1.6%BILL -1.5%AMPL -1.3%AAPL -0.4%
Ancient Art LP	$458.6M	16	109.3%	MELI +12.5%GTLB +3.7%SPT +3.3%UPWK +3.3%CPNG +2.5%TBBB +0.5%DLO +0.0%	IBKR -5.4%VLRS -2.2%SATS -0.6%STLA -0.5%ULCC -0.4%
Abdiel Capital Advisors, LP	$52.0M	5	366.2%	HCA +5.3%NAVN +0.7%GBTG +0.0%	APPN -12.4%CPNG -6.0%TBBB -2.3%GLBE -1.8%AFRM -0.6%