Holdings
| CTSH COGNIZANT TECH SOLUTIONS-A | $1.45B | 6.3% | 28,722,348 | +17,979,703 | +167.4% | Added |
| BIDU BAIDU INC - SPON ADR | $1.19B | 5.2% | 7,813,332 | +2,419,744 | +44.9% | Added |
| VALEANT PHARMACEUTICALS INTL | $1.16B | 5.1% | 8,816,702 | +1,060,217 | +13.7% | Added |
| MSFT MICROSOFT CORP | $1.15B | 5.0% | 28,064,888 | +2,589,978 | +10.2% | Added |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $865.5M | 3.8% | 21,260,739 | +16,075,969 | +310.1% | Added |
| MICHAEL KORS HLDGS LTD | $843.5M | 3.7% | 9,043,926 | +2,932,495 | +48.0% | Added |
| MCGRAW HILL FINL INC | $839.2M | 3.6% | 10,998,735 | +5,575,404 | +102.8% | Added |
| SBA COMMUNICATIONS CORP | $813.5M | 3.5% | 8,943,844 | +3,487,296 | +63.9% | Added |
| GAP GAP INC | $798.2M | 3.5% | 19,924,198 | −645,973 | −3.1% | Reduced |
| CROWN CASTLE INTL CORP | $668.1M | 2.9% | 9,054,737 | −1,312,526 | −12.7% | Reduced |
| ICE INTERCONTINENTAL EXCHANGE IN | $656.4M | 2.9% | 3,318,131 | +1,118,707 | +50.9% | Added |
| MONSANTO CO NEW | $656.2M | 2.9% | 5,767,733 | −62,674 | −1.1% | Reduced |
| TWENTY FIRST CENTY FOX INC | $639.6M | 2.8% | 20,006,725 | −399,510 | −2.0% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $626.4M | 2.7% | 5,442,543 | +1,084,947 | +24.9% | Added |
| DG DOLLAR GENERAL CORP | $573.7M | 2.5% | 10,340,612 | −8,564,020 | −45.3% | Reduced |
| REALOGY HLDGS CORP | $560.5M | 2.4% | 12,900,198 | +470,000 | +3.8% | Added |
| MA MASTERCARD INC - A | $544.9M | 2.4% | 7,294,819 | +6,344,223 | +667.4% | Added |
| QCOM QUALCOMM INC | $515.0M | 2.2% | 6,530,923 | −4,355,675 | −40.0% | Reduced |
| ULTA ULTA BEAUTY INC | $506.9M | 2.2% | 5,202,611 | +393,485 | +8.2% | Added |
| ACTAVIS PLC | $489.6M | 2.1% | 2,378,308 | +2,378,308 | — | New |
| LPLA LPL FINANCIAL HOLDINGS INC | $447.6M | 1.9% | 8,518,366 | +8,518,366 | — | New |
| ADBE ADOBE INC | $433.9M | 1.9% | 6,600,334 | +6,600,334 | — | New |
| BARCLAYS BK PLC PUT | $421.1M | 1.8% | 9,990,000 | — | — | Held |
| EQUINIX INC | $416.8M | 1.8% | 2,254,694 | +2,254,694 | — | New |
| WYNEUR WYNDHAM DESTINATIONS INC | $357.3M | 1.6% | 4,878,718 | −1,403,673 | −22.3% | Reduced |
| PRICELINE COM INC | $345.7M | 1.5% | 290,072 | −594,684 | −67.2% | Reduced |
| JAZZ JAZZ PHARMACEUTICALS PLC | $325.1M | 1.4% | 2,344,486 | +2,344,486 | — | New |
| SOUFUN HLDGS LTD | $302.9M | 1.3% | 4,426,433 | +4,426,433 | — | New |
| B/E AEROSPACE INC | $295.5M | 1.3% | 3,404,644 | −1,013,541 | −22.9% | Reduced |
| LBTYAUSD LIBERTY GLOBAL PLC-A | $290.5M | 1.3% | 6,982,402 | +2,522,860 | +56.6% | Added |
| ENDPUSD ENDO INTERNATIONAL PLC | $286.9M | 1.2% | 4,178,703 | +4,178,703 | — | New |
| SOLARWINDS INC | $277.8M | 1.2% | 6,516,396 | −182,000 | −2.7% | Reduced |
| OII OCEANEERING INTL INC | $273.8M | 1.2% | 3,809,894 | +684,400 | +21.9% | Added |
| WDAY WORKDAY INC-CLASS A | $273.0M | 1.2% | 2,986,060 | −99,005 | −3.2% | Reduced |
| WYNN WYNN RESORTS LTD | $263.2M | 1.1% | 1,184,878 | +1,184,878 | — | New |
| DVA DAVITA INC | $251.7M | 1.1% | 3,655,739 | −4,815,038 | −56.8% | Reduced |
| IBN ICICI BANK LTD-SPON ADR | $251.0M | 1.1% | 5,731,312 | +5,731,312 | — | New |
| DSW INC | $249.3M | 1.1% | 6,953,238 | +91,700 | +1.3% | Added |
| LUMBER LIQUIDATORS HLDGS INC | $245.7M | 1.1% | 2,619,839 | +2,124,981 | +429.4% | Added |
| TIFEUR TIFFANY & CO | $228.0M | 1.0% | 2,647,047 | +2,647,047 | — | New |
| AN AUTONATION INC | $212.5M | 0.9% | 3,991,755 | +3,991,755 | — | New |
| TDG TRANSDIGM GROUP INC | $191.5M | 0.8% | 1,033,918 | −1,734,711 | −62.7% | Reduced |
| QCOM CALL QUALCOMM INC | $135.8M | 0.6% | 1,722,000 | — | — | Held |
| ASML ASML HOLDING NV-NY REG SHS | $126.6M | 0.6% | 1,356,218 | +154,352 | +12.8% | Added |
| META META PLATFORMS INC-CLASS A | $120.5M | 0.5% | 2,000,000 | −1,000,441 | −33.3% | Reduced |
| SHLDEUR PUT SEARS HOLDINGS CORP | $100.0M | 0.4% | 2,584,400 | +310,900 | +13.7% | Added |
| MSFT CALL MICROSOFT CORP | $82.8M | 0.4% | 2,020,800 | +370,800 | +22.5% | Added |
| COACH INC | $77.9M | 0.3% | 1,569,635 | −4,911,612 | −75.8% | Reduced |
| PRKS UNITED PARKS & RESORTS INC | $63.9M | 0.3% | 2,114,123 | −944,137 | −30.9% | Reduced |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | $58.4M | 0.3% | 1,158,913 | +1,158,913 | — | New |
| NBIS NEBIUS GROUP NV | $29.8M | 0.1% | 987,950 | +987,950 | — | New |
| ICE CALL INTERCONTINENTAL EXCHANGE IN | $12.0M | 0.1% | 60,600 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DLTR DOLLAR TREE INC | 8,128,196 | $458.6M |
| AXP AMERICAN EXPRESS CO | 4,392,879 | $398.6M |
| VRSN VERISIGN INC | 6,344,858 | $379.3M |
| UNITED STATES NATL GAS FUND PUT | 16,500,000 | $341.4M |
| MEAD JOHNSON NUTRITION CO | 3,560,693 | $298.2M |
| ENDO HEALTH SOLUTIONS INC | 4,340,000 | $292.8M |
| KINDER MORGAN INC DEL | 69,913,434 | $283.8M |
| CME CME GROUP INC | 3,614,948 | $283.6M |
| SEMGUSD SEMGROUP CORP-CLASS A | 3,906,318 | $254.8M |
| LIBERTY MEDIA CORP DELAWARE | 1,521,783 | $222.6M |
| CME CALL CME GROUP INC | 2,000,000 | $156.9M |
| AXP CALL AMERICAN EXPRESS CO | 1,670,000 | $151.5M |
| TOWERS WATSON & CO | 1,098,124 | $140.1M |
| CHARTER COMMUNICATIONS INC D | 774,527 | $105.9M |
| LOW LOWE'S COS INC | 2,114,588 | $104.8M |
| SOUFUN HLDGS LTD CALL | 45,000 | $3.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.