Holdings
| BIDU BAIDU INC - SPON ADR | $1.67B | 6.7% | 8,923,393 | +1,110,061 | +14.2% | Added |
| CTSH COGNIZANT TECH SOLUTIONS-A | $1.44B | 5.8% | 29,509,835 | +787,487 | +2.7% | Added |
| VALEANT PHARMACEUTICALS INTL | $1.27B | 5.1% | 10,089,450 | +1,272,748 | +14.4% | Added |
| MSFT MICROSOFT CORP | $1.10B | 4.4% | 26,347,204 | −1,717,684 | −6.1% | Reduced |
| MCGRAW HILL FINL INC | $1.04B | 4.2% | 12,503,547 | +1,504,812 | +13.7% | Added |
| MICHAEL KORS HLDGS LTD | $1.02B | 4.1% | 11,525,497 | +2,481,571 | +27.4% | Added |
| SBA COMMUNICATIONS CORP | $890.1M | 3.6% | 8,700,738 | −243,106 | −2.7% | Reduced |
| MA MASTERCARD INC - A | $864.5M | 3.5% | 11,766,312 | +4,471,493 | +61.3% | Added |
| ADBE ADOBE INC | $860.3M | 3.5% | 11,889,484 | +5,289,150 | +80.1% | Added |
| PRICELINE GRP INC | $832.0M | 3.4% | 691,646 | +401,574 | +138.4% | Added |
| GAP GAP INC | $800.9M | 3.2% | 19,265,265 | −658,933 | −3.3% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $795.9M | 3.2% | 6,038,616 | +596,073 | +11.0% | Added |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $668.8M | 2.7% | 15,806,512 | −5,454,227 | −25.7% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $652.3M | 2.6% | 12,151,289 | +12,151,289 | — | New |
| ICE INTERCONTINENTAL EXCHANGE IN | $643.0M | 2.6% | 3,403,713 | +85,582 | +2.6% | Added |
| CANADIAN PAC RY LTD | $635.7M | 2.6% | 3,509,269 | +3,509,269 | — | New |
| CROWN CASTLE INTL CORP | $625.6M | 2.5% | 8,425,071 | −629,666 | −7.0% | Reduced |
| TWENTY FIRST CENTY FOX INC | $564.0M | 2.3% | 16,045,522 | −3,961,203 | −19.8% | Reduced |
| ACTAVIS PLC | $552.9M | 2.2% | 2,478,628 | +100,320 | +4.2% | Added |
| REALOGY HLDGS CORP | $514.9M | 2.1% | 13,652,898 | +752,700 | +5.8% | Added |
| EQUINIX INC | $483.0M | 2.0% | 2,299,216 | +44,522 | +2.0% | Added |
| ULTA ULTA BEAUTY INC | $475.6M | 1.9% | 5,202,611 | — | — | Held |
| WYNN WYNN RESORTS LTD | $429.9M | 1.7% | 2,071,053 | +886,175 | +74.8% | Added |
| TIFEUR TIFFANY & CO | $424.9M | 1.7% | 4,238,872 | +1,591,825 | +60.1% | Added |
| LPLA LPL FINANCIAL HOLDINGS INC | $423.7M | 1.7% | 8,518,366 | — | — | Held |
| DG DOLLAR GENERAL CORP | $407.8M | 1.6% | 7,109,343 | −3,231,269 | −31.2% | Reduced |
| WDAY WORKDAY INC-CLASS A | $316.0M | 1.3% | 3,516,060 | +530,000 | +17.7% | Added |
| JAZZ JAZZ PHARMACEUTICALS PLC | $306.8M | 1.2% | 2,087,127 | −257,359 | −11.0% | Reduced |
| AN AUTONATION INC | $302.4M | 1.2% | 5,067,310 | +1,075,555 | +26.9% | Added |
| OII OCEANEERING INTL INC | $297.7M | 1.2% | 3,809,894 | — | — | Held |
| LBTYAUSD LIBERTY GLOBAL PLC-A | $288.3M | 1.2% | 6,519,720 | −462,682 | −6.6% | Reduced |
| WMB WILLIAMS COS INC | $284.9M | 1.2% | 4,895,000 | +4,895,000 | — | New |
| UAA UNDER ARMOUR INC-CLASS A | $282.5M | 1.1% | 4,748,964 | +4,748,964 | — | New |
| SOLARWINDS INC | $251.9M | 1.0% | 6,516,396 | — | — | Held |
| SOUFUN HLDGS LTD | $248.3M | 1.0% | 25,361,965 | +20,935,532 | +473.0% | Added |
| JD JD.COM INC-ADR | $239.6M | 1.0% | 8,405,200 | +8,405,200 | — | New |
| SAVEEUR SPIRIT AIRLINES INC | $221.4M | 0.9% | 3,500,760 | +3,500,760 | — | New |
| LUMBER LIQUIDATORS HLDGS INC | $199.0M | 0.8% | 2,619,839 | — | — | Held |
| BARCLAYS BK PLC PUT | $180.2M | 0.7% | 6,300,000 | −3,690,000 | −36.9% | Reduced |
| TDG TRANSDIGM GROUP INC | $163.8M | 0.7% | 979,395 | −54,523 | −5.3% | Reduced |
| BIDU CALL BAIDU INC - SPON ADR | $145.7M | 0.6% | 780,000 | +780,000 | — | New |
| TRIP TRIPADVISOR INC | $118.9M | 0.5% | 1,094,087 | +1,094,087 | — | New |
| AAL AMERICAN AIRLINES GROUP INC | $115.3M | 0.5% | 2,684,674 | +2,684,674 | — | New |
| WSM WILLIAMS-SONOMA INC | $106.5M | 0.4% | 1,483,179 | +1,483,179 | — | New |
| SHLDEUR PUT SEARS HOLDINGS CORP | $100.1M | 0.4% | 2,504,400 | −80,000 | −3.1% | Reduced |
| CMCSA CALL COMCAST CORP-CLASS A | $98.2M | 0.4% | 1,830,000 | +1,830,000 | — | New |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | $74.2M | 0.3% | 1,158,913 | — | — | Held |
| GAP CALL GAP INC | $72.4M | 0.3% | 1,741,200 | +1,741,200 | — | New |
| INTC PUT INTEL CORP | $71.7M | 0.3% | 2,320,000 | +2,320,000 | — | New |
| MSFT CALL MICROSOFT CORP | $58.4M | 0.2% | 1,400,000 | −620,800 | −30.7% | Reduced |
| LNG CHENIERE ENERGY INC | $40.7M | 0.2% | 567,600 | +567,600 | — | New |
| ANETEUR ARISTA NETWORKS INC | $33.0M | 0.1% | 529,120 | +529,120 | — | New |
| IBN ICICI BANK LTD-SPON ADR | $32.9M | 0.1% | 659,729 | −5,071,583 | −88.5% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MONSANTO CO NEW | 5,767,733 | $656.2M |
| QCOM QUALCOMM INC | 6,530,923 | $515.0M |
| WYNEUR WYNDHAM DESTINATIONS INC | 4,878,718 | $357.3M |
| B/E AEROSPACE INC | 3,404,644 | $295.5M |
| ENDPUSD ENDO INTERNATIONAL PLC | 4,178,703 | $286.9M |
| DVA DAVITA INC | 3,655,739 | $251.7M |
| DSW INC | 6,953,238 | $249.3M |
| QCOM CALL QUALCOMM INC | 1,722,000 | $135.8M |
| ASML ASML HOLDING NV-NY REG SHS | 1,356,218 | $126.6M |
| META META PLATFORMS INC-CLASS A | 2,000,000 | $120.5M |
| COACH INC | 1,569,635 | $77.9M |
| PRKS UNITED PARKS & RESORTS INC | 2,114,123 | $63.9M |
| NBIS NEBIUS GROUP NV | 987,950 | $29.8M |
| ICE CALL INTERCONTINENTAL EXCHANGE IN | 60,600 | $12.0M |
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.