Holdings
| BIDU BAIDU INC - SPON ADR | $1.79B | 7.0% | 8,188,393 | −735,000 | −8.2% | Reduced |
| VALEANT PHARMACEUTICALS INTL | $1.44B | 5.6% | 10,985,940 | +896,490 | +8.9% | Added |
| MICHAEL KORS HLDGS LTD | $1.14B | 4.5% | 15,954,399 | +4,428,902 | +38.4% | Added |
| MA MASTERCARD INC - A | $1.11B | 4.4% | 15,082,787 | +3,316,475 | +28.2% | Added |
| MSFT MICROSOFT CORP | $1.04B | 4.0% | 22,335,690 | −4,011,514 | −15.2% | Reduced |
| SBA COMMUNICATIONS CORP | $961.6M | 3.8% | 8,670,738 | −30,000 | −0.3% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $936.5M | 3.7% | 6,589,236 | +550,620 | +9.1% | Added |
| MCGRAW HILL FINL INC | $914.9M | 3.6% | 10,833,547 | −1,670,000 | −13.4% | Reduced |
| PRICELINE GRP INC | $844.9M | 3.3% | 729,265 | +37,619 | +5.4% | Added |
| CTSH COGNIZANT TECH SOLUTIONS-A | $808.9M | 3.2% | 18,068,688 | −11,441,147 | −38.8% | Reduced |
| GAP GAP INC | $803.2M | 3.1% | 19,265,265 | — | — | Held |
| ADBE ADOBE INC | $793.4M | 3.1% | 11,467,010 | −422,474 | −3.6% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $740.7M | 2.9% | 13,772,459 | +1,621,170 | +13.3% | Added |
| CANADIAN PAC RY LTD | $727.7M | 2.8% | 3,507,664 | −1,605 | −0.0% | Reduced |
| META META PLATFORMS INC-CLASS A | $682.8M | 2.7% | 8,638,513 | +8,638,513 | — | New |
| TIFEUR TIFFANY & CO | $659.9M | 2.6% | 6,852,021 | +2,613,149 | +61.6% | Added |
| CROWN CASTLE INTL CORP | $631.8M | 2.5% | 7,845,871 | −579,200 | −6.9% | Reduced |
| ULTA ULTA BEAUTY INC | $614.8M | 2.4% | 5,202,611 | — | — | Held |
| ACTAVIS PLC | $598.0M | 2.3% | 2,478,628 | — | — | Held |
| DG DOLLAR GENERAL CORP | $568.7M | 2.2% | 9,305,845 | +2,196,502 | +30.9% | Added |
| EQUINIX INC | $562.9M | 2.2% | 2,649,060 | +349,844 | +15.2% | Added |
| LNG CHENIERE ENERGY INC | $552.8M | 2.2% | 6,906,909 | +6,339,309 | +1116.9% | Added |
| WYNN WYNN RESORTS LTD | $524.8M | 2.1% | 2,804,989 | +733,936 | +35.4% | Added |
| REALOGY HLDGS CORP | $507.9M | 2.0% | 13,652,898 | — | — | Held |
| CHARTER COMMUNICATIONS INC D | $470.1M | 1.8% | 3,105,814 | +3,105,814 | — | New |
| MHK MOHAWK INDUSTRIES INC | $416.6M | 1.6% | 3,090,081 | +3,090,081 | — | New |
| LPLA LPL FINANCIAL HOLDINGS INC | $392.3M | 1.5% | 8,518,366 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $329.4M | 1.3% | 1,786,836 | +807,441 | +82.4% | Added |
| UAA UNDER ARMOUR INC-CLASS A | $312.2M | 1.2% | 4,518,470 | −230,494 | −4.9% | Reduced |
| ABBV ABBVIE INC | $303.1M | 1.2% | 5,247,201 | +5,247,201 | — | New |
| SAVEEUR SPIRIT AIRLINES INC | $294.7M | 1.2% | 4,262,432 | +761,672 | +21.8% | Added |
| WSM WILLIAMS-SONOMA INC | $292.3M | 1.1% | 4,390,577 | +2,907,398 | +196.0% | Added |
| WDAY WORKDAY INC-CLASS A | $290.1M | 1.1% | 3,516,060 | — | — | Held |
| JAZZ JAZZ PHARMACEUTICALS PLC | $287.2M | 1.1% | 1,788,607 | −298,520 | −14.3% | Reduced |
| HUM HUMANA INC | $283.3M | 1.1% | 2,174,122 | +2,174,122 | — | New |
| SOLARWINDS INC | $274.0M | 1.1% | 6,516,396 | — | — | Held |
| ICE INTERCONTINENTAL EXCHANGE IN | $256.5M | 1.0% | 1,314,968 | −2,088,745 | −61.4% | Reduced |
| TRIP TRIPADVISOR INC | $253.4M | 1.0% | 2,771,438 | +1,677,351 | +153.3% | Added |
| ADSK AUTODESK INC | $242.5M | 0.9% | 4,401,445 | +4,401,445 | — | New |
| BARCLAYS BK PLC PUT | $196.4M | 0.8% | 6,300,000 | — | — | Held |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $183.0M | 0.7% | 4,460,630 | −11,345,882 | −71.8% | Reduced |
| TWXUSD TIME WARNER INC | $129.1M | 0.5% | 1,716,105 | +1,716,105 | — | New |
| CMCSA CALL COMCAST CORP-CLASS A | $98.4M | 0.4% | 1,830,000 | — | — | Held |
| INTC PUT INTEL CORP | $80.8M | 0.3% | 2,320,000 | — | — | Held |
| GAP CALL GAP INC | $72.6M | 0.3% | 1,741,200 | — | — | Held |
| SHLDEUR PUT SEARS HOLDINGS CORP | $70.1M | 0.3% | 2,987,500 | +483,100 | +19.3% | Added |
| ANETEUR ARISTA NETWORKS INC | $63.8M | 0.2% | 722,282 | +193,162 | +36.5% | Added |
| ICE CALL INTERCONTINENTAL EXCHANGE IN | $46.8M | 0.2% | 240,000 | +240,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TWENTY FIRST CENTY FOX INC | 16,045,522 | $564.0M |
| AN AUTONATION INC | 5,067,310 | $302.4M |
| OII OCEANEERING INTL INC | 3,809,894 | $297.7M |
| LBTYAUSD LIBERTY GLOBAL PLC-A | 6,519,720 | $288.3M |
| WMB WILLIAMS COS INC | 4,895,000 | $284.9M |
| SOUFUN HLDGS LTD | 25,361,965 | $248.3M |
| JD JD.COM INC-ADR | 8,405,200 | $239.6M |
| LUMBER LIQUIDATORS HLDGS INC | 2,619,839 | $199.0M |
| BIDU CALL BAIDU INC - SPON ADR | 780,000 | $145.7M |
| AAL AMERICAN AIRLINES GROUP INC | 2,684,674 | $115.3M |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | 1,158,913 | $74.2M |
| MSFT CALL MICROSOFT CORP | 1,400,000 | $58.4M |
| IBN ICICI BANK LTD-SPON ADR | 659,729 | $32.9M |
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.