Alyeska Investment Group, L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$8.6B
Holdings
374
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (374 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE SYSTEMS INCORPORATED | 899,151 | $247.4B | 2885.33% | |
| 2 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,848,909 | $201.5B | 2349.94% | |
| 3 | TWLOTWILIO INC | 2,599,577 | $179.7B | 2095.79% | |
| 4 | CIENCIENA CORP | 3,813,469 | $154.2B | 1797.79% | |
| 5 | CRMSALESFORCE INC | 886,091 | $127.5B | 1486.18% | |
| 6 | SAPSAP SE | 1,527,853 | $124.1B | 1447.50% | |
| 7 | SHOPSHOPIFY INC | 3,879,937 | $104.5B | 1218.82% | |
| 8 | ILMNILLUMINA INC | 542,455 | $103.5B | 1206.80% | |
| 9 | CHKPCHECK POINT SOFTWARE TECH LT | 889,559 | $99.6B | 1161.94% | |
| 10 | DLTRDOLLAR TREE INC | 724,958 | $98.7B | 1150.50% | |
| 11 | VEEVVEEVA SYS INC | 596,710 | $98.4B | 1147.22% | |
| 12 | MIRMIRION TECHNOLOGIES INC | 12,698,498 | $94.9B | 1106.08% | |
| 13 | TDYTELEDYNE TECHNOLOGIES INC | 258,091 | $87.1B | 1015.60% | |
| 14 | LLYLILLY ELI & CO | 261,724 | $84.6B | 986.80% | |
| 15 | SPLKCHFSPLUNK INC | 1,105,885 | $83.2B | 969.72% | |
| 16 | WMTWALMART INC | 640,592 | $83.1B | 968.81% | |
| 17 | ALLEALLEGION PLC | 914,453 | $82.0B | 956.25% | |
| 18 | MPWRMONOLITHIC PWR SYS INC | 220,460 | $80.1B | 934.17% | |
| 19 | DPZDOMINOS PIZZA INC | 251,038 | $77.9B | 908.02% | |
| 20 | GILDGILEAD SCIENCES INC | 1,173,967 | $72.4B | 844.47% | |
| 21 | YUMYUM BRANDS INC | 673,551 | $71.6B | 835.18% | |
| 22 | NTNXNUTANIX INC | 3,339,279 | $69.6B | 811.06% | |
| 23 | EXPEEXPEDIA GROUP INC | 739,863 | $69.3B | 808.28% | |
| 24 | MDBMONGODB INC | 343,589 | $68.2B | 795.51% | |
| 25 | WMSADVANCED DRAIN SYS INC DEL | 545,338 | $67.8B | 790.86% | |
| 26 | PRGOPERRIGO CO PLC | 1,897,418 | $67.7B | 788.97% | |
| 27 | NXPINXP SEMICONDUCTORS N V | 452,469 | $66.7B | 778.26% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 139,673 | $66.0B | 769.16% | |
| 29 | DECKDECKERS OUTDOOR CORP | 209,911 | $65.6B | 765.16% | |
| 30 | CRLCHARLES RIV LABS INTL INC | 333,429 | $65.6B | 765.15% | |
| 31 | HUMHUMANA INC | 135,000 | $65.5B | 763.77% | |
| 32 | SLBSCHLUMBERGER LTD | 1,809,707 | $65.0B | 757.55% | |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 124,500 | $63.1B | 736.30% | |
| 34 | LITELUMENTUM HLDGS INC | 878,119 | $60.2B | 702.11% | |
| 35 | ORLYOREILLY AUTOMOTIVE INC | 85,046 | $59.8B | 697.49% | |
| 36 | HUBSHUBSPOT INC | 221,067 | $59.7B | 696.30% | |
| 37 | SHWSHERWIN WILLIAMS CO | 287,919 | $59.0B | 687.39% | |
| 38 | GOOGLALPHABET INC | 614,628 | $58.8B | 685.50% | |
| 39 | ABMDEURABIOMED INC | 237,857 | $58.4B | 681.34% | |
| 40 | DC4DEXCOM INC | 714,917 | $57.6B | 671.40% | |
| 41 | CA8ACACI INTL INC | 209,040 | $54.6B | 636.33% | |
| 42 | PEPPEPSICO INC | 331,394 | $54.1B | 630.86% | |
| 43 | TTENTOTALENERGIES SE | 1,157,379 | $53.8B | 627.81% | |
| 44 | LOWLOWES COS INC | 284,104 | $53.4B | 622.18% | |
| 45 | —BUNGE LIMITED | 645,878 | $53.3B | 621.85% | |
| 46 | PRMPERIMETER SOLUTIONS SA | 6,596,453 | $52.8B | 616.11% | |
| 47 | CPRTCOPART INC | 496,247 | $52.8B | 615.68% | |
| 48 | CPACOPA HOLDINGS SA | 782,948 | $52.5B | 611.76% | |
| 49 | ISRGINTUITIVE SURGICAL INC | 278,629 | $52.2B | 608.98% | |
| 50 | MIDDMIDDLEBY CORP | 405,455 | $52.0B | 605.96% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 102,100 | $51.6B | 601.27% | |
| 52 | SHELSHELL PLC | 1,025,774 | $51.0B | 595.18% | |
| 53 | T7DTRANSDIGM GROUP INC | 96,928 | $50.9B | 593.17% | |
| 54 | WSTWEST PHARMACEUTICAL SVSC INC | 201,854 | $49.7B | 579.20% | |
| 55 | CALXCALIX INC | 803,306 | $49.1B | 572.69% | |
| 56 | BMRNBIOMARIN PHARMACEUTICAL INC | 575,067 | $48.7B | 568.42% | |
| 57 | RRXREGAL REXNORD CORPORATION | 341,710 | $48.0B | 559.26% | |
| 58 | GDGENERAL DYNAMICS CORP | 224,207 | $47.6B | 554.69% | |
| 59 | NVONOVO-NORDISK A S | 467,809 | $46.6B | 543.47% | |
| 60 | HWMHOWMET AEROSPACE INC | 1,479,259 | $45.8B | 533.50% | |
| 61 | NFLXNETFLIX INC | 193,713 | $45.6B | 531.81% | |
| 62 | RMERESMED INC | 205,005 | $44.8B | 521.84% | |
| 63 | FERGFERGUSON PLC NEW | 429,425 | $44.2B | 515.40% | |
| 64 | ITTITT INC | 672,980 | $44.0B | 512.74% | |
| 65 | MNSTMONSTER BEVERAGE CORP NEW | 503,225 | $43.8B | 510.26% | |
| 66 | WHWYNDHAM HOTELS & RESORTS INC | 711,513 | $43.7B | 508.99% | |
| 67 | CSXCSX CORP | 1,596,575 | $42.5B | 495.95% | |
| 68 | HONHONEYWELL INTL INC | 253,567 | $42.3B | 493.68% | |
| 69 | BRKRBRUKER CORP | 776,807 | $41.2B | 480.61% | |
| 70 | MRVIMARAVAI LIFESCIENCES HLDGS I | 1,609,572 | $41.1B | 479.15% | |
| 71 | CSCOCISCO SYS INC | 1,026,286 | $41.1B | 478.67% | |
| 72 | CARRCARRIER GLOBAL CORPORATION | 1,118,741 | $39.8B | 463.88% | |
| 73 | HSYHERSHEY CO | 173,265 | $38.2B | 445.43% | |
| 74 | FANGDIAMONDBACK ENERGY INC | 314,228 | $37.9B | 441.37% | |
| 75 | HCAHCA HEALTHCARE INC | 204,400 | $37.6B | 438.05% | |
| 76 | ULTAULTA BEAUTY INC | 91,988 | $36.9B | 430.33% | |
| 77 | PIIPOLARIS INC | 380,755 | $36.4B | 424.66% | |
| 78 | CP.TOCANADIAN PAC RY LTD | 536,972 | $35.8B | 417.76% | |
| 79 | NVSTENVISTA HOLDINGS CORPORATION | 1,088,750 | $35.7B | 416.53% | |
| 80 | ZMZOOM VIDEO COMMUNICATIONS IN | 480,110 | $35.3B | 411.97% | |
| 81 | NOKNOKIA CORP | 8,250,246 | $35.2B | 410.79% | |
| 82 | SONOSONOS INC | 2,481,782 | $34.5B | 402.25% | |
| 83 | UUNITY SOFTWARE INC | 1,081,945 | $34.5B | 401.95% | |
| 84 | MPCMARATHON PETE CORP | 344,166 | $34.2B | 398.62% | |
| 85 | ALVAUTOLIV INC | 499,778 | $33.3B | 388.29% | |
| 86 | OKTAOKTA INC | 576,684 | $32.8B | 382.42% | |
| 87 | EOGEOG RES INC | 285,468 | $31.9B | 371.91% | |
| 88 | COUPEURCOUPA SOFTWARE INC | 538,818 | $31.7B | 369.43% | |
| 89 | KHCKRAFT HEINZ CO | 935,555 | $31.2B | 363.82% | |
| 90 | RLRALPH LAUREN CORP | 360,045 | $30.6B | 356.56% | |
| 91 | BPBP PLC | 1,063,043 | $30.4B | 353.89% | |
| 92 | JBLJABIL INC | 522,328 | $30.1B | 351.49% | |
| 93 | DWDMORGAN STANLEY | 379,160 | $30.0B | 349.31% | |
| 94 | RHRH | 121,108 | $29.8B | 347.49% | |
| 95 | AKAMAKAMAI TECHNOLOGIES INC | 368,460 | $29.6B | 345.09% | |
| 96 | MSFTMICROSOFT CORP | 125,366 | $29.2B | 340.46% | |
| 97 | AMZNAMAZON COM INC | 256,043 | $28.9B | 337.37% | |
| 98 | MATMATTEL INC | 1,526,821 | $28.9B | 337.20% | |
| 99 | ACHOWENS & MINOR INC NEW | 1,185,516 | $28.6B | 333.15% | |
| 100 | AYXEURALTERYX INC | 506,458 | $28.3B | 329.77% |
Page 1 of 4Next