Alyeska Investment Group, L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$8.5B
Holdings
584
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (584 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MIRMIRION TECHNOLOGIES INC | 13,593,453 | $142.3B | 1680.51% | |
| 2 | DLTRDOLLAR TREE INC | 832,839 | $117.0B | 1381.87% | |
| 3 | GOOGLALPHABET INC | 39,754 | $115.2B | 1359.89% | |
| 4 | ZNGAEURZYNGA INC | 16,562,141 | $106.0B | 1251.60% | |
| 5 | CHKPCHECK POINT SOFTWARE TECH LT | 844,140 | $98.4B | 1161.80% | |
| 6 | TXNTEXAS INSTRS INC | 513,743 | $96.8B | 1143.28% | |
| 7 | PRMPERIMETER SOLUTIONS SA | 6,962,658 | $96.7B | 1141.94% | |
| 8 | FLEXFLEX LTD | 5,198,537 | $95.3B | 1125.15% | |
| 9 | ORLYOREILLY AUTOMOTIVE INC | 129,481 | $91.4B | 1079.73% | |
| 10 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 507,151 | $90.1B | 1064.24% | |
| 11 | CARRCARRIER GLOBAL CORPORATION | 1,621,375 | $87.9B | 1038.41% | |
| 12 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 940,985 | $83.5B | 985.76% | |
| 13 | TJXTJX COS INC NEW | 1,091,322 | $82.9B | 978.31% | |
| 14 | WDCWESTERN DIGITAL CORP. | 1,246,422 | $81.3B | 959.72% | |
| 15 | UAAUNDER ARMOUR INC | 3,794,022 | $80.4B | 949.28% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 117,731 | $78.6B | 927.56% | |
| 17 | —BUNGE LIMITED | 839,816 | $78.4B | 925.79% | |
| 18 | MCDMCDONALDS CORP | 284,835 | $76.4B | 901.59% | |
| 19 | PAYCPAYCOM SOFTWARE INC | 177,975 | $73.9B | 872.51% | |
| 20 | METAMETA PLATFORMS INC | 213,780 | $71.9B | 849.04% | |
| 21 | CRLCHARLES RIV LABS INTL INC | 190,247 | $71.7B | 846.39% | |
| 22 | NOWSERVICENOW INC | 110,321 | $71.6B | 845.55% | |
| 23 | AZEKAZEK CO INC | 1,516,031 | $70.1B | 827.73% | |
| 24 | MCKMCKESSON CORP | 281,937 | $70.1B | 827.50% | |
| 25 | ICEINTERCONTINENTAL EXCHANGE IN | 504,502 | $69.0B | 814.75% | |
| 26 | VEEVVEEVA SYS INC | 267,537 | $68.3B | 807.06% | |
| 27 | MNSTMONSTER BEVERAGE CORP NEW | 707,991 | $68.0B | 802.87% | |
| 28 | PANWPALO ALTO NETWORKS INC | 121,683 | $67.7B | 799.95% | |
| 29 | GMGENERAL MTRS CO | 1,117,482 | $65.5B | 773.62% | |
| 30 | FTVFORTIVE CORP | 852,898 | $65.1B | 768.31% | |
| 31 | AMZNAMAZON COM INC | 19,400 | $64.7B | 763.80% | |
| 32 | SUXTD SYNNEX CORPORATION | 550,608 | $63.0B | 743.51% | |
| 33 | WHWYNDHAM HOTELS & RESORTS INC | 701,040 | $62.8B | 742.09% | |
| 34 | ATVIEURACTIVISION BLIZZARD INC | 910,108 | $60.5B | 714.95% | |
| 35 | HSYHERSHEY CO | 312,931 | $60.5B | 714.88% | |
| 36 | VRTVERTIV HOLDINGS CO | 2,408,352 | $60.1B | 710.08% | |
| 37 | RRXREGAL REXNORD CORPORATION | 344,274 | $58.6B | 691.80% | |
| 38 | HZNPHORIZON THERAPEUTICS PUB L | 540,425 | $58.2B | 687.64% | |
| 39 | PWRQUANTA SVCS INC | 506,450 | $58.1B | 685.68% | |
| 40 | CNCCENTENE CORP DEL | 698,233 | $57.5B | 679.35% | |
| 41 | HTZHERTZ GLOBAL HLDGS INC | 2,269,874 | $56.7B | 669.78% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 112,000 | $56.2B | 664.07% | |
| 43 | TWLOTWILIO INC | 210,630 | $55.5B | 654.94% | |
| 44 | HWMHOWMET AEROSPACE INC | 1,740,755 | $55.4B | 654.24% | |
| 45 | RTXRAYTHEON TECHNOLOGIES CORP | 628,349 | $54.1B | 638.52% | |
| 46 | SNYSANOFI | 1,071,154 | $53.7B | 633.66% | |
| 47 | CBRECBRE GROUP INC | 494,461 | $53.7B | 633.53% | |
| 48 | FDSFACTSET RESH SYS INC | 108,166 | $52.6B | 620.73% | |
| 49 | TDYTELEDYNE TECHNOLOGIES INC | 120,295 | $52.6B | 620.57% | |
| 50 | NVONOVO-NORDISK A S | 465,615 | $52.1B | 615.76% | |
| 51 | RIVNRIVIAN AUTOMOTIVE INC | 500,000 | $51.8B | 612.17% | |
| 52 | BRKRBRUKER CORP | 607,181 | $50.9B | 601.59% | |
| 53 | GXOGXO LOGISTICS INCORPORATED | 555,874 | $50.5B | 596.17% | |
| 54 | MDTMEDTRONIC PLC | 467,000 | $48.3B | 570.44% | |
| 55 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,143,654 | $48.3B | 570.28% | |
| 56 | UBERUBER TECHNOLOGIES INC | 1,107,134 | $46.4B | 548.14% | |
| 57 | NTNXNUTANIX INC | 1,429,451 | $45.5B | 537.75% | |
| 58 | CPACOPA HOLDINGS SA | 547,712 | $45.3B | 534.58% | |
| 59 | KOCOCA COLA CO | 760,222 | $45.0B | 531.50% | |
| 60 | PRGOPERRIGO CO PLC | 1,124,063 | $43.7B | 516.31% | |
| 61 | EQHEQUITABLE HLDGS INC | 1,321,231 | $43.3B | 511.55% | |
| 62 | OVVOVINTIV INC | 1,284,903 | $43.3B | 511.29% | |
| 63 | BURLBURLINGTON STORES INC | 148,459 | $43.3B | 511.00% | |
| 64 | T7DTRANSDIGM GROUP INC | 67,947 | $43.2B | 510.48% | |
| 65 | EOGEOG RES INC | 481,401 | $42.8B | 504.93% | |
| 66 | XLNXEURXILINX INC | 200,000 | $42.4B | 500.72% | |
| 67 | TXTTEXTRON INC | 539,993 | $41.7B | 492.23% | |
| 68 | VMCVULCAN MATLS CO | 195,983 | $40.7B | 480.36% | |
| 69 | RNGRINGCENTRAL INC | 211,598 | $39.6B | 468.09% | |
| 70 | ABGAMERISOURCEBERGEN CORP | 297,936 | $39.6B | 467.50% | |
| 71 | XPOXPO LOGISTICS INC | 507,488 | $39.3B | 463.99% | |
| 72 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 3,469,582 | $39.1B | 461.30% | |
| 73 | BBYBEST BUY INC | 383,328 | $38.9B | 459.86% | |
| 74 | MIDDMIDDLEBY CORP | 194,313 | $38.2B | 451.45% | |
| 75 | BDXBECTON DICKINSON & CO | 150,000 | $37.7B | 445.41% | |
| 76 | SHWSHERWIN WILLIAMS CO | 105,789 | $37.3B | 439.90% | |
| 77 | CIENCIENA CORP | 481,990 | $37.1B | 438.06% | |
| 78 | XOMEXXON MOBIL CORP | 595,852 | $36.5B | 430.51% | |
| 79 | CA8ACACI INTL INC | 133,367 | $35.9B | 423.95% | |
| 80 | —VY GLOBAL GROWTH | 3,559,115 | $34.9B | 412.27% | |
| 81 | IBKRINTERACTIVE BROKERS GROUP IN | 431,009 | $34.2B | 404.19% | |
| 82 | PSXPHILLIPS 66 | 469,295 | $34.0B | 401.52% | |
| 83 | FSLYFASTLY INC | 935,692 | $33.2B | 391.66% | |
| 84 | CHWYCHEWY INC | 556,176 | $32.8B | 387.27% | |
| 85 | GFSGLOBALFOUNDRIES INC | 500,000 | $32.5B | 383.57% | |
| 86 | PHMPULTE GROUP INC | 567,388 | $32.4B | 382.95% | |
| 87 | GWWGRAINGER W W INC | 62,537 | $32.4B | 382.68% | |
| 88 | TQJSIGNATURE BK NEW YORK N Y | 99,666 | $32.2B | 380.67% | |
| 89 | MSFTMICROSOFT CORP | 95,807 | $32.2B | 380.47% | |
| 90 | GAPGAP INC | 1,825,180 | $32.2B | 380.37% | |
| 91 | COPCONOCOPHILLIPS | 445,136 | $32.1B | 379.38% | |
| 92 | COSTCOSTCO WHSL CORP NEW | 56,523 | $32.1B | 378.89% | |
| 93 | 3M4MASIMO CORP | 109,135 | $32.0B | 377.29% | |
| 94 | GDGENERAL DYNAMICS CORP | 152,009 | $31.7B | 374.18% | |
| 95 | TDCTERADATA CORP DEL | 731,705 | $31.1B | 366.94% | |
| 96 | ZEN1EURZENDESK INC | 293,152 | $30.6B | 361.00% | |
| 97 | SJR/BEURSHAW COMMUNICATIONS INC | 1,000,000 | $30.4B | 358.65% | |
| 98 | AQUAUSDEVOQUA WATER TECHNOLOGIES CO | 643,286 | $30.1B | 355.11% | |
| 99 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 488,061 | $29.7B | 351.19% | |
| 100 | GPNGLOBAL PMTS INC | 219,108 | $29.6B | 349.73% |
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