Alyeska Investment Group, L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$9.7B
Holdings
402
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (402 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 2,651,458 | $319.1B | 3302.22% | |
| 2 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,493,982 | $259.7B | 2687.70% | |
| 3 | CRMSALESFORCE INC | 1,896,817 | $251.5B | 2602.83% | |
| 4 | TWLOTWILIO INC | 3,166,229 | $155.0B | 1604.33% | |
| 5 | CSCOCISCO SYS INC | 2,906,064 | $138.4B | 1432.80% | |
| 6 | NKENIKE INC | 985,645 | $115.3B | 1193.59% | |
| 7 | WMTWALMART INC | 811,577 | $115.1B | 1190.93% | |
| 8 | MDBMONGODB INC | 584,260 | $115.0B | 1190.22% | |
| 9 | FTVFORTIVE CORP | 1,731,020 | $111.2B | 1151.03% | |
| 10 | DPZDOMINOS PIZZA INC | 276,379 | $95.7B | 990.81% | |
| 11 | QDELQUIDELORTHO CORP | 1,076,964 | $92.3B | 954.86% | |
| 12 | ETNEATON CORP PLC | 582,385 | $91.4B | 945.98% | |
| 13 | SLBSCHLUMBERGER LTD | 1,706,971 | $91.3B | 944.42% | |
| 14 | —BUNGE LIMITED | 904,349 | $90.2B | 933.78% | |
| 15 | TEAMATLASSIAN CORPORATION | 692,707 | $89.1B | 922.51% | |
| 16 | BURLBURLINGTON STORES INC | 429,256 | $87.0B | 900.75% | |
| 17 | AWNADVANCE AUTO PARTS INC | 588,893 | $86.6B | 896.09% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 321,291 | $85.3B | 882.32% | |
| 19 | GTLSCHART INDS INC | 737,397 | $85.0B | 879.38% | |
| 20 | AMDADVANCED MICRO DEVICES INC | 1,310,535 | $84.9B | 878.48% | |
| 21 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,211,791 | $82.1B | 849.53% | |
| 22 | COOCOOPER COS INC | 246,592 | $81.5B | 843.88% | |
| 23 | DHRDANAHER CORPORATION | 306,039 | $81.2B | 840.65% | |
| 24 | RMERESMED INC | 387,610 | $80.7B | 834.91% | |
| 25 | WDCWESTERN DIGITAL CORP. | 2,553,500 | $80.6B | 833.76% | |
| 26 | MNSTMONSTER BEVERAGE CORP NEW | 787,894 | $80.0B | 827.88% | |
| 27 | LDOSLEIDOS HOLDINGS INC | 738,109 | $77.6B | 803.53% | |
| 28 | RPDRAPID7 INC | 2,236,346 | $76.0B | 786.46% | |
| 29 | DLTRDOLLAR TREE INC | 532,812 | $75.4B | 779.92% | |
| 30 | DC4DEXCOM INC | 663,830 | $75.2B | 777.98% | |
| 31 | AMGNAMGEN INC | 272,182 | $71.5B | 739.82% | |
| 32 | CA8ACACI INTL INC | 237,586 | $71.4B | 739.10% | |
| 33 | GILDGILEAD SCIENCES INC | 826,332 | $70.9B | 734.18% | |
| 34 | HUBSHUBSPOT INC | 241,465 | $69.8B | 722.53% | |
| 35 | DECKDECKERS OUTDOOR CORP | 172,692 | $68.9B | 713.39% | |
| 36 | PRGOPERRIGO CO PLC | 2,003,962 | $68.3B | 707.01% | |
| 37 | WHWYNDHAM HOTELS & RESORTS INC | 957,644 | $68.3B | 706.74% | |
| 38 | JCIJOHNSON CTLS INTL PLC | 1,065,466 | $68.2B | 705.71% | |
| 39 | GDGENERAL DYNAMICS CORP | 268,250 | $66.6B | 688.80% | |
| 40 | ALLEALLEGION PLC | 629,278 | $66.2B | 685.51% | |
| 41 | HWMHOWMET AEROSPACE INC | 1,654,110 | $65.2B | 674.65% | |
| 42 | CIENCIENA CORP | 1,263,137 | $64.4B | 666.43% | |
| 43 | BLDTOPBUILD CORP | 409,476 | $64.1B | 663.16% | |
| 44 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 247,232 | $63.4B | 656.06% | |
| 45 | NFLXNETFLIX INC | 208,637 | $61.5B | 636.71% | |
| 46 | RNGRINGCENTRAL INC | 1,714,543 | $60.7B | 628.14% | |
| 47 | TTENTOTALENERGIES SE | 974,738 | $60.5B | 626.25% | |
| 48 | PRMPERIMETER SOLUTIONS SA | 6,502,035 | $59.4B | 615.04% | |
| 49 | MDTMEDTRONIC PLC | 744,442 | $57.9B | 598.79% | |
| 50 | ZBHZIMMER BIOMET HOLDINGS INC | 451,933 | $57.6B | 596.34% | |
| 51 | TDYTELEDYNE TECHNOLOGIES INC | 143,847 | $57.5B | 595.34% | |
| 52 | ITTITT INC | 701,202 | $56.9B | 588.53% | |
| 53 | XOMEXXON MOBIL CORP | 509,098 | $56.2B | 581.15% | |
| 54 | DFSEURDISCOVER FINL SVCS | 566,297 | $55.4B | 573.35% | |
| 55 | YUMYUM BRANDS INC | 426,615 | $54.6B | 565.49% | |
| 56 | UNHUNITEDHEALTH GROUP INC | 102,754 | $54.5B | 563.81% | |
| 57 | DDDUPONT DE NEMOURS INC | 776,601 | $53.3B | 551.60% | |
| 58 | REGNREGENERON PHARMACEUTICALS | 72,964 | $52.6B | 544.81% | |
| 59 | NVONOVO-NORDISK A S | 388,090 | $52.5B | 543.59% | |
| 60 | MUMICRON TECHNOLOGY INC | 1,048,971 | $52.4B | 542.58% | |
| 61 | HSYHERSHEY CO | 224,087 | $51.9B | 537.04% | |
| 62 | RRXREGAL REXNORD CORPORATION | 432,326 | $51.9B | 536.82% | |
| 63 | BMRNBIOMARIN PHARMACEUTICAL INC | 500,472 | $51.8B | 536.02% | |
| 64 | AIGAMERICAN INTL GROUP INC | 818,500 | $51.8B | 535.69% | |
| 65 | MIRMIRION TECHNOLOGIES INC | 7,748,035 | $51.2B | 530.03% | |
| 66 | LIILENNOX INTL INC | 213,962 | $51.2B | 529.74% | |
| 67 | BRKRBRUKER CORP | 744,798 | $50.9B | 526.84% | |
| 68 | PLDPROLOGIS INC. | 441,412 | $49.8B | 514.98% | |
| 69 | CLCOLGATE PALMOLIVE CO | 625,000 | $49.2B | 509.63% | |
| 70 | SUISUN CMNTYS INC | 336,178 | $48.1B | 497.52% | |
| 71 | SBUXSTARBUCKS CORP | 483,519 | $48.0B | 496.41% | |
| 72 | JPMJPMORGAN CHASE & CO | 356,968 | $47.9B | 495.41% | |
| 73 | REXRREXFORD INDL RLTY INC | 861,135 | $47.1B | 486.96% | |
| 74 | AGCOAGCO CORP | 338,521 | $46.9B | 485.89% | |
| 75 | CPACOPA HOLDINGS SA | 563,641 | $46.9B | 485.16% | |
| 76 | BAXBAXTER INTL INC | 910,000 | $46.4B | 480.02% | |
| 77 | OXYOCCIDENTAL PETE CORP | 734,140 | $46.2B | 478.58% | |
| 78 | ALVAUTOLIV INC | 600,608 | $46.0B | 476.01% | |
| 79 | METMETLIFE INC | 613,042 | $44.4B | 459.15% | |
| 80 | SSS1EURLIFE STORAGE INC | 441,514 | $43.5B | 450.08% | |
| 81 | PODDINSULET CORP | 134,757 | $39.7B | 410.57% | |
| 82 | GOOGLALPHABET INC | 443,133 | $39.1B | 404.63% | |
| 83 | CTLTEURCATALENT INC | 858,977 | $38.7B | 400.13% | |
| 84 | SHELSHELL PLC | 668,981 | $38.1B | 394.29% | |
| 85 | 3M4MASIMO CORP | 255,797 | $37.8B | 391.67% | |
| 86 | MPCMARATHON PETE CORP | 316,750 | $36.9B | 381.54% | |
| 87 | ADBEADOBE SYSTEMS INCORPORATED | 108,352 | $36.5B | 377.37% | |
| 88 | COSTCOSTCO WHSL CORP NEW | 78,066 | $35.6B | 368.82% | |
| 89 | DELLDELL TECHNOLOGIES INC | 882,116 | $35.5B | 367.17% | |
| 90 | MIDDMIDDLEBY CORP | 257,960 | $34.5B | 357.47% | |
| 91 | PHPARKER-HANNIFIN CORP | 118,132 | $34.4B | 355.77% | |
| 92 | TDCTERADATA CORP DEL | 1,021,115 | $34.4B | 355.71% | |
| 93 | CHDCHURCH & DWIGHT CO INC | 422,863 | $34.1B | 352.77% | |
| 94 | WELLWELLTOWER INC | 515,417 | $33.8B | 349.65% | |
| 95 | POOLPOOL CORP | 111,582 | $33.7B | 349.12% | |
| 96 | BJBJS WHSL CLUB HLDGS INC | 504,655 | $33.4B | 345.53% | |
| 97 | NTAPNETAPP INC | 555,434 | $33.4B | 345.24% | |
| 98 | EQHEQUITABLE HLDGS INC | 1,152,769 | $33.1B | 342.40% | |
| 99 | LITELUMENTUM HLDGS INC | 628,945 | $32.8B | 339.58% | |
| 100 | PANWPALO ALTO NETWORKS INC | 232,970 | $32.5B | 336.44% |
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