Alyeska Investment Group, L.P. Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$9.1B

Holdings

570

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (570 positions)

StockValue
PAYCPAYCOM SOFTWARE INC
$158.1M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$141.4M
MSFTMICROSOFT CORP
$134.9M
UAAUNDER ARMOUR INC
$127.0M
COSTCOSTCO WHSL CORP NEW
$119.2M
MIRMIRION TECHNOLOGIES INC
$113.7M
ISRGINTUITIVE SURGICAL INC
$108.0M
CDWCDW CORP
$100.3M
NVONOVO-NORDISK A S
$100.0M
WMSADVANCED DRAIN SYS INC DEL
$91.5M
LITELUMENTUM HLDGS INC
$90.8M
WDAYWORKDAY INC
$90.1M
UBERUBER TECHNOLOGIES INC
$89.1M
DLTRDOLLAR TREE INC
$87.8M
SYKSTRYKER CORPORATION
$87.3M
NFLXNETFLIX INC
$85.0M
MNSTMONSTER BEVERAGE CORP NEW
$78.7M
TDYTELEDYNE TECHNOLOGIES INC
$76.8M
BUNGE LIMITED
$76.3M
CHKPCHECK POINT SOFTWARE TECH LT
$76.2M
PRMPERIMETER SOLUTIONS SA
$74.9M
MCKMCKESSON CORP
$74.7M
SNYSANOFI
$73.5M
VMWEURVMWARE INC
$69.6M
AMZNAMAZON COM INC
$69.0M
CRLCHARLES RIV LABS INTL INC
$68.9M
DELLDELL TECHNOLOGIES INC
$68.8M
WHWYNDHAM HOTELS & RESORTS INC
$68.6M
T7DTRANSDIGM GROUP INC
$68.1M
WDCWESTERN DIGITAL CORP.
$65.9M
ALVAUTOLIV INC
$64.3M
HWMHOWMET AEROSPACE INC
$62.6M
SICPQSILVERGATE CAP CORP
$61.8M
ACIALBERTSONS COS INC
$59.8M
HOLXHOLOGIC INC
$59.3M
CATCATERPILLAR INC
$58.9M
ORLYOREILLY AUTOMOTIVE INC
$58.5M
NTNXNUTANIX INC
$58.4M
PANWPALO ALTO NETWORKS INC
$58.3M
ABGAMERISOURCEBERGEN CORP
$56.9M
PHPARKER-HANNIFIN CORP
$56.5M
VMCVULCAN MATLS CO
$56.4M
CA8ACACI INTL INC
$56.2M
UNHUNITEDHEALTH GROUP INC
$54.6M
SNAPSNAP INC
$54.2M
CNCCENTENE CORP DEL
$53.8M
GDGENERAL DYNAMICS CORP
$53.6M
HZNPHORIZON THERAPEUTICS PUB L
$52.2M
VVISA INC
$50.6M
MIDDMIDDLEBY CORP
$50.6M
CPACOPA HOLDINGS SA
$50.5M
NSTGEURNANOSTRING TECHNOLOGIES INC
$50.2M
ICEINTERCONTINENTAL EXCHANGE IN
$49.5M
CARRCARRIER GLOBAL CORPORATION
$48.4M
CSXCSX CORP
$47.8M
BRKRBRUKER CORP
$47.6M
METAMETA PLATFORMS INC
$47.3M
GHGUARDANT HEALTH INC
$47.0M
HLTHILTON WORLDWIDE HLDGS INC
$46.4M
RRXREGAL REXNORD CORPORATION
$45.7M
TXTTEXTRON INC
$45.1M
PLUNPLUG POWER INC
$43.4M
WPCWP CAREY INC
$42.5M
MATMATTEL INC
$42.4M
DDSDILLARDS INC
$42.3M
RUNSUNRUN INC
$42.3M
GGENPACT LIMITED
$41.5M
RTXRAYTHEON TECHNOLOGIES CORP
$41.4M
HSYHERSHEY CO
$40.4M
TMOTHERMO FISHER SCIENTIFIC INC
$40.3M
ROSTROSS STORES INC
$39.4M
GOOGLALPHABET INC
$39.3M
SHELSHELL PLC
$39.2M
FDSFACTSET RESH SYS INC
$39.0M
CUBECUBESMART
$38.3M
CSCOCISCO SYS INC
$38.3M
FLEXFLEX LTD
$37.5M
FLSFLOWSERVE CORP
$37.5M
COPCONOCOPHILLIPS
$37.3M
ETSYETSY INC
$37.3M
3M4MASIMO CORP
$37.0M
NVSTENVISTA HOLDINGS CORPORATION
$37.0M
WFCWELLS FARGO CO NEW
$36.9M
XOMEXXON MOBIL CORP
$36.4M
APTVAPTIV PLC
$35.7M
RHRH
$34.9M
ADBEADOBE SYSTEMS INCORPORATED
$34.9M
CIENCIENA CORP
$34.5M
SGENUSDSEAGEN INC
$34.4M
SCHWSCHWAB CHARLES CORP
$33.8M
UDRUDR INC
$33.2M
FNFABRINET
$33.0M
ADIANALOG DEVICES INC
$32.9M
EMREMERSON ELEC CO
$32.5M
JCIJOHNSON CTLS INTL PLC
$32.4M
GWWGRAINGER W W INC
$32.2M
ZEN1EURZENDESK INC
$31.7M
GILDGILEAD SCIENCES INC
$31.6M
ARANTERO RESOURCES CORP
$31.4M
PSXPHILLIPS 66
$31.3M
Page 1 of 6Next