The 13F portfolios being sampled are listed
below
and include the top 150 funds used in the most recent WhaleScore calculation.
The following attributes were calculated for the entire population of stocks from
the 13F portfolios being used:
- (TFI) - Total number of filers increasing or starting a position in the stock
- (TFD) - Total number of filers decreasing or selling out of a position in the stock
- (R) - The inverse change in average ranking the stock had in the portfolio's being sampled.
- (TOP10) - The number of times the stock appears in the top 10 holdings of the portfolio's being sampled.
- (TF) - Total number of filers being sampled that held any kind of position in the stock
Only stocks that are held by at least 5% of the portfolio's being sampled are considered for the heat map.
These attributes are compared to the attributes calculated for the prior quarter and the percent
change is determined. From there the following algorithm is used to determine the final score:
TFI% - TFD% + R% + TOP10% + TF%
Filers used in this quarter
- 12 WEST CAPITAL MANAGEMENT LP
- ABDIEL CAPITAL ADVISORS, LP
- ABRAMS BISON INVESTMENTS, LLC
- ACUTA CAPITAL PARTNERS, LLC
- ADAMS STREET PARTNERS LLC
- AKRE CAPITAL MANAGEMENT LLC
- ALLEN HOLDING INC
- ALTA PARK CAPITAL, LP
- ALTAROCK PARTNERS LLC
- ALTIMETER CAPITAL MANAGEMENT, LP
- AMERICAN CAPITAL MANAGEMENT INC
- ANCIENT ART, L.P.
- ANTIPODEAN ADVISORS LLC
- AO ASSET MANAGEMENT, LP
- ARAVT GLOBAL LLC
- ARCHON CAPITAL MANAGEMENT LLC
- ARK INVESTMENT MANAGEMENT LLC
- ARTAL GROUP S.A.
- ASHFORD CAPITAL MANAGEMENT INC
- ATIKA CAPITAL MANAGEMENT LLC
- ATLAS VENTURE ASSOCIATES IX, LLC
- AVORO CAPITAL ADVISORS LLC
- BAKER BROS. ADVISORS LP
- BANBURY PARTNERS LLC
- BARTON INVESTMENT MANAGEMENT
- BELLEVUE GROUP AG
- BENDER ROBERT & ASSOCIATES
- BERKSHIRE CAPITAL HOLDINGS INC
- BLS CAPITAL FONDSMAEGLERSELSKAB A
- BOXER CAPITAL, LLC
- BRILLIANCE ASSET MANAGEMENT LTD
- BROWN CAPITAL MANAGEMENT LLC
- BVF INC
- CAPCO ASSET MANAGEMENT, LLC
- CARTICA MANAGEMENT, LLC
- CASDIN CAPITAL, LLC
- CAT ROCK CAPITAL MANAGEMENT LP
- CAVALRY MANAGEMENT GROUP, LLC
- CHARLES-LIM CAPITAL LTD
- COATUE MANAGEMENT LLC
- COLUMBUS CIRCLE INVESTORS
- CORMORANT ASSET MANAGEMENT, LP
- CROSSLINK CAPITAL INC
- CRYDER CAPITAL PARTNERS LLP
- CYPRESS FUNDS LLC
- DAFNA CAPITAL MANAGEMENT LLC
- DARSANA CAPITAL PARTNERS LP
- DOCK STREET ASSET MANAGEMENT INC
- DORSAL CAPITAL MANAGEMENT, LLC
- DORSEY ASSET MANAGEMENT, LLC
- DRAGONEER INVESTMENT GROUP, LLC
- DSM CAPITAL PARTNERS LLC
- EAST COAST ASSET MANAGEMENT, LLC.
- EMERALD ADVISERS, LLC
- ENGLE CAPITAL MANAGEMENT, L.P.
- ENSEMBLE CAPITAL MANAGEMENT, LLC
- FIRST LIGHT ASSET MANAGEMENT, LLC
- FIRSTHAND CAPITAL MANAGEMENT, INC.
- FOXHAVEN ASSET MANAGEMENT, LP
- FUNDSMITH LLP
- G2 INVESTMENT PARTNERS MANAGEMENT LLC
- GAGNON SECURITIES LLC
- GENERATION INVESTMENT MANAGEMENT LLP
- GFI INVESTMENT COUNSEL LTD.
- GHOST TREE CAPITAL, LLC
- GILDER GAGNON HOWE & COMPANY LLC
- GLADSTONE CAPITAL MANAGEMENT LLP
- GLOBAL ENDOWMENT MANAGEMENT, LP
- GLYNN CAPITAL MANAGEMENT LLC
- GOODNOW INVESTMENT GROUP, LLC
- GRANAHAN INVESTMENT MANAGEMENT INC
- GRANDEUR PEAK GLOBAL ADVISORS, LLC
- GREAT POINT PARTNERS LLC
- GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC
- GREENHOUSE FUNDS LLLP
- GREENWOODS ASSET MANAGEMENT LTD
- GUARDIAN POINT CAPITAL, LP
- HAMILTON LANE ADVISORS LLC
- HARBOURVEST PARTNERS LLC
- HERALD INVESTMENT MANAGEMENT LTD
- HILLHOUSE CAPITAL ADVISORS, LTD.
- HITCHWOOD CAPITAL MANAGEMENT LP
- HMI CAPITAL MANAGEMENT, L.P.
- HUDSON EXECUTIVE CAPITAL LP
- HUNT LANE CAPITAL LP
- HYPERION ASSET MANAGEMENT LTD
- ICONIQ CAPITAL, LLC
- IMMERSION CAPITAL LLP
- INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV
- ITHAKA GROUP LLC
- JERICHO CAPITAL ASSET MANAGEMENT L.P.
- KAYAK INVESTMENT PARTNERS LLC
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
- LEONARD GREEN & PARTNERS, L.P.
- LINDSELL TRAIN LTD
- MARSHFIELD ASSOCIATES
- MATRIX CAPITAL MANAGEMENT COMPANY, LP
- NEXT CENTURY GROWTH INVESTORS LLC
- NIGHT OWL CAPITAL MANAGEMENT, LLC
- NINE TEN CAPITAL MANAGEMENT LLC
- OAKMONT CORP
- OAKTOP CAPITAL MANAGEMENT II, L.P.
- OPALEYE MANAGEMENT INC.
- ORACLE INVESTMENT MANAGEMENT INC
- OWNERSHIP CAPITAL B.V.
- PARKER INVESTMENT MANAGEMENT, LLC
- PIER CAPITAL, LLC
- POLEN CAPITAL MANAGEMENT LLC
- POTRERO CAPITAL RESEARCH LLC
- RA CAPITAL MANAGEMENT, L.P.
- RAINE CAPITAL LLC
- REDMILE GROUP, LLC
- RGM CAPITAL, LLC
- RTW INVESTMENTS, LP
- SB INVESTMENT ADVISERS (UK) LTD
- SC US (TTGP), LTD.
- SCGE MANAGEMENT, L.P.
- SELKIRK MANAGEMENT LLC
- SHANNON RIVER FUND MANAGEMENT LLC
- SILICON VALLEY CAPITAL PARTNERS
- SILVER ROCK FINANCIAL LP
- SLATE PATH CAPITAL LP
- SOMA EQUITY PARTNERS LP
- SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
- SQN INVESTORS LP
- SRS INVESTMENT MANAGEMENT, LLC
- STOCKBRIDGE PARTNERS LLC
- SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
- SYLEBRA CAPITAL LTD
- TAIREN CAPITAL LTD
- TAYLOR FRIGON CAPITAL MANAGEMENT LLC
- TCI FUND MANAGEMENT LTD
- TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD.
- TEKNE CAPITAL MANAGEMENT, LLC
- TELEMARK ASSET MANAGEMENT, LLC
- TENSILE CAPITAL MANAGEMENT LP
- TENZING GLOBAL MANAGEMENT, LLC
- THELEME PARTNERS LLP
- TIGER GLOBAL MANAGEMENT LLC
- TRIPLE FROND PARTNERS LLC
- TYBOURNE CAPITAL MANAGEMENT (HK) LTD
- UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT)
- URSA FUND MANAGEMENT, LLC
- VALLEY FORGE CAPITAL MANAGEMENT, LP
- VISTA EQUITY PARTNERS MANAGEMENT, LLC
- WESTWOOD MANAGEMENT CORP
- WHALE ROCK CAPITAL MANAGEMENT LLC
- WHETSTONE CAPITAL ADVISORS, LLC
- WINDACRE PARTNERSHIP LLC
- ZEVENBERGEN CAPITAL INVESTMENTS LLC