Alyeska Investment Group, L.P.

data from 30/09/2025

Capitalization

$ 33.054 B 16.45 %

Average holding period

4 ans

Performance

$ 17.404 B 1 094.55 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Alyeska Investment Group, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 12.47% 4.121 B $ 6154511 2024/12/31 225.253 M $ 7.79 %
2025/09/30 AMZN AMAZON COM INC 2.94% 973.190 M $ 4432256 2020/03/31 236.320 K $ 0.08 %
2025/09/30 AAPL APPLE INC 2.81% 928.350 M $ 3645880 2025/03/31 12.355 M $ 24.11 %
2025/09/30 CRM SALESFORCE INC 1.78% 589.568 M $ 2487627 2025/03/31 -23.038 M $ -13.09 %
2025/09/30 META META PLATFORMS INC 1.72% 568.157 M $ 773656 2021/03/31 -3.152 M $ -0.50 %
2025/09/30 NVDA NVIDIA CORPORATION 1.34% 444.362 M $ 2381616 2025/06/30 2.308 M $ 18.10 %
2025/09/30 TSLA TESLA INC 1.08% 357.679 M $ 804280 2025/09/30 0.000 $ 0.00 %
2025/09/30 BAC BANK AMERICA CORP 1.07% 352.799 M $ 6838510 2022/12/31 12.695 M $ 9.02 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.00% 329.322 M $ 1274664 2016/09/30 18.689 M $ 6.39 %
2025/09/30 MSFT MICROSOFT CORP 0.97% 320.933 M $ 619622 2020/09/30 16.320 M $ 4.13 %
2025/09/30 COHR COHERENT CORP 0.88% 290.090 M $ 2693003 2023/12/31 21.911 M $ 20.75 %
2025/09/30 HD HOME DEPOT INC 0.86% 284.893 M $ 703110 2024/09/30 0.000 $ 0.00 %
2025/09/30 MCD MCDONALDS CORP 0.81% 269.134 M $ 885629 2023/06/30 1.198 M $ 4.01 %
2025/09/30 TWLO TWILIO INC 0.80% 264.624 M $ 2643859 2019/12/31 -45.941 M $ -19.52 %
2025/09/30 ANET ARISTA NETWORKS INC 0.77% 253.871 M $ 1742301 2025/06/30 131.686 M $ 42.42 %
2025/09/30 ULTA ULTA BEAUTY INC 0.76% 249.653 M $ 456613 2022/03/31 20.646 M $ 16.87 %
2025/09/30 GOOGL ALPHABET INC 0.74% 243.915 M $ 1003351 2016/03/31 156.190 M $ 37.94 %
2025/09/30 CVNA CARVANA CO 0.72% 239.225 M $ 634146 2025/03/31 0.000 $ 0.00 %
2025/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.68% 225.585 M $ 869508 2022/12/31 -5.147 M $ -2.59 %
2025/09/30 USAR USA RARE EARTH INC 0.66% 219.034 M $ 12799325 2025/06/30 55.473 M $ 57.27 %
2025/09/30 CCI CROWN CASTLE INC 0.64% 212.593 M $ 2203268 2025/03/31 -10.325 M $ -6.07 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.63% 207.369 M $ 427547 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQIX EQUINIX INC 0.62% 205.979 M $ 262983 2022/06/30 -2.331 M $ -1.54 %
2025/09/30 MASI MASIMO CORP 0.62% 203.779 M $ 1381085 2021/06/30 -23.450 M $ -12.29 %
2025/09/30 VTR VENTAS INC 0.61% 202.582 M $ 2894441 2022/03/31 18.775 M $ 10.83 %
2025/09/30 ADSK AUTODESK INC 0.61% 202.447 M $ 637286 2023/12/31 7.363 M $ 2.62 %
2025/09/30 KR KROGER CO 0.61% 201.658 M $ 2991513 2024/12/31 -8.558 M $ -6.02 %
2025/09/30 WMT WALMART INC 0.55% 182.733 M $ 1773071 2025/09/30 0.000 $ 0.00 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.55% 180.271 M $ 590258 2023/09/30 15.496 M $ 21.75 %
2025/09/30 SNAP SNAP INC 0.53% 176.697 M $ 22917842 2025/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.53% 176.688 M $ 147373 2024/06/30 -11.932 M $ -10.47 %
2025/09/30 ABBV ABBVIE INC 0.53% 176.457 M $ 762100 2024/12/31 24.344 M $ 24.74 %
2025/09/30 AYI ACUITY INC 0.53% 175.099 M $ 508433 2025/03/31 16.384 M $ 15.44 %
2025/09/30 CUBE CUBESMART 0.53% 174.185 M $ 4283952 2023/12/31 -5.778 M $ -4.33 %
2025/09/30 NKE NIKE INC 0.52% 172.627 M $ 2475653 2025/06/30 -1.422 M $ -1.84 %
2025/09/30 ABT ABBOTT LABS 0.52% 170.595 M $ 1273671 2024/06/30 -2.964 M $ -1.52 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.50% 166.159 M $ 961121 2025/03/31 -204.651 K $ -0.83 %
2025/09/30 BURL BURLINGTON STORES INC 0.49% 160.747 M $ 631618 2021/12/31 25.447 M $ 9.40 %
2025/09/30 WDC WESTERN DIGITAL CORP 0.47% 156.602 M $ 1304368 2020/06/30 50.906 M $ 87.62 %
2025/09/30 MPC MARATHON PETE CORP 0.46% 151.384 M $ 785433 2025/03/31 21.053 M $ 16.03 %
2025/09/30 DHR DANAHER CORPORATION 0.45% 147.492 M $ 743931 2022/06/30 649.663 K $ 0.36 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.44% 145.640 M $ 947870 2025/09/30 0.000 $ 0.00 %
2025/09/30 MNST MONSTER BEVERAGE CORP NEW 0.44% 144.994 M $ 2154129 2015/12/31 10.722 M $ 7.46 %
2025/09/30 SLG SL GREEN RLTY CORP 0.44% 144.964 M $ 2423738 2023/03/31 -5.076 M $ -3.38 %
2025/09/30 BA BOEING CO 0.43% 140.622 M $ 651541 2022/06/30 8.660 M $ 3.01 %
2025/09/30 AN AUTONATION INC 0.42% 138.295 M $ 632148 2023/06/30 14.824 M $ 10.13 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.42% 138.197 M $ 745319 2023/12/31 17.725 M $ 21.39 %
2025/09/30 ETN EATON CORP PLC 0.42% 137.758 M $ 368090 2022/12/31 1.107 M $ 4.83 %
2025/09/30 CRWV COREWEAVE INC 0.41% 136.850 M $ 1000000 2025/03/31 -76.009 M $ -16.07 %
2025/09/30 SNX TD SYNNEX CORPORATION 0.41% 135.631 M $ 828280 2023/06/30 0.000 $ 0.00 %
2025/09/30 COP CONOCOPHILLIPS 0.41% 135.265 M $ 1430014 2024/06/30 0.000 $ 0.00 %
2025/09/30 AER AERCAP HOLDINGS NV 0.41% 134.498 M $ 1111552 2020/09/30 598.648 K $ 3.42 %
2025/09/30 PR PERMIAN RESOURCES CORP 0.41% 133.891 M $ 10460270 2024/03/31 -7.169 M $ -6.02 %
2025/09/30 FLEX FLEX LTD 0.39% 130.164 M $ 2245374 2023/12/31 29.248 M $ 16.13 %
2025/09/30 EQR EQUITY RESIDENTIAL 0.39% 129.647 M $ 2002892 2024/09/30 -1.219 M $ -4.09 %
2025/09/30 OKTA OKTA INC 0.39% 128.701 M $ 1403499 2023/06/30 -3.080 M $ -8.27 %
2025/09/30 WAB WABTEC 0.39% 127.529 M $ 636150 2023/06/30 -2.585 M $ -4.24 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.38% 127.217 M $ 558629 2025/06/30 6.760 M $ 4.23 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.37% 123.795 M $ 1634040 2022/06/30 -975.492 K $ -5.02 %
2025/09/30 SFM SPROUTS FMRS MKT INC 0.37% 123.664 M $ 1136615 2025/03/31 -37.885 M $ -33.92 %
2025/09/30 HXL HEXCEL CORP NEW 0.37% 123.233 M $ 1965433 2025/03/31 0.000 $ 0.00 %
2025/09/30 QUBT QUANTUM COMPUTING INC 0.37% 123.014 M $ 6716819 2025/09/30 0.000 $ 0.00 %
2025/09/30 AIT APPLIED INDL TECHNOLOGIES IN 0.37% 123.011 M $ 471218 2024/03/31 12.510 M $ 12.30 %
2025/09/30 SF STIFEL FINL CORP 0.37% 121.274 M $ 1068774 2025/06/30 9.670 M $ 9.34 %
2025/09/30 RZLV REZOLVE AI PLC 0.37% 120.880 M $ 24400000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WBS WEBSTER FINL CORP 0.37% 120.838 M $ 2032937 2025/06/30 130.447 K $ 8.86 %
2025/09/30 TEVA TEVA PHARMACEUTICAL INDS LTD 0.37% 120.716 M $ 5976035 2023/03/31 8.361 M $ 20.53 %
2025/09/30 CHRW C H ROBINSON WORLDWIDE INC 0.37% 120.686 M $ 911523 2025/03/31 32.093 M $ 37.99 %
2025/09/30 BIIB BIOGEN INC 0.36% 118.406 M $ 845277 2025/06/30 7.372 M $ 11.54 %
2025/09/30 TRGP TARGA RES CORP 0.36% 118.123 M $ 705046 2021/12/31 -3.238 M $ -3.76 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.36% 117.560 M $ 1231381 2023/03/31 4.869 M $ 4.64 %
2025/09/30 SNPS SYNOPSYS INC 0.35% 116.246 M $ 235607 2025/06/30 -6.584 M $ -3.76 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 0.35% 115.504 M $ 1087195 2025/09/30 0.000 $ 0.00 %
2025/09/30 GH GUARDANT HEALTH INC 0.35% 114.421 M $ 1831318 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAH CARDINAL HEALTH INC 0.34% 111.298 M $ 709087 2025/03/31 -6.279 M $ -6.57 %
2025/09/30 ZS ZSCALER INC 0.33% 109.440 M $ 365213 2025/09/30 0.000 $ 0.00 %
2025/09/30 WCC WESCO INTL INC 0.33% 108.855 M $ 514682 2024/03/31 3.417 M $ 14.20 %
2025/09/30 SU SUNCOR ENERGY INC NEW 0.33% 108.324 M $ 2590863 2022/12/31 2.598 M $ 11.64 %
2025/09/30 CTRE CARETRUST REIT INC 0.33% 108.073 M $ 3116292 2023/09/30 10.637 M $ 13.33 %
2025/09/30 VNOM VIPER ENERGY INC 0.32% 107.055 M $ 2801010 2025/09/30 0.000 $ 0.00 %
2025/09/30 RSG REPUBLIC SVCS INC 0.32% 106.161 M $ 462615 2024/06/30 -7.761 M $ -6.95 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.32% 104.826 M $ 302737 2023/12/31 0.000 $ 0.00 %
2025/09/30 PCTY PAYLOCITY HLDG CORP 0.32% 104.657 M $ 657103 2024/09/30 0.000 $ 0.00 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.32% 104.634 M $ 267169 2024/09/30 -3.481 M $ -12.03 %
2025/09/30 IQV IQVIA HLDGS INC 0.31% 103.376 M $ 544256 2025/06/30 24.130 M $ 20.53 %
2025/09/30 ALLE ALLEGION PLC 0.31% 101.198 M $ 570610 2025/06/30 18.639 M $ 23.06 %
2025/09/30 FI FISERV INC 0.30% 100.548 M $ 779864 2025/06/30 -2.910 M $ -25.22 %
2025/09/30 SLB SCHLUMBERGER LTD 0.30% 100.230 M $ 2916204 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRBR BELLRING BRANDS INC 0.30% 98.944 M $ 2721986 2025/09/30 0.000 $ 0.00 %
2025/09/30 GWW GRAINGER W W INC 0.30% 98.752 M $ 103627 2025/06/30 -10.561 M $ -8.39 %
2025/09/30 KKR KKR & CO INC 0.30% 98.600 M $ 758751 2023/09/30 -1.492 M $ -2.32 %
2025/09/30 AWI ARMSTRONG WORLD INDS INC NEW 0.30% 98.541 M $ 502736 2023/12/31 16.570 M $ 20.67 %
2025/09/30 AR ANTERO RESOURCES CORP 0.30% 98.454 M $ 2933662 2021/03/31 -17.936 M $ -16.68 %
2025/09/30 WELL WELLTOWER INC 0.30% 98.214 M $ 551331 2023/12/31 0.000 $ 0.00 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.30% 97.668 M $ 346143 2025/09/30 0.000 $ 0.00 %
2025/09/30 EPAM EPAM SYS INC 0.29% 97.258 M $ 644988 2023/03/31 -9.375 M $ -14.72 %
2025/09/30 AVAV AEROVIRONMENT INC 0.29% 95.895 M $ 304536 2024/12/31 14.599 M $ 10.51 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.29% 95.443 M $ 534004 2023/09/30 0.000 $ 0.00 %
2025/09/30 ESTC ELASTIC N V 0.28% 94.080 M $ 1113503 2022/03/31 30.174 K $ 0.19 %
2025/09/30 PPTA PERPETUA RESOURCES CORP 0.28% 92.678 M $ 4581234 2025/06/30 26.399 M $ 66.64 %