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Stephen Mandel's Lone Pine Capital disclosed in an SEC filing its holdings as of September 30, 2018. Lone Pine's three new buys during the third quarter included, by size of previous position, First Data (FDC), Union Pacific (UNP), and NIO Inc. The fund exited six positions during the quarter, including by size of previous position Booking (BKNG), Dollar Tree (DLTR), SBA Communications (SBAC), Square (SQ), and Mohawk Industries (MHK). Lone Pine increased its stake in 13 holdings, including by size of previous position Alibaba (BABA), Adobe (ADBE), Microsoft (MSFT), Alphabet Class C (GOOG), and Canadian Pacific Railway (CP). The fund reduced its stake in eight holdings, including by size of preivous position UnitedHealth (UNH), CSX Corp. (CSX), FleetCor Technologies (FLT), MercadoLibre (MLI), and Amazon.com (AMZN). Lone Pine's top holdings as of September 30, 2018, were Alibaba, Microsoft, Adobe, Activision Blizzard (ATVI), and Iqvia Holdings (IQV).

David Tepper's Appaloosa Management disclosed in an SEC filing its holdings as of September 30, 2018. Appaloosa's three new buys during the third quarter were, by size of position, State Street (STT), Williams Companies (WMB), and Apple (AAPL). Appaloosa exited 14 positions during the quarter, including by size of previous position, Wells Fargo (WFC), Ally Financial (ALLY), UBS (UBS), KeyCorp (KEY), and Western Digital (WDC). Appaloosa increased its stake in six holdings, including by size of previous position, PG&E (PCG), NRG Energy (NRG), Vistra Energy (VST), and Boyd Gaming (BYD). Appaloosa reduced its stake in 27 holdings, including by size of previous position, Micron (MU), Facebook (FB), Alibaba (BABA), Alergan (AGN), and Alphabet (GOOG). Appaloosa's top holdings as of September 30, 2018, in order of size, were Micron, Facebook, Allergan, Alibaba, and Alphabet.

Chase Coleman's Tiger Global disclosed in an SEC filing its holdings as of September 30, 2018. Tiger's eight new buys during the third quarter included Eventbrite (EB), SVMK (SVMK), Apple (AAPL), Zendesk (ZEN), and Twilio (TWLO). Tiger exited one position during the quarter, GDS Holdings (GDS). Tiger increased its stake in 13 holdings, including by size of previous position, Alibaba (BABA), Adobe (ADBE), ServiceNow (NOW), MongoDB (MDB), and Sea Ltd (SE). Tiger reduced its stake in eight holdings, including by size of previous position, Twitter (TWTR), Facebook (FB), Despegar.com (DESP), TransDigm (TDG), and MercadoLibre (MELI). Tiger's top holdings as of September 30, 2018, in order of size, were Amazon (AMZN), Spotify (SPOT), Microsoft (MSFT), JD.com (JD), and Booking Holdings (BKNG).

Tiger Management disclosed in an SEC filing its holdings as of September 30, 2018. Tiger's 20 new buys during the third quarter included PagSeguro Digital (PAGS) and a number of ETFs. Tiger exited 22 positions during the quarter, including by size of previous position, New Oriental Education (EDU), Redfin (RDFN), Twenty-First Century Fox (FOXA), Amazon (AMZN), and Mondelez (MDLZ). Tiger increased its stake in 18 holdings, including by size of previous position, Alibaba (BABA), Cisco (CSCO), Microsoft (MSFT), NXP Semiconductors (NXPI), and Blackstone Group (BX). Tiger reduced its stake in 11 holdings, including by size of previous position, Boot Barn (BOOT), JPMorgan Chase (JPM), Spotify (SPOT), Royal Caribbean (RCL), and Delta (DAL). Tiger's top holdings as of September 30, 2018, in order of size, were Microsoft, Alibaba, Blackstone, Adobe (ADBE), and Alphabet (GOOG).