>>> Lone Pine Capital (Stephen Mandel) discloses updated portfolio positions in

Lone Pine Capital (Stephen Mandel) discloses updated portfolio positions in 13F filing: Notable new positions include PYPL, EA, WYNN, VNTV, MELI, BUD, PCLN
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: PYPL (~6.71 mln shares), EA (~4.23 mln), WYNN (~2.68 mln), VNTV (~2.29 mln), MELI (~1.63 mln), BUD (~0.72 mln), PCLN (~0.41 mln)
  • Increased positions in: CMCSA (to ~32.6 mln shares from ~20.44 mln shares), CRM (to ~6.27 mln from ~2.65 mln),TRU (to ~12.35 mln from ~8.91 mln), UNH (to ~4.4 mln from ~1.71 mln), ICE (to ~8.75 mln from ~6.36 mln) NOW(to ~5.27 mln from ~3.22 mln), MSFT (to ~11.33 mln from ~9.69 mln) AAP (to ~2.36 mln from ~2.05 mln),
  • Maintained positions in: TV (~20.84 mln shares), ATVI (~19.84 mln shares), Q (~10.06 mln shares), STZ (~7.08 mln shares), AVGO (~5.09 mln shares), EXPE (~4.66 mln shares), MA (~4.49 mln shares), ADBE (~3.93 mln shares),EQIX (~1.27 mln shares),
  • Closed positions in: SYMC (from ~21.09 mln shares), CSX (from ~10.31 mln), ATUS (from ~8.4 mln), SNAP (from ~7.6 mln), LNG (from ~5.19 mln), FWONK (from ~2.92 mln), ORLY (from ~2.84 mln), ANET (from ~1.85 mln),ULTA (from ~1.44 mln), ALB (from ~1.16 mln)
  • Decreased positions in: FLT (to ~0.8 mln shares from ~6.56 mln shares), BABA (to ~8.82 mln from ~11.67 mln),TMUS (to ~4.56 mln from ~7.12 mln), FB (to ~5.03 mln from ~6.17 mln), VXX (to ~0.25 mln from ~1 mln)

>>> Luxor Capital Group discloses updated portfolio positions in 13F filing: Not

Luxor Capital Group discloses updated portfolio positions in 13F filing: Notable new positions include LQ, MEET, FB... Closed CARS, BCEI, CONN
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: LQ (~4.76 mln shares), MEET (~1.54 mln), YNDX (~0.34 mln), FB (~0.07 mln), HCHC (~0.01 mln)
  • Increased positions in: LBTYK (to ~2.61 mln shares from ~1.42 mln shares), IAC (to ~1.16 mln from ~0.29 mln),VDTH (to ~5.25 mln from ~4.55 mln), LEXE.A (to ~0.47 mln from ~0.14 mln), NXST (to ~0.47 mln from ~0.35 mln)
  • Maintained positions in: MB (~5.72 mln shares), GLNG (~2.68 mln shares), VOYA (~2.17 mln shares), AABA (~0.85 mln shares)
  • Closed positions in: CARS (from ~1.18 mln shares), HGV (from ~1.04 mln), BCEI (from ~0.65 mln), CBK (from ~0.09 mln), CONN (from ~0.05 mln)
  • Decreased positions in: CJ (to ~1.57 mln shares from ~2.25 mln shares), GRUB (to ~2.44 mln from ~2.99 mln

>>> Altimeter Capital (Brad Gerstner) discloses updated portfolio positions in 1

Altimeter Capital (Brad Gerstner) discloses updated portfolio positions in 13F filing: New TRVG / MULE positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: TRVG (~0.41 mln shares), MULE (~0.25 mln)
  • Increased positions in: YELP (to ~1.03 mln shares from ~0.23 mln shares; also has calls), BABA (to ~0.03 mln from ~0.03 mln), GOOGL (to ~0.01 mln from ~0.01 mln)
  • Maintained positions in: UAL (~10.35 mln shares), PSTG (~4.7 mln shares), EXPE (~4.5 mln shares), DATA (~3.58 mln shares), PCLN (~0.12 mln shares)
  • Closed positions in: CTRP (from ~1.29 mln shares), DAL (from ~0.86 mln), AAL (from ~0.85 mln), TRIP (from ~0.15 mln), CAR (from ~0.03 mln)
  • Decreased positions in: ALK (to ~0.05 mln shares from ~0.95 mln shares), CVNA (to ~0.1 mln from ~0.12 mln)

>>> Hound Partners (Jonathan Auerbach) discloses updated portfolio positions in

Hound Partners (Jonathan Auerbach) discloses updated portfolio positions in 13F filing: Notable new positions EFX, RDFN, AAOI... Closed out SERV, IBKR, BIDU
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: TRU (~3.45 mln shares), EFX (~1.16 mln), MHK (~0.79 mln), RDFN (~0.45 mln), AAOI (~0.12 mln)
  • Increased positions in: FTNT (to ~6.57 mln shares from ~4.73 mln shares), LBRDK (to ~2.11 mln from ~1.36 mln),ATUS (to ~2.07 mln from ~1.68 mln), FB (to ~0.67 mln from ~0.38 mln), EXPE (to ~2.48 mln from ~2.25 mln) SPSC(to ~1.7 mln from ~1.52 mln), GOOG (to ~0.15 mln from ~0.1 mln)
  • Maintained positions in: HLT (~7.31 mln shares), CMPR (~1.78 mln)
  • Closed positions in: SERV (from ~2.59 mln shares), IBKR (from ~1.32 mln), BIDU (from ~1.28 mln)
  • Decreased positions in: SPR (to ~4.71 mln shares from ~6.63 mln shares), LKQ (to ~9.81 mln from ~11.16 mln),ANDV (to ~2.73 mln from ~4.07 mln), QSR (to ~3.11 mln from ~4.25 mln), CENX (to ~0.13 mln from ~0.46 mln),CACC (to ~0.92 mln from ~1.22 mln), ACIA (to ~0.25 mln from ~0.47 mln), CHTR (to ~0.65 mln from ~0.74 mln)

>>> Blue Ridge Capital (John Griffin) discloses updated portfolio positions in 1

Blue Ridge Capital (John Griffin) discloses updated portfolio positions in 13F filing: New positions in GNC and ULTA; increased positions in V and C; closed position in WFC
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: GNC (~2.41 mln shares), ULTA (~1.08 mln), IPOA (~1 mln), ORLY (~0.41 mln), BABA (~0.19 mln)
  • Increased positions in: V (to ~3.38 mln shares from ~2.04 mln shares), C (to ~3.75 mln from ~3.24 mln), W (to ~1.09 mln from ~0.74 mln), PXD (to ~1.1 mln from ~0.79 mln), ALNY (to ~1.53 mln from ~1.38 mln) PCLN (to ~0.1 mln from ~0.03 mln),
  • Maintained positions in: BAC (~12.63 mln shares), HDS (~6.79 mln shares), JD (~5.08 mln shares), ST (~4.44 mln shares), CDK (~3.94 mln shares), FB (~1.88 mln shares), CHTR (~0.87 mln shares)
  • Closed positions in: WFC (from ~3.57 mln shares), FLT (from ~1.21 mln), ADSK (from ~1 mln), BMRN (from ~0.56 mln), GS (from ~0.44 mln), LBTYK (from ~0.35 mln)
  • Decreased positions in: PAH (to ~9.34 mln shares from ~10.71 mln shares), CSX (to ~3.66 mln from ~4.62 mln),ADNT (to ~1.96 mln from ~2.36 mln), DHR (to ~1.12 mln from ~1.49 mln), TRU (to ~1.19 mln from ~1.54 mln),TDG (to ~0.83 mln from ~1.05 mln), MA (to ~0.68 mln from ~0.88 mln), AGN (to ~1.28 mln from ~1.44 mln),GOOGL (to ~0.06 mln from ~0.19 mln), AMZN (to ~0.06 mln from ~0.12 mln)

>>> Sachem Head Capital discloses updated portfolio positions in 13F filing: New

Sachem Head Capital discloses updated portfolio positions in 13F filing: New VNTV, CARS, NXPI positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: VNTV (~2.13 mln shares), CARS (~2 mln), NXPI (~1.35 mln), CDK (~1.27 mln)
  • Increased positions in: ZAYO (to ~5.7 mln shares from ~4 mln shares), CMCSA (to ~5.88 mln from ~4.39 mln),MSFT (to ~4.05 mln from ~3.53 mln), SHPG (to ~1.24 mln from ~0.78 mln), GOOGL (to ~0.25 mln from ~0.21 mln)
  • Maintained positions in: DVMT (~3.11 mln shares), CRM (~2.13 mln)
  • Closed positions in: SERV (from ~2.86 mln shares), CHTR (from ~0.35 mln)
  • Decreased positions in: ADSK (to ~0.35 mln shares from ~6.64 mln shares), TSRO (to ~0.31 mln from ~0.37 mln

>>> Greenlight Capital (David Einhorn ) discloses updated portfolio positions in

Greenlight Capital (David Einhorn ) discloses updated portfolio positions in 13F filing: Notable new positions include XELA, KR, GPS... Closed out AA, PVH
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: XELA (~8.38 mln shares), VNTR (~1.7 mln), KR (~0.36 mln), GPS (~0.26 mln), TECD (~0.09 mln),DLTR (~0.09 mln), PLCE (~0.07 mln)
  • Increased positions in: TPX (to ~4 mln shares from ~0.4 mln shares), MU (to ~5.02 mln from ~2.65 mln), ADNT (to ~1.73 mln from ~0.44 mln), DSW (to ~3.05 mln from ~2.26 mln), PRGO (to ~2.9 mln from ~2.53 mln)
  • Maintained positions in: GRBK (~24.12 mln shares), CNX (~22.66 mln shares), AER (~12.36 mln shares), MYL(~10.74 mln shares), GDX (~7.94 mln shares), VOYA (~5.92 mln shares), AABA (~4.28 mln shares)
  • Closed positions in: CPN (from ~10.96 mln shares), AA (from ~1.28 mln), NYRT (from ~1 mln), PVH (from ~0.39 mln)
  • Decreased positions in: CC (to ~1.49 mln shares from ~3.6 mln shares), AAPL (to ~2.19 mln from ~3.93 mln), DDS(to ~1.5 mln from ~2.52 mln), QHC (to ~0.21 mln from ~1.1 mln), UHAL (to ~0.05 mln from ~0.22 mln)

>>> PointState Capital (Zach Schreiber) discloses updated portfolio positions in

PointState Capital (Zach Schreiber) discloses updated portfolio positions in 13F filing: Notable new positions include EWCA, WIN, HAL, PLNT... Closed out RICE, SFM, EA
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: ECA (~13.62 mln shares), WIN (~4.42 mln), EQT (~2.55 mln), HAL (~2.51 mln), PTEN (~2.4 mln),ARRY (~1.89 mln), PLNT (~1.87 mln), FOLD (~1.67 mln), PE (~1.59 mln), RSPP (~1.43 mln)
  • Increased positions in: ENDP (to ~3.9 mln shares from ~0.07 mln shares), CSX (to ~3.5 mln from ~0.92 mln),AXON (to ~2.32 mln from ~0.35 mln), MGM (to ~8.86 mln from ~7.65 mln), LUV (to ~2.6 mln from ~1.47 mln) FNF(to ~1.87 mln from ~0.76 mln), LYB (to ~1.68 mln from ~0.57 mln)
  • Maintained positions in: PAM (~5.07 mln shares), FB (~2.82 mln)
  • Closed positions in: RICE (from ~8.52 mln shares), DWDP (from ~3.27 mln), SFM (from ~1.45 mln), ETN (from ~1.13 mln), EA (from ~1.03 mln), DVA (from ~0.82 mln), DKS (from ~0.71 mln), IRTC (from ~0.52 mln)
  • Decreased positions in: COG (to ~13.86 mln shares from ~18.01 mln shares), BTU (to ~2.75 mln from ~6.06 mln),SBAC (to ~0.38 mln from ~1.11 mln), TWX (to ~0.46 mln from ~1.14 mln), UPL (to ~4.7 mln from ~5.25 mln), WMB(to ~3.33 mln from ~3.87 mln), OIBR.C (to ~3.02 mln from ~3.52 mln), BABA (to ~0.91 mln from ~1.37 mln)

>>> Corvex Management (Keith Meister ) discloses updated portfolio positions in

Corvex Management (Keith Meister ) discloses updated portfolio positions in 13F filing: Lowered P / SIG / JBLU positions
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: CMCSA (~2.45 mln shares)
  • Increased positions in: EVHC (to ~5.61 mln shares from ~0.92 mln shares), CTL (to ~21.85 mln from ~19 mln),EGN (to ~9.79 mln from ~7 mln), BAC (to ~7.02 mln from ~5.2 mln), PAGP (to ~2.81 mln from ~1.89 mln)
  • Maintained positions in: FB (~0.83 mln shares)
  • Closed positions in: PAH (from ~7.96 mln shares), ZAYO (from ~2.3 mln), RF (from ~1.91 mln), CLGX (from ~1.13 mln), BTU (from ~0.88 mln), TWX (from ~0.72 mln), FDX (from ~0.29 mln), SBNY (from ~0.16 mln)
  • Decreased positions in: P (to ~11.41 mln shares from ~20.76 mln shares), SIG (to ~0.34 mln from ~3.21 mln),JBLU (to ~0.94 mln from ~3.09 mln), MDCO (to ~2.41 mln from ~2.94 mln), GOOGL (to ~0.2 mln from ~0.23 mln),NOMD (to ~14.44 mln from ~15.63 mln)

>>> Owl Creek Asset (Jeffrey Altman) discloses updated portfolio positions in 13

Owl Creek Asset (Jeffrey Altman) discloses updated portfolio positions in 13F filing: New positions in NNA, WRLS; increased positions in DAL and CIE
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
  • New positions in: NNA (~2.76 mln shares), WRLS (~0.95 mln), VZ (~0.65 mln), TMUS (~0.6 mln), S (~0.59 mln),KAAC (~0.44 mln), NRG (~0.38 mln)
  • Increased positions in: DAL (to ~1.58 mln shares from ~0.83 mln shares), CIE (to ~0.95 mln from ~0.42 mln), COT(to ~3.06 mln from ~2.74 mln)
  • Maintained positions in: PDVW (~2.13 mln shares), C (~1.7 mln shares), LW (~1.67 mln shares)
  • Closed positions in: UAL (from ~0.51 mln shares), AAP (from ~0.15 mln)
  • Decreased positions in: AABA (to ~12.27 mln shares from ~13.94 mln shares), HLF (to ~0.35 mln from ~1.07 mln),CIT (to ~2.44 mln from ~3.12 mln), SERV (to ~2.02 mln from ~2.61 mln), ADNT (to ~0.84 mln from ~1.07 mln