NEWBROOK CAPITAL ADVISORS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 1.64M | $40.16M |
 | AXL | 1.43M | $8.60M |
 | ULCC | 658K | $2.91M |
 | U | 586K | $23.48M |
 | APO | 408K | $54.38M |
 | SN | 396K | $40.87M |
 | AMZN | 370K | $81.26M |
 | FTAI | 362K | $60.43M |
 | PM | 353K | $57.31M |
 | VST | 329K | $64.49M |
 | PTON | 313K | $2.82M |
 | TSM | 240K | $67.12M |
 | TLN | 162K | $68.76M |
 | RCL | 140K | $45.31M |
 | GE | 118K | $35.44M |
 | CEG | 74K | $24.27M |
 | APP | 55K | $39.23M |
 | META | 39K | $28.91M |
 | FICO | 27K | $40.92M |
Hewlett Packard Enterprise Company
HPE
Shares Held
1.64M
Value
$40.16M
American Axle & Manufacturing Holdings, Inc.
AXL
Shares Held
1.43M
Value
$8.60M
Frontier Group Holdings, Inc.
ULCC
Shares Held
658K
Value
$2.91M
Unity Software Inc.
U
Shares Held
586K
Value
$23.48M
Apollo Global Management, Inc.
APO
Shares Held
408K
Value
$54.38M
SharkNinja, Inc.
SN
Shares Held
396K
Value
$40.87M
Amazon.com, Inc.
AMZN
Shares Held
370K
Value
$81.26M
FTAI Aviation Ltd.
FTAI
Shares Held
362K
Value
$60.43M
Philip Morris International Inc.
PM
Shares Held
353K
Value
$57.31M
Vistra Corp.
VST
Shares Held
329K
Value
$64.49M
Peloton Interactive, Inc.
PTON
Shares Held
313K
Value
$2.82M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
240K
Value
$67.12M
Talen Energy Corporation
TLN
Shares Held
162K
Value
$68.76M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
140K
Value
$45.31M
GE Aerospace
GE
Shares Held
118K
Value
$35.44M
Constellation Energy Corporation
CEG
Shares Held
74K
Value
$24.27M
AppLovin Corporation
APP
Shares Held
55K
Value
$39.23M
Meta Platforms, Inc.
META
Shares Held
39K
Value
$28.91M
Fair Isaac Corporation
FICO
Shares Held
27K
Value
$40.92M