Stock Taper

FUND MANAGEMENT AT ENGINE NO. 1 LLC

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVR, Inc.NVR47$280.27K
First Citizens BancShares, Inc.FCNCA170$234.62K
Markel CorporationMKL189$278.3K
AutoZone, Inc.AZO259$657.86K
Mettler-Toledo International Inc.MTD313$346.83K
Fair Isaac CorporationFICO355$308.33K
Chipotle Mexican Grill, Inc.CMG394$721.74K
Booking Holdings Inc.BKNG511$1.58M
FactSet Research Systems Inc.FDS546$238.74K
Tyler Technologies, Inc.TYL601$232.07K
W.W. Grainger, Inc.GWW637$440.7K
MercadoLibre, Inc.MELI659$835.53K
Teledyne Technologies IncorporatedTDY674$275.38K
Monolithic Power Systems, Inc.MPWR683$315.55K
The Cooper Companies, Inc.COO707$224.83K
Ulta Beauty, Inc.ULTA712$284.41K
HubSpot, Inc.HUBS716$352.63K
TransDigm Group IncorporatedTDG788$664.39K
EPAM Systems, Inc.EPAM830$212.22K
Molina Healthcare, Inc.MOH834$273.46K