Stock Taper

FUND MANAGEMENT AT ENGINE NO. 1 LLC

Latest 13F filing data - Q3 2023

Holdings

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