Hedge Fund - Sachem Head Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | TLN | 1,735,000 | $346,427,450 | +91% | 13.89% | ||
| 2. | TWLO | 3,295,000 | $322,613,450 | 12.93% | |||
| 3. | CVS | 3,130,000 | $212,057,500 | +401% | 8.5% | ||
| 4. | USFD | 3,175,000 | $207,835,500 | -13% | 8.33% | ||
| 5. | COHR | 2,775,000 | $180,208,500 | +146% | 7.22% |
