- 4 Owners
- Max 1.5%
- $400M
- 3 new 1 add
Who owns this now
Largest portfolio weights among featured holders · max 1.5% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership
holders
sorted by value · long equity only · current book 2026 Q2 · open a manager for their book
| history | |||||
|---|---|---|---|---|---|
| Ben Hoskin - Value Aligned Research Advisors 2026 Q2 | 0.68% | Add +1.1% | 11,125,393 | $273M | history |
| Gavin Baker - Atreides Management 2026 Q2 | 0.61% | New 0.61% | 3,586,409 | $88M | history |
| Chase Coleman - Tiger Global Management 2026 Q2 | 0.09% | New 0.09% | 927,000 | $23M | history |
| Spencer Waxman - Shannon River Fund Management 2026 Q2 | 1.5% | New 1.5% | 667,931 | $16M | history |
financials
US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing
Income statement
Balance sheet
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Total current assets | $0.155B | $0.168B | $2.65B |
| Total non-current assets * | $0.411B | $0.687B | $1.64B |
| Total assets | $0.566B | $0.855B | $4.29B |
| Total current liabilities | $33.79M | $131.78M | $699.07M |
| Total non-current liabilities * | $0.041B | $0.042B | $2.76B |
| Total equity | $491.34M | $681.95M | $805.54M |
ownership over time
filing count by report period · click a bar for that quarter’s holders