- 5 Owners
- Max 4.6%
- $1.2B
- 3 add 2 reduce 3 exits
Who owns this now
Largest portfolio weights among featured holders · max 4.6% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership
holders
sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book
| history | |||||
|---|---|---|---|---|---|
| Ben Hoskin - Value Aligned Research Advisors 2026 Q2 | 1.4% | Add +5.7% | 1,576,402 | $575M | history |
| Alex Sacerdote - Whale Rock Capital Management 2026 Q2 | 4.3% | Reduce −2.8% | 1,476,430 | $539M | history |
| Spencer Waxman - Shannon River Fund Management 2026 Q2 | 4.6% | Add +161.6% | 139,964 | $51M | history |
| Sarah Ketterer - Causeway Capital Management 2026 Q2 | 0.08% | Reduce −21.0% | 19,598 | $7M | history |
| Lee Ainslie - Maverick Capital 2026 Q2 | 0.04% | Add +10.4% | 12,782 | $5M | history |
| Andreas Halvorsen - Viking Global Investors exited 2026 Q2 last 2026 Q1 | 1.3% | Exit −1.30 pp | 1,654,989 | $466M | history |
| Dan Sundheim - D1 Capital Partners exited 2026 Q2 last 2026 Q1 | 1.4% | Exit −1.36 pp | 541,556 | $153M | history |
| Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 | 0.28% | Exit −0.28 pp | 33,275 | $9M | history |
SEC filings
Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov
| Filed | Form | Detail | Links |
|---|---|---|---|
| 8-K | 1.01,9.01 | Filing Doc | |
| 424B5 | Filing Doc | ||
| 424B5 | Filing Doc | ||
| 8-K | 2.02,9.01 | Filing Doc | |
| 10-Q | Filing Doc | ||
| 8-K | 5.02,9.01 | Filing Doc | |
| 8-K | 5.07,8.01,9.01 | Filing Doc | |
| 8-K | 1.01,2.03,9.01 | Filing Doc | |
| 8-K | 2.02,9.01 | Filing Doc | |
| 10-Q | Filing Doc |
No filings match this filter.
Insider forms
Form 3 / 4 / 5 from EDGAR · 10 rows shown
| Filed | Form | Detail | Links |
|---|---|---|---|
| 4 | Period Aug 13, 2026 | Filing Doc | |
| 4 | Period Aug 11, 2026 · 9 forms | Filing Doc | |
| 4 | Period Aug 4, 2026 · 2 forms | Filing Doc | |
| 4 | Period Aug 5, 2026 | Filing Doc | |
| 4 | Period Jul 31, 2026 · 2 forms | Filing Doc | |
| 4 | Period Jun 30, 2026 · 2 forms | Filing Doc | |
| 4 | Period Jun 15, 2026 · 2 forms | Filing Doc | |
| 4 | Period Jun 16, 2026 | Filing Doc | |
| 4 | Period Jun 17, 2026 | Filing Doc | |
| 4 | Period May 19, 2026 · 4 forms | Filing Doc |
financials
US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing
Income statement
Balance sheet
ownership over time
filing count by report period · click a bar for that quarter’s holders