|
Torray Investment Partners
|
14,196
|
1.0% |
Add |
history
|
|
Dodge & Cox
|
21,680
|
<0.01% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
30,000
|
0.76% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
3,804
|
0.04% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
18,505
|
0.02% |
Add |
history
|
|
Polen Capital Management
|
2,836,122
|
3.3% |
Reduce |
history
|
|
Mairs & Power
|
1,883
|
<0.01% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
562,548
|
1.1% |
New |
history
|
|
Jensen Investment Management
|
44,162
|
0.17% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
174,000
|
12.2% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
1,431,302
|
2.8% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
459,715
|
1.5% |
Add |
history
|
|
Lindsell Train
|
3,560
|
0.04% |
|
history
|
|
Corvex Management
|
0
|
<0.01% |
Exit |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Glen Kacher - Light Street Capital Management
|
19,931
|
2.4% |
New |
history
|
|
David Tepper - Appaloosa
|
350,000
|
2.6% |
New |
history
|