|
Torray Investment Partners
|
13,371
|
1.1% |
Reduce |
history
|
|
Dodge & Cox
|
21,602
|
<0.01% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
40,000
|
1.2% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
888
|
<0.01% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
24,802
|
0.04% |
Add |
history
|
|
Polen Capital Management
|
2,665,186
|
3.7% |
Reduce |
history
|
|
Mairs & Power
|
1,920
|
0.01% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,276,627
|
4.9% |
Add |
history
|
|
Jensen Investment Management
|
44,162
|
0.20% |
|
history
|
|
Robert Karr - Joho Capital
|
142,700
|
11.2% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
1,843,921
|
4.0% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
439,729
|
1.6% |
Reduce |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
45,563
|
4.1% |
New |
history
|
|
Hillman Capital Management
|
14,000
|
2.7% |
New |
history
|
|
Lindsell Train
|
3,560
|
0.04% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
36,685
|
0.70% |
New |
history
|
|
Glen Kacher - Light Street Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
David Tepper - Appaloosa
|
360,000
|
3.2% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
76
|
<0.01% |
New |
history
|
|
Gavin Baker - Atreides Management
|
261,014
|
4.7% |
New |
history
|