|
Torray Investment Partners
|
52,565
|
2.1% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
7,204
|
<0.01% |
New |
history
|
|
Polen Capital Management
|
40,838
|
0.11% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,608,305
|
3.9% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Nehal Chopra - Ratan Capital Management
|
52,249
|
5.1% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
84,167
|
2.8% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
5,585,179
|
4.2% |
Add |
history
|
|
Situational Awareness
|
6,272,808
|
9.4% |
Reduce |
history
|