|
Torray Investment Partners
|
80,331
|
2.7% |
Reduce |
history
|
|
Dodge & Cox
|
23,460
|
<0.01% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
0
|
<0.01% |
Exit |
history
|
|
David Katz - Matrix Asset Advisors
|
1,060
|
0.03% |
New |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
484,330
|
0.29% |
Reduce |
history
|
|
Mairs & Power
|
3,250
|
<0.01% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
3,526,331
|
2.8% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
1,845,500
|
1.6% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
7,370,870
|
10.3% |
Add |
history
|
|
First Pacific Advisors
|
358,276
|
1.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,563,881
|
7.0% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Nehal Chopra - Ratan Capital Management
|
79,610
|
2.8% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
88,172
|
3.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Gavin Baker - Atreides Management
|
452,645
|
2.3% |
New |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
37,970
|
2.5% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,137
|
0.07% |
Reduce |
history
|