|
Lee Ainslie - Maverick Capital
|
420,276
|
1.5% |
Reduce |
history
|
|
Polen Capital Management
|
7,348
|
0.02% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,754,709
|
4.4% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,780,035
|
2.4% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
681,000
|
0.74% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
877,554
|
3.6% |
Reduce |
history
|
|
Senator Investment Group
|
184,574
|
2.7% |
Reduce |
history
|
|
Ben Tsai - Spruce House Investment Management
|
2,335,000
|
26.2% |
Add |
history
|
|
Sachem Head Capital Management
|
790,000
|
6.0% |
Add |
history
|
|
Davidson Kempner Capital Management
|
81,300
|
0.35% |
Reduce |
history
|
|
Marc Stad - Dragoneer Investment Group
|
1,252,960
|
13.1% |
Add |
history
|
|
Clifford Sosin - Cas Investment Partners
|
4,541,291
|
81.7% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
668,432
|
1.9% |
New |
history
|
|
Josh Kushner - Thrive Capital Management
|
226,761
|
20.7% |
|
history
|
|
Robert Vinall - Rv Capital AG
|
377,298
|
31.1% |
Add |
history
|
|
Henry Ellenbogen - Durable Capital Partners
|
995,741
|
3.2% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
39,100
|
8.9% |
New |
history
|