manager	shares	port %	label
Dodge & Cox	544,160	0.11%	Reduce	history
Lee Ainslie - Maverick Capital	2,318	<0.01%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	63,346	0.04%	Reduce	history
Arnold Van Den Berg - Van Den Berg Management I	42,046	3.5%	Reduce	history
Spencer Waxman - Shannon River Fund Management	129,283	4.6%	Add	history
First Eagle Investment Management	3,169	<0.01%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	1,222,035	3.9%	Add	history
Stanley Druckenmiller - Duquesne Family Office	0	<0.01%	Exit	history
Sachem Head Capital Management	0	<0.01%	Exit	history
Gavin Baker - Atreides Management	642,101	1.8%	Add	history
Ram Parameswaran - Octahedron Capital Management	0	<0.01%	Exit	history
Ben Hoskin - Value Aligned Research Advisors	319,191	0.31%	Reduce	history
Estuary Capital Management	0	<0.01%	Exit	history