|
Dodge & Cox
|
558,920
|
0.07% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
6,869
|
0.02% |
New |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
66,982
|
0.05% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
64,539
|
3.5% |
Reduce |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
87,905
|
4.0% |
Reduce |
history
|
|
First Eagle Investment Management
|
4,517
|
<0.01% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
975,048
|
3.0% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
40,400
|
0.29% |
New |
history
|
|
Sachem Head Capital Management
|
965,000
|
5.5% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Gavin Baker - Atreides Management
|
631,159
|
3.0% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
22,700
|
3.9% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,285,200
|
1.5% |
Reduce |
history
|
|
Estuary Capital Management
|
155,692
|
6.2% |
New |
history
|
|
Situational Awareness
|
0
|
<0.01% |
Exit |
history
|