|
Dodge & Cox
|
392
|
<0.01% |
New |
history
|
|
Wallace Weitz - Weitz Investment Management
|
3,700
|
0.47% |
New |
history
|
|
Lee Ainslie - Maverick Capital
|
17,197
|
0.54% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
62,634
|
0.39% |
Add |
history
|
|
Polen Capital Management
|
49,515
|
0.38% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
60,940
|
1.7% |
Reduce |
history
|
|
Senator Investment Group
|
0
|
<0.01% |
Exit |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
58,344
|
3.4% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
37,841
|
1.2% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Davidson Kempner Capital Management
|
7,500
|
0.29% |
New |
history
|
|
Marc Stad - Dragoneer Investment Group
|
103,379
|
5.3% |
New |
history
|
|
Cathie Wood - Ark Investment Management
|
25,722
|
0.36% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
128,803
|
3.5% |
New |
history
|
|
Gavin Baker - Atreides Management
|
5,896
|
0.27% |
Reduce |
history
|
|
Henry Ellenbogen - Durable Capital Partners
|
175,436
|
3.0% |
Add |
history
|