|
Torray Investment Partners
|
2,000
|
0.03% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,005
|
<0.01% |
New |
history
|
|
Lee Ainslie - Maverick Capital
|
2,368,091
|
5.6% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
8,807
|
0.12% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
2,993,580
|
0.96% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
26,060
|
0.05% |
Add |
history
|
|
Mairs & Power
|
6,037,090
|
6.9% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,265,322
|
1.0% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
10,138,161
|
4.6% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
4,233
|
0.01% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
9,683,550
|
5.0% |
|
history
|
|
Spencer Waxman - Shannon River Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
3,465,001
|
5.9% |
Reduce |
history
|
|
Senator Investment Group
|
330,000
|
1.9% |
Add |
history
|
|
Corvex Management
|
16,250
|
0.08% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
7,796,589
|
14.0% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
496,110
|
16.2% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
573,690
|
16.5% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
157,492
|
0.52% |
Add |
history
|
|
David Tepper - Appaloosa
|
625,000
|
1.1% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
372,448
|
0.41% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
608,728
|
3.6% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Mala Gaonkar - Surgocap Partners
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
43,003
|
1.5% |
Add |
history
|
|
Estuary Capital Management
|
247,160
|
8.1% |
New |
history
|