|
Torray Investment Partners
|
2,375
|
0.05% |
New |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
16,700
|
<0.01% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
2,960,996
|
7.0% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
8,421
|
0.13% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
2,889,282
|
1.2% |
Add |
history
|
|
George Soros - Soros Fund Management
|
540,292
|
1.1% |
Add |
history
|
|
Steven Check - Check Capital Management
|
2,117
|
0.01% |
|
history
|
|
Polen Capital Management
|
17,042
|
<0.01% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
89,135
|
0.08% |
New |
history
|
|
Dan Loeb - Third Point
|
2,800,000
|
5.8% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
20,710
|
0.04% |
Reduce |
history
|
|
Mairs & Power
|
5,812,871
|
9.1% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,681,935
|
1.7% |
Reduce |
history
|
|
Jensen Investment Management
|
1,747,996
|
3.2% |
New |
history
|
|
Philippe Laffont - Coatue Management
|
11,488,529
|
5.1% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
3,631
|
<0.01% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
11,709,752
|
5.4% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
3,591,319
|
7.9% |
Add |
history
|
|
Senator Investment Group
|
402,054
|
2.5% |
Add |
history
|
|
Corvex Management
|
16,250
|
0.11% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
8,252,160
|
18.8% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
92,093
|
6.7% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
352,582
|
11.4% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
4,714
|
0.32% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
513,200
|
1.3% |
Reduce |
history
|
|
Marc Stad - Dragoneer Investment Group
|
3,187,000
|
10.3% |
New |
history
|
|
David Tepper - Appaloosa
|
1,750,000
|
4.3% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
1,013,054
|
1.2% |
Add |
history
|
|
Duan Yongping - H&H International Investment
|
964,800
|
1.3% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
689,813
|
3.0% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
2,150,000
|
12.2% |
New |
history
|
|
Samantha Mclemore - Patient Capital Management
|
634,173
|
4.5% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
48,000
|
5.7% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
131,430
|
0.44% |
Add |
history
|
|
Estuary Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
17,826
|
1.6% |
Add |
history
|