|
Torray Investment Partners
|
3,055
|
0.08% |
Add |
history
|
|
Dodge & Cox
|
3,400
|
<0.01% |
New |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
14,992
|
<0.01% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
2,143,330
|
5.3% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
8,358
|
0.14% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
2,985,302
|
1.5% |
Add |
history
|
|
George Soros - Soros Fund Management
|
547,703
|
1.5% |
Add |
history
|
|
Steven Check - Check Capital Management
|
2,147
|
0.01% |
Add |
history
|
|
Polen Capital Management
|
6,297,034
|
3.8% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
89,795
|
0.09% |
Add |
history
|
|
Kahn Brothers Group
|
1,740
|
0.06% |
New |
history
|
|
Dan Loeb - Third Point
|
2,850,000
|
5.9% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
8,610
|
0.02% |
Reduce |
history
|
|
Mairs & Power
|
5,576,420
|
9.8% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
0
|
<0.01% |
Exit |
history
|
|
Jensen Investment Management
|
2,160,264
|
5.0% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
9,870,743
|
4.5% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
3,805
|
<0.01% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
11,709,752
|
6.8% |
|
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
3,186,551
|
7.0% |
Reduce |
history
|
|
Senator Investment Group
|
378,153
|
2.6% |
Reduce |
history
|
|
Corvex Management
|
16,250
|
0.10% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
7,644,898
|
18.8% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
92,093
|
9.3% |
|
history
|
|
Glen Kacher - Light Street Capital Management
|
276,675
|
8.7% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
4,710
|
0.34% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
513,200
|
1.6% |
|
history
|
|
Marc Stad - Dragoneer Investment Group
|
2,078,387
|
8.6% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
1,900,000
|
4.8% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
1,165,661
|
1.3% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
616,600
|
1.3% |
New |
history
|
|
Duan Yongping - H&H International Investment
|
597,800
|
0.76% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
574,723
|
2.1% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
2,150,000
|
11.7% |
|
history
|
|
Samantha Mclemore - Patient Capital Management
|
632,684
|
4.7% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
66,000
|
7.0% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
97,259
|
0.27% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
17,513
|
1.8% |
Reduce |
history
|