|
Torray Investment Partners
|
3,055
|
0.08% |
|
history
|
|
Dodge & Cox
|
3,400
|
<0.01% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
13,154
|
<0.01% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
2,986,355
|
6.0% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
8,055
|
0.14% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
2,988,943
|
1.5% |
Add |
history
|
|
George Soros - Soros Fund Management
|
665,676
|
1.4% |
Add |
history
|
|
Steven Check - Check Capital Management
|
2,117
|
0.01% |
Reduce |
history
|
|
Polen Capital Management
|
5,328,112
|
4.2% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
111,038
|
0.09% |
Add |
history
|
|
Kahn Brothers Group
|
1,740
|
0.06% |
|
history
|
|
Dan Loeb - Third Point
|
2,950,000
|
7.6% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
7,410
|
0.02% |
Reduce |
history
|
|
Mairs & Power
|
4,949,648
|
8.9% |
Reduce |
history
|
|
Jensen Investment Management
|
2,253,736
|
6.6% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
9,203,338
|
4.3% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
3,758
|
<0.01% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
11,011,752
|
6.9% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,201,695
|
2.9% |
Reduce |
history
|
|
Senator Investment Group
|
504,679
|
3.8% |
Add |
history
|
|
Corvex Management
|
16,250
|
0.09% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
8,099,773
|
22.7% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
210,693
|
10.8% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
340,000
|
9.8% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
4,710
|
0.34% |
|
history
|
|
Davidson Kempner Capital Management
|
288,200
|
0.85% |
Reduce |
history
|
|
Marc Stad - Dragoneer Investment Group
|
2,648,387
|
10.8% |
Add |
history
|
|
David Tepper - Appaloosa
|
1,700,000
|
4.6% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
1,254,577
|
1.6% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,149,711
|
2.0% |
Add |
history
|
|
Duan Yongping - H&H International Investment
|
7,237,100
|
7.7% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
1,925,231
|
4.4% |
Add |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
50,000
|
1.2% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
3,850,000
|
21.0% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
638,814
|
4.6% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
93,200
|
11.8% |
Add |
history
|
|
Mala Gaonkar - Surgocap Partners
|
622,539
|
3.2% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
97,259
|
0.18% |
|
history
|
|
Estuary Capital Management
|
194,300
|
6.4% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
16,568
|
1.6% |
Reduce |
history
|