|
Torray Investment Partners
|
3,055
|
0.08% |
|
history
|
|
Dodge & Cox
|
3,400
|
<0.01% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
12,468
|
<0.01% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
35,000
|
0.43% |
New |
history
|
|
Lee Ainslie - Maverick Capital
|
3,174,918
|
6.4% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
7,855
|
0.13% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
2,919,758
|
1.5% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
1,073,206
|
2.1% |
Add |
history
|
|
Steven Check - Check Capital Management
|
2,117
|
0.01% |
|
history
|
|
Polen Capital Management
|
4,104,247
|
5.0% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
113,556
|
0.09% |
Add |
history
|
|
Kahn Brothers Group
|
0
|
<0.01% |
Exit |
history
|
|
Dan Loeb - Third Point
|
190,000
|
1.6% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
7,010
|
0.01% |
Reduce |
history
|
|
Mairs & Power
|
4,761,351
|
8.5% |
Reduce |
history
|
|
Jensen Investment Management
|
1,632,015
|
5.6% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
6,331,620
|
3.8% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
1,560
|
0.06% |
New |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
3,589
|
<0.01% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
12,011,752
|
9.2% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,041,128
|
2.3% |
Reduce |
history
|
|
Senator Investment Group
|
434,679
|
3.5% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
7,125,506
|
1.5% |
New |
history
|
|
Corvex Management
|
16,250
|
0.11% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
9,336,039
|
28.6% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
174,002
|
11.3% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
272,214
|
8.9% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
4,110
|
0.26% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
2,675,018
|
5.2% |
New |
history
|
|
Davidson Kempner Capital Management
|
427,500
|
1.0% |
Add |
history
|
|
Marc Stad - Dragoneer Investment Group
|
3,728,387
|
21.7% |
Add |
history
|
|
David Tepper - Appaloosa
|
1,471,500
|
4.3% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
1,035,426
|
1.4% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,568,793
|
2.4% |
Add |
history
|
|
Duan Yongping - H&H International Investment
|
13,843,775
|
12.1% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
1,248,592
|
4.4% |
Reduce |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
50,000
|
2.3% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
4,700,000
|
27.9% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
711,115
|
4.5% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
43,000
|
5.5% |
Reduce |
history
|
|
Mala Gaonkar - Surgocap Partners
|
1,008,073
|
5.9% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
853,696
|
0.72% |
Add |
history
|
|
Estuary Capital Management
|
189,031
|
5.5% |
Reduce |
history
|
|
Situational Awareness
|
2,855
|
<0.01% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
16,691
|
1.5% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
696,654
|
5.8% |
Add |
history
|