manager	shares	port %	label
Dodge & Cox	4,475	<0.01%	Reduce	history
Mason Hawkins - Southeastern Asset Management	565,860	2.1%	Reduce	history
Harry Burn - Sound Shore Management	1,386,566	3.5%	Add	history
David Rolfe - Wedgewood Partners	465,841	6.1%	Reduce	history
Lee Ainslie - Maverick Capital	0	<0.01%	Exit	history
David Katz - Matrix Asset Advisors	242,629	1.8%	Add	history
Polen Capital Management	4,228	<0.01%	Reduce	history
Philippe Laffont - Coatue Management	6,970,822	1.4%	Add	history
Glenview Capital Management	1,006,144	2.1%	Reduce	history
Francis Chou - Chou Associates Management	41,000	1.7%		history
Lindsell Train	4,527,838	7.9%	Add	history
Norbert Lou - Punch Card Management	650,447	15.6%	New	history
Pat Dorsey - Dorsey Asset Management	0	<0.01%	Exit	history
Cathie Wood - Ark Investment Management	157,336	0.09%	Reduce	history
Rule One Partners	0	<0.01%	Exit	history