|
Dodge & Cox
|
107,500
|
0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
246,132
|
8.3% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
141,700
|
2.2% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
616,979
|
2.1% |
Add |
history
|
|
John Rogers - Ariel Investments
|
141,832
|
0.25% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
960,740
|
0.44% |
Add |
history
|
|
Richard Pzena - Pzena Investment Management
|
57,582
|
0.03% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Dan Loeb - Third Point
|
1,780,000
|
4.2% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
4,212,861
|
5.5% |
Reduce |
history
|
|
Jensen Investment Management
|
20,368
|
0.03% |
|
history
|
|
Philippe Laffont - Coatue Management
|
9,365,760
|
6.0% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
528,851
|
2.3% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
3,634,980
|
2.7% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
2,995,687
|
3.2% |
Reduce |
history
|
|
Hillman Capital Management
|
1,730
|
0.10% |
New |
history
|
|
First Eagle Investment Management
|
5,852,638
|
2.1% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
252,635
|
0.62% |
Add |
history
|
|
Senator Investment Group
|
0
|
<0.01% |
Exit |
history
|
|
Lewis Sanders - Sanders Capital
|
41,646,147
|
10.5% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
961,956
|
2.3% |
New |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
57,355
|
0.34% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
519,290
|
1.3% |
New |
history
|
|
Nehal Chopra - Ratan Capital Management
|
50,948
|
2.4% |
New |
history
|
|
Glen Kacher - Light Street Capital Management
|
346,504
|
14.2% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
14,550
|
0.10% |
Add |
history
|
|
David Tepper - Appaloosa
|
400,000
|
1.0% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
222,253
|
0.35% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
2,904,689
|
7.9% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,475,000
|
11.1% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
6,369
|
0.35% |
Add |
history
|
|
Estuary Capital Management
|
171,900
|
8.0% |
New |
history
|