manager	shares	port %	label
Dodge & Cox	86,500	<0.01%		history
David Rolfe - Wedgewood Partners	247,788	8.5%	Reduce	history
Prem Watsa - Fairfax Financial Holdings	141,700	2.1%	Add	history
Lee Ainslie - Maverick Capital	489,108	1.6%	Reduce	history
John Rogers - Ariel Investments	150,961	0.28%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	897,650	0.45%	Reduce	history
Richard Pzena - Pzena Investment Management	65,368	0.04%	Reduce	history
George Soros - Soros Fund Management	146,850	0.46%	Add	history
Dan Loeb - Third Point	2,025,000	4.0%	Add	history
Stephen Mandel - Lone Pine Capital	6,002,198	8.5%	Reduce	history
Jensen Investment Management	20,368	0.03%	Add	history
Philippe Laffont - Coatue Management	11,393,702	7.7%	Add	history
Sarah Ketterer - Causeway Capital Management	505,772	2.4%	Add	history
Chase Coleman - Tiger Global Management	3,070,890	2.5%	Add	history
William Von Mueffling - Cantillon Capital Management	3,085,093	3.6%	Reduce	history
Hillman Capital Management	0	<0.01%	Exit	history
First Eagle Investment Management	6,278,852	2.4%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	235,664	0.58%	Reduce	history
Senator Investment Group	9,038	0.08%	Add	history
Lewis Sanders - Sanders Capital	41,713,257	11.1%	Reduce	history
Glen Kacher - Light Street Capital Management	341,802	13.6%	Add	history
Francois Rochon - Giverny Capital	8,163	0.06%	Reduce	history
David Tepper - Appaloosa	460,000	1.3%	Reduce	history
Cathie Wood - Ark Investment Management	256,429	0.40%	Add	history
Ruane, Cunniff & Goldfarb	3,023,723	8.2%	Reduce	history
Grant Wonders - Voyager Global Management	1,150,000	8.9%	Add	history
Ram Parameswaran - Octahedron Capital Management	3,000	0.52%	New	history
Ben Hoskin - Value Aligned Research Advisors	3,008	0.11%	New	history