|
Torray Investment Partners
|
27,110
|
1.3% |
Add |
history
|
|
Dodge & Cox
|
107,800
|
0.02% |
|
history
|
|
David Rolfe - Wedgewood Partners
|
129,353
|
9.0% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
20,000
|
0.47% |
New |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
93,700
|
1.6% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
1,237,358
|
4.8% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
16,092
|
0.06% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
636,267
|
0.65% |
Add |
history
|
|
Richard Pzena - Pzena Investment Management
|
18,986
|
0.02% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
522,318
|
1.9% |
Add |
history
|
|
Polen Capital Management
|
174,686
|
0.41% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
7,200
|
0.01% |
|
history
|
|
Dan Loeb - Third Point
|
275,000
|
4.5% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,389,530
|
3.7% |
Reduce |
history
|
|
Mairs & Power
|
486,253
|
1.7% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,465,127
|
4.2% |
Reduce |
history
|
|
Jensen Investment Management
|
16,427
|
0.11% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
190,100
|
17.2% |
|
history
|
|
Philippe Laffont - Coatue Management
|
9,283,547
|
10.8% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
508,471
|
2.1% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,565,074
|
8.2% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
2,493,551
|
5.6% |
Reduce |
history
|
|
Hillman Capital Management
|
7,962
|
1.9% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,902,137
|
1.7% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
819,445
|
3.6% |
Add |
history
|
|
Senator Investment Group
|
262,500
|
4.1% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
28,060,092
|
11.3% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,931,530
|
1.3% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
495,280
|
5.0% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,365,675
|
8.1% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
227,585
|
14.4% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
603
|
0.07% |
New |
history
|
|
Francois Rochon - Giverny Capital
|
8,125
|
0.10% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
1,327,500
|
7.6% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
627,704
|
1.6% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
1,208,419
|
6.8% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
328,600
|
0.99% |
New |
history
|
|
Duan Yongping - H&H International Investment
|
151,200
|
0.26% |
Reduce |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
44,200
|
3.9% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
1,150,000
|
13.2% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
23,000
|
5.7% |
Reduce |
history
|
|
Mala Gaonkar - Surgocap Partners
|
1,108,073
|
12.5% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
680
|
<0.01% |
|
history
|
|
Estuary Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Situational Awareness
|
22,423
|
0.06% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
28
|
<0.01% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
0
|
<0.01% |
Exit |
history
|