manager shares port % label
Ron Baron - Bamco Inc. (Baron Capital) 77,799 0.28% Reduce history
Stephen Mandel - Lone Pine Capital 19,228 0.19% New history
Triple Frond Partners 103,894 14.4% Add history
Eric Mandelblatt - Soroban Capital Partners 747,970 6.9% Add history
Vulcan Value Partners 240,620 5.9% Reduce history
Altarock Partners 969,400 25.3% Reduce history
Bryan Lawrence - Oakcliff Capital Partners 24,170 13.8% history
Dan Sundheim - D1 Capital Partners 0 <0.01% Exit history
Estuary Capital Management 27,520 6.5% New history