|
Ron Baron - Bamco Inc. (Baron Capital)
|
29,038
|
0.06% |
Reduce |
history
|
|
Polen Capital Management
|
52,677
|
0.11% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
582,427
|
3.3% |
Add |
history
|
|
Hillman Capital Management
|
9,277
|
3.0% |
Reduce |
history
|
|
Triple Frond Partners
|
79,300
|
7.1% |
New |
history
|
|
Glen Kacher - Light Street Capital Management
|
7,011
|
1.3% |
Add |
history
|
|
Davidson Kempner Capital Management
|
25,000
|
0.34% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
70,000
|
0.55% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
70,571
|
5.0% |
New |
history
|
|
Dev Kantesaria - Valley Forge Capital Management
|
125,627
|
1.9% |
|
history
|
|
Gavin Baker - Atreides Management
|
19,657
|
0.40% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
11,475
|
6.6% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
100
|
<0.01% |
New |
history
|
|
Rule One Partners
|
7,600
|
2.0% |
New |
history
|