manager shares port % label
Lee Ainslie - Maverick Capital 261,003 3.0% Add history
Ron Baron - Bamco Inc. (Baron Capital) 24,431 0.07% Reduce history
Polen Capital Management 11,195 0.05% Reduce history
Stephen Mandel - Lone Pine Capital 605,017 4.8% New history
Hillman Capital Management 5,510 3.7% Reduce history
Triple Frond Partners 106,778 11.9% Reduce history
Glen Kacher - Light Street Capital Management 10,988 1.8% Reduce history
Davidson Kempner Capital Management 25,000 0.42% New history
David Tepper - Appaloosa 62,500 0.97% Reduce history
Pat Dorsey - Dorsey Asset Management 192,343 17.9% Add history
Dev Kantesaria - Valley Forge Capital Management 126,242 3.1% Add history
Duan Yongping - H&H International Investment 9,900 0.06% Reduce history
Ram Parameswaran - Octahedron Capital Management 0 <0.01% Exit history
Ben Hoskin - Value Aligned Research Advisors 203 <0.01% New history
Rule One Partners 7,101 1.1% history