|
Wallace Weitz - Weitz Investment Management
|
5,500
|
0.51% |
New |
history
|
|
Lee Ainslie - Maverick Capital
|
258,377
|
3.9% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
35,625
|
0.14% |
Add |
history
|
|
Polen Capital Management
|
16,072
|
0.15% |
Add |
history
|
|
Dan Loeb - Third Point
|
12,000
|
0.76% |
New |
history
|
|
Stephen Mandel - Lone Pine Capital
|
655,148
|
6.9% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
496,234
|
2.3% |
New |
history
|
|
Hillman Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Triple Frond Partners
|
118,917
|
16.3% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
10,946
|
2.7% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
20,000
|
0.36% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
49,500
|
1.1% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
140,295
|
14.8% |
Reduce |
history
|
|
Dev Kantesaria - Valley Forge Capital Management
|
171,083
|
6.7% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
6,800
|
0.08% |
New |
history
|
|
Duan Yongping - H&H International Investment
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
70,548
|
0.45% |
Add |
history
|
|
Rule One Partners
|
7,101
|
9.3% |
|
history
|
|
Situational Awareness
|
4,633
|
0.04% |
New |
history
|
|
Ning Jin - Avantyr Capital Partners
|
134,603
|
8.5% |
Add |
history
|