Q3  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 50.86% |
4,740 |
0.05 |
≡ |
Daniel Loeb - Third Point |
Add 27.59% |
800,000 |
0.72 |
≡ |
Mairs & Power Growth Fund |
Add 27.03% |
380,000 |
1.15 |
≡ |
Lee Ainslie - Maverick Capital |
Add 14.60% |
195,320 |
0.35 |
≡ |
Valley Forge Capital Management |
Add 2.79% |
44,000 |
0.29 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 1.45% |
20 |
0.00 |
≡ |
Triple Frond Partners |
Buy |
437,140 |
7.83 |
≡ |
Terry Smith - Fundsmith |
Buy |
7,357,220 |
3.34 |
≡ |
Torray Funds |
Reduce 0.65% |
500 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 9.59% |
76,940 |
0.43 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 15.02% |
986,120 |
0.75 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.50% |
2,472,580 |
1.37 |
≡ |
David Tepper - Appaloosa Management |
Reduce 44.00% |
1,100,000 |
4.31 |
≡ |
Viking Global Investors |
Reduce 57.21% |
5,426,180 |
2.47 |
≡ |
John Armitage - Egerton Capital |
Reduce 63.19% |
4,647,980 |
3.62 |
Q2  2021 |
≡ |
Valley Forge Capital Management |
Add 4173.34% |
1,537,460 |
10.27 |
≡ |
Viking Global Investors |
Add 161.90% |
5,863,000 |
3.06 |
≡ |
Mairs & Power Growth Fund |
Add 36.77% |
378,000 |
1.19 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 32.02% |
45,780 |
2.36 |
≡ |
Hillman Value Fund |
Add 31.25% |
10,000 |
0.88 |
≡ |
Daniel Loeb - Third Point |
Add 27.19% |
620,000 |
0.62 |
≡ |
John Armitage - Egerton Capital |
Add 23.40% |
1,395,040 |
1.19 |
≡ |
Polen Capital Management |
Add 7.95% |
1,026,940 |
0.34 |
≡ |
Bill Miller - Miller Value Partners |
Add 2.67% |
20,820 |
0.09 |
≡ |
Christopher Davis - Davis Advisors |
Add 2.01% |
129,180 |
0.09 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 0.62% |
59,940 |
0.03 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.08% |
1,520 |
0.00 |
≡ |
Torray Funds |
Reduce 0.65% |
500 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 4.90% |
480 |
0.01 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 7.38% |
904,500 |
0.29 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 24.35% |
430,640 |
0.70 |
≡ |
David Tepper - Appaloosa Management |
Reduce 32.80% |
1,220,000 |
4.34 |
Q1  2021 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 87.36% |
4,492,360 |
2.52 |
≡ |
Valley Forge Capital Management |
Add 84.20% |
16,840 |
0.12 |
≡ |
Lee Ainslie - Maverick Capital |
Add 70.48% |
731,020 |
1.06 |
≡ |
Mairs & Power Growth Fund |
Add 37.07% |
278,000 |
0.85 |
≡ |
John Armitage - Egerton Capital |
Add 22.70% |
1,102,900 |
0.90 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.15% |
480 |
0.00 |
≡ |
Polen Capital Management |
Buy |
12,910,720 |
4.49 |
≡ |
Hillman Value Fund |
Buy |
32,000 |
2.94 |
≡ |
Torray Funds |
Reduce 0.36% |
280 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.69% |
5,420 |
0.02 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 2.63% |
3,860 |
0.25 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.05% |
271,540 |
0.18 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.92% |
234,000 |
0.52 |
≡ |
Viking Global Investors |
Reduce 9.68% |
388,080 |
0.18 |
≡ |
Leon Cooperman |
Reduce 13.04% |
30,000 |
0.29 |
≡ |
Daniel Loeb - Third Point |
Reduce 21.38% |
620,000 |
0.65 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
604,600 |
0.44 |
≡ |
Chris Hohn - TCI Fund Management |
Sell 100.00% |
56,000 |
0.03 |
Q4  2020 |
≡ |
David Tepper - Appaloosa Management |
Add 39.72% |
1,124,000 |
2.74 |
≡ |
John Armitage - Egerton Capital |
Add 7.50% |
339,080 |
0.31 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.37% |
165,900 |
0.07 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.40% |
20 |
0.00 |
≡ |
Mairs & Power Growth Fund |
Buy |
750,000 |
2.53 |
≡ |
Torray Funds |
Reduce 3.75% |
3,020 |
0.08 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 5.60% |
398,080 |
0.31 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 9.86% |
1,020 |
0.01 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 17.89% |
31,980 |
1.95 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 19.96% |
196,200 |
1.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 23.77% |
1,603,640 |
0.95 |
≡ |
Viking Global Investors |
Reduce 26.37% |
1,436,020 |
0.64 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 28.07% |
404,780 |
1.05 |
≡ |
Daniel Loeb - Third Point |
Reduce 29.27% |
1,200,000 |
1.51 |
≡ |
Bill & Melinda Gates Foundation Trust |
Reduce 50.00% |
604,600 |
0.44 |
Q3  2020 |
≡ |
David Katz - Matrix Asset Advisors |
Add 30.05% |
1,160 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 12.64% |
1,160 |
0.02 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.98% |
235,400 |
0.10 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
1,380 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Reduce 2.38% |
100,000 |
0.16 |
≡ |
Torray Funds |
Reduce 2.94% |
2,440 |
0.07 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 3.75% |
38,280 |
0.24 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 5.56% |
10,000 |
0.20 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 12.28% |
25,040 |
1.52 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 22.39% |
415,920 |
1.22 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 26.28% |
2,404,660 |
1.63 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 32.84% |
3,474,260 |
3.04 |
≡ |
David Tepper - Appaloosa Management |
Reduce 37.11% |
1,670,000 |
4.65 |
≡ |
John Armitage - Egerton Capital |
Reduce 47.41% |
4,074,120 |
3.97 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 50.88% |
58,000 |
0.03 |
≡ |
Viking Global Investors |
Reduce 55.58% |
6,812,280 |
3.88 |
≡ |
Hillman Value Fund |
Sell 100.00% |
32,000 |
4.76 |
≡ |
Ruane Cunniff - Sequoia Fund |
Sell 100.00% |
827,420 |
3.21 |
Q2  2020 |
≡ |
Lee Ainslie - Maverick Capital |
Add 155.87% |
1,131,800 |
3.28 |
≡ |
David Katz - Matrix Asset Advisors |
Add 14.88% |
500 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Add 8.52% |
80,140 |
0.49 |
≡ |
Chase Coleman - Tiger Global Management |
Add 7.37% |
814,200 |
0.44 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
9,180 |
0.13 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.04% |
300 |
0.00 |
≡ |
John Armitage - Egerton Capital |
Reduce 0.38% |
32,960 |
0.03 |
≡ |
Torray Funds |
Reduce 0.67% |
560 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.93% |
207,780 |
0.17 |
≡ |
Daniel Loeb - Third Point |
Reduce 2.33% |
100,000 |
0.19 |
≡ |
David Tepper - Appaloosa Management |
Reduce 10.00% |
500,000 |
1.20 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 21.52% |
2,508,600 |
1.78 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 21.74% |
50,000 |
0.95 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 27.33% |
76,660 |
5.05 |
≡ |
Viking Global Investors |
Reduce 30.36% |
5,344,140 |
3.19 |
Q1  2020 |
≡ |
Daniel Loeb - Third Point |
Add 207.14% |
2,900,000 |
4.51 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 13.09% |
1,349,340 |
0.80 |