| Q1  2026 |
| ≡ |
Richard Pzena - Pzena Investment Management |
Buy |
560 |
0.00 |
| ≡ |
Yacktman Asset Management |
Buy |
7,375 |
0.04 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 79.12% |
5,927 |
0.04 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 720.67% |
3,243 |
0.13 |
| ≡ |
Hillman Capital Management |
Buy |
957 |
0.29 |
| ≡ |
Valley Forge Capital Management |
Reduce 14.54% |
32,164 |
0.41 |
| ≡ |
Jensen Investment Management |
Reduce 62.07% |
169,443 |
1.44 |
| ≡ |
Polen Capital Management |
Reduce 96.13% |
492,803 |
1.49 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 19.29% |
9,782 |
1.58 |
| ≡ |
Lindsell Train |
Add 20.23% |
123,448 |
1.70 |
| ≡ |
Torray Funds |
Sell 100.00% |
21,635 |
2.20 |
| ≡ |
AKO Capital |
Sell 100.00% |
238,876 |
2.41 |
| ≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
625,619 |
2.42 |
| Q4  2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.22% |
1 |
0.00 |
| ≡ |
Lindsell Train |
Reduce 0.25% |
1,559 |
0.03 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 1171.82% |
6,902 |
0.05 |
| ≡ |
Terry Smith - Fundsmith |
Add 3.50% |
21,163 |
0.08 |
| ≡ |
Polen Capital Management |
Reduce 22.53% |
149,071 |
0.42 |
| ≡ |
Viking Global Investors |
Sell 100.00% |
264,136 |
0.47 |
| ≡ |
Valley Forge Capital Management |
Reduce 15.27% |
39,861 |
0.60 |
| ≡ |
Torray Funds |
Buy |
21,635 |
2.20 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Sell 100.00% |
437,256 |
2.21 |
| ≡ |
Jensen Investment Management |
Reduce 49.16% |
264,000 |
2.76 |
| ≡ |
AKO Capital |
Reduce 64.58% |
435,549 |
4.39 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 55.65% |
63,648 |
7.94 |
| Q3  2025 |
| ≡ |
Bill Nygren - Oakmark Funds |
Sell 100.00% |
264 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.22% |
1 |
0.00 |
| ≡ |
AKO Capital |
Reduce 0.20% |
1,358 |
0.01 |
| ≡ |
Thomas Gayner - Markel Group |
Sell 100.00% |
2,720 |
0.02 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 75.02% |
1,769 |
0.03 |
| ≡ |
Valley Forge Capital Management |
Reduce 0.84% |
2,215 |
0.04 |
| ≡ |
Viking Global Investors |
Buy |
264,136 |
0.47 |
| ≡ |
Jensen Investment Management |
Reduce 14.55% |
91,467 |
0.78 |
| ≡ |
Terry Smith - Fundsmith |
Add 64.01% |
235,916 |
0.82 |
| ≡ |
Lindsell Train |
Reduce 8.11% |
53,976 |
0.90 |
| ≡ |
Polen Capital Management |
Buy |
661,727 |
1.47 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 44.11% |
345,036 |
1.74 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 17.62% |
24,454 |
2.48 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
771,666 |
4.40 |
| Q2  2025 |
| ≡ |
Bill Nygren - Oakmark Funds |
Buy |
264 |
0.00 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,358 |
0.03 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 12.15% |
84,725 |
0.51 |
| ≡ |
Valley Forge Capital Management |
Reduce 11.45% |
34,048 |
0.59 |
| ≡ |
Terry Smith - Fundsmith |
Add 102.91% |
186,912 |
0.64 |
| ≡ |
AKO Capital |
Add 21.59% |
119,972 |
1.19 |
| ≡ |
Lindsell Train |
Reduce 10.15% |
75,231 |
1.40 |
| ≡ |
Jensen Investment Management |
Reduce 24.23% |
200,934 |
1.85 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 16.84% |
28,113 |
2.79 |
| ≡ |
Viking Global Investors |
Sell 100.00% |
1,706,420 |
3.33 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 45.03% |
632,136 |
3.60 |
| Q1  2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 35.71% |
250 |
0.02 |
| ≡ |
Viking Global Investors |
Reduce 0.73% |
12,544 |
0.02 |
| ≡ |
AKO Capital |
Reduce 6.50% |
38,668 |
0.31 |
| ≡ |
Lindsell Train |
Reduce 3.72% |
28,600 |
0.49 |
| ≡ |
Terry Smith - Fundsmith |
Buy |
181,628 |
0.51 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 17.01% |
142,966 |
0.78 |
| ≡ |
Jensen Investment Management |
Reduce 14.56% |
141,310 |
0.96 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 21.36% |
247,040 |
1.33 |
| ≡ |
Valley Forge Capital Management |
Reduce 26.08% |
104,921 |
1.47 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Add 94.73% |
81,208 |
6.85 |
| Q4  2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 55.56% |
250 |
0.02 |
| ≡ |
Jensen Investment Management |
Reduce 1.28% |
12,601 |
0.07 |
| ≡ |
AKO Capital |
Add 8.31% |
45,603 |
0.40 |
| ≡ |
Valley Forge Capital Management |
Reduce 9.58% |
42,600 |
0.59 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 25.55% |
235,401 |
1.10 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 19.84% |
21,224 |
1.77 |
| ≡ |
Lindsell Train |
Reduce 16.00% |
146,574 |
2.30 |
| ≡ |
Viking Global Investors |
Add 492.91% |
1,429,045 |
2.91 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 40.35% |
568,624 |
2.92 |
| Q3  2024 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 0.49% |
6,944 |
0.03 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 2.10% |
18,911 |
0.09 |
| ≡ |
Viking Global Investors |
Reduce 13.71% |
46,075 |
0.10 |
| ≡ |
Jensen Investment Management |
Reduce 5.47% |
56,884 |
0.30 |
| ≡ |
Lindsell Train |
Reduce 2.30% |
21,609 |
0.30 |
| ≡ |
AKO Capital |
Reduce 7.68% |
45,631 |
0.37 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 14.56% |
18,225 |
1.43 |
| Q2  2024 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 0.71% |
10,163 |
0.05 |
| ≡ |
Jensen Investment Management |
Reduce 4.97% |
54,455 |
0.29 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 4.57% |
5,992 |
0.57 |
| ≡ |
Lindsell Train |
Reduce 4.40% |
43,195 |
0.63 |
| ≡ |
AKO Capital |
Add 13.80% |
72,097 |
0.65 |
| ≡ |
Viking Global Investors |
Buy |
335,994 |
0.85 |
| Q1  2024 |
| ≡ |
Jensen Investment Management |
Reduce 0.44% |
4,784 |
0.02 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 0.70% |
10,107 |
0.05 |
| ≡ |
AKO Capital |
Add 4.60% |
22,992 |
0.21 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 20.56% |
153,923 |
0.79 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 11.12% |
16,408 |
1.37 |
| ≡ |
Lindsell Train |
Reduce 10.42% |
114,169 |
1.56 |
| Q4  2023 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
1,102 |
0.01 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 1.59% |
22,455 |
0.11 |
| ≡ |
Jensen Investment Management |
Reduce 2.24% |
25,142 |
0.12 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 2.91% |
4,426 |
0.45 |
| ≡ |
AKO Capital |
Reduce 13.77% |
79,753 |
0.71 |
| ≡ |
Lindsell Train |
Reduce 9.80% |
118,997 |
1.44 |
| ≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
508,000 |
1.91 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
748,527 |
4.05 |
| Q3  2023 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
1,102 |
0.01 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 1.76% |
25,290 |
0.12 |
| ≡ |
Jensen Investment Management |
Add 2.87% |
31,350 |
0.13 |
| ≡ |
AKO Capital |
Add 22.84% |
107,701 |
0.90 |