Q2  2024 |
≡ |
Viking Global Investors |
Add 34.64% |
2,391,262 |
1.78 |
≡ |
Lee Ainslie - Maverick Capital |
Add 15.20% |
189,613 |
0.70 |
≡ |
Torray Funds |
Add 0.34% |
278 |
0.01 |
≡ |
AKO Capital |
Buy |
937,004 |
2.49 |
Q1  2024 |
≡ |
Viking Global Investors |
Add 40.02% |
1,972,702 |
1.33 |
≡ |
Chase Coleman - Tiger Global Management |
Add 29.46% |
1,438,600 |
1.42 |
≡ |
Daniel Loeb - Third Point |
Add 21.43% |
900,000 |
2.09 |
≡ |
John Armitage - Egerton Capital |
Add 7.38% |
342,982 |
0.60 |
Q4  2023 |
≡ |
John Armitage - Egerton Capital |
Add 826.28% |
4,147,308 |
6.82 |
≡ |
Chase Coleman - Tiger Global Management |
Add 24.08% |
947,440 |
1.02 |
≡ |
David Tepper - Appaloosa Management |
Add 5.33% |
200,000 |
0.54 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3.65% |
50,515 |
0.16 |
≡ |
Torray Funds |
Add 0.71% |
593 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.29% |
5,800 |
0.01 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
30,000 |
4.82 |
Q3  2023 |
≡ |
Viking Global Investors |
Add 98.80% |
4,348,680 |
2.25 |
≡ |
David Tepper - Appaloosa Management |
Add 18.58% |
587,500 |
1.47 |
≡ |
Daniel Loeb - Third Point |
Add 14.15% |
580,000 |
1.14 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 11.63% |
569,245 |
0.70 |
≡ |
Chase Coleman - Tiger Global Management |
Add 6.49% |
239,760 |
0.22 |
≡ |
Torray Funds |
Add 1.75% |
1,442 |
0.03 |
≡ |
Dodge & Cox |
Add 0.54% |
61,100 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.30% |
6,100 |
0.01 |
≡ |
John Armitage - Egerton Capital |
Buy |
501,926 |
0.74 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
44,000 |
0.01 |
Q2  2023 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 857.39% |
700,491 |
5.09 |
≡ |
David Tepper - Appaloosa Management |
Add 58.13% |
1,162,500 |
2.81 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 20.00% |
40,000 |
0.64 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.05% |
1,341 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.47% |
9,500 |
0.01 |
≡ |
Dodge & Cox |
Add 0.36% |
41,500 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Buy |
4,100,000 |
7.83 |
≡ |
Seth Klarman - Baupost Group |
Buy |
963,946 |
2.27 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
1,600 |
0.03 |
Q1  2023 |
≡ |
David Katz - Matrix Asset Advisors |
Add 110.05% |
66,992 |
1.00 |
≡ |
Hillman Value Fund |
Add 38.10% |
16,000 |
0.86 |
≡ |
David Tepper - Appaloosa Management |
Add 33.33% |
500,000 |
2.79 |
≡ |
Polen Capital Management |
Add 27.70% |
9,734,356 |
2.65 |
≡ |
Triple Frond Partners |
Add 24.31% |
140,800 |
2.12 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 21.23% |
432,314 |
0.99 |
≡ |
Dodge & Cox |
Add 20.51% |
1,936,700 |
0.23 |
≡ |
Chase Coleman - Tiger Global Management |
Add 12.74% |
1,094,790 |
1.03 |
≡ |
Mairs & Power Growth Fund |
Add 7.00% |
137,000 |
0.31 |
≡ |
Christopher Davis - Davis Advisors |
Add 6.12% |
475,823 |
0.33 |
≡ |
AltaRock Partners |
Add 3.91% |
220,581 |
0.62 |
≡ |
Bill Miller - Miller Value Partners |
Add 3.49% |
23,426 |
0.15 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 2.51% |
2,000 |
0.09 |
≡ |
Thomas Gayner - Markel Group |
Add 0.58% |
11,500 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
3,200 |
0.01 |
Q4  2022 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1035.73% |
55,515 |
0.70 |
≡ |
Seth Klarman - Baupost Group |
Add 299.19% |
742,000 |
1.06 |
≡ |
Chase Coleman - Tiger Global Management |
Add 221.08% |
5,914,931 |
6.09 |
≡ |
AltaRock Partners |
Add 71.35% |
2,350,336 |
6.20 |
≡ |
Dodge & Cox |
Add 65.64% |
3,741,300 |
0.36 |
≡ |
Christopher Davis - Davis Advisors |
Add 47.27% |
2,497,320 |
1.43 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 44.20% |
2,955,699 |
2.37 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 40.41% |
586,000 |
1.21 |
≡ |
Viking Global Investors |
Add 34.40% |
3,195,002 |
1.35 |
≡ |
Triple Frond Partners |
Add 23.54% |
110,360 |
1.53 |
≡ |
Mairs & Power Growth Fund |
Add 13.18% |
228,000 |
0.44 |
≡ |
David Tepper - Appaloosa Management |
Add 3.45% |
50,000 |
0.31 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3.02% |
51,026 |
0.10 |
≡ |
Torray Funds |
Add 2.74% |
2,268 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 0.73% |
14,500 |
0.02 |
Q3  2022 |
≡ |
Viking Global Investors |
Add 14.58% |
1,182,054 |
0.62 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 11.54% |
150,000 |
0.42 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 9.33% |
6,800 |
0.39 |
≡ |
AltaRock Partners |
Add 7.49% |
229,614 |
0.85 |
≡ |
Torray Funds |
Add 7.42% |
5,709 |
0.13 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 6.13% |
33,115 |
1.36 |
≡ |
Chase Coleman - Tiger Global Management |
Add 2.36% |
61,650 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Add 1.48% |
77,013 |
0.06 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.88% |
6,043 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Add 0.10% |
2,000 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.08% |
5,302 |
0.00 |
≡ |
John Armitage - Egerton Capital |
Buy |
2,787,947 |
2.45 |
≡ |
Leon Cooperman |
Buy |
115,000 |
0.91 |
≡ |
Dodge & Cox |
Buy |
5,700,000 |
0.90 |
Q2  2022 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 35.71% |
500 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 31.02% |
336,740 |
0.63 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 30.68% |
126,895 |
5.37 |
≡ |
Polen Capital Management |
Add 30.23% |
8,718,765 |
2.44 |
≡ |
Triple Frond Partners |
Add 27.12% |
112,620 |
1.83 |
≡ |
AltaRock Partners |
Add 20.41% |
519,500 |
1.70 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 17.65% |
30,000 |
0.41 |
≡ |
Lee Ainslie - Maverick Capital |
Add 12.81% |
223,069 |
0.59 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 6.11% |
4,200 |
0.22 |
≡ |
Mairs & Power Growth Fund |
Add 4.62% |
88,000 |
0.21 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.13% |
60 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 0.69% |
61,565 |
0.06 |
≡ |
Torray Funds |
Add 0.62% |
471 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 0.02% |
1,060 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
1,300,000 |
3.30 |
≡ |
Seth Klarman - Baupost Group |
Buy |
598,000 |
0.97 |
Q1  2022 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 258.60% |
782,840 |
1.91 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 186.25% |
44,700 |
2.88 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 108.56% |
215,320 |
9.78 |
≡ |
Viking Global Investors |
Add 52.00% |
2,893,080 |
1.91 |
≡ |
John Armitage - Egerton Capital |
Add 32.16% |
1,800,160 |
1.55 |
≡ |
David Tepper - Appaloosa Management |
Add 21.43% |
300,000 |
1.96 |