Q3  2022 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 38.85% |
3,046 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
3,439,820 |
3.53 |
Q2  2022 |
≡ |
Dodge & Cox |
Add 206.95% |
2,620,000 |
0.34 |
≡ |
Chris Hohn - TCI Fund Management |
Add 34.03% |
3,900,000 |
1.35 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 23.19% |
50,420 |
2.19 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 22.12% |
760,000 |
1.98 |
≡ |
Torray Funds |
Add 8.19% |
13,300 |
0.28 |
≡ |
Thomas Gayner - Markel Group |
Add 7.42% |
23,000 |
0.04 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 3.49% |
2,400 |
0.13 |
≡ |
Jensen Investment Management |
Add 3.10% |
201,300 |
0.18 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.88% |
3,540 |
0.03 |
≡ |
AltaRock Partners |
Add 0.90% |
60,400 |
0.20 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.88% |
20 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 0.72% |
17,160 |
0.03 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 0.60% |
2,000 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 0.22% |
16,400 |
0.01 |
≡ |
Li Lu - Himalaya Capital Management |
Buy |
948,000 |
5.51 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,439,820 |
3.53 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
2,209,440 |
2.02 |
≡ |
First Eagle Investment Management |
Reduce 0.05% |
1,820 |
0.00 |
≡ |
Polen Capital Management |
Reduce 0.11% |
3,920 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.44% |
26,220 |
0.02 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.46% |
3,100 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.90% |
3,000 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.83% |
242,960 |
0.17 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 7.76% |
660 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 15.92% |
1,060 |
0.00 |
≡ |
Harry Burn - Sound Shore |
Reduce 17.52% |
38,100 |
0.43 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
130,000 |
10.93 |
Q1  2022 |
≡ |
Lee Ainslie - Maverick Capital |
Add 1417.86% |
7,940 |
0.02 |
≡ |
Harry Burn - Sound Shore |
Add 25.65% |
44,400 |
0.54 |
≡ |
Thomas Gayner - Markel Group |
Add 16.98% |
45,000 |
0.07 |
≡ |
AltaRock Partners |
Add 16.21% |
934,680 |
3.31 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 15.47% |
29,120 |
1.13 |
≡ |
Torray Funds |
Add 4.65% |
7,220 |
0.16 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.84% |
164,760 |
0.16 |
≡ |
Jensen Investment Management |
Add 0.71% |
45,600 |
0.05 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.50% |
940 |
0.01 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
130,000 |
10.93 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.15% |
1,000 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.42% |
15,720 |
0.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.44% |
10,500 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.21% |
240 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.39% |
80 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.78% |
197,600 |
0.14 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 6.65% |
4,900 |
0.27 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 7.28% |
900,000 |
0.34 |
≡ |
Terry Smith - Fundsmith |
Reduce 9.23% |
773,280 |
0.37 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 10.98% |
424,000 |
1.20 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 15.37% |
60,360 |
1.18 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 41.06% |
4,640 |
0.02 |
≡ |
Polen Capital Management |
Reduce 69.90% |
8,287,660 |
2.25 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
4,240,000 |
4.29 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
431,080 |
0.27 |
Q4  2021 |
≡ |
Thomas Gayner - Markel Group |
Add 6.00% |
15,000 |
0.02 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.02% |
9,000 |
0.42 |
≡ |
Polen Capital Management |
Add 3.05% |
351,380 |
0.09 |
≡ |
AltaRock Partners |
Add 0.87% |
50,000 |
0.19 |
≡ |
Terry Smith - Fundsmith |
Buy |
8,381,920 |
2.96 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.53% |
1,000 |
0.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.74% |
17,840 |
0.04 |
≡ |
Jensen Investment Management |
Reduce 0.75% |
48,660 |
0.05 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.91% |
3,620 |
0.07 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 0.97% |
38,000 |
0.10 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.15% |
61,040 |
0.04 |
≡ |
First Eagle Investment Management |
Reduce 2.00% |
76,100 |
0.03 |
≡ |
Torray Funds |
Reduce 2.51% |
4,000 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.93% |
432,320 |
0.41 |
≡ |
Harry Burn - Sound Shore |
Reduce 14.01% |
28,200 |
0.34 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 15.40% |
122,680 |
0.63 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 97.81% |
25,020 |
0.00 |
Q3  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 183.59% |
16,560 |
0.03 |
≡ |
Torray Funds |
Add 58.67% |
58,880 |
1.21 |
≡ |
Daniel Loeb - Third Point |
Add 6.00% |
240,000 |
0.18 |
≡ |
David Katz - Matrix Asset Advisors |
Add 3.51% |
80 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.33% |
6,080 |
0.05 |
≡ |
Polen Capital Management |
Add 1.72% |
194,360 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 0.18% |
20 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.77% |
40,980 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.26% |
30,800 |
0.06 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.65% |
104,840 |
0.10 |
≡ |
First Eagle Investment Management |
Reduce 2.12% |
82,440 |
0.03 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 3.16% |
26,000 |
0.12 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 6.31% |
1,340 |
0.00 |
≡ |
Harry Burn - Sound Shore |
Reduce 6.93% |
15,000 |
0.16 |
≡ |
AltaRock Partners |
Reduce 10.64% |
680,800 |
2.46 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.23% |
50,100 |
0.94 |
≡ |
Jensen Investment Management |
Reduce 13.29% |
996,500 |
1.06 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 16.70% |
781,780 |
2.10 |
≡ |
Viking Global Investors |
Sell 100.00% |
1,092,740 |
0.41 |
Q2  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 41.38% |
2,640 |
0.00 |
≡ |
Polen Capital Management |
Add 18.46% |
1,762,760 |
0.41 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.39% |
9,340 |
0.07 |
≡ |
Bill Miller - Miller Value Partners |
Add 1.68% |
13,560 |
0.04 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.53% |
28,320 |
0.01 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 0.09% |
4,220 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 1.23% |
48,420 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.36% |
87,440 |
0.07 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.49% |
320 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.72% |
40 |
0.00 |