Q1  2021 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.24% |
28,991 |
0.02 |
≡ |
Lindsell Train |
Reduce 8.08% |
378,850 |
1.30 |
≡ |
Polen Capital Management |
Reduce 19.14% |
1,523,372 |
0.83 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 26.07% |
56,377 |
2.11 |
≡ |
John Armitage - Egerton Capital |
Reduce 49.24% |
1,449,304 |
1.85 |
≡ |
David Tepper - Appaloosa Management |
Reduce 66.67% |
350,000 |
1.22 |
Q4  2020 |
≡ |
Polen Capital Management |
Add 1.45% |
113,614 |
0.06 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.75% |
1,900 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.21% |
25,570 |
0.02 |
≡ |
Lindsell Train |
Reduce 5.48% |
271,650 |
0.92 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.25% |
14,415 |
0.50 |
≡ |
David Tepper - Appaloosa Management |
Reduce 14.29% |
87,500 |
0.31 |
≡ |
John Armitage - Egerton Capital |
Reduce 20.90% |
777,751 |
1.03 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 58.33% |
1,254,000 |
0.76 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
6,000,915 |
5.08 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
6,834 |
0.03 |
Q3  2020 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 2.17% |
5,414 |
0.16 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
6,834 |
0.03 |
≡ |
John Armitage - Egerton Capital |
Reduce 0.20% |
7,460 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.24% |
29,503 |
0.02 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 2.32% |
50,999 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 4.55% |
10,995 |
0.34 |
≡ |
Polen Capital Management |
Reduce 9.34% |
807,881 |
0.43 |
≡ |
Lindsell Train |
Reduce 9.67% |
530,700 |
1.70 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 18.66% |
1,376,428 |
1.17 |
≡ |
David Tepper - Appaloosa Management |
Reduce 29.60% |
257,500 |
0.90 |
Q2  2020 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 40.11% |
2,111,863 |
1.89 |
≡ |
Polen Capital Management |
Add 9.36% |
740,325 |
0.39 |
≡ |
John Armitage - Egerton Capital |
Buy |
3,728,605 |
4.83 |
≡ |
David Tepper - Appaloosa Management |
Buy |
870,000 |
2.63 |
≡ |
Thomas Gayner - Markel Group |
Buy |
1,830 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.15% |
18,280 |
0.01 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 1.83% |
4,630 |
0.13 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 5.13% |
119,000 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 7.58% |
19,836 |
0.59 |
≡ |
Lindsell Train |
Reduce 17.67% |
1,178,006 |
3.42 |
Q1  2020 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 56.51% |
1,901,160 |
1.11 |
≡ |
Polen Capital Management |
Add 2.87% |
220,963 |
0.09 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 5.23% |
128,000 |
0.07 |
≡ |
Lindsell Train |
Reduce 13.81% |
1,068,000 |
2.18 |
≡ |
Terry Smith - Fundsmith |
Reduce 18.30% |
2,778,705 |
1.50 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 37.69% |
158,198 |
2.87 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 41.73% |
181,590 |
4.39 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
33,796 |
0.05 |
Q4  2019 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 8.00% |
32,246 |
0.69 |
≡ |
Lindsell Train |
Add 4.94% |
364,366 |
0.63 |
≡ |
Polen Capital Management |
Add 2.64% |
198,134 |
0.08 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,364,320 |
1.95 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
2,448,000 |
1.46 |
≡ |
Terry Smith - Fundsmith |
Reduce 1.41% |
216,545 |
0.11 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.48% |
108,132 |
1.19 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 82.36% |
157,804 |
0.23 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
2,700,000 |
3.32 |
Q3  2019 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 28.21% |
88,652 |
2.16 |
≡ |
Lindsell Train |
Add 9.25% |
623,921 |
1.09 |
≡ |
Polen Capital Management |
Add 4.45% |
319,396 |
0.15 |
≡ |
Terry Smith - Fundsmith |
Add 0.07% |
11,316 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
191,600 |
0.29 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.35% |
35,804 |
0.33 |
≡ |
Daniel Loeb - Third Point |
Reduce 22.86% |
800,000 |
0.98 |
≡ |
Torray Funds |
Sell 100.00% |
1,880 |
0.02 |
Q2  2019 |
≡ |
Lindsell Train |
Add 4.37% |
282,424 |
0.55 |
≡ |
Polen Capital Management |
Add 3.20% |
222,108 |
0.12 |
≡ |
Terry Smith - Fundsmith |
Add 0.34% |
52,605 |
0.03 |
≡ |
Torray Funds |
Buy |
1,880 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 14.51% |
95,645 |
0.93 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 37.59% |
189,303 |
4.84 |
Q1  2019 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 5.36% |
25,608 |
0.67 |
≡ |
Terry Smith - Fundsmith |
Add 0.90% |
136,213 |
0.08 |
≡ |
Lindsell Train |
Add 0.23% |
14,800 |
0.03 |
≡ |
Daniel Loeb - Third Point |
Reduce 13.04% |
525,000 |
0.61 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 21.31% |
178,573 |
1.35 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
5,762,509 |
3.28 |
Q4  2018 |
≡ |
Lindsell Train |
Add 6.17% |
374,940 |
0.76 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 5.11% |
23,227 |
0.54 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 3.35% |
200,000 |
0.11 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.11% |
104,744 |
0.59 |
≡ |
Daniel Loeb - Third Point |
Reduce 55.52% |
5,025,000 |
6.49 |
Q3  2018 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 5.23% |
22,612 |
0.47 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.05% |
7,530 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 5.67% |
358,172 |
0.16 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 9.03% |
93,611 |
0.41 |
≡ |
Daniel Loeb - Third Point |
Reduce 9.50% |
950,000 |
0.58 |
≡ |
Leon Cooperman |
Sell 100.00% |
477,300 |
1.38 |
Q2  2018 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Buy |
432,105 |
9.50 |
≡ |
Daniel Loeb - Third Point |
Buy |
10,000,000 |
5.84 |
≡ |
Leon Cooperman |
Reduce 1.22% |
5,900 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.80% |
138,645 |
0.58 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 40.71% |
4,339,053 |
1.91 |
≡ |
David Einhorn - Greenlight Capital |
Sell 100.00% |
67,000 |
0.13 |
Q1  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 12.35% |
1,171,506 |
0.45 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.15% |
117,817 |
0.41 |
≡ |
David Einhorn - Greenlight Capital |
Buy |
67,000 |
0.13 |
≡ |
Leon Cooperman |
Reduce 3.28% |
16,400 |
0.05 |
≡ |
Carl Icahn - Icahn Capital Management |
Sell 100.00% |
8,000,000 |
2.60 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
21,450 |
0.02 |
Q4  2017 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 41.34% |
2,774,998 |
1.07 |
≡ |
Carl Icahn - Icahn Capital Management |
Reduce 20.00% |
2,000,000 |
0.65 |
≡ |
Leon Cooperman |
Reduce 44.05% |
393,300 |
1.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 61.17% |
1,665,059 |
4.96 |