Q3  2024 |
≡ |
Lee Ainslie - Maverick Capital |
Add 180.58% |
22,800 |
0.03 |
≡ |
Harry Burn - Sound Shore |
Buy |
1,077,563 |
2.73 |
≡ |
Polen Capital Management |
Reduce 30.99% |
3,957 |
0.00 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 2.88% |
34,525 |
0.29 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.56% |
7,828 |
0.12 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.43% |
3,254 |
0.03 |
≡ |
Lindsell Train |
Reduce 0.48% |
22,080 |
0.04 |
Q2  2024 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.76% |
1,715 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
12,626 |
0.01 |
≡ |
Francis Chou - Chou Associates |
Buy |
41,000 |
1.71 |
≡ |
Mason Hawkins - Longleaf Partners |
Buy |
686,174 |
3.87 |
≡ |
Polen Capital Management |
Reduce 74.19% |
36,708 |
0.00 |
≡ |
Lindsell Train |
Reduce 3.62% |
173,500 |
0.24 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.06% |
10,585 |
0.14 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 1.27% |
15,414 |
0.11 |
Q1  2024 |
≡ |
David Katz - Matrix Asset Advisors |
Add 14.34% |
28,328 |
0.23 |
≡ |
Polen Capital Management |
Reduce 99.76% |
20,745,006 |
4.19 |
≡ |
Lindsell Train |
Reduce 8.90% |
467,943 |
0.65 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.41% |
7,322 |
0.09 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 1.32% |
16,258 |
0.13 |
Q4  2023 |
≡ |
David Katz - Matrix Asset Advisors |
Add 30.20% |
45,811 |
0.36 |
≡ |
David Rolfe - Wedgewood Partners |
Add 49.10% |
171,607 |
2.10 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 5.51% |
71,583 |
0.57 |
≡ |
Polen Capital Management |
Reduce 4.11% |
891,181 |
0.13 |
≡ |
Lindsell Train |
Reduce 1.11% |
59,000 |
0.07 |
Q3  2023 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 100.55% |
651,940 |
4.98 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 27.62% |
133,356 |
1.87 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 20.69% |
39,570 |
0.33 |
≡ |
Polen Capital Management |
Reduce 2.15% |
477,360 |
0.07 |
≡ |
Lindsell Train |
Reduce 1.39% |
75,000 |
0.09 |
Q2  2023 |
≡ |
Lindsell Train |
Add 0.09% |
5,000 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 5.48% |
9,945 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Add 46.13% |
152,432 |
1.64 |
≡ |
Polen Capital Management |
Add 77.02% |
9,642,649 |
1.60 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 9.81% |
70,559 |
0.62 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
8,318 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Sell 100.00% |
59,877 |
0.06 |
Q1  2023 |
≡ |
Lindsell Train |
Add 1.79% |
94,600 |
0.13 |
≡ |
Polen Capital Management |
Add 2.25% |
275,902 |
0.06 |
≡ |
David Katz - Matrix Asset Advisors |
Add 4.55% |
7,884 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Add 6.51% |
20,187 |
0.26 |
≡ |
Thomas Gayner - Markel Group |
Add 22.92% |
11,164 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 100.97% |
4,179 |
0.01 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 3.62% |
27,028 |
0.23 |
≡ |
Dodge & Cox |
Sell 100.00% |
5,336,500 |
0.44 |
Q4  2022 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.73% |
5,394 |
0.06 |
≡ |
David Katz - Matrix Asset Advisors |
Add 13.75% |
20,971 |
0.22 |
≡ |
Thomas Gayner - Markel Group |
Add 40.80% |
14,116 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
4,139 |
0.01 |
≡ |
Polen Capital Management |
Reduce 3.91% |
497,581 |
0.10 |
≡ |
Lindsell Train |
Reduce 1.16% |
62,100 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.58% |
1,802 |
0.02 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
54,300 |
0.04 |
≡ |
Viking Global Investors |
Sell 100.00% |
1,713,801 |
0.68 |
≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
5,611,242 |
2.29 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
8,294,340 |
6.73 |
Q3  2022 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.13% |
940 |
0.01 |
≡ |
Dodge & Cox |
Add 0.20% |
10,500 |
0.00 |
≡ |
Lindsell Train |
Add 1.47% |
77,340 |
0.14 |
≡ |
Thomas Gayner - Markel Group |
Add 55.42% |
12,336 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 93.39% |
4,005,315 |
3.25 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
54,300 |
0.04 |
≡ |
Viking Global Investors |
Buy |
1,713,801 |
0.68 |
≡ |
Terry Smith - Fundsmith |
Reduce 41.86% |
4,040,576 |
1.65 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 12.90% |
22,574 |
0.32 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.01% |
19,936 |
0.32 |
≡ |
Polen Capital Management |
Reduce 1.76% |
227,812 |
0.05 |
Q2  2022 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.08% |
620 |
0.01 |
≡ |
Lindsell Train |
Add 0.29% |
15,000 |
0.02 |
≡ |
Polen Capital Management |
Add 0.45% |
58,188 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Add 22.53% |
61,041 |
0.74 |
≡ |
Thomas Gayner - Markel Group |
Add 110.98% |
11,710 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 133.99% |
100,240 |
1.08 |
≡ |
Dodge & Cox |
Buy |
5,326,000 |
0.44 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
4,289,025 |
2.82 |
≡ |
Terry Smith - Fundsmith |
Reduce 7.87% |
825,019 |
0.25 |
Q1  2022 |
≡ |
Lindsell Train |
Add 25.42% |
1,066,000 |
1.94 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 29.37% |
167,787 |
1.87 |
≡ |
Polen Capital Management |
Add 72.78% |
5,438,958 |
1.23 |
≡ |
David Rolfe - Wedgewood Partners |
Add 79.28% |
119,820 |
1.95 |
≡ |
Thomas Gayner - Markel Group |
Buy |
10,551 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
74,812 |
1.16 |
≡ |
Terry Smith - Fundsmith |
Reduce 19.53% |
2,542,615 |
1.01 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
896,001 |
0.37 |
Q4  2021 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.43% |
2,464 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Add 0.92% |
1,380 |
0.03 |
≡ |
Lindsell Train |
Add 4.44% |
178,200 |
0.49 |
≡ |
Terry Smith - Fundsmith |
Add 5.95% |
730,632 |
0.34 |
≡ |
Polen Capital Management |
Add 8.64% |
594,061 |
0.19 |
≡ |
Thomas Gayner - Markel Group |
Sell 100.00% |
1,830 |
0.01 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
1,478,478 |
1.83 |
Q3  2021 |
≡ |
Polen Capital Management |
Add 3.04% |
202,828 |
0.10 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 3.62% |
19,865 |
0.45 |
≡ |
Lindsell Train |
Reduce 4.95% |
209,000 |
0.75 |
≡ |
John Armitage - Egerton Capital |
Reduce 1.48% |
22,136 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.45% |
2,206 |
0.08 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.01% |
650 |
0.00 |
Q2  2021 |
≡ |
John Armitage - Egerton Capital |
Add 0.44% |
6,524 |
0.01 |
≡ |
Polen Capital Management |
Add 3.75% |
241,506 |
0.13 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 17.97% |
83,614 |
1.84 |