| Q1  2026 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
2,643,579 |
3.12 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 73.94% |
1,609,777 |
3.09 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 16.51% |
1,011,434 |
1.30 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.97% |
92,439 |
0.18 |
| ≡ |
Christopher Bloomstran - Semper Augustus |
Buy |
1,762 |
0.03 |
| ≡ |
First Eagle Investment Management |
Add 1.45% |
84,338 |
0.02 |
| ≡ |
Dodge & Cox Funds |
Reduce 2.94% |
500 |
0.00 |
| ≡ |
Mairs & Power Funds |
Reduce 4.23% |
112 |
0.00 |
| ≡ |
Yacktman Asset Management |
Reduce 6.35% |
400 |
0.00 |
| Q4  2025 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 42.71% |
1,970,864 |
2.33 |
| ≡ |
Viking Global Investors |
Sell 100.00% |
4,426,128 |
1.86 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 14.80% |
1,063,547 |
1.00 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 34.21% |
554,925 |
0.96 |
| ≡ |
First Eagle Investment Management |
Reduce 5.12% |
313,225 |
0.09 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.76% |
35,307 |
0.06 |
| ≡ |
Mairs & Power Funds |
Add 0.30% |
8 |
0.00 |
| Q3  2025 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 67.33% |
1,856,749 |
2.19 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 20.78% |
1,886,051 |
1.55 |
| ≡ |
Viking Global Investors |
Add 28.14% |
971,942 |
0.41 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.33% |
211,125 |
0.37 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 9.49% |
140,624 |
0.31 |
| ≡ |
First Eagle Investment Management |
Reduce 14.17% |
1,010,774 |
0.30 |
| ≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
1,229 |
0.02 |
| ≡ |
Mairs & Power Funds |
Add 0.15% |
4 |
0.00 |
| ≡ |
Yacktman Asset Management |
Reduce 5.97% |
400 |
0.00 |
| Q2  2025 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 16.03% |
1,731,697 |
1.37 |
| ≡ |
First Eagle Investment Management |
Reduce 20.62% |
1,852,263 |
0.68 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 8.34% |
250,848 |
0.33 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.86% |
143,305 |
0.28 |
| ≡ |
John Rogers - Ariel Investments |
Sell 100.00% |
108,328 |
0.20 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 3.46% |
53,068 |
0.15 |
| ≡ |
Viking Global Investors |
Add 7.49% |
240,726 |
0.13 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 8.49% |
399 |
0.00 |
| ≡ |
Mairs & Power Funds |
Add 1.42% |
37 |
0.00 |
| ≡ |
Yacktman Asset Management |
Reduce 8.23% |
601 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 9.77% |
133 |
0.00 |
| Q1  2025 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 53.49% |
3,459,830 |
4.81 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 27.59% |
584,675 |
1.67 |
| ≡ |
Viking Global Investors |
Reduce 36.84% |
1,874,490 |
0.94 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 3.91% |
439,283 |
0.32 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.34% |
173,569 |
0.31 |
| ≡ |
First Eagle Investment Management |
Reduce 5.39% |
512,091 |
0.17 |
| ≡ |
John Rogers - Ariel Investments |
Reduce 37.39% |
64,706 |
0.12 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
1,362 |
0.02 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 0.21% |
10 |
0.00 |
| ≡ |
Mairs & Power Funds |
Reduce 15.42% |
474 |
0.00 |
| Q4  2024 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 44.36% |
1,987,716 |
1.78 |
| ≡ |
Viking Global Investors |
Reduce 43.79% |
3,964,533 |
1.54 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 10.16% |
195,470 |
0.42 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 6.39% |
767,484 |
0.39 |
| ≡ |
First Eagle Investment Management |
Reduce 11.02% |
1,176,703 |
0.32 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.64% |
196,300 |
0.27 |
| ≡ |
John Rogers - Ariel Investments |
Reduce 3.65% |
6,559 |
0.01 |
| ≡ |
Mairs & Power Funds |
Add 9.79% |
274 |
0.00 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 0.25% |
12 |
0.00 |
| Q3  2024 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 32.84% |
2,190,473 |
1.98 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 17.01% |
2,461,786 |
1.18 |
| ≡ |
Viking Global Investors |
Reduce 17.04% |
1,859,895 |
0.82 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 4.24% |
85,177 |
0.20 |
| ≡ |
John Rogers - Ariel Investments |
Reduce 43.69% |
139,344 |
0.17 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.46% |
79,858 |
0.10 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 0.25% |
12 |
0.00 |
| ≡ |
First Eagle Investment Management |
Add 0.16% |
17,228 |
0.00 |
| Q2  2024 |
| ≡ |
Viking Global Investors |
Reduce 16.17% |
2,104,518 |
0.82 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 6.61% |
124,514 |
0.24 |
| ≡ |
First Eagle Investment Management |
Add 7.43% |
736,961 |
0.17 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 2.35% |
347,792 |
0.14 |
| ≡ |
John Rogers - Ariel Investments |
Reduce 24.58% |
103,951 |
0.11 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.53% |
84,839 |
0.09 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 21.70% |
1,305 |
0.00 |
| ≡ |
Mairs & Power Funds |
Reduce 41.24% |
1,965 |
0.00 |
| Q1  2024 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 121.94% |
3,665,338 |
2.65 |
| ≡ |
Viking Global Investors |
Add 35.26% |
3,392,949 |
1.16 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 20.92% |
326,064 |
0.58 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.67% |
526,778 |
0.50 |
| ≡ |
First Eagle Investment Management |
Add 10.01% |
902,557 |
0.19 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 1.43% |
215,420 |
0.08 |
| Q4  2023 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,005,791 |
2.45 |
| ≡ |
Viking Global Investors |
Add 61.16% |
3,652,163 |
1.26 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 16.32% |
303,877 |
0.59 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.60% |
162,328 |
0.16 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 0.18% |
26,879 |
0.01 |
| ≡ |
First Eagle Investment Management |
Reduce 0.35% |
31,744 |
0.01 |
| Q3  2023 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 306.59% |
1,404,217 |
3.04 |
| ≡ |
Viking Global Investors |
Reduce 34.05% |
3,083,708 |
1.16 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 4.56% |
720,380 |
0.30 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.17% |
74,068 |
0.07 |
| ≡ |
First Eagle Investment Management |
Reduce 0.54% |
48,699 |
0.01 |
| Q2  2023 |
| ≡ |
Viking Global Investors |
Buy |
9,055,492 |
3.63 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
458,010 |
0.95 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 4.12% |
678,947 |
0.28 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.80% |
115,961 |
0.11 |
| ≡ |
First Eagle Investment Management |
Reduce 0.44% |
39,774 |
0.01 |
| ≡ |
Yacktman Asset Management |
Reduce 18.89% |
1,700 |
0.00 |
| Q1  2023 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.43% |
27,865 |
0.03 |
| ≡ |
First Eagle Investment Management |
Add 0.31% |
28,061 |
0.01 |
| ≡ |
Terry Smith - Fundsmith |
Reduce 0.07% |
12,225 |
0.01 |
| ≡ |
Yacktman Asset Management |
Reduce 8.16% |
800 |
0.00 |
| Q4  2022 |
| ≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 5.75% |
394,091 |
0.44 |
| ≡ |
First Eagle Investment Management |
Reduce 6.59% |
642,725 |
0.18 |