Q3  2024 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
4,050,850 |
2.95 |
≡ |
Jensen Investment Management |
Reduce 63.94% |
2,336,458 |
1.90 |
≡ |
Lee Ainslie - Maverick Capital |
Add 34.31% |
488,979 |
0.93 |
≡ |
Viking Global Investors |
Buy |
1,665,162 |
0.59 |
≡ |
David Katz - Matrix Asset Advisors |
Add 9.65% |
18,472 |
0.20 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 1.61% |
3,694 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 5.63% |
32,000 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.33% |
2,378 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.80% |
400 |
0.00 |
Q2  2024 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 97.93% |
113,712 |
1.58 |
≡ |
Lee Ainslie - Maverick Capital |
Add 142.75% |
838,195 |
1.23 |
≡ |
Francois Rochon - Giverny Capital |
Add 92.61% |
344,075 |
1.13 |
≡ |
Jensen Investment Management |
Reduce 24.35% |
1,176,015 |
0.75 |
≡ |
David Katz - Matrix Asset Advisors |
Add 39.69% |
54,401 |
0.51 |
≡ |
Thomas Gayner - Markel Group |
Add 4.99% |
27,000 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 1.05% |
531 |
0.00 |
Q1  2024 |
≡ |
Francois Rochon - Giverny Capital |
Add 5880.22% |
365,338 |
1.36 |
≡ |
Lee Ainslie - Maverick Capital |
Add 1492.16% |
550,280 |
0.97 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 20.67% |
19,890 |
0.33 |
≡ |
David Katz - Matrix Asset Advisors |
Add 25.46% |
27,819 |
0.30 |
≡ |
Thomas Gayner - Markel Group |
Add 1.69% |
9,000 |
0.01 |
≡ |
Jensen Investment Management |
Reduce 0.29% |
13,844 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.37% |
188 |
0.00 |
Q4  2023 |
≡ |
Jensen Investment Management |
Reduce 2.27% |
112,614 |
0.08 |
≡ |
Lee Ainslie - Maverick Capital |
Add 103.66% |
18,770 |
0.04 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 1.43% |
1,361 |
0.03 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.55% |
1,663 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.47% |
240 |
0.00 |
Q3  2023 |
≡ |
Jensen Investment Management |
Add 2.77% |
133,620 |
0.10 |
≡ |
Torray Funds |
Sell 100.00% |
4,710 |
0.08 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 2.35% |
2,280 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
18,108 |
0.04 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.66% |
703 |
0.01 |
Q2  2023 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 5.98% |
6,805 |
0.09 |
≡ |
Jensen Investment Management |
Add 1.12% |
53,267 |
0.04 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.48% |
468 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.10% |
52 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.83% |
52 |
0.00 |
Q1  2023 |
≡ |
Jensen Investment Management |
Add 4.12% |
188,513 |
0.15 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
63,815 |
0.15 |
≡ |
David Rolfe - Wedgewood Partners |
Sell 100.00% |
5,595 |
0.10 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.72% |
3,174 |
0.05 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 1.26% |
1,246 |
0.03 |
≡ |
First Eagle Investment Management |
Reduce 2.09% |
1,083 |
0.00 |
≡ |
Polen Capital Management |
Sell 100.00% |
3,009 |
0.00 |
Q4  2022 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 77.96% |
19,795 |
0.35 |
≡ |
Jensen Investment Management |
Add 5.49% |
238,317 |
0.18 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
63,815 |
0.15 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.54% |
640 |
0.01 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.07% |
71 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.30% |
155 |
0.00 |
≡ |
Polen Capital Management |
Reduce 99.68% |
949,230 |
0.00 |
Q3  2022 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 46.67% |
22,222 |
0.35 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
28,665 |
0.05 |
≡ |
Polen Capital Management |
Add 23.18% |
179,201 |
0.04 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.37% |
1,592 |
0.02 |
≡ |
Torray Funds |
Add 5.61% |
250 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.02% |
24 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.13% |
5,726 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.60% |
316 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.90% |
57 |
0.00 |
Q2  2022 |
≡ |
Terry Smith - Fundsmith |
Sell 100.00% |
8,233,643 |
2.57 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 77.90% |
167,875 |
2.22 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
115,924 |
1.36 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 12.29% |
10,828 |
0.25 |
≡ |
Jensen Investment Management |
Add 3.03% |
127,926 |
0.08 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 40.56% |
19,557 |
0.03 |
≡ |
Polen Capital Management |
Reduce 9.04% |
76,816 |
0.02 |
≡ |
Thomas Gayner - Markel Group |
Add 0.57% |
3,000 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.68% |
358 |
0.00 |
Q1  2022 |
≡ |
Polen Capital Management |
Reduce 93.55% |
12,329,189 |
2.18 |
≡ |
Terry Smith - Fundsmith |
Reduce 28.88% |
3,343,106 |
1.04 |
≡ |
Jensen Investment Management |
Add 20.46% |
716,920 |
0.49 |
≡ |
David Rolfe - Wedgewood Partners |
Add 9.78% |
19,198 |
0.25 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 12.46% |
9,755 |
0.23 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
48,222 |
0.08 |
≡ |
First Eagle Investment Management |
Add 65.42% |
20,815 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.19% |
1,000 |
0.00 |
≡ |
Torray Funds |
Reduce 2.19% |
100 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Sell 100.00% |
1,778 |
0.00 |
Q4  2021 |
≡ |
Terry Smith - Fundsmith |
Add 7.74% |
831,723 |
0.24 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 3.51% |
7,131 |
0.11 |
≡ |
Jensen Investment Management |
Add 2.73% |
93,157 |
0.08 |
≡ |
Polen Capital Management |
Add 1.37% |
178,673 |
0.04 |
≡ |
Torray Funds |
Add 11.63% |
475 |
0.01 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.14% |
111 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.08% |
5 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 15.91% |
6,020 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Buy |
1,778 |
0.00 |
Q3  2021 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.02% |
50,904 |
0.79 |
≡ |
Polen Capital Management |
Reduce 12.17% |
1,801,780 |
0.36 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 7.56% |
6,395 |
0.23 |
≡ |
Jensen Investment Management |
Reduce 6.27% |
228,095 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
87,270 |
0.09 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.01% |
1,259 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.86% |
327 |
0.00 |
Q2  2021 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 18.72% |
19,480 |
0.72 |
≡ |
Jensen Investment Management |
Add 16.82% |
523,888 |
0.44 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.11% |
13,700 |
0.22 |
≡ |
Polen Capital Management |
Add 5.37% |
753,946 |
0.16 |