Q3  2024 |
≡ |
Triple Frond Partners |
Add 83.73% |
183,640 |
6.53 |
≡ |
Lindsell Train |
Add 45.45% |
3,500 |
0.02 |
≡ |
AKO Capital |
Add 34.65% |
460,821 |
1.65 |
≡ |
Mairs & Power Growth Fund |
Add 19.71% |
69,000 |
0.33 |
≡ |
Torray Funds |
Add 3.37% |
736 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.24% |
4,793 |
0.05 |
≡ |
Viking Global Investors |
Buy |
3,505,747 |
3.51 |
≡ |
ValueAct Capital |
Buy |
373,600 |
2.35 |
≡ |
Yacktman Asset Management |
Buy |
732 |
0.00 |
Q2  2024 |
≡ |
Lee Ainslie - Maverick Capital |
Add 28.32% |
130,254 |
0.65 |
≡ |
Mairs & Power Growth Fund |
Add 20.69% |
60,000 |
0.28 |
≡ |
AKO Capital |
Add 4.76% |
60,473 |
0.22 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.25% |
4,759 |
0.05 |
Q1  2024 |
≡ |
Polen Capital Management |
Add 15.10% |
1,100,709 |
0.71 |
≡ |
Viking Global Investors |
Add 11.21% |
637,856 |
0.66 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.36% |
5,116 |
0.06 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.10% |
1 |
0.00 |
≡ |
Yacktman Asset Management |
Buy |
732 |
0.00 |
Q4  2023 |
≡ |
David Rolfe - Wedgewood Partners |
Add 12.10% |
14,382 |
0.83 |
≡ |
John Armitage - Egerton Capital |
Add 9.73% |
325,306 |
0.92 |
≡ |
Lindsell Train |
Add 5.48% |
400 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.54% |
5,722 |
0.07 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.12% |
11 |
0.00 |
≡ |
Torray Funds |
Add 0.89% |
226 |
0.01 |
≡ |
Valley Forge Capital Management |
Add 0.78% |
7,040 |
0.05 |
Q3  2023 |
≡ |
Lee Ainslie - Maverick Capital |
Add 13.95% |
58,576 |
0.31 |
≡ |
AltaRock Partners |
Add 4.88% |
96,744 |
0.56 |
≡ |
Thomas Gayner - Markel Group |
Add 1.01% |
10,015 |
0.03 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
14,000 |
0.01 |
Q2  2023 |
≡ |
Lee Ainslie - Maverick Capital |
Add 34.75% |
108,298 |
0.55 |
≡ |
AltaRock Partners |
Add 20.21% |
333,152 |
1.90 |
≡ |
Viking Global Investors |
Add 8.84% |
580,217 |
0.57 |
≡ |
Lindsell Train |
Add 7.35% |
500 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 6.36% |
140,126 |
0.23 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.22% |
18,436 |
0.23 |
≡ |
Terry Smith - Fundsmith |
Add 2.63% |
147,863 |
0.15 |
≡ |
Thomas Gayner - Markel Group |
Add 2.59% |
24,950 |
0.07 |
Q1  2023 |
≡ |
Viking Global Investors |
Add 13.40% |
775,098 |
0.82 |
≡ |
John Armitage - Egerton Capital |
Add 10.61% |
401,354 |
0.98 |
≡ |
Thomas Gayner - Markel Group |
Add 0.11% |
1,059 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.02% |
1,275 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
1,001 |
0.03 |
Q4  2022 |
≡ |
Viking Global Investors |
Add 8.20% |
438,387 |
0.46 |
≡ |
Valley Forge Capital Management |
Add 3.22% |
31,300 |
0.26 |
≡ |
John Armitage - Egerton Capital |
Add 2.59% |
95,633 |
0.17 |
≡ |
Thomas Gayner - Markel Group |
Add 0.05% |
482 |
0.00 |
Q3  2022 |
≡ |
Viking Global Investors |
Add 109.19% |
2,790,724 |
2.30 |
≡ |
Lee Ainslie - Maverick Capital |
Add 23.65% |
141,988 |
0.57 |
≡ |
Lindsell Train |
Add 15.25% |
900 |
0.00 |
≡ |
AltaRock Partners |
Add 10.57% |
165,703 |
0.96 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.43% |
8,559 |
0.10 |
≡ |
AKO Capital |
Add 0.86% |
20,914 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Add 0.09% |
5,048 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Add 0.06% |
12,700 |
0.01 |
Q2  2022 |
≡ |
AKO Capital |
Add 84.42% |
1,109,007 |
3.06 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 8.20% |
2,500 |
0.07 |
≡ |
AltaRock Partners |
Add 4.83% |
72,300 |
0.44 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.50% |
8,568 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 0.17% |
1,674 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.04% |
2,314 |
0.00 |
Q1  2022 |
≡ |
AKO Capital |
Add 126.40% |
733,422 |
1.75 |
≡ |
Polen Capital Management |
Add 13.05% |
1,500,092 |
0.65 |
≡ |
John Armitage - Egerton Capital |
Add 6.71% |
306,910 |
0.36 |
≡ |
David Rolfe - Wedgewood Partners |
Add 5.31% |
11,012 |
0.34 |
≡ |
Valley Forge Capital Management |
Add 4.29% |
40,080 |
0.34 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.92% |
65,519 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.62% |
5,472 |
0.07 |
≡ |
Thomas Gayner - Markel Group |
Add 0.32% |
3,065 |
0.01 |
Q4  2021 |
≡ |
AltaRock Partners |
Add 17472.26% |
1,487,588 |
8.50 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 103.33% |
15,500 |
0.40 |
≡ |
Lee Ainslie - Maverick Capital |
Add 54.48% |
394,346 |
1.03 |
≡ |
Viking Global Investors |
Add 50.62% |
1,334,844 |
0.84 |
≡ |
David Rolfe - Wedgewood Partners |
Add 49.09% |
68,315 |
1.97 |
≡ |
Triple Frond Partners |
Add 22.11% |
100,483 |
2.45 |
≡ |
Chris Hohn - TCI Fund Management |
Add 15.82% |
3,155,111 |
1.54 |
≡ |
Torray Funds |
Add 12.00% |
3,991 |
0.13 |
≡ |
Polen Capital Management |
Add 5.35% |
583,184 |
0.21 |
≡ |
Terry Smith - Fundsmith |
Add 4.15% |
273,645 |
0.14 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 2.78% |
5,000 |
0.11 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.97% |
6,517 |
0.08 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
4,833,625 |
4.29 |
Q3  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 248.08% |
515,895 |
1.27 |
≡ |
Chris Hohn - TCI Fund Management |
Add 41.84% |
5,881,421 |
3.15 |
≡ |
Viking Global Investors |
Add 18.82% |
417,572 |
0.26 |
≡ |
John Armitage - Egerton Capital |
Add 15.58% |
680,797 |
0.72 |
≡ |
Polen Capital Management |
Add 6.17% |
634,290 |
0.26 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.88% |
10,000 |
0.23 |
≡ |
Terry Smith - Fundsmith |
Add 0.90% |
58,709 |
0.04 |
Q2  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2296.85% |
199,275 |
0.44 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.31% |
16,791 |
0.24 |
≡ |
Polen Capital Management |
Add 4.57% |
448,979 |
0.20 |
≡ |
AKO Capital |
Add 0.70% |
13,891 |
0.04 |
≡ |
Terry Smith - Fundsmith |
Add 0.68% |
44,008 |
0.03 |
≡ |
John Armitage - Egerton Capital |
Add 0.41% |
17,929 |
0.02 |
≡ |
Torray Funds |
Add 0.21% |
69 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.04% |
360 |
0.00 |
Q1  2021 |
≡ |
Valley Forge Capital Management |
Add 88.68% |
477,181 |
4.78 |
≡ |
Lee Ainslie - Maverick Capital |
Add 39.58% |
2,460 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 6.05% |
370,101 |
0.25 |
≡ |
John Armitage - Egerton Capital |
Add 3.75% |
157,349 |
0.18 |