| Institution | Shares | Value ▼ | % Total | Δ | Filed |
|---|---|---|---|---|---|
| Lone Pine Capital LLC | 1.46M | $583.04M | 21.7% | +88% | May 15, 26 |
| Coatue Management LLC | 1.29M | $513.42M | 19.1% | -41% | May 15, 26 |
| Tiger Global Management LLC | 1.00M | $398.00M | 14.8% | -23% | May 15, 26 |
| Sands Capital Management LLC | 971.6K | $386.68M | 14.4% | -34% | May 8, 26 |
| Whale Rock Capital Management LLC | 695.5K | $276.82M | 10.3% | -14% | May 15, 26 |
| D1 Capital Partners LP | 669.3K | $266.37M | 9.9% | — | May 15, 26 |
| Davis Selected Advisers LP | 335.8K | $133.66M | 5.0% | +35% | May 7, 26 |
| Dorsey Asset Management LLC | 317.0K | $126.15M | 4.7% | NEW | May 15, 26 |
| Date | Member | Party | Type | Amount | |
|---|---|---|---|---|---|
| Apr 14, 26 | Gilbert Cisneros | D | SELL | $1K–$15K | |
| Mar 18, 26 | Gilbert Cisneros | D | SELL | $15K–$50K | |
| Mar 13, 26 |
| Gilbert Cisneros |
| D |
| BUY |
| $1K–$15K |
| Feb 10, 26 | Gilbert Cisneros | D | SELL | $1K–$15K |
| Feb 5, 26 | Gilbert Cisneros | D | SELL | $1K–$15K |
| Dec 19, 25 | Gilbert Cisneros | D | BUY | $1K–$15K |
| Nov 18, 25 | Gilbert Cisneros | D | BUY | $1K–$15K |
| Oct 17, 25 | Gilbert Cisneros | D | BUY | $1K–$15K |
| Oct 9, 25 | Gilbert Cisneros | D | BUY | $1K–$15K |
| Sep 23, 25 | Valerie Hoyle | D | SELL | $1K–$15K |