| Institution | Shares | Value ▼ | % Total | Δ | Filed |
|---|---|---|---|---|---|
| Lone Pine Capital LLC | 655.1K | $865.34M | 22.2% | +8% | May 15, 26 |
| Sands Capital Management LLC | 639.8K | $845.11M | 21.7% | -5% | May 8, 26 |
| Coatue Management LLC | 496.2K | $655.44M | 16.8% | NEW | May 15, 26 |
| Situational Awareness LP | 378.7K | $500.24M | 12.9% | NEW | May 18, 26 |
| Maverick Capital Ltd | 258.4K | $341.27M | 8.8% | -1% | May 15, 26 |
| Valley Forge Capital Management LP | 171.1K | $225.97M | 5.8% | +36% | May 15, 26 |
| Dorsey Asset Management LLC | 140.3K | $185.31M | 4.8% | -27% | May 15, 26 |
| Triple Frond Partners LLC | 118.9K | $157.07M | 4.0% | +11% | May 15, 26 |
| Appaloosa LP | 49.5K | $65.38M | 1.7% | -21% | May 15, 26 |
| Third Point LLC | 12.0K | $15.85M | 0.4% | NEW | May 15, 26 |
| Light Street Capital Management LLC | 10.9K | $14.46M | 0.4% | — | May 15, 26 |
| D1 Capital Partners LP | 6.8K | $8.98M | 0.2% | NEW | May 15, 26 |
| Tyro Capital Management LLC | 6.1K | $8.10M | 0.2% | NEW | May 14, 26 |
| MAR VISTA INVESTMENT PARTNERS LLC | 2.3K | $3.04M | 0.1% | -37% | May 13, 26 |
| Date | Member | Party | Type | Amount | |
|---|---|---|---|---|---|
| Mar 31, 26 | Jared Moskowitz | D | BUY | $1K–$15K | |
| Mar 23, 26 | Jared Moskowitz | D | BUY | $1K–$15K | |
| Mar 23, 26 |
| Jared Moskowitz |
| D |
| BUY |
| $1K–$15K |
| Mar 23, 26 | Jared Moskowitz | D | BUY | $1K–$15K |
| Jan 30, 26 | Gilbert Cisneros | D | BUY | $1K–$15K |
| Oct 31, 25 | Lisa McClain | R | SELL | $1K–$15K |
| Oct 30, 25 | Lisa McClain | R | BUY | $1K–$15K |
| Oct 30, 25 | Lisa McClain | R | SELL | $1K–$15K |
| Oct 14, 25 | Lisa McClain | R | SELL | $1K–$15K |
| Sep 25, 25 | Lisa McClain | R | BUY | $1K–$15K |