| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 15,017,378 | $574,564,882 | +1% | 5.44% |
| 2. | Viking Global Andreas Halvorsen | 11,537,518 | $441,425,439 | -7% | 1.17% |
| 3. | Third Point Dan Loeb | 3,000,000 | $114,780,000 | 1.58% | |
| 4. | Lionstone Capital Management Leon Lowenstein | 2,476,270 | $94,742,090 | -6% | 21.9% |
| 5. | Hood River Capital Management David Swank | 2,315,987 | $88,609,663 | +2% | 0.97% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.58 | 3,000 | $118,740.00 | 7,000 | 2025-12-10 | Filing | |
| $39.03 | 2,000 | $78,060.00 | 4,000 | 2025-12-05 | Filing | |
| $39.46 | 2,000 | $78,920.00 | 2,000 | 2025-11-26 | Filing | |
| $15.10 | 10,750 | $162,325.00 | 27,800 | 2022-09-19 | Filing | |
| $14.97 | 626 | $9,371.22 | 17,050 | 2022-09-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.44 | 87,878 | $3,202,274.32 | 18,968,790 | 2025-11-05 | Filing | |
| $35.97 | 252,122 | $9,068,828.34 | 19,056,668 | 2025-11-05 | Filing | |
| $35.44 | 260,000 | $9,214,400.00 | 19,308,790 | 2025-11-04 | Filing | |
| $36.78 | 10,163 | $373,795.14 | 19,568,790 | 2025-11-03 | Filing | |
| $36.17 | 289,837 | $10,483,404.29 | 19,578,953 | 2025-11-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 34,794,791 | $1,331,248,704 | 0.02% | |
| 2. | 32,424,578 | $1,240,564,336 | 0.02% | |
| 3. | 10,863,164 | $415,624,655 | 0.01% | |
| 4. | 7,250,619 | $277,465,319 | 0.02% | |
| 5. | 7,020,134 | $268,590,327 | 3.43% |