| 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 |
|---|---|---|---|---|---|---|
| $40.88 | 3,000,000 | $122,640,000.00 | 21,240,426 | 2026-03-19 | Filing | |
| $43.55 | 37 | $1,611.35 | 9,522,350 | 2026-03-04 | Filing | |
| $42.94 | 83,592 | $3,589,440.48 | 9,522,387 | 2026-03-04 | Filing | |
| $43.55 | 11 | $479.05 | 1,350,019 | 2026-03-04 | Filing | |
| $42.94 | 21,998 | $944,594.12 | 1,350,030 | 2026-03-04 | 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. | 23,116,168 | $884,409,487 | 0.4% | |
| 4. | 10,863,164 | $415,624,655 | 0.01% | |
| 5. | 7,250,619 | $277,465,319 | 0.02% |
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