| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 14,898,178 | $512,050,378 | -7% | 3.79% |
| 2. | Viking Global Andreas Halvorsen | 12,306,277 | $422,966,740 | -29% | 1.1% |
| 3. | Lionstone Capital Management Leon Lowenstein | 2,616,750 | $89,937,698 | 21.02% | |
| 4. | Select Equity Group Robert Joseph Caruso | 2,457,941 | $84,479,432 | -13% | 0.35% |
| 5. | Hood River Capital Management David Swank | 2,272,994 | $78,122,787 | -2% | 0.92% |