| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Steadfast Capital Management Robert Pitts | 1,802,510 | $132,844,987 | -19% | 2.32% |
| 2. | Durable Capital Partners Henry Ellenbogen | 1,645,369 | $121,263,695 | +18% | 0.9% |
| 3. | Two Creeks Capital Management Ryan Pedlow | 1,500,378 | $110,577,859 | -8% | 7.95% |
| 4. | Third Point Dan Loeb | 1,330,000 | $98,021,000 | 1.09% | |
| 5. | Scopus Asset Management Alexander Mitchell | 1,088,650 | $80,233,505 | 1.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.27 | 4,786 | $288,452.22 | 30,000 | 2025-11-03 | Filing | |
| $60.25 | 214 | $12,893.50 | 25,214 | 2025-11-03 | Filing | |
| $71.30 | 350 | $24,953.25 | 4,249 | 2022-05-13 | Filing | |
| $96.00 | 2,000 | $192,000.00 | 5,899 | 2022-03-01 | Filing | |
| $96.60 | 800 | $77,280.00 | 12,145 | 2022-02-28 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.22 | 4,240 | $335,888.56 | 17,347 | 2025-08-07 | Filing | |
| $104.75 | 17,719 | $1,856,065.25 | 180,688 | 2024-11-01 | Filing | |
| $104.01 | 76,021 | $7,906,944.21 | 198,407 | 2024-11-01 | Filing | |
| $103.04 | 9,858 | $1,015,768.32 | 274,428 | 2024-11-01 | Filing | |
| $107.00 | 19,309 | $2,066,063.00 | 46,076 | 2024-08-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 368,782 | $22,455,136 | 0.16% | |
| 2. | 120,636 | $7,345,526 | 2.37% | |
| 3. | 15,297 | $1,425,637 | 0.69% | |
| 4. | 21,351 | $1,300,062 | 0.02% | |
| 5. | 4,633 | $282,103 | 0.04% |