| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sachem Head Capital Scott Ferguson | 9,300,000 | $324,570,000 | +45% | 7.61% |
| 2. | Tekne Capital Management Beeneet Kothari | 5,051,818 | $176,308,448 | -21% | 62.93% |
| 3. | 12 West Capital Management Joel Ramin | 4,283,776 | $149,503,782 | -6% | 17.8% |
| 4. | BAMCO Inc. Ron Baron | 3,784,848 | $132,091,195 | -12% | 0.36% |
| 5. | Triata Capital Sean Ho | 2,974,298 | $103,803,000 | +24% | 12.58% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,835,680 | $343,265,232 | 100% | |
| 2. | 7,004,083 | $244,442,497 | 0.16% | |
| 3. | 2,167,199 | $75,635,245 | 2.86% | |
| 4. | 1,734,887 | $60,547,557 | 0% | |
| 5. | 1,720,247 | $60,036,620 | 0.01% |
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