| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eminence Capital Ricky Sandler | 6,218,607 | $280,521,362 | +149% | 3.38% |
| 2. | HMI Capital Mick Hellman | 5,858,626 | $264,282,619 | +33% | 15% |
| 3. | Atreides Management Gavin Baker | 3,938,198 | $177,652,112 | +868% | 4.93% |
| 4. | ARK Investment Management Catherine D. Wood | 3,292,685 | $148,533,039 | +36% | 1.09% |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 2,201,904 | $99,327,889 | +15855% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.98 | 7,286 | $196,583.57 | 2,647,312 | 2023-05-05 | Filing | |
| $28.26 | 2,168 | $61,263.34 | 2,640,026 | 2023-05-04 | Filing | |
| $27.65 | 91,710 | $2,535,983.26 | 2,637,858 | 2023-05-04 | Filing | |
| $26.75 | 302,483 | $8,092,418.44 | 2,546,148 | 2023-05-04 | Filing | |
| $28.95 | 22,461 | $650,306.59 | 2,243,665 | 2023-05-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.00 | 3,250 | $146,250.00 | 107,139 | 2025-07-18 | Filing | |
| $43.65 | 607 | $26,495.55 | 13,594 | 2025-07-15 | Filing | |
| $44.06 | 12,516 | $551,454.96 | 0 | 2025-07-15 | Filing | |
| $43.24 | 96,084 | $4,154,672.16 | 12,516 | 2025-07-15 | Filing | |
| $45.50 | 607 | $27,618.50 | 14,201 | 2025-07-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,995,894 | $631,354,778 | 0.01% | |
| 2. | 8,064,608 | $363,794,452 | 0.01% | |
| 3. | 4,512,197 | $203,545,207 | 1.42% | |
| 4. | 3,978,356 | $179,463,639 | 3.03% | |
| 5. | 3,551,770 | $160,221,602 | 0.01% |
