| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eminence Capital Ricky Sandler | 7,207,729 | $324,924,423 | +16% | 3.94% |
| 2. | HMI Capital Mick Hellman | 6,466,450 | $291,507,566 | +11% | 16.83% |
| 3. | Atreides Management Gavin Baker | 5,470,305 | $246,601,349 | +39% | 4.8% |
| 4. | ARK Investment Management Catherine D. Wood | 3,437,617 | $154,967,759 | +5% | 0.92% |
| 5. | Slate Path Capital David Greenspan | 3,155,000 | $142,227,400 | 2.2% |
| 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 |
|---|---|---|---|---|---|---|
| $39.25 | 30,000 | $1,177,500.00 | 49,819 | 2025-12-09 | Filing | |
| $39.50 | 15,000 | $592,500.00 | 79,819 | 2025-12-08 | Filing | |
| $39.42 | 15,000 | $591,300.00 | 94,819 | 2025-12-08 | Filing | |
| $39.75 | 15,000 | $596,250.00 | 109,819 | 2025-12-08 | Filing | |
| $39.55 | 15,000 | $593,250.00 | 124,819 | 2025-12-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,281,775 | $688,902,417 | 0.01% | |
| 2. | 8,190,468 | $369,226,277 | 0.01% | |
| 3. | 5,321,000 | $239,870,680 | 0.04% | |
| 4. | 4,703,281 | $212,023,907 | 1.6% | |
| 5. | 3,533,659 | $159,297,362 | 0.04% |