| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Encompass Capital Advisors Todd J. Kantor | 2,519,604 | $202,727,338 | +44% | 7.21% |
| 2. | Valiant Capital Christopher R. Hansen | 1,604,346 | $129,085,680 | +44% | 5.21% |
| 3. | Driehaus Capital Richard Driehaus | 1,584,985 | $127,527,893 | -3% | 0.74% |
| 4. | Situational Awareness LP Leopold Aschenbrenner | 1,129,621 | $90,889,306 | +3% | 0.45% |
| 5. | Alyeska Investment Group Anand Parekh | 761,755 | $61,290,807 | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.98 | 2,750 | $200,695.00 | 11,060 | 2026-05-08 | Filing | |
| $72.98 | 3,425 | $249,956.50 | 109,890 | 2026-05-08 | Filing | |
| $43.11 | 2,310 | $99,584.10 | 8,310 | 2025-12-17 | Filing | |
| $43.13 | 2,310 | $99,630.30 | 106,465 | 2025-12-17 | Filing | |
| $40.89 | 3,669 | $150,025.41 | 141,080 | 2025-12-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.88 | 5,200 | $378,976.00 | 44,839 | 2026-05-12 | Filing | |
| $77.22 | 700 | $54,054.00 | 36,085 | 2026-05-13 | Filing | |
| $75.33 | 2,181 | $164,294.73 | 114,117 | 2026-05-11 | Filing | |
| $74.84 | 25,492 | $1,907,821.28 | 116,298 | 2026-05-11 | Filing | |
| $73.90 | 9,179 | $678,328.10 | 141,790 | 2026-05-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,204,415 | $418,747,222 | 0.01% | |
| 2. | 225,826,000 | $367,350,545 | 1.9% | |
| 3. | 141,305,000 | $230,150,519 | 0.2% | |
| 4. | 2,447,630 | $196,936,310 | 0% | |
| 5. | 60,669,000 | $194,287,134 | 1.01% |