| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rima Senvest Management Richard Mashaal | 2,272,079 | $398,704,423 | -43% | 13.23% |
| 2. | Whale Rock Capital Management Alex Sacerdote | 1,066,737 | $187,191,009 | 2.42% | |
| 3. | 812,300 | $142,542,404 | +152% | 0.02% | |
| 4. | Turiya Advisors Davide Erro | 766,360 | $134,480,853 | -48% | 27.1% |
| 5. | Millennium Management Israel Englander | 578,414 | $101,500,089 | -28% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.71 | 2,510 | $589,123.86 | 708,323 | 2026-07-13 | Filing | |
| $222.48 | 1,856 | $412,927.89 | 710,833 | 2026-07-13 | Filing | |
| $220.88 | 4,772 | $1,054,055.58 | 712,689 | 2026-07-13 | Filing | |
| $219.82 | 4,936 | $1,085,048.80 | 717,461 | 2026-07-13 | Filing | |
| $219.01 | 2,118 | $463,863.18 | 722,397 | 2026-07-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 118,406 | $30,377,984 | 0.04% | |
| 2. | 32,201 | $8,392,869 | 3.37% | |
| 3. | 4,379 | $1,141,343 | 0.02% | |
| 4. | 2,860 | $745,430 | 0.2% | |
| 5. | 2,423 | $631,531 | 0.16% |
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