| Gavin Baker - Atreides Management | New | 640,069 | $112,856,966 | 1.01% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 1,598,059 | $281,769,763 | 0.42% | Aug 14, 2026 |
| Arnold Van Den Berg - Century Management | New | 21,645 | $3,816,446 | 0.81% | Aug 14, 2026 |
| John Armitage - Egerton Capital | Added | 4,866,688 | $858,094,428 | 8.29% | Jul 21, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 7,677 | $1,353,649 | 0.00% | Aug 4, 2026 |
| Jeremy Grantham - GMO | Added | 13,251 | $2,336,416 | 0.01% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 256,432 | $45,214,090 | 0.11% | Aug 14, 2026 |
| Jensen Investment Management | Added | 614,660 | $108,376,851 | 2.63% | Aug 7, 2026 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | Aug 14, 2026 |
| David Katz - Matrix Asset Advisors | No change | 3,056 | $538,834 | 0.04% | Jul 15, 2026 |
| Lee Ainslie - Maverick Capital | New | 6,423 | $1,132,503 | 0.01% | Aug 14, 2026 |
| Torray Funds | Trimmed | 59,235 | $10,444,315 | 1.41% | Jul 30, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 9,200 | $1,622,144 | 0.11% | Aug 12, 2026 |