| Brad Gerstner - Altimeter Capital Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | New | 150,000 | $56,662,500 | 0.76% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 514,536 | $194,365,974 | 0.29% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 186,760 | $70,548,590 | 10.6% | Jul 29, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 802 | $302,956 | 0.00% | Aug 13, 2026 |
| Philippe Laffont - Coatue Management | Added | 5,846,831 | $2,208,640,410 | 4.54% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Dodge & Cox Funds | No change | 19,290 | $7,286,798 | 0.00% | Aug 13, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Aug 14, 2026 |
| First Pacific Advisors | Added | 63,167 | $23,861,334 | 0.30% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 15,131,673 | $5,715,990,096 | 1.70% | Aug 4, 2026 |
| Jeremy Grantham - GMO | Trimmed | 3,267,040 | $1,234,125,003 | 2.78% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 337,845 | $127,620,949 | 0.30% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 392,082 | $148,108,976 | 3.59% | Aug 7, 2026 |
| Mairs & Power Funds | Added | 3,663 | $1,383,698 | 0.01% | Aug 14, 2026 |
| David Katz - Matrix Asset Advisors | Added | 1,118 | $422,325 | 0.03% | Jul 15, 2026 |
| Lee Ainslie - Maverick Capital | New | 5,734 | $2,166,019 | 0.02% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 1,779 | $672,017 | 0.00% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 1,960,209 | $740,468,936 | 6.38% | Aug 4, 2026 |
| Daniel Loeb - Third Point | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 1,754,062 | $662,596,921 | 2.76% | Aug 14, 2026 |
| Torray Funds | Added | 101,468 | $38,329,537 | 5.17% | Jul 30, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 59,780 | $22,581,895 | 0.18% | Aug 14, 2026 |