| David Abrams - Abrams Capital Management | No change | 325,155 | $183,156,560 | 3.34% | Aug 13, 2026 |
| Brad Gerstner - Altimeter Capital Management | Trimmed | 1,354,990 | $763,252,318 | 7.76% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | Added | 675,000 | $380,220,750 | 5.09% | Aug 14, 2026 |
| Gavin Baker - Atreides Management | New | 402,770 | $226,876,313 | 2.04% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 233,313 | $131,422,880 | 0.20% | Aug 14, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 373 | $210,107 | 0.00% | Aug 14, 2026 |
| Clifford Sosin - CAS Investment Partners | New | 136,246 | $76,746,009 | 4.08% | Aug 14, 2026 |
| Sarah Ketterer - Causeway Capital Management | Added | 201,459 | $113,480,146 | 1.23% | Aug 13, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 5,918 | $3,333,798 | 0.70% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 2,526,048 | $1,422,897,577 | 2.93% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 566,500 | $319,103,785 | 0.92% | Aug 14, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 1,648,172 | $928,729,727 | 3.99% | Aug 11, 2026 |
| Dodge & Cox Funds | Added | 6,489,255 | $3,655,332,449 | 1.91% | Aug 13, 2026 |
| Pat Dorsey - Dorsey Asset Management | Added | 199,901 | $112,602,234 | 7.21% | Aug 14, 2026 |
| First Eagle Investment Management | Added | 3,217,353 | $1,812,302,580 | 2.98% | Aug 24, 2026 |
| First Pacific Advisors | Trimmed | 679,884 | $382,971,858 | 4.81% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 6,794,023 | $3,827,005,774 | 1.14% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 1,051,876 | $592,511,232 | 4.34% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Added | 3,446,717 | $1,941,501,987 | 4.37% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 302,888 | $170,613,782 | 5.74% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 142,305 | $80,158,983 | 0.19% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 109,456 | $61,655,537 | 1.49% | Aug 7, 2026 |
| Mairs & Power Funds | Added | 332,871 | $187,502,906 | 1.72% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | Trimmed | 234,163 | $131,901,676 | 1.00% | Jul 31, 2026 |
| David Katz - Matrix Asset Advisors | Added | 37,665 | $21,216,058 | 1.73% | Jul 15, 2026 |
| Lee Ainslie - Maverick Capital | New | 764,041 | $430,376,655 | 3.88% | Aug 14, 2026 |
| Bill Miller - Miller Value Partners | New | 6,412 | $3,611,815 | 0.85% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | Added | 4,655 | $2,622,115 | 0.00% | Aug 14, 2026 |
| Robert Olstein - Olstein Capital Management | Sold out | — | — | 0.00% | Jul 7, 2026 |
| Samantha McLemore - Patient Capital Management | Trimmed | 170,790 | $96,204,723 | 3.20% | Aug 13, 2026 |
| Polen Capital Management | Trimmed | 329,573 | $185,645,377 | 1.60% | Aug 4, 2026 |
| Robert Vinall - RV Capital GmbH | Trimmed | 138,997 | $78,295,620 | 20.4% | Aug 14, 2026 |
| Ruane Cunniff LP | Trimmed | 154,291 | $86,910,577 | 1.35% | Aug 14, 2026 |
| Daniel Loeb - Third Point | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 2,823,180 | $1,590,269,062 | 6.63% | Aug 14, 2026 |
| Triple Frond Partners | No change | 117,628 | $66,259,000 | 5.91% | Aug 13, 2026 |
| ValueAct Capital | No change | 915,674 | $515,790,007 | 9.15% | Aug 14, 2026 |
| Viking Global Investors | Added | 1,867,619 | $1,052,011,107 | 3.00% | Aug 14, 2026 |
| David Rolfe - Wedgewood Partners | Added | 76,471 | $43,075,494 | 8.89% | Aug 14, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 102,960 | $57,996,338 | 4.02% | Aug 12, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 455,982 | $256,850,101 | 2.06% | Aug 14, 2026 |