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A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| COATUE MANAGEMENT LLC | 9.72M | $1.1B | 8.09% | New |
| BlackRock, Inc. | 9.47M | $1.1B | 7.89% | Added +9.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.23M | $719.4M | 5.19% | Added +29.2% |
| LONE PINE CAPITAL LLC | 5.77M | $666.5M | 4.81% | Reduced -5.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.55M | $525.8M | 3.79% | Added +2.5% |
| MORGAN STANLEY | 3.32M | $383.4M | 2.77% | Added +214.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.76M | $352.7M | 2.30% | Reduced -5.8% |
| STATE STREET CORP | 2.59M | $299.3M | 2.16% | Added +1.9% |
| T. Rowe Price Investment Management, Inc. | 1.97M | $228K | 1.64% | Added +3.4% |
| D. E. Shaw & Co., Inc. | 1.91M | $220.7M | 1.59% | Reduced -36.3% |
| AMERIPRISE FINANCIAL INC | 1.81M | $208.4M | 1.50% | Reduced -38.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.77M | $204K | 1.47% | Added ×16 |
| Hood River Capital Management LLC | 1.65M | $190.7M | 1.38% | Reduced -10.4% |
| JPMORGAN CHASE & CO | 1.56M | $184.9M | 1.30% | Reduced -18.2% |
| Value Aligned Research Advisors, LLC | 1.44M | $166.3M | 1.20% | Reduced -50.0% |
| ALLIANCEBERNSTEIN L.P. | 1.38M | $64.8M | 1.15% | Added ×14 |
| Third Point LLC | 1.31M | $151.8M | 1.10% | Added +51.2% |
| GOLDMAN SACHS GROUP INC | 1.26M | $145.9M | 1.05% | Reduced -3.2% |
| Avala Global LP | 1.25M | $144.6M | 1.04% | Added +249.0% |
| JANE STREET GROUP, LLC | 1.20M | $138.8M | 1.00% | Added +209.3% |
| Nearwater Capital Markets, Ltd | 1.16M | $134.1M | 0.97% | New |
| CITADEL ADVISORS LLC | 1.02M | $117.6M | 0.85% | Added +116.6% |
| SRS Investment Management, LLC | 1.00M | $115.4M | 0.83% | Reduced -67.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 967K | $111.6M | 0.81% | Reduced -2.9% |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 958K | $110.7M | 0.80% | New |
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Philippe Laffont Coatue Management | Jun 30, 2026 | 9.72M | $1.1B | 2.32% | New |
| Stephen Mandel Lone Pine Capital | Jun 30, 2026 | 5.77M | $666.5M | 4.07% | Reduced -5.0% |
| Dan Loeb Third Point | Jun 30, 2026 | 1.31M | $151.8M | 3.26% | Added +51.2% |
| Stanley Druckenmiller Duquesne Family Office | Jun 30, 2026 | 314K | $36.3M | 0.84% | New |
Item 4, purpose of the transaction: Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The information set forth in Item 6 of this Amendment No. 1 is incorporated by reference into this Item 4.Read the filing ↗
