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| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Pat Dorsey / Dorsey Asset | 93 | New buy | 222,683 | $94,715,987 | 7.5% |
| Li Lu / Himalaya Capital | 93 | New buy | 121,463 | $51,663,072 | 1.6% |
| George Soros / Soros Fund Mgmt | 31 | New buy | 16,532 | $7,031,721 | 0.1% |
| Chris Hohn / TCI | 72 | Added +19% | 14,035,310 | $5,969,778,755 | 13.2% |
| Rothschild & Co Wealth Management UK Ltd (auto-surfaced) | 51 | Added +26% | 1,342,430 | $570,989,176 | 8.7% |
| KENSICO CAPITAL MANAGEMENT CORP (auto-surfaced) | 94 | Added +140% | 113,500 | $48,276,090 | 1.0% |
| Ancora | 42 | Added +629% | 2,004 | $852,547 | 0.0% |
| Dev Kantesaria / Valley Forge | 69 | Holds (flat) | 1,758,074 | $747,779,195 | 22.2% |
| Ruane Cunniff / Sequoia Fund | 76 | Holds (flat) | 531 | $225,856 | 0.0% |
| David Rolfe / Wedgewood | 90 | Trimmed -4% | 32,371 | $13,768,529 | 2.8% |
| Bridgewater | 55 | Trimmed -58% | 32,699 | $13,908,193 | 0.1% |
| Filed | Insider | Role | Shares | Value | |
|---|---|---|---|---|---|
| 2026-05-04 | Moritz Robert Edward Jr. (cluster of 3) | director | 1,152 | $500,001 | Form 4 |
| 2026-05-04 | Clay Catherine R (cluster of 3) | officer | 2,500 | $1,078,475 | Form 4 |
| 2026-05-01 | CHEUNG MARTINA (cluster of 3) | director+officer | 2,322 | $998,297 | Form 4 |
| 2026-02-12 | Joly Hubert | director | 2,500 | $997,459 | Form 4 |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-08 | Rick Larsen WA02 | SELL | $1,001 - $15,000 | PTR |
| 2026-06-29 | Thomas H. Kean Jr NJ07 | SELL | $1,001 - $15,000 | PTR |
| 2026-04-16 | Richard W. Allen GA12 | SELL | $15,001 - $50,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-03-26 | Thomas H. Kean Jr NJ07 | SELL | $15,001 - $50,000 | PTR |
| 2026-01-14 | Richard W. Allen GA12 | BUY | $15,001 - $50,000 | PTR |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $500,001 - $1,000,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 -$15.000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $500,001 - $1,000,000 | PTR |
| Report | Date | Stance |
|---|---|---|
| #126 — Small Themes: June 2026 | 2026-06-24 | LONG |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.