| Institution | Shares | Value ▼ | % Total | Δ | Filed |
|---|---|---|---|---|---|
| Alphabet Inc. | 551.19M | $94.18B | 55.5% | NEW | Aug 7, 26 |
| D1 Capital Partners LP | 126.04M | $21.54B | 12.7% | NEW | Aug 14, 26 |
| NVIDIA Corp | 122.76M | $20.98B | 12.4% | NEW | Aug 14, 26 |
| Capricorn Investment Group LLC | 120.80M | $20.64B | 12.2% | NEW | Aug 14, 26 |
| Atreides Management, LP | 27.33M | $4.67B | 2.8% | NEW | Aug 14, 26 |
| Coatue Management LLC | 18.56M | $3.17B | 1.9% | NEW | Aug 14, 26 |
| Glade Brook Capital Partners LLC | 15.81M | $2.70B | 1.6% | NEW | Aug 14, 26 |
| Advanced Micro Devices Inc | 3.31M | $565.46M | 0.3% | NEW | Aug 14, 26 |
| Sands Capital Management LLC | 2.28M | $389.00M | 0.2% | NEW | Aug 13, 26 |
| Altimeter Capital Management LLC | 1.78M | $303.53M | 0.2% | NEW | Aug 14, 26 |
| Viking Global Investors LP | 1.20M | $205.03M | 0.1% | NEW | Aug 14, 26 |
| Tiger Global Management LLC | 375.0K | $64.07M | 0.0% | NEW | Aug 14, 26 |
| Greenoaks Capital Partners LLC | 257.7K | $44.04M | 0.0% | NEW | Aug 14, 26 |
| Cisco Systems, Inc. | 237.4K | $40.56M | 0.0% | NEW | Jul 13, 26 |
| Appaloosa LP | 225.0K | $38.44M | 0.0% | NEW | Aug 14, 26 |
| Third Point LLC | 180.4K | $30.83M | 0.0% | NEW | Aug 14, 26 |
| Whale Rock Capital Management LLC | 152.5K | $26.06M | 0.0% | NEW | Aug 14, 26 |
| NIGHTVIEW CAPITAL, LLC | 35.3K | $6.03M | 0.0% | NEW | Jul 23, 26 |
| NZS Capital, LLC | 14.1K | $2.40M | 0.0% | NEW | Aug 14, 26 |
| Polen Capital Management LLC | 6.7K | $1.15M | 0.0% | NEW | Aug 4, 26 |
| Date | Member | Party | Type | Amount | |
|---|---|---|---|---|---|
| Jun 18, 26 | Gilbert Cisneros | D | BUY | $1K–$15K | |
| Jun 15, 26 | William R. Timmons | — | BUY | $50K–$100K | |
| Jun 15, 26 |
| Daniel Meuser |
| R |
| BUY |
| $15K–$50K |
| Jun 15, 26 | John McGuire | R | BUY | $1K–$15K |
| Jun 15, 26 | William R. Timmons | — | BUY | $50K–$100K |
| Jun 12, 26 | John James | R | BUY | $15K–$50K |
| Jun 12, 26 | Jared Moskowitz | D | BUY | $1K–$15K |