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Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
1
Silver Lake Group
California
$530M +$491M +19,193,571 New
IC
2
Iconiq Capital
California
$283M +$262M +10,253,570 New
LSCM
3
Light Street Capital Management
California
$46.3M +$42.8M +1,675,000 New
DIG
4
Dragoneer Investment Group
California
$33.5M +$31M +1,213,638 New
TCM
5
TimesSquare Capital Management
New York
$23.7M +$21.9M +858,280 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.2M +$15M +585,925 New
Capital Research Global Investors
7
Capital Research Global Investors
California
$12.4M +$11.5M +450,000 New
Capital World Investors
8
Capital World Investors
California
$9.67M +$8.95M +350,000 New
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$9.47M +$8.76M +342,845 New
BFA
10
BlackRock Fund Advisors
California
$8.13M +$7.52M +294,111 New
CWAM
11
Columbia Wanger Asset Management
Illinois
$7.37M +$6.82M +266,682 New
FA
12
Friess Associates
Delaware
$7.21M +$6.67M +261,076 New
BA
13
BlackRock Advisors
Delaware
$7.14M +$6.61M +258,562 New
Franklin Resources
14
Franklin Resources
California
$5.53M +$5.12M +200,200 New
SRFM
15
Shannon River Fund Management
New York
$3.63M +$3.36M +131,395 New
Northern Trust
16
Northern Trust
Illinois
$3.32M +$3.07M +120,116 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.17M +$2.93M +114,751 New
RCM
18
Ratan Capital Management
Florida
$2.99M +$2.77M +108,300 New
State Street
19
State Street
Massachusetts
$2.97M +$2.75M +107,395 New
Federated Hermes
20
Federated Hermes
Pennsylvania
$2.76M +$2.56M +100,000 New
WRF
21
Waddell & Reed Financial
Kansas
$2.49M +$2.3M +90,000 New
DCM
22
Discovery Capital Management
Connecticut
$2.46M +$2.28M +89,037 New
DDC
23
DF Dent & Co
Maryland
$1.97M +$1.82M +71,260 New
BG
24
BlackRock Group
United Kingdom
$1.8M +$1.67M +65,342 New
BIT
25
BlackRock Institutional Trust
California
$1.7M +$1.57M +61,610 New
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