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Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
1
Ontario Teachers' Pension Plan Board
Ontario, Canada
$630M +$576M +22,091,265 New
Capital World Investors
2
Capital World Investors
California
$340M +$310M +11,908,910 New
KDA
3
KPCB DGF Associates
California
$294M +$269M +10,327,192 New
IHG
4
Insight Holdings Group
New York
$275M +$251M +9,638,720 New
LPC
5
Lone Pine Capital
Connecticut
$240M +$219M +8,405,200 New
Bank of America
6
Bank of America
North Carolina
$177M +$162M +6,224,952 New
CAM
7
Coronation Asset Management
South Africa
$144M +$132M +5,063,256 New
O
8
OppenheimerFunds
New York
$137M +$125M +4,806,647 New
U
9
UBS
Switzerland
$113M +$103M +3,966,156 New
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$97.8M +$89.4M +3,430,000 New
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$89.4M +$81.7M +3,136,400 New
Morgan Stanley
12
Morgan Stanley
New York
$89.2M +$81.5M +3,127,350 New
WRF
13
Waddell & Reed Financial
Kansas
$82.6M +$75.5M +2,896,104 New
TCIM
14
TIAA CREF Investment Management
New York
$68.4M +$62.5M +2,398,400 New
AWG
15
Alpha Wave Global
New York
$66.3M +$60.6M +2,325,000 New
HCM
16
Hoplite Capital Management
New York
$61.4M +$56.1M +2,153,569 New
GGHC
17
Gilder Gagnon Howe & Co
New York
$61.2M +$55.9M +2,145,154 New
JP Morgan Chase
18
JP Morgan Chase
New York
$57M +$52.1M +2,000,084 New
VCM
19
Valiant Capital Management
California
$54.2M +$49.5M +1,900,000 New
Fidelity International
20
Fidelity International
Bermuda
$52.8M +$48.3M +1,852,301 New
SIM
21
SRS Investment Management
New York
$49.9M +$45.6M +1,750,000 New
SCP
22
Soroban Capital Partners
New York
$45.4M +$41.5M +1,592,602 New
MGM
23
Miura Global Management
New York
$39.9M +$36.5M +1,400,000 New
AllianceBernstein
24
AllianceBernstein
Tennessee
$38.3M +$35M +1,344,792 New
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$31.5M +$28.8M +1,105,000 New
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