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Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$372M +$430M +12,703,637 New
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$326M +$359M +10,605,905 New
RGMC
3
Revolution Growth Management Company
District of Columbia
$200M +$211M +6,241,521 New
DCP
4
D1 Capital Partners
New York
$197M +$208M +6,149,628 New
ACG
5
Anchorage Capital Group
New York
$173M +$183M +5,395,227 New
LPC
6
Lone Pine Capital
Connecticut
$146M +$154M +4,556,503 New
DCP
7
Durable Capital Partners
Maryland
$82.4M +$89.1M +2,631,327 New
BAMCO Inc
8
BAMCO Inc
New York
$70M +$74M +2,186,294 New
RM
9
Radcliff Management
New York
$68.1M +$72.1M +2,129,363 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$61.9M +$70.6M +2,086,629 New
UBS AM
11
UBS AM
Illinois
$51.5M +$54.4M +1,608,270 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$32.5M +$34.4M +1,016,226 New
Morgan Stanley
13
Morgan Stanley
New York
$23.4M +$24.7M +729,948 New
Goldman Sachs
14
Goldman Sachs
New York
$17.8M +$18.8M +555,238 New
Jennison Associates
15
Jennison Associates
New York
$16.7M +$17.7M +522,380 New
Franklin Resources
16
Franklin Resources
California
$16.7M +$17.6M +521,351 New
Citadel Advisors
17
Citadel Advisors
Florida
$14.2M +$15M +443,646 New
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$13.2M +$14M +413,513 New
Capital International Investors
19
Capital International Investors
California
$12.8M +$13.5M +400,000 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$9.04M +$9.56M +282,428 New
CS
21
Credit Suisse
Switzerland
$8.99M +$9.51M +281,000 New
BlackRock
22
BlackRock
New York
$8.64M +$9.14M +270,000 New
RRCP
23
Rip Road Capital Partners
Massachusetts
$8.62M +$9.12M +269,500 New
WCM
24
Woodson Capital Management
Connecticut
$7.52M +$7.96M +235,000 New
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$7.23M +$7.65M +226,000 New