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Name Holding Trade Value Shares
Change
Change in
Stake
DCP
1
Durable Capital Partners
Maryland
$315M
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$268M -$932K -33,854 -0.3%
DAL
3
Delta Air Lines
Georgia
$227M
Vanguard Group
4
Vanguard Group
Pennsylvania
$207M +$9.88M +358,869 +5%
GA
5
General Atlantic
New York
$192M
BlackRock
6
BlackRock
New York
$141M +$16.8M +609,474 +13%
Capital World Investors
7
Capital World Investors
California
$127M +$5.51M +200,000 +5%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$118M +$15.9M +576,432 +15%
JP Morgan Chase
9
JP Morgan Chase
New York
$81.2M +$10M +362,982 +14%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$76.5M +$5.06M +183,673 +7%
FAM
11
Foxhaven Asset Management
Virginia
$52.2M +$7.24M +262,758 +16%
Jennison Associates
12
Jennison Associates
New York
$52.1M +$2.33M +84,485 +5%
BCM
13
Bond Capital Management
California
$45.7M
Morgan Stanley
14
Morgan Stanley
New York
$36.7M +$2.46M +89,320 +7%
Millennium Management
15
Millennium Management
New York
$36.5M +$12.3M +445,428 +50%
DCM
16
Driehaus Capital Management
Illinois
$35M +$15.9M +578,585 +83%
State Street
17
State Street
Massachusetts
$33.5M +$272K +9,876 +0.8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$33.4M +$2.8M +101,628 +9%
Nuveen
19
Nuveen
North Carolina
$27.9M -$3.79M -137,628 -12%
Baillie Gifford & Co
20
Baillie Gifford & Co
United Kingdom
$27.4M
AO
21
Allen Operations
New York
$26.9M
Renaissance Technologies
22
Renaissance Technologies
New York
$26.5M +$7.85M +285,100 +42%
ClearBridge Investments
23
ClearBridge Investments
New York
$21M
Goldman Sachs
24
Goldman Sachs
New York
$19.1M -$15M -545,695 -44%
DSA
25
Davis Selected Advisers
Arizona
$19M -$640K -23,229 -3%