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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$176M +$3.18M +143,300 +2%
DCP
2
Durable Capital Partners
Maryland
$159M -$69M -3,112,869 -27%
DAL
3
Delta Air Lines
Georgia
$158M
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$155M -$14.9M -671,567 -8%
BlackRock
5
BlackRock
New York
$136M +$1.18M +53,153 +0.8%
Goldman Sachs
6
Goldman Sachs
New York
$97.5M +$41.3M +1,861,185 +57%
GA
7
General Atlantic
New York
$75.7M -$19.6M -883,678 -18%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$69.3M +$18M +811,586 +29%
Brown Advisory
9
Brown Advisory
Maryland
$59.6M +$12.2M +549,946 +21%
FAM
10
Foxhaven Asset Management
Virginia
$53.1M
Jennison Associates
11
Jennison Associates
New York
$44.3M +$329K +14,835 +0.6%
GF
12
Greenhouse Funds
Maryland
$42.5M +$22.9M +1,034,122 +86%
JP Morgan Chase
13
JP Morgan Chase
New York
$38M +$349K +15,740 +0.8%
State Street
14
State Street
Massachusetts
$33.6M +$2.37M +107,136 +6%
Millennium Management
15
Millennium Management
New York
$32.1M +$11.1M +503,010 +42%
BCM
16
Bond Capital Management
California
$31.7M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$31.7M +$1.81M +81,442 +5%
ClearBridge Investments
18
ClearBridge Investments
New York
$31.2M +$4.17M +188,352 +13%
Capital World Investors
19
Capital World Investors
California
$30.5M -$19.6M -885,767 -36%
Morgan Stanley
20
Morgan Stanley
New York
$21.5M -$3.72M -167,877 -13%
Baillie Gifford & Co
21
Baillie Gifford & Co
United Kingdom
$19M
AO
22
Allen Operations
New York
$18.6M
Renaissance Technologies
23
Renaissance Technologies
New York
$15.8M -$7.8M -351,700 -30%
Northern Trust
24
Northern Trust
Illinois
$14.6M +$117K +5,289 +0.7%
DSA
25
Davis Selected Advisers
Arizona
$12.6M -$213K -9,597 -1%