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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$195M +$4.1M +211,214 +2%
DAL
2
Delta Air Lines
Georgia
$171M
BlackRock
3
BlackRock
New York
$159M +$10.4M +536,757 +8%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$148M -$18.5M -951,803 -12%
DCP
5
Durable Capital Partners
Maryland
$135M -$35.4M -1,823,127 -22%
Goldman Sachs
6
Goldman Sachs
New York
$78M -$26.1M -1,344,400 -26%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$76.5M +$1.24M +63,728 +2%
Brown Advisory
8
Brown Advisory
Maryland
$66.7M +$1.96M +101,011 +3%
FAM
9
Foxhaven Asset Management
Virginia
$56M -$1.41M -72,699 -3%
GF
10
Greenhouse Funds
Maryland
$53.2M +$6.71M +345,331 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$43.1M +$1.79M +92,253 +5%
GA
12
General Atlantic
New York
$41.9M -$37.9M -1,948,645 -49%
State Street
13
State Street
Massachusetts
$38.4M +$1.81M +93,237 +5%
Jennison Associates
14
Jennison Associates
New York
$36.8M -$10.5M -542,815 -23%
Morgan Stanley
15
Morgan Stanley
New York
$36.5M +$12.4M +638,043 +57%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$36.3M +$1.8M +92,690 +6%
BCM
17
Bond Capital Management
California
$34.4M
Capital World Investors
18
Capital World Investors
California
$33M
ClearBridge Investments
19
ClearBridge Investments
New York
$29.8M -$3.83M -196,892 -12%
Millennium Management
20
Millennium Management
New York
$24.2M -$10M -515,013 -31%
Renaissance Technologies
21
Renaissance Technologies
New York
$22.6M +$5.13M +263,900 +32%
Nuveen
22
Nuveen
North Carolina
$22.4M +$8.78M +452,050 +71%
Baillie Gifford & Co
23
Baillie Gifford & Co
United Kingdom
$20.6M
AO
24
Allen Operations
New York
$20.2M
LPL Financial
25
LPL Financial
California
$18.9M +$17.6M +906,833 +8,503%