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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1
Salesforce Inc
California
$247M +$229M +2,777,777 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M +$140M +1,705,937 New
Capital Research Global Investors
3
Capital Research Global Investors
California
$137M +$127M +1,543,590 New
Sands Capital Management
4
Sands Capital Management
Virginia
$135M +$125M +1,518,198 New
Coatue Management
5
Coatue Management
New York
$110M +$102M +1,235,238 New
WRCM
6
Whale Rock Capital Management
Massachusetts
$108M +$100M +1,219,254 New
Tiger Global Management
7
Tiger Global Management
New York
$107M +$98.7M +1,200,000 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$97.2M +$90M +1,094,588 New
Artisan Partners
9
Artisan Partners
Wisconsin
$96.1M +$89.1M +1,082,772 New
Fidelity International
10
Fidelity International
Bermuda
$78.5M +$72.7M +884,357 New
BlackRock
11
BlackRock
New York
$76.9M +$71.3M +866,617 New
Morgan Stanley
12
Morgan Stanley
New York
$51.6M +$47.8M +581,326 New
SIM
13
SRS Investment Management
New York
$37.6M +$34.8M +423,147 New
Citadel Advisors
14
Citadel Advisors
Florida
$32.5M +$30.1M +366,170 New
SM
15
SCGE Management
California
$31.1M +$28.8M +350,000 New
TAM
16
Telemark Asset Management
Massachusetts
$31.1M +$28.8M +350,000 New
Baillie Gifford & Co
17
Baillie Gifford & Co
United Kingdom
$26.6M +$24.7M +300,000 New
TCMNY
18
Thrive Capital Management (New York)
New York
$26.6M +$24.7M +300,000 New
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$24.5M +$22.7M +276,482 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$24.4M +$22.6M +275,176 New
ACA
21
Abdiel Capital Advisors
New York
$23.4M +$21.7M +263,240 New
Jennison Associates
22
Jennison Associates
New York
$22.9M +$21.2M +258,207 New
Wells Fargo
23
Wells Fargo
California
$22.2M +$20.6M +250,478 New
HA
24
HHLR Advisors
Cayman Islands
$20M +$18.5M +225,000 New
GCM
25
Glynn Capital Management
California
$19.5M +$18M +219,105 New
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