| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Maverick Capital | 2.95% | 1,473,873 | ADDED (+41.1%) |
| Viking Global Investors | 0.72% | 1,106,134 | TRIMMED (-12.5%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 789 of 8,857 filers |
| Long-only filers among them | 784 |
| Change vs 2026 Q1 | +54 net · 721 entered · 667 exited |
| Shares reported, all filers | 68,701,147 |
| Reported value, all filers | $15.7B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
7 insiders bought on the open market in the last 90 days (9 purchases, $5.6M), against 0 sales by 0 insiders ($0). Latest buy: Sep 30, 2026.
CEO/CFO bought$1M+ open-market buySource: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Insiders
· Insider Cluster Buying — Last 90 days: 3 or more different insiders bought on the open market
· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market
· Large Insider Buys — Last 90 days: a single buy trade of $1M or more
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Graham — Sound finances and a long run of profits
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Shareholder Yield — Cash returned through dividends and buybacks
Key figures
· Growth — Latest revenue: $17.2B · 5-yr revenue CAGR: 12.4% · Straight growth years: 7
· Graham — Current ratio: 1.53 · Straight profitable years: 5 · Debt ratio: — · Latest net income: $849.2M
· Neff Total Return Ratio — EPS growth: 11.8% · Dividend yield: 3.6% · P/E: 13.63 · Neff ratio: 1.12
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.47 · Operating cash flow: $1.5B · Net income: $849.2M
· Shareholder Yield — Shareholder yield: 6.6% · of which dividends: 3.6% · of which buybacks: 3.0%
· Insider Cluster Buying — Insiders buying: 7 · Buy txns: 9 · Buy value: $5.6M · Latest buy: Sep 30, 2026
· CEO & CFO Buying — Buy txns: 9 · Buy value: $5.6M · Insiders buying: 7 · Latest buy: Sep 30, 2026
· Large Insider Buys — Buy value: $5.6M · Buy txns: 9 · Insiders buying: 7 · Latest buy: Sep 30, 2026
· Insider Net Buying — Buy txns: 9 · Sell txns: 0 · Buy value: $5.6M · Latest buy: Sep 30, 2026
· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 7 · Buy txns: 9 · Buy value: $5.6M · Latest buy: Sep 30, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2023 Q3, ranked #44 of 50.
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