| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Leon Cooperman | 4.24% | 8,383,441 | HELD |
| Maverick Capital | 0.83% | 5,245,039 | ADDED (+97.9%) |
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.
Exited this quarter: Polen Capital Management.
1 insiders bought on the open market in the last 90 days (1 purchases, $312.0K), against 0 sales by 0 insiders ($0). Latest buy: Sep 2, 2026.
CEO/CFO boughtSource: 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
· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
Financial Screens
· Growth — Revenue up every year for 5 straight years
Key figures
· Growth — Latest revenue: $925.4M · 5-yr revenue CAGR: 14.1% · Straight growth years: 6
· CEO & CFO Buying — Buy txns: 1 · Buy value: $312.0K · Insiders buying: 1 · Latest buy: Sep 2, 2026
· Insider Net Buying — Buy txns: 1 · Sell txns: 0 · Buy value: $312.0K · Latest buy: Sep 2, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Share count tripled (3x) | 1 | 100.0% | +5.0% | -2.9% | +7.8% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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