Latest close
$186.24
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Baupost Group | 2.68% | 633,609 | HELD |
| Oakmark Funds | 0.29% | 957,500 | TRIMMED (-2.1%) |
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: Maverick Capital.
| Institutions holding | 601 of 8,857 filers |
| Long-only filers among them | 598 |
| Change vs 2026 Q1 | +85 net · 567 entered · 482 exited |
| Shares reported, all filers | 55,829,629 |
| Reported value, all filers | $12.3B |
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).
Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Graham — Sound finances and a long run of profits
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
· Top Relative Strength — Top 20% of the universe by 6-month return
Key figures
· Growth — Latest revenue: $45.4B · 5-yr revenue CAGR: 18.5% · Straight growth years: 6
· Graham — Current ratio: 1.69 · Straight profitable years: 8 · Debt ratio: 2.83 · Latest net income: $472.0M
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Politician BEST — appeared in 1 of the last 20 quarterly lists; latest 2023 Q2, ranked #24 of 50.
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