| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Lone Pine Capital | 3.13% | 2,738,075 | NEW |
| Third Point | 2.02% | 505,000 | NEW |
| First Eagle Investment Management | 0.05% | 157,414 | TRIMMED (-29.9%) |
| Maverick Capital | 0.01% | 3,156 | NEW |
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 | 635 of 8,857 filers |
| Long-only filers among them | 633 |
| Change vs 2026 Q1 | +125 net · 593 entered · 468 exited |
| Shares reported, all filers | 97,359,428 |
| Reported value, all filers | $17.9B |
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).
2 insiders bought on the open market in the last 90 days (2 purchases, $1.6M), against 1 sales by 1 insiders ($3.7M). Latest buy: Aug 25, 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
· 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
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
· CEO & CFO Buying — Buy txns: 2 · Buy value: $1.6M · Insiders buying: 2 · Latest buy: Aug 25, 2026
· Large Insider Buys — Buy value: $1.6M · Buy txns: 2 · Insiders buying: 2 · Latest buy: Aug 25, 2026
· Insider Net Buying — Buy txns: 2 · Sell txns: 1 · Buy value: $1.6M · Latest buy: Aug 25, 2026
· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 2 · Buy value: $1.6M · Latest buy: Aug 25, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
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