Held by 7 tracked superinvestors.
See SPOT insider (officer/director) trading →Chase Coleman
Tiger Global Management · as of 2026-06-30
$537,837,279
1,171,427 shares
ValueAct Capital
ValueAct Capital · as of 2026-06-30
$241,869,684
526,800 shares
Polen Capital Management
Polen Capital Management · as of 2026-06-30
$37,455,057
81,578 shares
Josh Tarasoff
Greenlea Lane Capital · as of 2026-06-30
$18,075,948
39,370 shares
Thomas Gayner
Markel Group · as of 2026-06-30
$11,891,467
25,900 shares
William Von Mueffling
Cantillon Capital Management · as of 2026-06-30
$9,281,772
20,216 shares
Robert Vinall
RV Capital GmbH · as of 2026-06-30
$229,565
500 shares
ValueAct Capital
2026-06-30 · 4.3% of portfolio
William Von Mueffling
2026-06-30 · 1.4% of portfolio
Stephen Mandel
2026-06-30 · 0.3% of portfolio
Polen Capital Management
2026-06-30 · 0.3% of portfolio
Lee Ainslie
2026-06-30 · 0.0% of portfolio
Josh Tarasoff
2026-06-30 · 5.0% of portfolio
Chase Coleman
2026-06-30 · 2.2% of portfolio
ValueAct Capital
2026-03-31 · 3.0% of portfolio
Stephen Mandel
2026-03-31 · 0.3% of portfolio
Polen Capital Management
2026-03-31 · 0.4% of portfolio
Lee Ainslie
2026-03-31 · 0.0% of portfolio
Howard Marks
2026-03-31 · 0.0% of portfolio
Daniel Loeb
2026-03-31 · 0.7% of portfolio
Chase Coleman
2026-03-31 · 3.4% of portfolio
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