Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Knecht Dale Martin | SVP Information Technology | 2026-08-10 | 26,198 | $3,720,116 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Third Point LLC | Third Point LLC opened a new position worth $94,445,100. | 2026-06-30 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | WESTFIELD CAPITAL MANAGEMENT CO LP opened a new position worth $77,810,045. | 2026-06-30 |
| NORGES BANK | NORGES BANK opened a new position worth $238,102,456. | 2026-06-30 |
| LONE PINE CAPITAL LLC | LONE PINE CAPITAL LLC opened a new position worth $512,074,787. | 2026-06-30 |
| Palestra Capital Management LLC | Palestra Capital Management LLC opened a new position worth $105,214,086. | 2026-06-30 |
| Holocene Advisors, LP | Holocene Advisors, LP opened a new position worth $57,148,262. | 2026-06-30 |
| Qube Research & Technologies Ltd | Qube Research & Technologies Ltd opened a new position worth $78,379,521. | 2026-06-30 |
| TOMS Capital Investment Management LP | TOMS Capital Investment Management LP opened a new position worth $76,865,220. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,054,357,417 | 5,637,672 |
| VANGUARD CAPITAL MANAGEMENT LLC | $875,509,256 | 4,681,367 |
| Whale Rock Capital Management LLC | $791,202,137 | 4,230,575 |
| LONE PINE CAPITAL LLC | $512,074,787 | 2,738,075 |
| DIMENSIONAL FUND ADVISORS LP | $470,091,648 | 2,513,591 |
| GEODE CAPITAL MANAGEMENT, LLC | $398,870,236 | 2,124,932 |
| Capital World Investors | $374,833,339 | 2,004,242 |
| FMR LLC | $373,206,826 | 1,995,545 |
| Polar Capital Holdings Plc | $367,665,423 | 1,965,915 |
| Castle Hook Partners LP | $333,105,249 | 1,781,121 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Quarter Ending 2026-06-30 Third Point LLC’s 13F filing for the quarter ending 2026-06-30 shows a notable pivot away from semiconductor exposure alongside continued conviction in materials and industrial names. The fund exited several chip-related holdings entirely, including Nvidia Corporation (NVDA), a position previously worth $33,136,000, along with KLA Corp (KLAC), Lam Research Corp (LRCX), and … Read more