Ticker: V CUSIP: 92826C839 Class: Common Stock
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Consulta Ltd | 500,000 | $175,355 |
| Maytus Capital Management, LLC | 97,500 | $34,194 |
| Blacksheep Fund Management Ltd | 48,250 | $16,922 |
| Zeno Equity Partners LLP | 35,441 | $12,430 |
| Explore Capital Management, LLC | 23,000 | $8,066 |
| Spinecap SAS | 32,604 | $11,435 |
| Watershed Asset Management, L.L.C. | 15,500 | $5,436 |
| ZEVIN ASSET MANAGEMENT LLC | 88,610 | $31,076 |
| BRIDGER MANAGEMENT, LLC | 17,200 | $6,032 |
| MAVERICK CAPITAL LTD | 776,863 | $272,454 |
| Cartenna Capital, LP | 230,000 | $80,663 |
| Incline Global Management LLC | 22,851 | $8,014 |
| MAPLELANE CAPITAL, LLC | 203,000 | $71,194 |
| Coronation Fund Managers Ltd. | 120,905 | $42,403 |
| Petrus Trust Company, LTA | 39,600 | $13,888 |
| New England Research & Management, Inc. | 9,329 | $3,272 |
| DB Fitzpatrick & Co, Inc | 4,287 | $1,503 |
| Advanced Portfolio Management, LLC | 1,302 | $457 |
| Stieven Capital Advisors, L.P. | 16,500 | $5,787 |
| Laird Norton Wetherby Trust Company, LLC | 96,847 | $33,965 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Hengistbury Investment Partners LLP | 188,318 | 317,818 | +129,500 (+68.8%) |
| Alfreton Capital LLP | 200,000 | 250,000 | +50,000 (+25.0%) |
| Mayar Capital Ltd. | 2,880 | 12,760 | +9,880 (+343.1%) |
| Egerton Capital (UK) LLP | 2,383,373 | 3,270,999 | +887,626 (+37.2%) |
| AMIRAL GESTION | 47,782 | 75,010 | +27,228 (+57.0%) |
| TRB Advisors LP | 80,000 | 110,000 | +30,000 (+37.5%) |
| London & Capital Asset Management Ltd | 151,643 | 1,475,081 | +1,323,438 (+872.7%) |
| Milestones Administradora de Recursos Ltda. | 7,905 | 30,081 | +22,176 (+280.5%) |
| Palestra Capital Management LLC | 308,278 | 476,442 | +168,164 (+54.5%) |
| North Reef Capital Management LP | 105,000 | 270,000 | +165,000 (+157.1%) |
| Nutshell Asset Management Ltd | 17,350 | 39,275 | +21,925 (+126.4%) |
| L1 Capital International Pty Ltd | 69,763 | 319,684 | +249,921 (+358.2%) |
| Gillson Capital LP | 137,700 | 282,437 | +144,737 (+105.1%) |
| Soroban Capital Partners LP | 1,691,441 | 2,484,618 | +793,177 (+46.9%) |
| Metropolis Capital Ltd | 163,789 | 326,223 | +162,434 (+99.2%) |
| Katamaran Capital LLP | 14,917 | 23,742 | +8,825 (+59.2%) |
| Cardano Asset Management N.V. | 848,848 | 8,213,610 | +7,364,762 (+867.6%) |
| SOROS CAPITAL MANAGEMENT LLC | 14,208 | 31,269 | +17,061 (+120.1%) |
| Triad Investment Management | 8,428 | 12,705 | +4,277 (+50.7%) |
| TB Capital Gestao de Recursos Ltda. | 10,874 | 18,761 | +7,887 (+72.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Voyager Global Management LP | 1,100,000 | 500,000 | -600,000 (-54.5%) |
| CAPITAL & PLANNING, LLC | 43,219 | 9,990 | -33,229 (-76.9%) |
| Templeton & Phillips Capital Management, LLC | 28,871 | 1,371 | -27,500 (-95.3%) |
| Saber Capital Managment, LLC | 21,183 | 11,722 | -9,461 (-44.7%) |
| Charles-Lim Capital Ltd | 200,000 | 150,000 | -50,000 (-25.0%) |
| CADINHA & CO LLC | 69,960 | 5,887 | -64,073 (-91.6%) |
| Tenere Capital LLC | 100,969 | 24,252 | -76,717 (-76.0%) |
| CRITERIA CAIXA, S.A.U. | 69,398 | 56,700 | -12,698 (-18.3%) |
| Skye Global Management LP | 824,000 | 562,000 | -262,000 (-31.8%) |
| Immersion Capital LLP | 50,911 | 36,671 | -14,240 (-28.0%) |
| Aristotle Atlantic Partners, LLC | 334,408 | 156,218 | -178,190 (-53.3%) |
| NatWest Group plc | 44,915 | 26,188 | -18,727 (-41.7%) |
| 14B Captial Management LP | 70,000 | 69,268 | -732 (-1.0%) |
| DJE Kapital AG | 340,360 | 171,638 | -168,722 (-49.6%) |
| New Millennium Group LLC | 14,550 | 800 | -13,750 (-94.5%) |
| EDGEWOOD MANAGEMENT LLC | 5,085,109 | 3,672,663 | -1,412,446 (-27.8%) |
| Sage Investment Advisers LLC | 19,990 | 16,228 | -3,762 (-18.8%) |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 126,063 | 84,110 | -41,953 (-33.3%) |
| POLEN CAPITAL MANAGEMENT LLC | 4,340,224 | 3,375,342 | -964,882 (-22.2%) |
| 180 GPS Investments IC Ltd | 10,035 | 96 | -9,939 (-99.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Baypointe Partners LLC | 46,667 | $15,931 |
| ODDO BHF ASSET MANAGEMENT SAS | 199,375 | $68,058 |
| SORA INVESTORS LLC | 78,601 | $26,833 |
| Octahedron Capital Management L.P. | 12,550 | $4,284 |
| Quantessence Capital LLC | 16,263 | $5,552 |
| Hayek Kallen Investment Management | 21,583 | $7 |
| Arlington Partners LLC | 14,513 | $4,954 |
| Blue Whale Capital LLP | 96,095 | $32,805 |
| Blue Grotto Capital, LLC | 39,618 | $13,525 |
| AustralianSuper Pty Ltd | 776,408 | $265,050 |
| Element Squared LLC | 7,036 | $2,402 |
| ASHTON THOMAS SECURITIES, LLC | 25,482 | $8,692 |
| Seascape Capital Management | 16,016 | $5 |
| PEAK FINANCIAL ADVISORS LLC | 7,006 | $2,392 |
| Hel Ved Capital Management Ltd | 14,815 | $5,058 |
| Camarda Financial Advisors, LLC | 7,817 | $2,669 |
| Northwest Financial Advisors | 2,088 | $713 |
| Absoluto Partners Gestao de Recursos Ltda | 4,575 | $1,562 |
| Symmetry Investments LP | 46,321 | $15,813 |
| Longbow Finance SA | 23,046 | $7,867 |