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Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Coatue Management sold 2,760,350 shares; portfolio weight moved from 3.19% to 1.29%.
Tiger Global sold 1,343,915 shares; portfolio weight moved from 2.97% to 1.47%.
Bridgewater Associates sold 699,009 shares; portfolio weight moved from 0.64% to 0.04%.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 3 | $1,884,156,341 | 12,513,491 | Tiger Global New position - 6,148,984 Shares ARK Invest New position - 155,513 Shares Coatue Management New position - 6,208,994 Shares |
| Q3 2025 | 4 | $2,609,324,637 | 11,345,383 | Bridgewater Associates New position - 617,208 Shares Tiger Global Reduced - 4,672,515 Shares ARK Invest Increased - 158,120 Shares Coatue Management Reduced - 5,897,540 Shares |
| Q4 2025 | 3 | $2,335,932,506 | 10,161,972 | Bridgewater Associates Increased - 767,816 Shares Tiger Global Reduced - 3,843,915 Shares ARK Invest Exited - 0 Shares Coatue Management Reduced - 5,550,241 Shares |
| Q1 2026 | 3 | $721,548,686 | 5,358,698 | Bridgewater Associates Reduced - 68,807 Shares Tiger Global Reduced - 2,500,000 Shares Coatue Management Reduced - 2,789,891 Shares |