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Consensus7.8/100↑ 1Current quarter score · 2026 Q2
Investors holding2
New positions1
Increased0
Decreased1
Exited0

Holdings by investor

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InvestorPortfolio weightSharesShares ΔChangeFiledEvidence
Akre Capital ManagementAkre Capital Management3.02%-0.1 pp29,858,935-5.2%Decreased2026-08-14SEC filing
Stanley DruckenmillerDuquesne Family Office0.14%+0.1 pp1,170,900—New2026-08-14SEC filing

Ownership over time

12024 Q3
12024 Q4
22025 Q1
22025 Q2
12025 Q3
12025 Q4
12026 Q1
22026 Q2
All 20 quarters
QuarterInvestors holding
2026 Q22
2026 Q11
2025 Q41
2025 Q31
2025 Q22
2025 Q12
2024 Q41
2024 Q31
2024 Q22
2024 Q11
2023 Q40
2023 Q30
2023 Q21
2023 Q11
2022 Q41
2022 Q31
2022 Q21
2022 Q11
2021 Q41
2021 Q32

Inside the Consensus Score

breadth3.8 / 30
conviction0.4 / 20
activity1.2 / 20
trend1.4 / 15
persistence1.1 / 15
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Original sources

Public commentary is shown only when a dated, verified original is available.

Duquesne Family OfficeOfficial SEC filing
Akre Capital ManagementOfficial SEC filing
Advanced · SEC data & downloads

CUSIP 12510Q100 · COM

Original information table · XML/data

Original information table · XML/data

Security identifier mapping

Akre Capital Management · 13F-HR · SEC filing · TXT

Duquesne Family Office · 13F-HR · SEC filing · TXT

Download full history CSV · all candidate groups
HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.