Consensus16.4/100↑ 4Current quarter score · 2026 Q2
Investors holding4
New positions2
Increased1
Decreased1
Exited0
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 4.07%+1.8 pp | 5,773,045 | -5.0% | Decreased | 2026-08-14 | SEC filing |
| Daniel LoebThird Point | 3.27%+1.3 pp | 1,315,000 | +51.2% | Increased | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 2.31%+2.3 pp | 9,715,476 | — | New | 2026-08-14 | SEC filing |
| Stanley DruckenmillerDuquesne Family Office | 0.83%+0.8 pp | 314,150 | — | New | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 4 |
| 2026 Q1 | 2 |
| 2025 Q4 | 0 |
| 2025 Q3 | 0 |
| 2025 Q2 | 0 |
| 2025 Q1 | 0 |
| 2024 Q4 | 1 |
| 2024 Q3 | 1 |
| 2024 Q2 | 0 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 0 |
| 2023 Q1 | 0 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth7.5 / 30
conviction1.3 / 20
activity3.1 / 20
trend3.8 / 15
persistence0.6 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Duquesne Family OfficeOfficial SEC filing
Third PointOfficial SEC filing
Coatue ManagementOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 44812J104 · COM
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Third Point · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Duquesne Family Office · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups