Consensus14.9/100↑ 3Current quarter score · 2026 Q2
Investors holding4
New positions0
Increased1
Decreased3
Exited0
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 3.42%-0.5 pp | 1,345,157 | -12.1% | Decreased | 2026-08-14 | SEC filing |
| Daniel LoebThird Point | 2.60%-2.3 pp | 290,000 | -9.4% | Decreased | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 0.44%-0.2 pp | 517,250 | -11.4% | Decreased | 2026-08-14 | SEC filing |
| Soros Fund ManagementSoros Fund Management | 0.06%+0.0 pp | 8,275 | +110.5% | Increased | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 4 |
| 2026 Q1 | 4 |
| 2025 Q4 | 3 |
| 2025 Q3 | 1 |
| 2025 Q2 | 0 |
| 2025 Q1 | 0 |
| 2024 Q4 | 0 |
| 2024 Q3 | 0 |
| 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
conviction0.8 / 20
activity2.4 / 20
trend3.3 / 15
persistence0.9 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Third PointOfficial SEC filing
Soros Fund ManagementOfficial SEC filing
Coatue ManagementOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 576323109 · 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
Soros Fund Management · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups