Consensus11.4/100↑ 1Current quarter score · 2026 Q2
Investors holding3
New positions0
Increased2
Decreased1
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Viking GlobalViking Global | 0.66%-1.9 pp | 547,816 | -78.0% | Decreased | 2026-08-14 | SEC filing |
| Soros Fund ManagementSoros Fund Management | 0.60%+0.2 pp | 86,846 | +63.6% | Increased | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 0.05%-0.0 pp | 59,963 | +1.9% | Increased | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 3 |
| 2026 Q1 | 3 |
| 2025 Q4 | 3 |
| 2025 Q3 | 2 |
| 2025 Q2 | 3 |
| 2025 Q1 | 3 |
| 2024 Q4 | 3 |
| 2024 Q3 | 3 |
| 2024 Q2 | 1 |
| 2024 Q1 | 1 |
| 2023 Q4 | 1 |
| 2023 Q3 | 1 |
| 2023 Q2 | 1 |
| 2023 Q1 | 2 |
| 2022 Q4 | 2 |
| 2022 Q3 | 2 |
| 2022 Q2 | 2 |
| 2022 Q1 | 1 |
| 2021 Q4 | 2 |
| 2021 Q3 | 2 |
Inside the Consensus Score
breadth5.6 / 30
conviction0.2 / 20
activity1.7 / 20
trend1.8 / 15
persistence2.1 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Soros Fund ManagementOfficial SEC filing
Coatue ManagementOfficial SEC filing
Viking GlobalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 88160R101 · COM
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Viking Global · 13F-HR · SEC filing · TXT
Soros Fund Management · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
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