Viewing holdings for 2023 Q4. View latest quarter →
Investors holding2
New positions0
Increased1
Decreased1
Exited1
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 4.42%+2.8 pp | 6,606,269 | +70.0% | Increased | 2024-02-14 | SEC filing |
| Philippe LaffontCoatue Management | 0.17%-0.0 pp | 536,355 | -35.6% | Decreased | 2024-02-14 | SEC filing |
| Viking GlobalViking Global | 0.00%-2.2 pp | 0 | -100.0% | Exited | 2024-02-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 2 |
| 2026 Q1 | 1 |
| 2025 Q4 | 1 |
| 2025 Q3 | 2 |
| 2025 Q2 | 3 |
| 2025 Q1 | 2 |
| 2024 Q4 | 1 |
| 2024 Q3 | 1 |
| 2024 Q2 | 1 |
| 2024 Q1 | 2 |
| 2023 Q4 | 2 |
| 2023 Q3 | 3 |
| 2023 Q2 | 1 |
| 2023 Q1 | 3 |
| 2022 Q4 | 3 |
| 2022 Q3 | 4 |
| 2022 Q2 | 4 |
| 2022 Q1 | 4 |
| 2021 Q4 | 4 |
| 2021 Q3 | 3 |
Original sources
Public commentary is shown only when a dated, verified original is available.
Coatue ManagementOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Viking GlobalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 852234103 · CL A
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Viking Global · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups