Renaissance Technologies LLC holds $7.6M (13F 2025-12-31)
Lone Pine Capital LLC holds $314.3M (13F 2026-03-31)
Ranked by conviction, then grouped by what is driving each move. Every card links to the proof behind it.
Renaissance Technologies LLC holds $7.6M (13F 2025-12-31)
Lone Pine Capital LLC holds $314.3M (13F 2026-03-31)
Tiger Global Management LLC holds $398.0M (13F 2026-03-31)
Renaissance Technologies LLC holds $214.8M (13F 2025-12-31)
Renaissance Technologies LLC holds $94.8M (13F 2025-12-31)
Fidelity Magellan Fund holds $441.9M (NPORT-P 2026-03-31)
Tiger Global Management LLC holds $1.8B (13F 2026-03-31)
Pershing Square Capital Management LP holds $1.5B (13F 2026-03-31)
Berkshire Hathaway Inc holds $15.6B (13F 2026-03-31)
Tiger Global Management LLC holds $3.1B (13F 2026-03-31)
Revenue growth 60.6% YoY (period end 2026-03-31)
Operating margin expanded 2534bps YoY
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