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| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter |
|---|---|---|---|---|
Philippe Laffont / Coatue Coatue Management LLC | $1.55B | 3.9% | NEW2026-Q2 | Before 2020-Q1 |
Gavin Baker / Atreides Management Atreides Management LP | $687M | 6.8% | NEW2026-Q2 | Before 2020-Q1 |
Chase Coleman / Tiger Global Tiger Global Management LLC | $663M | 3.7% | NEW2026-Q2 | Before 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $452M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $276M | 0.8% | NEW2026-Q2 | Before 2020-Q1 |
Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $248M | 2.4% | NEW2026-Q2 | Before 2020-Q1 |
Harvard Management Company Harvard Management Company, Inc. | $239M | 6.3% | NEW2026-Q2 | Before 2020-Q1 |
Wellington Management Wellington Management Group LLP | $195M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Norges Bank Investment Management Norges Bank | $187M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Cathie Wood / ARK Invest ARK Investment Management LLC | $183M | 2.9% | ADD90-day window | Before 2020-Q1 |
Marc Stad / Dragoneer Investment Group Dragoneer Investment Group, LLC | $88M | 3.8% | NEW2026-Q2 | Before 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $66M | 1.1% | NEW2026-Q2 | Before 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $65M | 0.2% | NEW2026-Q2 | Before 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $62M | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $60M | 0.3% | NEW2026-Q2 | Before 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $49M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $39M | 2.5% | NEW2026-Q2 | Before 2020-Q1 |
Sander Gerber / Hudson Bay Capital Hudson Bay Capital Management LP | $39M | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
George Soros / Soros Fund Management Soros Fund Management LLC | $33M | 1.8% | NEW2026-Q2 | Before 2020-Q1 |
Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $33M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Steve Cohen / Point72 Point72 Asset Management, L.P. | $29M | 0.2% | NEW2026-Q2 | Before 2020-Q1 |
Avala Global Avala Global LP | $24M | 1.3% | NEW2026-Q2 | Before 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $16M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $15M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $11M | 0.1% | NEW2026-Q2 | Before 2020-Q1 |
Steven Schonfeld / Schonfeld Strategic Advisors Schonfeld Strategic Advisors LLC | $10M | 0.2% | NEW2026-Q2 | Before 2020-Q1 |
Yarbrough Capital Yarbrough Capital, LLC | $8M | 0.3% | NEW2026-Q2 | Before 2020-Q1 |
Himension Capital Himension Capital (Singapore) Pte. Ltd. | $5M | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
Robert Pitts / Steadfast Capital Steadfast Capital Management LP | $3M | 0.4% | NEW2026-Q2 | Before 2020-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $3M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Leopold Aschenbrenner / Situational Awareness LP Situational Awareness LP | $2M | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
Baillie Gifford & Co Baillie Gifford & Co | $221000 | 0.0% | NEW2026-Q2 | Before 2020-Q1 |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
| Date | Investor | Action | Δ $ | Δ Shares |
|---|---|---|---|---|
| 2026-08-19 | ADD | — | +78.8K | |
| 2026-08-18 | ADD | — | +35.1K | |
| 2026-08-13 | ADD | — | +106.9K | |
| 2026-08-07 | ADD | — | +21.0K | |
| 2026-08-06 | ADD | — | +7.4K | |
| 2026-08-03 | ADD | — | +37.2K | |
| 2026-Q2 | NEW | +$2M | +10.0K | |
| 2026-Q2 | NEW | +$687M | +3.11M | |
| 2026-Q2 | NEW | +$24M | +107.3K | |
| 2026-Q2 | NEW | +$221K | +1.0K | |
| 2026-Q2 | NEW | +$248M | +1.12M | |
| 2026-Q2 | NEW | +$65M | +295.0K | |
| 2026-Q2 | NEW | +$276M | +1.25M | |
| 2026-Q2 | NEW | +$1.55B | +7.01M | |
| 2026-Q2 | NEW | +$15M | +66.1K | |
| 2026-Q2 | NEW | +$33M | +150.0K | |
| 2026-Q2 | NEW | +$49M | +220.3K | |
| 2026-Q2 | NEW | +$88M | +400.0K | |
| 2026-Q2 | NEW | +$66M | +297.9K | |
| 2026-Q2 | NEW | +$239M | +1.08M | |
| 2026-Q2 | NEW | +$5M | +21.2K | |
| 2026-Q2 | NEW | +$39M | +174.7K | |
| 2026-Q2 | NEW | +$16M | +73.2K | |
| 2026-Q2 | NEW | +$60M | +272.9K | |
| 2026-Q2 | NEW | +$187M | +846.6K | |
| 2026-Q2 | NEW | +$29M | +129.9K | |
| 2026-Q2 | NEW | +$3M | +11.4K | |
| 2026-Q2 | NEW | +$10M | +46.9K | |
| 2026-Q2 | NEW | +$33M | +150.0K | |
| 2026-Q2 | NEW | +$3M | +13.4K | |
| 2026-Q2 | NEW | +$452M | +2.04M | |
| 2026-Q2 | NEW | +$62M | +279.2K | |
| 2026-Q2 | NEW | +$663M | +3.00M | |
| 2026-Q2 | NEW | +$39M | +175.0K | |
| 2026-Q2 | NEW | +$195M | +881.7K | |
| 2026-Q2 | NEW | +$11M | +50.7K | |
| 2026-Q2 | NEW | +$8M | +36.1K | |
| 2026-06-29 | ADD | — | +941 | |
| 2026-06-26 | ADD | — | +20.5K | |
| 2026-06-25 | ADD | — | +112.0K | |
| 2026-06-24 | ADD | — | +99.2K | |
| 2026-06-23 | ADD | — | +25.8K | |
| 2026-06-01 | ADD | — | +62.7K | |
| 2026-05-27 | ADD | — | +817 | |
| 2026-05-26 | ADD | — | +35.1K | |
| 2026-05-22 | ADD | — | +42.1K | |
| 2026-05-20 | ADD | — | +82.8K | |
| 2026-05-15 | ADD | — | +149.2K | |
| 2026-05-14 | ADD | — | +105.6K |
| Investor | Filing Date | Type | Filed $ | Ownership % |
|---|---|---|---|---|
| Philippe Laffont / Coatue | 2026-08-14 | SC 13G | — | 7.1% |
| Brad Gerstner / Altimeter | 2026-08-14 | SC 13G | — | 6.2% |
| Gavin Baker / Atreides Management | 2026-08-14 | SC 13G | — | 10.7% |
| Chase Coleman / Tiger Global | 2026-05-22 | SC 13G | — | 8.7% |