3 active managers newly reported substantial positions.
Brad Gerstner · Altimeter: not reported → 16.2% of reported long-share value; newly reported positive position.
Coatue: not reported → 3.2% of reported long-share value; newly reported positive position.
Tiger Global: not reported → 2.8% of reported long-share value; newly reported positive position.
What earned its place
At least two distinct active-manager groups each newly reported the position or increased reported shares by at least 10%, raised its allocation by at least 0.5 percentage points, and ended with at least 1% of reported long-share value in the position. 3 groups pass for this company. The qualifying expansions outnumber meaningful reductions.
Different clocks: institutional comparisons use 2026-06-30 quarter-end holdings—not trades made today. Congressional and insider activity below uses 2026-08-10–2026-11-07 transaction dates. Historical records are shown separately.
Meaningfully expanding manager groups
3
Meaningfully reducing manager groups
0
90-day buying / selling filers
0 / 0
90-day buy / sale events
0 / 0
Repeat buying filers
0
Observed supporting source feeds
Funds / institutions
The portfolio changes behind the signal
Exact before/after quantities and allocation weights. Related entities count as one manager group; different share classes keep separate source rows.
Meaningful reported expansion
Brad Gerstner · Altimeter
COM CL A · CUSIP 15675D103
2026-03-31 allocation
Not reported
2026-06-30 allocation
16.24%
Change within reported holdings
+16.24 percentage points
Reported shares
Not previously reported → 7225037
Reported quantity change
Newly reported—not a confirmed purchase
Latest report filed
2026-08-14
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
A newly reported holding can reflect an IPO, transfer, reporting change or an actual purchase. Share counts are not split-adjusted, and weights can change with prices. These are meaningful reported expansions, not claims about executed orders or investment intent.
Check the other side
0 active-manager groups meaningfully reduced a reported quantity. 0 congressional/insider filers disclosed sales across 0 distinct filer/date events in the 90-day transaction window. Selling is not hidden or subtracted from the page.
Congress and corporate insider purchase evidence
0 distinct reporting filers and 0 distinct filer/date purchase events in this 90-day window. Joint Form 4 owners count as one reporting unit; same-day split rows do not create repeat buying.
No eligible recent purchase rows in the published collections for this company. This is not cross-source confirmation and does not establish that no purchases occurred.
Explore the longer history
Older disclosed activity provides context, not fresh confirmation. 0 eligible older source rows are available for this company in the current published collections.
Four feeds are evaluated, not assumed to agree. Incomplete insider filing windows cannot establish a complete 90-day absence. Only comparable, non-amended full 13F reports contribute to manager-expansion thresholds; giant index/bank portfolios do not qualify a stock merely by holding it.
CBRS · Class A · 15675D103
Issuer CIK 0002021728. Reviewed exact security link, not a fuzzy-name join.
As of 2026-11-07. Evidence strength is not validated predictive performance. No profit, personal return or future stock move is implied. Read the published rules →
