APP
Moves
Streaks
The record for APP begins Q2 2021: 21 quarters.
Over time
Holders
| KensicoJohn Whalen, CIO | 28.12% | 3,182,850 | $1.6B | trimmed−3% | −1.43 pp | 17 q |
| DorseyPat Dorsey, portfolio manager | 14.50% | 439,313 | $226M | added+39% | +4.46 pp | 2 q |
| JerichoJosh Resnick, founder | 7.14% | 1,677,224 | $864M | held | — | 11 q |
| Lone PineDavid Craver, CIO | 3.28% | 1,042,268 | $537M | trimmed−29% | −1.37 pp | 10 q |
| Baillie | 3.03% | 6,471,615 | $3.3B | trimmed−3% | −0.31 pp | 8 q |
| FundsmithTerry Smith, founder | 2.64% | 930,489 | $479M | new | +2.64 pp | new |
| Whale RockAlex Sacerdote, founder | 1.91% | 461,611 | $238M | trimmed−34% | −1.67 pp | 10 q |
| CoatuePhilippe Laffont, founder | 1.24% | 1,171,189 | $603M | trimmed−9% | −0.53 pp | 15 q |
| D1Daniel Sundheim, founder | 0.99% | 669,282 | $345M | held | — | 7 q |
| DavisChris Davis, portfolio manager | 0.70% | 315,539 | $163M | trimmed−6% | −0.09 pp | 6 q |
| PRIMECAPJoel Fried, portfolio manager | 0.05% | 175,325 | $90M | added+1% | — | 7 q |
| BaronRon Baron, CEO | 0.00% | 276 | $142,203 | added+54% | — | 2 q |
| Tiger GlobalChase Coleman, CIO | — | — | — | exited | −1.74 pp | — |
