| PORTFOLIO MANAGER | WEIGHTS | CHANGE VALUE | CURRENT SHARES |
|---|
| Comprehensive Financial Management LLC | 75.60% | 12.84% | 31,286,408 |
| Lindsell Train Ltd | 15.94% | 12.35% | 4,687,362 |
| Lindsell Train Ltd | 15.94% | 0.12% | 4,687,362 |
| Portland Hill Asset Management Ltd | 12.98% | -0.05% | 79,648 |
| Riverstone Advisors, LLC | 12.76% | 0.15% | 98,063 |
| ARAVT GLOBAL LLC | 12.60% | 20.77% | 224,157 |
| OGBORNE CAPITAL MANAGEMENT LLC | 12.58% | 6.85% | 200,000 |
| Guardian Point Capital, LP | 12.02% | 18.87% | 485,263 |
| Marathon Partners Equity Management LLC | 10.54% | 18.87% | 95,500 |
| SAYBROOK CAPITAL /NC | 10.48% | 0.19% | 139,658 |