Portfolio changes · featured 13Fs

Activity

QoQ portfolio changes across featured managers — New / Exit / Add / Reduce by filed date.

40 of 137 managers filed through 19 Aug 190 shown managers newest 13Fs

portfolio moves

190 shown

New 131 Exit 26 Add 21 Reduce 12 all 190

190 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
19 Aug 5
TRAX	New	Palo Alto Investors	+1.68 pp	opened 1.7%	Q1→Q2
SGMT	New	Palo Alto Investors	+0.27 pp	opened 0.27%	Q1→Q2
NAMS	New	Palo Alto Investors	+0.21 pp	opened 0.21%	Q1→Q2
AM6	Exit	Palo Alto Investors	−2.46 pp	was 2.5%	Q1→Q2
DNLI	Exit	Palo Alto Investors	−0.69 pp	was 0.69%	Q1→Q2
18 Aug 5
SIMO	New	Nehal Chopra - Ratan Capital Management	+12.65 pp	opened 12.7%	Q1→Q2
QCOM	New	Nehal Chopra - Ratan Capital Management	+6.47 pp	opened 6.5%	Q1→Q2
FRMI	New	Nehal Chopra - Ratan Capital Management	+6.38 pp	opened 6.4%	Q1→Q2
ARM	New	Nehal Chopra - Ratan Capital Management	+4.98 pp	opened 5.0%	Q1→Q2
MU	New	Nehal Chopra - Ratan Capital Management	+4.84 pp	opened 4.8%	Q1→Q2
17 Aug 20
CBRS	New	Ben Hoskin - Value Aligned Research Advisors	+0.60 pp	opened 0.60%	Q1→Q2
SATS	New	Ben Hoskin - Value Aligned Research Advisors	+0.48 pp	opened 0.48%	Q1→Q2
FPS	New	Ben Hoskin - Value Aligned Research Advisors	+0.44 pp	opened 0.44%	Q1→Q2
SPCX	New	Ben Hoskin - Value Aligned Research Advisors	+0.25 pp	opened 0.25%	Q1→Q2
AMD	New	Ben Hoskin - Value Aligned Research Advisors	+0.23 pp	opened 0.23%	Q1→Q2
SLV	New	Muhlenkamp & Co.	+0.19 pp	opened 0.19%	Q1→Q2
WBS	New	Kahn Brothers Group	+0.05 pp	opened 0.05%	Q1→Q2
MTZ	Exit	Muhlenkamp & Co.	−3.63 pp	was 3.6%	Q1→Q2
FRDM	Exit	Muhlenkamp & Co.	−3.41 pp	was 3.4%	Q1→Q2
CMCSA	Exit	Kahn Brothers Group	−0.04 pp	was 0.04%	Q1→Q2
MSFT	Add	Altarock Partners	+3.79 pp	+25.0% sh	Q1→Q2
V	Add	Altarock Partners	+3.12 pp	+67.7% sh	Q1→Q2
MA	Add	Altarock Partners	+2.93 pp	+46.2% sh	Q1→Q2
MBI	Add	Kahn Brothers Group	+2.19 pp	+104.9% sh	Q1→Q2
URI	Add	Muhlenkamp & Co.	+2.15 pp	+0.4% sh	Q1→Q2
MCHP	Add	Muhlenkamp & Co.	+1.91 pp	+0.1% sh	Q1→Q2
Z	Add	Kahn Brothers Group	+1.89 pp	+116.8% sh	Q1→Q2
BP	Add	Kahn Brothers Group	−1.53 pp	+0.4% sh	Q1→Q2
AMZN	Reduce	Altarock Partners	−5.99 pp	−24.3% sh	Q1→Q2
MCO	Reduce	Altarock Partners	−5.88 pp	−64.9% sh	Q1→Q2
14 Aug 10
SPCX	New	Ron Baron - Bamco Inc. (Baron Capital)	+37.38 pp	opened 37.4%	Q1→Q2
USHY	New	King Street Capital Management	+19.50 pp	opened 19.5%	Q1→Q2
ASH	New	Alex Roepers - Atlantic Investment Management	+17.47 pp	opened 17.5%	Q1→Q2
EGO	New	Prem Watsa - Fairfax Financial Holdings	+16.18 pp	opened 16.2%	Q1→Q2
WBD	New	Dan Loeb - Third Point	+11.39 pp	opened 11.4%	Q1→Q2
HYG	New	King Street Capital Management	+10.00 pp	opened 10.0%	Q1→Q2
EA	New	Farallon Capital Management	+7.49 pp	opened 7.5%	Q1→Q2
NBIS	New	Stephen Mandel - Lone Pine Capital	+7.19 pp	opened 7.2%	Q1→Q2
SPCX	New	Philippe Laffont - Coatue Management	+6.52 pp	opened 6.5%	Q1→Q2
ALAB	New	Alex Sacerdote - Whale Rock Capital Management	+6.08 pp	opened 6.1%	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home