Portfolio changes · featured 13Fs
Activity
Moves in 63942X10 across featured managers — New / Exit / Add / Reduce.
63942X10
2 shown2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| Navitas Semiconductor | New | Stanley Druckenmiller - Duquesne Family Office | +0.11 pp | opened 0.11% | Q1→Q2 |
| Navitas Semiconductor | New | Davidson Kempner Capital Management | +0.05 pp | opened 0.05% | 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