Portfolio changes · featured 13Fs
Activity
Moves in APP across featured managers — New / Exit / Add / Reduce.
APP · add · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| APP | Add | Pat Dorsey - Dorsey Asset Management | +4.45 pp | +38.6% sh | Q1→Q2 |
| APP | Add | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | +54.2% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| APP | Add | Ryan Packard - Hiddenite Capital Partners | −1.52 pp | +50.0% sh | 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