Portfolio changes
Activity
Moves in AS across featured managers.
Activity·AS
2 shownmoves
2 shown
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 15 May 1 | |||||
| AS | Add | Andreas Halvorsen - Viking Global Investors LP | +0.19 pp | +51.0% sh | 2025Q4→2026Q1 |
| 13 May 1 | |||||
| AS | Add | Senator Investment Group LP | +0.58 pp | +40.6% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Managers · Home.