Portfolio changes · featured 13Fs
Activity
Moves in CPNG across featured managers — New / Exit / Add / Reduce.
CPNG · add · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| CPNG | Add | Dennis Hong - Shawspring Partners | +0.49 pp | +1.5% sh | Q1→Q2 |
| CPNG | Add | Chase Coleman - Tiger Global Management | −0.22 pp | +5.4% sh | Q1→Q2 |
| CPNG | Add | Glen Kacher - Light Street Capital Management | +0.18 pp | +92.5% sh | Q1→Q2 |
| CPNG | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.08 pp | +43.2% 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