Portfolio changes · featured 13Fs
Activity
Moves in CRWV across featured managers — New / Exit / Add / Reduce.
CRWV · add · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| CRWV | Add | Ben Hoskin - Value Aligned Research Advisors | −0.40 pp | +31.5% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| CRWV | Add | Situational Awareness | −0.39 pp | +4.2% sh | Q1→Q2 |
| CRWV | Add | Gavin Baker - Atreides Management | +0.22 pp | +162.2% sh | Q1→Q2 |
| CRWV | Add | Brad Gerstner - Altimeter Capital Management | +0.03 pp | +35.0% 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