Portfolio changes · featured 13Fs
Activity
Moves in FN across featured managers — New / Exit / Add / Reduce.
FN · add · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| FN | Add | Henry Ellenbogen - Durable Capital Partners | +2.14% | +178.7% sh | Q1→Q2 |
| FN | Add | Alex Sacerdote - Whale Rock Capital Management | −0.76% | +21.8% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| FN | Add | First Eagle Investment Management | +0.01% | +35.4% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| FN | Add | Polen Capital Management | 0.00% | +8.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home