Portfolio changes · featured 13Fs
Activity
Moves in MA across featured managers — New / Exit / Add / Reduce.
MA · add · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MA | Add | Altarock Partners | +2.93 pp | +46.2% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| MA | Add | Eric Mandelblatt - Soroban Capital Partners | +0.32 pp | +1.9% sh | Q1→Q2 |
| MA | Add | Gavin Baker - Atreides Management | −0.16 pp | +88.8% sh | Q1→Q2 |
| MA | Add | Glenn Greenberg - Brave Warrior Advisors | +0.01 pp | +177.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| MA | Add | Ako Capital | +0.75 pp | +22.1% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| MA | Add | Vulcan Value Partners | +2.79 pp | +31.3% 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