Portfolio changes · featured 13Fs
Activity
Moves in MU across featured managers — New / Exit / Add / Reduce.
MU · add · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MU | Add | Ben Hoskin - Value Aligned Research Advisors | +1.75% | +235.0% sh | Q1→Q2 |
| 14 Aug 6 | |||||
| MU | Add | Situational Awareness | +27.49% | +27712.4% sh | Q1→Q2 |
| MU | Add | Philippe Laffont - Coatue Management | +7.27% | +1793.7% sh | Q1→Q2 |
| MU | Add | Ram Parameswaran - Octahedron Capital Management | +5.46% | +1.1% sh | Q1→Q2 |
| MU | Add | Davidson Kempner Capital Management | +0.56% | +29.4% sh | Q1→Q2 |
| MU | Add | George Soros - Soros Fund Management | +0.31% | +694.0% sh | Q1→Q2 |
| MU | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.07% | +1194.7% 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