Portfolio changes · featured 13Fs
Activity
Moves in SPOT across featured managers — New / Exit / Add / Reduce.
SPOT · add · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| SPOT | Add | Valueact Capital - Valueact Holdings | +1.25% | +46.9% sh | Q1→Q2 |
| SPOT | Add | Dan Sundheim - D1 Capital Partners | −0.72% | +67.1% sh | Q1→Q2 |
| SPOT | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.26% | +84.4% sh | Q1→Q2 |
| SPOT | Add | Cathie Wood - Ark Investment Management | −0.03% | +10.8% 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