Portfolio changes · featured 13Fs
Activity
Moves in APH across featured managers — New / Exit / Add / Reduce.
APH · add
2 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 7 Aug 1 | |||||
| APH | Add | Jensen Investment Management | +2.07% | +172.7% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| APH | Add | John Armitage - Egerton Capital (UK) | +4.26% | +69.5% 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