Portfolio changes · featured 13Fs
Activity
Moves in GOOGL across featured managers — New / Exit / Add / Reduce.
GOOGL · add
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| GOOGL | Add | Ben Jacobs - Anomaly Capital Management | +7.79 pp | +249.3% sh | Q1→Q2 |
| GOOGL | Add | Grant Wonders - Voyager Global Management | +6.18 pp | +125.0% sh | Q1→Q2 |
| GOOGL | Add | Dan Loeb - Third Point | +5.41 pp | +485.7% sh | Q1→Q2 |
| GOOGL | Add | Warren Buffett - Berkshire Hathaway | +3.48 pp | +45.2% 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