Portfolio changes · featured 13Fs
Activity
Moves in MU across featured managers — New / Exit / Add / Reduce.
MU · add
4 shown · signal ≥1% on Add/Reduce · 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 3 | |||||
| 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 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home