Portfolio changes · featured 13Fs
Activity
Moves in V across featured managers — New / Exit / Add / Reduce.
V · add
6 shown6 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| V | Add | Altarock Partners | +3.12 pp | +67.7% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| V | Add | Ben Jacobs - Anomaly Capital Management | +4.91 pp | +192.7% sh | Q1→Q2 |
| V | Add | Ning Jin - Avantyr Capital Partners | +1.52 pp | +35.4% sh | Q1→Q2 |
| V | Add | David Rolfe - Wedgewood Partners | +1.14 pp | +7.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| V | Add | Mala Gaonkar - Surgocap Partners | +3.35 pp | +95.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| V | Add | Senator Investment Group | +1.04 pp | +50.4% 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