Portfolio changes · featured 13Fs
Activity
Moves in AVGO across featured managers — New / Exit / Add / Reduce.
AVGO · exit · all sizes
8 shown8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| AVGO | Exit | Nehal Chopra - Ratan Capital Management | −4.81 pp | was 4.8% | Q1→Q2 |
| 14 Aug 6 | |||||
| AVGO | Exit | Estuary Capital Management | −5.51 pp | was 5.5% | Q1→Q2 |
| AVGO | Exit | Dan Sundheim - D1 Capital Partners | −2.70 pp | was 2.7% | Q1→Q2 |
| AVGO | Exit | Stanley Druckenmiller - Duquesne Family Office | −1.80 pp | was 1.8% | Q1→Q2 |
| AVGO | Exit | Dan Loeb - Third Point | −0.74 pp | was 0.74% | Q1→Q2 |
| AVGO | Exit | Brad Gerstner - Altimeter Capital Management | −0.36 pp | was 0.36% | Q1→Q2 |
| AVGO | Exit | Davidson Kempner Capital Management | −0.21 pp | was 0.21% | Q1→Q2 |
| 21 Jul 1 | |||||
| AVGO | Exit | Murphy Pohlad - Murphy Pohlad Asset Management | −0.11 pp | was 0.11% | 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