Portfolio changes · featured 13Fs
Activity
Moves in LITE across featured managers — New / Exit / Add / Reduce.
LITE · exit
7 shown7 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| LITE | Exit | Nehal Chopra - Ratan Capital Management | −1.79 pp | was 1.8% | Q1→Q2 |
| 14 Aug 6 | |||||
| LITE | Exit | Estuary Capital Management | −6.20 pp | was 6.2% | Q1→Q2 |
| LITE | Exit | Gavin Baker - Atreides Management | −3.76 pp | was 3.8% | Q1→Q2 |
| LITE | Exit | Ram Parameswaran - Octahedron Capital Management | −2.78 pp | was 2.8% | Q1→Q2 |
| LITE | Exit | Chase Coleman - Tiger Global Management | −0.42 pp | was 0.42% | Q1→Q2 |
| LITE | Exit | Glen Kacher - Light Street Capital Management | −0.38 pp | was 0.38% | Q1→Q2 |
| LITE | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.14 pp | was 0.14% | 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