Portfolio changes · featured 13Fs
Activity
Moves in DPC across featured managers — New / Exit / Add / Reduce.
DPC · New · all sizes
10 shown10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| DPC | New | Lee Ainslie - Maverick Capital | +2.22 pp | opened 2.2% | Q1→Q2 |
| DPC | New | George Soros - Soros Fund Management | +0.18 pp | opened 0.18% | Q1→Q2 |
| DPC | New | Davidson Kempner Capital Management | +0.09 pp | opened 0.09% | Q1→Q2 |
| DPC | New | Ron Baron - Bamco Inc. (Baron Capital) | +0.08 pp | opened 0.08% | Q1→Q2 |
| DPC | New | Andreas Halvorsen - Viking Global Investors | +0.04 pp | opened 0.04% | Q1→Q2 |
| DPC | New | Dan Sundheim - D1 Capital Partners | +0.02 pp | opened 0.02% | Q1→Q2 |
| 13 Aug 2 | |||||
| DPC | New | Mala Gaonkar - Surgocap Partners | +1.01 pp | opened 1.0% | Q1→Q2 |
| DPC | New | Howard Marks - Oaktree Capital Management | +0.05 pp | opened 0.05% | Q1→Q2 |
| 12 Aug 1 | |||||
| DPC | New | Senator Investment Group | +8.99 pp | opened 9.0% | Q1→Q2 |
| 5 Aug 1 | |||||
| DPC | New | First Eagle Investment Management | 0.00 pp | opened <0.01% | 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