Portfolio changes · featured 13Fs
Activity
Moves in FPS across featured managers — New / Exit / Add / Reduce.
FPS · new · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| FPS | New | Ben Hoskin - Value Aligned Research Advisors | +0.44 pp | opened 0.44% | Q1→Q2 |
| 14 Aug 1 | |||||
| FPS | New | Philippe Laffont - Coatue Management | +2.35 pp | opened 2.4% | Q1→Q2 |
| 4 Aug 1 | |||||
| FPS | New | Polen Capital Management | +0.02 pp | opened 0.02% | 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