Portfolio changes · featured 13Fs
Activity
Moves in APH across featured managers — New / Exit / Add / Reduce.
APH · new
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| APH | New | Arnold Van Den Berg - Van Den Berg Management I | +0.81% | opened 0.81% | Q1→Q2 |
| APH | New | Gavin Baker - Atreides Management | +0.79% | opened 0.79% | Q1→Q2 |
| APH | New | Lee Ainslie - Maverick Capital | +0.01% | opened 0.01% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home