Portfolio changes · featured 13Fs
Activity
Moves in NBIS across featured managers — New / Exit / Add / Reduce.
Activity·NBIS · New
2 shownnew moves
2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 May 1 | |||||
| NBIS | New | Gavin Baker - Atreides Management | +0.13 pp | opened 0.1% | 2025Q4→2026Q1 |
| 15 May 1 | |||||
| NBIS | New | Ron Baron - Bamco Inc. /NY/ (Baron Capital) | +0.02 pp | opened 0.02% | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.