Portfolio changes · featured 13Fs

Activity

Moves in SPCX across featured managers — New / Exit / Add / Reduce.

18 managers with a move of 137 featured filed through 17 Aug 18 shown managers newest 13Fs

SPCX · new

18 shown

18 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
SPCX	New	Ben Hoskin - Value Aligned Research Advisors	+0.25 pp	opened 0.25%	Q1→Q2
14 Aug 15
SPCX	New	Josh Kushner - Thrive Capital Management	+84.82 pp	opened 84.8%	Q1→Q2
SPCX	New	Dan Sundheim - D1 Capital Partners	+61.91 pp	opened 61.9%	Q1→Q2
SPCX	New	Marc Stad - Dragoneer Investment Group	+48.22 pp	opened 48.2%	Q1→Q2
SPCX	New	Ron Baron - Bamco Inc. (Baron Capital)	+37.38 pp	opened 37.4%	Q1→Q2
SPCX	New	Gavin Baker - Atreides Management	+32.58 pp	opened 32.6%	Q1→Q2
SPCX	New	Philippe Laffont - Coatue Management	+6.52 pp	opened 6.5%	Q1→Q2
SPCX	New	Cathie Wood - Ark Investment Management	+4.97 pp	opened 5.0%	Q1→Q2
SPCX	New	Brad Gerstner - Altimeter Capital Management	+3.09 pp	opened 3.1%	Q1→Q2
SPCX	New	Davidson Kempner Capital Management	+2.38 pp	opened 2.4%	Q1→Q2
SPCX	New	Ning Jin - Avantyr Capital Partners	+1.53 pp	opened 1.5%	Q1→Q2
SPCX	New	Dan Loeb - Third Point	+0.66 pp	opened 0.66%	Q1→Q2
SPCX	New	Andreas Halvorsen - Viking Global Investors	+0.58 pp	opened 0.58%	Q1→Q2
SPCX	New	David Tepper - Appaloosa	+0.50 pp	opened 0.50%	Q1→Q2
SPCX	New	Chase Coleman - Tiger Global Management	+0.27 pp	opened 0.27%	Q1→Q2
SPCX	New	Alex Sacerdote - Whale Rock Capital Management	+0.21 pp	opened 0.21%	Q1→Q2
4 Aug 1
SPCX	New	Polen Capital Management	+0.01 pp	opened 0.01%	Q1→Q2
10 Jul 1
SPCX	New	Kentucky Trust Co. - Kentucky Trust	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