Portfolio changes · featured 13Fs
Activity
Moves in VEEV across featured managers — New / Exit / Add / Reduce.
VEEV · new
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| VEEV | New | Hillman Capital Management | +1.80% | opened 1.8% | Q1→Q2 |
| VEEV | New | Terry Smith - Fundsmith | +1.06% | opened 1.1% | Q1→Q2 |
| VEEV | New | Francois Rochon - Giverny Capital | +0.57% | opened 0.57% | Q1→Q2 |
| 10 Aug 1 | |||||
| VEEV | New | Vulcan Value Partners | +0.11% | opened 0.11% | 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