Portfolio changes
Activity
QoQ portfolio changes across featured managers.
moves
4 shown
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 15 Jul 1 | |||||
| INTU | Reduce | Lindsell Train - Lindsell Train Ltd | −3.49 pp | −9.1% sh | Q1→Q2 |
| 15 May 3 | |||||
| — | Reduce | John Paulson - Paulson & Co. Inc. | −7.06 pp | −18.5% sh | 2025Q4→2026Q1 |
| WM | Reduce | Gates Foundation Trust | +2.08 pp | −4.5% sh | 2025Q4→2026Q1 |
| BRK.B | Reduce | Gates Foundation Trust | −1.79 pp | −12.2% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Managers · Home.