Portfolio changes · featured 13Fs
Activity
Moves in APP across featured managers — New / Exit / Add / Reduce.
APP · reduce · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| APP | Reduce | Alex Sacerdote - Whale Rock Capital Management | −1.67 pp | −33.6% sh | Q1→Q2 |
| APP | Reduce | Stephen Mandel - Lone Pine Capital | −1.37 pp | −28.9% sh | Q1→Q2 |
| APP | Reduce | Philippe Laffont - Coatue Management | −0.53 pp | −9.2% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| APP | Reduce | Christopher Davis - Davis Selected Advisers | +0.09 pp | −6.0% sh | 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