Portfolio changes · featured 13Fs

Activity

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

6 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

FROG · reduce · all sizes

3 shown

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
FROG	Reduce	Alex Sacerdote - Whale Rock Capital Management	−0.40 pp	−25.9% sh	Q1→Q2
FROG	Reduce	Glen Kacher - Light Street Capital Management	+0.13 pp	−10.5% sh	Q1→Q2
FROG	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.03 pp	−33.8% 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