Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker MELI holders clear

12 managers with a move of 137 featured filed through 14 Aug 5 shown managers newest 13Fs

MELI · reduce · all sizes

5 shown
New 1 Exit 2 Add 4 Reduce 5 all moves 12
all time today 7d 14d
≥1 pp all sizes
reset

5 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 4
MELI Reduce Dan Sundheim - D1 Capital Partners −4.40 pp −25.7% sh Q1→Q2
MELI Reduce Henry Ellenbogen - Durable Capital Partners −1.15 pp −12.0% sh Q1→Q2
MELI Reduce Bill Miller - Miller Value Partners −0.31 pp −22.7% sh Q1→Q2
MELI Reduce Cathie Wood - Ark Investment Management −0.08 pp −8.1% sh Q1→Q2
4 Aug 1
MELI Reduce Polen Capital Management −0.03 pp −24.7% 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