Portfolio changes · featured 13Fs
Activity
Moves in SITM across featured managers — New / Exit / Add / Reduce.
SITM · reduce · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| SITM | Reduce | Alex Sacerdote - Whale Rock Capital Management | +0.78 pp | −2.8% sh | Q1→Q2 |
| SITM | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.04 pp | −40.0% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| SITM | Reduce | Polen Capital Management | +0.02 pp | −21.8% 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