Portfolio changes · featured 13Fs
Activity
Moves in TECH across featured managers — New / Exit / Add / Reduce.
TECH · reduce · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| TECH | Reduce | Henry Ellenbogen - Durable Capital Partners | −2.05% | −88.7% sh | Q1→Q2 |
| TECH | Reduce | Lee Ainslie - Maverick Capital | −1.90% | −67.6% sh | Q1→Q2 |
| TECH | Reduce | Mairs & Power | +0.28% | −1.8% sh | Q1→Q2 |
| TECH | Reduce | Glenview Capital Management | −0.17% | −68.7% sh | Q1→Q2 |
| TECH | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.09% | −99.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| TECH | Reduce | Ruane, Cunniff & Goldfarb | +0.74% | −1.3% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| TECH | Reduce | Wallace Weitz - Weitz Investment Management | +0.27% | −16.8% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home