Portfolio changes · featured 13Fs

Activity

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

42 managers with a move of 137 featured filed through 18 Aug 9 shown managers newest 13Fs

GOOGL · reduce

9 shown

9 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 Aug 1
GOOGL	Reduce	Nehal Chopra - Ratan Capital Management	−1.37 pp	−41.2% sh	Q1→Q2
14 Aug 4
GOOGL	Reduce	Chase Coleman - Tiger Global Management	−4.73 pp	−45.4% sh	Q1→Q2
GOOGL	Reduce	Alex Sacerdote - Whale Rock Capital Management	−3.05 pp	−10.3% sh	Q1→Q2
GOOGL	Reduce	Terry Smith - Fundsmith	−1.98 pp	−40.0% sh	Q1→Q2
GOOGL	Reduce	Gavin Baker - Atreides Management	−1.97 pp	−12.0% sh	Q1→Q2
13 Aug 1
GOOGL	Reduce	David Abrams - Abrams Capital Management	−2.63 pp	−26.5% sh	Q1→Q2
7 Aug 1
GOOGL	Reduce	Jensen Investment Management	−1.31 pp	−45.0% sh	Q1→Q2
29 Jul 1
GOOGL	Reduce	William Von Mueffling - Cantillon Capital Management	+2.09 pp	−95.4% sh	Q1→Q2
15 Jul 1
GOOGL	Reduce	Lindsell Train	+1.87 pp	−24.5% 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