Portfolio changes · featured 13Fs
Activity
Moves in LRCX across featured managers — New / Exit / Add / Reduce.
LRCX · reduce
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| LRCX | Reduce | Ben Hoskin - Value Aligned Research Advisors | −1.00 pp | −89.0% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| LRCX | Reduce | Chase Coleman - Tiger Global Management | +2.07 pp | −18.9% sh | Q1→Q2 |
| LRCX | Reduce | Philippe Laffont - Coatue Management | +1.03 pp | −6.0% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| LRCX | Reduce | Polen Capital Management | +1.65 pp | −18.5% 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