Follow-The-Filings

Portfolio changes

Activity

QoQ portfolio changes across featured managers.

40 of ~127 managers filed through 31 Jul 190 shown

moves

40 shown

ticker action manager Δ port detail period
10 Jul 5
DD New Kentucky Trust Co. +0.09 pp opened 0.1% Q1→Q2
DHS New Kentucky Trust Co. +0.05 pp opened 0.1% Q1→Q2
HON New Kentucky Trust Co. +0.02 pp opened 0.0% Q1→Q2
HON New Kentucky Trust Co. +0.02 pp opened 0.0% Q1→Q2
LMT New Kentucky Trust Co. +0.02 pp opened 0.0% Q1→Q2
20 May 5
INDV New Howard Marks - Oaktree Capital Management LP +3.25 pp opened 3.3% 2026 Q1 restated
SHAZ New Howard Marks - Oaktree Capital Management LP +0.35 pp opened 0.4% 2026 Q1 restated
MFG New Howard Marks - Oaktree Capital Management LP +0.21 pp opened 0.2% 2026 Q1 restated
BMM New Howard Marks - Oaktree Capital Management LP +0.17 pp opened 0.2% 2026 Q1 restated
ILMN New Howard Marks - Oaktree Capital Management LP +0.11 pp opened 0.1% 2026 Q1 restated
19 May 5
TSLA New Duan Yongping - H&H International Investment, LLC +6.34 pp opened 6.3% 2025Q4→2026Q1
UNH New Duan Yongping - H&H International Investment, LLC +0.81 pp opened 0.8% 2025Q4→2026Q1
CRCL New Duan Yongping - H&H International Investment, LLC +0.10 pp opened 0.1% 2025Q4→2026Q1
PLTR New Duan Yongping - H&H International Investment, LLC +0.04 pp opened 0.0% 2025Q4→2026Q1
SNPS New Duan Yongping - H&H International Investment, LLC +0.02 pp opened 0.0% 2025Q4→2026Q1
18 May 15
ZM New Gavin Baker - Atreides Management, LP +2.11 pp opened 2.1% 2025Q4→2026Q1
CRDO New Gavin Baker - Atreides Management, LP +2.05 pp opened 2.1% 2025Q4→2026Q1
PANW New Gavin Baker - Atreides Management, LP +1.80 pp opened 1.8% 2025Q4→2026Q1
WDC New Ben Hoskin - Value Aligned Research Advisors, LLC +1.69 pp opened 1.7% 2025Q4→2026Q1
AKAM New Gavin Baker - Atreides Management, LP +1.57 pp opened 1.6% 2025Q4→2026Q1
VST New Gavin Baker - Atreides Management, LP +1.57 pp opened 1.6% 2025Q4→2026Q1
FTAI New Ben Hoskin - Value Aligned Research Advisors, LLC +1.27 pp opened 1.3% 2025Q4→2026Q1
FCX New Ben Hoskin - Value Aligned Research Advisors, LLC +1.26 pp opened 1.3% 2025Q4→2026Q1
WULF New Ben Hoskin - Value Aligned Research Advisors, LLC +0.55 pp opened 0.6% 2025Q4→2026Q1
AAOI New Ben Hoskin - Value Aligned Research Advisors, LLC +0.52 pp opened 0.5% 2025Q4→2026Q1
TE New Situational Awareness LP +0.32 pp opened 0.3% 2025Q4→2026Q1
AMD New Situational Awareness LP +0.15 pp opened 0.2% 2025Q4→2026Q1
SHAZ New Situational Awareness LP +0.13 pp opened 0.1% 2025Q4→2026Q1
SMH New Situational Awareness LP +0.08 pp opened 0.1% 2025Q4→2026Q1
TSM New Situational Awareness LP +0.06 pp opened 0.1% 2025Q4→2026Q1
15 May 10
URI New Abrams Bison - Abrams Bison Investments, LLC +35.38 pp opened 35.4% 2025Q4→2026Q1
MRCY New Jana Partners Management, LP +18.65 pp opened 18.7% 2026 Q1 restated
COO New Jana Partners Management, LP +15.87 pp opened 15.9% 2026 Q1 restated
FISV New Jana Partners Management, LP +15.41 pp opened 15.4% 2026 Q1 restated
SPY New Jana Partners Management, LP +13.92 pp opened 13.9% 2026 Q1 restated
LW New Jana Partners Management, LP +13.18 pp opened 13.2% 2026 Q1 restated
CRGY New Bill Miller - Miller Value Partners, LLC +7.06 pp opened 7.1% 2025Q4→2026Q1
WIX New Robert Karr - Joho Capital LLC +6.67 pp opened 6.7% 2025Q4→2026Q1
DOLE New Alex Roepers - Atlantic Investment Management, Inc. +5.63 pp opened 5.6% 2025Q4→2026Q1
PVH New Alex Roepers - Atlantic Investment Management, Inc. +5.20 pp opened 5.2% 2025Q4→2026Q1
Showing 41–80 of 190 page 2 of 5

As-filed 13F long equity only (options excluded). Managers · Home.