Portfolio changes · featured 13Fs
Activity
Moves in GOOGL across featured managers — New / Exit / Add / Reduce.
GOOGL · all sizes
42 shown42 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 21 Jul 1 | |||||
| GOOGL | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | −0.03 pp | −23.7% 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