Portfolio changes · featured 13Fs

Activity

QoQ portfolio changes across featured managers — New / Exit / Add / Reduce by filed date.

40 of 137 managers filed through 19 Aug managers newest 13Fs

all sizes

New 131 Exit 26 Add 27 Reduce 13 all 197

197 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
19 Aug 5
TRAX	New	Palo Alto Investors	+1.68%	opened 1.7%	Q1→Q2
SGMT	New	Palo Alto Investors	+0.27%	opened 0.27%	Q1→Q2
NAMS	New	Palo Alto Investors	+0.21%	opened 0.21%	Q1→Q2
FOLD	Exit	Palo Alto Investors	−2.46%	was 2.5%	Q1→Q2
DNLI	Exit	Palo Alto Investors	−0.69%	was 0.69%	Q1→Q2
18 Aug 5
SIMO	New	Nehal Chopra - Ratan Capital Management	+12.65%	opened 12.7%	Q1→Q2
QCOM	New	Nehal Chopra - Ratan Capital Management	+6.47%	opened 6.5%	Q1→Q2
FRMI	New	Nehal Chopra - Ratan Capital Management	+6.38%	opened 6.4%	Q1→Q2
ARM	New	Nehal Chopra - Ratan Capital Management	+4.98%	opened 5.0%	Q1→Q2
MU	New	Nehal Chopra - Ratan Capital Management	+4.84%	opened 4.8%	Q1→Q2
17 Aug 20
CBRS	New	Ben Hoskin - Value Aligned Research Advisors	+0.60%	opened 0.60%	Q1→Q2
SATS	New	Ben Hoskin - Value Aligned Research Advisors	+0.48%	opened 0.48%	Q1→Q2
FPS	New	Ben Hoskin - Value Aligned Research Advisors	+0.44%	opened 0.44%	Q1→Q2
SPCX	New	Ben Hoskin - Value Aligned Research Advisors	+0.25%	opened 0.25%	Q1→Q2
AMD	New	Ben Hoskin - Value Aligned Research Advisors	+0.23%	opened 0.23%	Q1→Q2
SLV	New	Muhlenkamp & Co.	+0.19%	opened 0.19%	Q1→Q2
WBS	New	Kahn Brothers Group	+0.05%	opened 0.05%	Q1→Q2
MTZ	Exit	Muhlenkamp & Co.	−3.63%	was 3.6%	Q1→Q2
FRDM	Exit	Muhlenkamp & Co.	−3.41%	was 3.4%	Q1→Q2
CMCSA	Exit	Kahn Brothers Group	−0.04%	was 0.04%	Q1→Q2
MSFT	Add	Altarock Partners	+3.79%	+25.0% sh	Q1→Q2
V	Add	Altarock Partners	+3.12%	+67.7% sh	Q1→Q2
MA	Add	Altarock Partners	+2.93%	+46.2% sh	Q1→Q2
MBI	Add	Kahn Brothers Group	+2.19%	+104.9% sh	Q1→Q2
URI	Add	Muhlenkamp & Co.	+2.15%	+0.4% sh	Q1→Q2
MCHP	Add	Muhlenkamp & Co.	+1.91%	+0.1% sh	Q1→Q2
Z	Add	Kahn Brothers Group	+1.89%	+116.8% sh	Q1→Q2
BP	Add	Kahn Brothers Group	−1.53%	+0.4% sh	Q1→Q2
AMZN	Reduce	Altarock Partners	−5.99%	−24.3% sh	Q1→Q2
MCO	Reduce	Altarock Partners	−5.88%	−64.9% sh	Q1→Q2
14 Aug 10
SPCX	New	Ron Baron - Bamco Inc. (Baron Capital)	+37.38%	opened 37.4%	Q1→Q2
USHY	New	King Street Capital Management	+19.50%	opened 19.5%	Q1→Q2
ASH	New	Alex Roepers - Atlantic Investment Management	+17.47%	opened 17.5%	Q1→Q2
EGO	New	Prem Watsa - Fairfax Financial Holdings	+16.18%	opened 16.2%	Q1→Q2
WBD	New	Dan Loeb - Third Point	+11.39%	opened 11.4%	Q1→Q2
HYG	New	King Street Capital Management	+10.00%	opened 10.0%	Q1→Q2
EA	New	Farallon Capital Management	+7.49%	opened 7.5%	Q1→Q2
NBIS	New	Stephen Mandel - Lone Pine Capital	+7.19%	opened 7.2%	Q1→Q2
SPCX	New	Philippe Laffont - Coatue Management	+6.52%	opened 6.5%	Q1→Q2
ALAB	New	Alex Sacerdote - Whale Rock Capital Management	+6.08%	opened 6.1%	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