Portfolio changes · featured 13Fs
Activity
Moves in AAOI across featured managers — New / Exit / Add / Reduce.
AAOI · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| AAOI | Add | Ben Hoskin - Value Aligned Research Advisors | +0.07 pp | +25.8% sh | Q1→Q2 |
| 14 Aug 1 | |||||
| AAOI | Reduce | Lee Ainslie - Maverick Capital | −0.01 pp | −74.1% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AAOI | Add | Polen Capital Management | +0.02 pp | +29.2% 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