Portfolio changes · featured 13Fs
Activity
Moves in ABNB across featured managers — New / Exit / Add / Reduce.
ABNB · all sizes
8 shown8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| ABNB | Exit | Davidson Kempner Capital Management | −0.17 pp | was 0.17% | Q1→Q2 |
| ABNB | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.17 pp | +22.0% sh | Q1→Q2 |
| ABNB | Reduce | Chuck Akre - Akre Capital Management | −0.88 pp | −41.8% sh | Q1→Q2 |
| ABNB | Reduce | Bill Nygren / Oakmark - Harris Associates L P | +0.35 pp | −1.6% sh | Q1→Q2 |
| ABNB | Reduce | Bill Miller - Miller Value Partners | −0.23 pp | −44.7% sh | Q1→Q2 |
| ABNB | Reduce | Cathie Wood - Ark Investment Management | −0.02 pp | −8.3% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ABNB | Add | Spencer Waxman - Shannon River Fund Management | −2.79 pp | +0.3% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| ABNB | Reduce | Polen Capital Management | +0.05 pp | −27.4% 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