Portfolio changes · featured 13Fs
Activity
Moves in ACMR across featured managers — New / Exit / Add / Reduce.
ACMR · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| ACMR | Add | Ben Hoskin - Value Aligned Research Advisors | +0.15 pp | +10.3% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| ACMR | New | George Soros - Soros Fund Management | +0.05 pp | opened 0.05% | Q1→Q2 |
| ACMR | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| ACMR | Reduce | Mason Hawkins - Southeastern Asset Management | −0.59 pp | −82.2% 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