Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in AEIS across featured managers — New / Exit / Add / Reduce.

ticker AEIS holders clear

6 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

AEIS · all sizes

New 2 Exit 2 Add 1 Reduce 1 all moves 6
all time today 7d 14d
≥1% all sizes
reset

6 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
14 Aug 3
AEIS New Lee Ainslie - Maverick Capital +0.01% opened 0.01% Q1→Q2
AEIS Exit Alex Sacerdote - Whale Rock Capital Management −4.26% was 4.3% Q1→Q2
AEIS Reduce Ron Baron - Bamco Inc. (Baron Capital) −0.18% −48.1% sh Q1→Q2
12 Aug 1
AEIS Exit Senator Investment Group −1.48% was 1.5% Q1→Q2
5 Aug 1
AEIS Add First Eagle Investment Management +0.02% +11.9% sh Q1→Q2
4 Aug 1
AEIS New Polen Capital Management 0.00% opened <0.01% 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