Portfolio changes · featured 13Fs
Activity
Moves in AFRM across featured managers — New / Exit / Add / Reduce.
AFRM · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| AFRM | Exit | Farallon Capital Management | −0.03% | was 0.03% | Q1→Q2 |
| AFRM | Add | Gavin Baker - Atreides Management | −0.37% | +6.6% sh | Q1→Q2 |
| AFRM | Reduce | Henry Ellenbogen - Durable Capital Partners | +0.85% | −21.7% sh | Q1→Q2 |
| AFRM | Reduce | Dan Sundheim - D1 Capital Partners | −0.34% | −1.5% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AFRM | Add | Polen Capital Management | 0.00% | +88.1% sh | 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