Portfolio changes · featured 13Fs
Activity
Moves in AGX across featured managers — New / Exit / Add / Reduce.
AGX · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| AGX | New | Philippe Laffont - Coatue Management | +0.06 pp | opened 0.06% | Q1→Q2 |
| AGX | Exit | Lee Ainslie - Maverick Capital | −2.92 pp | was 2.9% | Q1→Q2 |
| AGX | Reduce | Stephen Mandel - Lone Pine Capital | +0.09 pp | −6.2% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| AGX | New | Mala Gaonkar - Surgocap Partners | +3.87 pp | opened 3.9% | Q1→Q2 |
| 4 Aug 1 | |||||
| AGX | Reduce | Polen Capital Management | 0.00 pp | −43.2% 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