Portfolio changes · featured 13Fs
Activity
Moves in ALAB across featured managers — New / Exit / Add / Reduce.
ALAB · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| ALAB | New | Glen Kacher - Light Street Capital Management | +6.73 pp | opened 6.7% | Q1→Q2 |
| ALAB | New | Alex Sacerdote - Whale Rock Capital Management | +6.08 pp | opened 6.1% | Q1→Q2 |
| ALAB | Exit | Estuary Capital Management | −3.14 pp | was 3.1% | Q1→Q2 |
| ALAB | Add | Lee Ainslie - Maverick Capital | +3.35 pp | +11.7% sh | Q1→Q2 |
| ALAB | Reduce | Gavin Baker - Atreides Management | −3.27 pp | −63.8% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ALAB | Exit | Spencer Waxman - Shannon River Fund Management | −0.99 pp | was 0.99% | 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