Portfolio changes · featured 13Fs

Activity

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

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

ANET · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 4
ANET	New	Lee Ainslie - Maverick Capital	+0.01%	opened 0.01%	Q1→Q2
ANET	Exit	Davidson Kempner Capital Management	−0.17%	was 0.17%	Q1→Q2
ANET	Add	Ben Jacobs - Anomaly Capital Management	+2.80%	+89.7% sh	Q1→Q2
ANET	Reduce	Francois Rochon - Giverny Capital	+0.04%	−19.7% 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