Portfolio changes · featured 13Fs
Activity
Moves in APH across featured managers — New / Exit / Add / Reduce.
APH · all sizes
9 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| APH | New | Arnold Van Den Berg - Van Den Berg Management I | +0.81% | opened 0.81% | Q1→Q2 |
| APH | New | Gavin Baker - Atreides Management | +0.79% | opened 0.79% | Q1→Q2 |
| APH | New | Lee Ainslie - Maverick Capital | +0.01% | opened 0.01% | Q1→Q2 |
| APH | Exit | Stephen Mandel - Lone Pine Capital | −0.22% | was 0.22% | Q1→Q2 |
| 12 Aug 1 | |||||
| APH | Exit | Senator Investment Group | −1.16% | was 1.2% | Q1→Q2 |
| 7 Aug 1 | |||||
| APH | Add | Jensen Investment Management | +2.07% | +172.7% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| APH | Reduce | Torray Investment Partners | +0.24% | −6.2% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| APH | Add | John Armitage - Egerton Capital (UK) | +4.26% | +69.5% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| APH | Add | Kentucky Trust Co. - Kentucky Trust | +0.05% | +35.7% 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