Portfolio changes · featured 13Fs
Activity
Moves in APLD across featured managers — New / Exit / Add / Reduce.
APLD · all sizes
7 shown7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| APLD | Exit | Nehal Chopra - Ratan Capital Management | −0.44 pp | was 0.44% | Q1→Q2 |
| 17 Aug 1 | |||||
| APLD | Reduce | Ben Hoskin - Value Aligned Research Advisors | −0.25 pp | −16.8% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| APLD | New | Chase Coleman - Tiger Global Management | +0.14 pp | opened 0.14% | Q1→Q2 |
| APLD | New | Dan Loeb - Third Point | +0.02 pp | opened 0.02% | Q1→Q2 |
| APLD | Add | Situational Awareness | −0.02 pp | +14.1% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| APLD | New | Spencer Waxman - Shannon River Fund Management | +0.88 pp | opened 0.88% | Q1→Q2 |
| 4 Aug 1 | |||||
| APLD | New | Polen Capital Management | +0.03 pp | opened 0.03% | 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