Portfolio changes · featured 13Fs

Activity

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

5 managers with a move of 137 featured filed through 18 Aug managers newest 13Fs

ARM · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
18 Aug 1
ARM	New	Nehal Chopra - Ratan Capital Management	+4.98%	opened 5.0%	Q1→Q2
14 Aug 4
ARM	New	Lee Ainslie - Maverick Capital	+0.01%	opened 0.01%	Q1→Q2
ARM	Exit	Alex Sacerdote - Whale Rock Capital Management	−0.88%	was 0.88%	Q1→Q2
ARM	Reduce	Brad Gerstner - Altimeter Capital Management	+1.37%	−4.3% sh	Q1→Q2
ARM	Reduce	Stanley Druckenmiller - Duquesne Family Office	−0.29%	−73.7% 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