Portfolio changes
Activity
Moves in AS across featured managers.
Activity·AS
5 shownmoves
5 shown
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 15 May 4 | |||||
| AS | New | Ben Jacobs - Anomaly Capital Management, LP | +2.55 pp | opened 2.6% | 2025Q4→2026Q1 |
| AS | New | George Soros - Soros Fund Management LLC | +0.01 pp | opened 0.0% | 2025Q4→2026Q1 |
| AS | Exit | Lee Ainslie - Maverick Capital Ltd | −0.03 pp | was 0.0% | 2025Q4→2026Q1 |
| AS | Add | Andreas Halvorsen - Viking Global Investors LP | +0.19 pp | +51.0% sh | 2025Q4→2026Q1 |
| 13 May 1 | |||||
| AS | Add | Senator Investment Group LP | +0.58 pp | +40.6% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Managers · Home.