Portfolio changes · featured 13Fs

Activity

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

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

AXON · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
AXON	Exit	Brad Gerstner - Altimeter Capital Management	−1.11%	was 1.1%	Q1→Q2
AXON	Exit	Gavin Baker - Atreides Management	−0.87%	was 0.87%	Q1→Q2
AXON	Add	Ron Baron - Bamco Inc. (Baron Capital)	−0.02%	+30.2% sh	Q1→Q2
13 Aug 1
AXON	Exit	Spencer Waxman - Shannon River Fund Management	−3.84%	was 3.8%	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