Portfolio changes · featured 13Fs
Activity
Moves in AXTI across featured managers — New / Exit / Add / Reduce.
AXTI · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| AXTI | Exit | Ram Parameswaran - Octahedron Capital Management | −1.20% | was 1.2% | Q1→Q2 |
| 4 Aug 1 | |||||
| AXTI | Add | Polen Capital Management | +0.01% | +6.8% 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