Portfolio changes · featured 13Fs
Activity
Moves in BTDR across featured managers — New / Exit / Add / Reduce.
BTDR · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| BTDR | Add | Ben Hoskin - Value Aligned Research Advisors | +0.04 pp | +28.6% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| BTDR | New | Stanley Druckenmiller - Duquesne Family Office | +1.24 pp | opened 1.2% | Q1→Q2 |
| BTDR | New | Stephen Mandel - Lone Pine Capital | +0.68 pp | opened 0.68% | Q1→Q2 |
| 4 Aug 1 | |||||
| BTDR | New | Polen Capital Management | +0.01 pp | opened 0.01% | 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