Portfolio changes · featured 13Fs
Activity
Moves in COHR across featured managers — New / Exit / Add / Reduce.
COHR · all sizes
12 shown12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| COHR | Reduce | Ben Hoskin - Value Aligned Research Advisors | −1.16 pp | −75.2% sh | Q1→Q2 |
| 14 Aug 9 | |||||
| COHR | Exit | Estuary Capital Management | −6.21 pp | was 6.2% | Q1→Q2 |
| COHR | Exit | Sachem Head Capital Management | −5.54 pp | was 5.5% | Q1→Q2 |
| COHR | Exit | Ram Parameswaran - Octahedron Capital Management | −3.93 pp | was 3.9% | Q1→Q2 |
| COHR | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.29 pp | was 0.29% | Q1→Q2 |
| COHR | Add | Gavin Baker - Atreides Management | −1.24 pp | +1.7% sh | Q1→Q2 |
| COHR | Add | Alex Sacerdote - Whale Rock Capital Management | +0.87 pp | +25.3% sh | Q1→Q2 |
| COHR | Reduce | Arnold Van Den Berg - Van Den Berg Management I | −0.02 pp | −34.9% sh | Q1→Q2 |
| COHR | Reduce | Lee Ainslie - Maverick Capital | −0.01 pp | −66.3% sh | Q1→Q2 |
| COHR | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.01 pp | −5.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| COHR | Add | Spencer Waxman - Shannon River Fund Management | +0.56 pp | +47.1% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| COHR | Reduce | First Eagle Investment Management | 0.00 pp | −29.8% sh | 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