Portfolio changes · featured 13Fs
Activity
Moves in CPNG across featured managers — New / Exit / Add / Reduce.
CPNG · all sizes
10 shown10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 10 | |||||
| CPNG | New | Estuary Capital Management | +6.23 pp | opened 6.2% | Q1→Q2 |
| CPNG | New | Ning Jin - Avantyr Capital Partners | +1.55 pp | opened 1.6% | Q1→Q2 |
| CPNG | Exit | Marc Stad - Dragoneer Investment Group | −17.52 pp | was 17.5% | Q1→Q2 |
| CPNG | Add | Dennis Hong - Shawspring Partners | +0.49 pp | +1.5% sh | Q1→Q2 |
| CPNG | Add | Chase Coleman - Tiger Global Management | −0.22 pp | +5.4% sh | Q1→Q2 |
| CPNG | Add | Glen Kacher - Light Street Capital Management | +0.18 pp | +92.5% sh | Q1→Q2 |
| CPNG | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.08 pp | +43.2% sh | Q1→Q2 |
| CPNG | Reduce | Henry Ellenbogen - Durable Capital Partners | −1.85 pp | −69.8% sh | Q1→Q2 |
| CPNG | Reduce | Dan Sundheim - D1 Capital Partners | −1.44 pp | −11.4% sh | Q1→Q2 |
| CPNG | Reduce | George Soros - Soros Fund Management | −0.01 pp | −64.2% 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