Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker CRWV holders clear

9 managers with a move of 137 featured filed through 17 Aug 9 shown managers newest 13Fs

9 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
17 Aug 1
CRWV Add Ben Hoskin - Value Aligned Research Advisors −0.40 pp +31.5% sh Q1→Q2
14 Aug 8
CRWV New David Tepper - Appaloosa +1.39 pp opened 1.4% Q1→Q2
CRWV New Davidson Kempner Capital Management +0.47 pp opened 0.47% Q1→Q2
CRWV New Dan Sundheim - D1 Capital Partners +0.18 pp opened 0.18% Q1→Q2
CRWV Exit Andreas Halvorsen - Viking Global Investors −0.30 pp was 0.30% Q1→Q2
CRWV Add Situational Awareness −0.39 pp +4.2% sh Q1→Q2
CRWV Add Gavin Baker - Atreides Management +0.22 pp +162.2% sh Q1→Q2
CRWV Add Brad Gerstner - Altimeter Capital Management +0.03 pp +35.0% sh Q1→Q2
CRWV Reduce George Soros - Soros Fund Management −0.01 pp −31.7% 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