Portfolio changes · featured 13Fs
Activity
Moves in EQIX across featured managers — New / Exit / Add / Reduce.
EQIX · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| EQIX | New | Stanley Druckenmiller - Duquesne Family Office | +0.37% | opened 0.37% | Q1→Q2 |
| EQIX | Add | Philippe Laffont - Coatue Management | −0.95% | +16.7% sh | Q1→Q2 |
| EQIX | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.42% | −19.8% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| EQIX | Exit | Spencer Waxman - Shannon River Fund Management | −0.95% | was 0.95% | Q1→Q2 |
| 11 Aug 1 | |||||
| EQIX | Reduce | Christopher Davis - Davis Selected Advisers | −0.01% | −9.0% 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