Portfolio changes · featured 13Fs
Activity
Moves in EW across featured managers — New / Exit / Add / Reduce.
EW · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| EW | Exit | Andreas Halvorsen - Viking Global Investors | −0.25% | was 0.25% | Q1→Q2 |
| EW | Add | Davidson Kempner Capital Management | +0.31% | +873.9% sh | Q1→Q2 |
| EW | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.02% | +457.6% sh | Q1→Q2 |
| EW | Reduce | David Rolfe - Wedgewood Partners | +0.26% | −3.4% 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