Portfolio changes · featured 13Fs
Activity
Moves in FROG across featured managers — New / Exit / Add / Reduce.
FROG · 14d · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| FROG | Exit | Gavin Baker - Atreides Management | −0.52 pp | was 0.52% | Q1→Q2 |
| FROG | Add | Cathie Wood - Ark Investment Management | +0.02 pp | +28.0% sh | Q1→Q2 |
| FROG | Reduce | Alex Sacerdote - Whale Rock Capital Management | −0.40 pp | −25.9% sh | Q1→Q2 |
| FROG | Reduce | Glen Kacher - Light Street Capital Management | +0.13 pp | −10.5% sh | Q1→Q2 |
| FROG | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.03 pp | −33.8% 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