Portfolio changes · featured 13Fs
Activity
Moves in FRVO across featured managers — New / Exit / Add / Reduce.
FRVO · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| FRVO | New | Ben Hoskin - Value Aligned Research Advisors | +0.16 pp | opened 0.16% | Q1→Q2 |
| 14 Aug 5 | |||||
| FRVO | New | George Soros - Soros Fund Management | +0.24 pp | opened 0.24% | Q1→Q2 |
| FRVO | New | Davidson Kempner Capital Management | +0.11 pp | opened 0.11% | Q1→Q2 |
| FRVO | New | Andreas Halvorsen - Viking Global Investors | +0.06 pp | opened 0.06% | Q1→Q2 |
| FRVO | New | Ron Baron - Bamco Inc. (Baron Capital) | +0.03 pp | opened 0.03% | Q1→Q2 |
| FRVO | New | Gavin Baker - Atreides Management | 0.00 pp | opened <0.01% | 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