Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker GDS holders clear

5 managers with a move of ~141 featured filed through 14 Aug 5 shown managers newest 13Fs

Activity·GDS · all sizes

5 shown
New 0 Exit 1 Add 3 Reduce 1 all moves 5
all time today 7d 14d
≥1 pp all sizes
reset

GDS moves

5 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
Today 14 Aug 4
GDS Exit Farallon Capital Management −0.07 pp was 0.07% Q1→Q2
GDS Add Dennis Hong - Shawspring Partners +1.58 pp +71.4% sh Q1→Q2
GDS Add Glen Kacher - Light Street Capital Management −0.30 pp +0.2% sh Q1→Q2
GDS Reduce Ron Baron - Bamco Inc. /NY/ (Baron Capital) −0.37 pp −7.7% sh Q1→Q2
13 Aug 1
GDS Add Seth Klarman - Baupost Group −0.31 pp +23.8% 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.