Portfolio changes · featured 13Fs
Activity
Moves in GLBE across featured managers — New / Exit / Add / Reduce.
GLBE · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| GLBE | Reduce | Marc Stad - Dragoneer Investment Group | −10.17 pp | −90.8% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| GLBE | New | Spencer Waxman - Shannon River Fund Management | +1.09 pp | opened 1.1% | Q1→Q2 |
| GLBE | New | Sarah Ketterer - Causeway Capital Management | +0.04 pp | opened 0.04% | 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