Portfolio changes · featured 13Fs
Activity
Moves in HD across featured managers — New / Exit / Add / Reduce.
HD · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| HD | New | Stephen Mandel - Lone Pine Capital | +5.61% | opened 5.6% | Q1→Q2 |
| HD | New | Gates Foundation Trust | +1.02% | opened 1.0% | Q1→Q2 |
| HD | Exit | Terry Smith - Fundsmith | −0.07% | was 0.07% | Q1→Q2 |
| HD | Add | Andreas Halvorsen - Viking Global Investors | +0.46% | +82.6% sh | Q1→Q2 |
| HD | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.09% | +8155.2% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| HD | Reduce | Jensen Investment Management | 0.00% | −45.5% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| HD | Reduce | Torray Investment Partners | −0.04% | −22.4% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| HD | Add | David Katz - Matrix Asset Advisors | +0.29% | +25.0% 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