Portfolio changes · featured 13Fs
Activity
Moves in ISRG across featured managers — New / Exit / Add / Reduce.
ISRG · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| ISRG | New | Dan Sundheim - D1 Capital Partners | +0.66% | opened 0.66% | Q1→Q2 |
| ISRG | Exit | Davidson Kempner Capital Management | −0.05% | was 0.05% | Q1→Q2 |
| ISRG | Add | Mairs & Power | +0.06% | +46.6% sh | Q1→Q2 |
| ISRG | Reduce | Philippe Laffont - Coatue Management | −0.71% | −7.2% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| ISRG | Exit | Dodge & Cox | 0.00% | was <0.01% | Q1→Q2 |
| ISRG | Reduce | Mala Gaonkar - Surgocap Partners | −1.82% | −22.8% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| ISRG | Reduce | Polen Capital Management | −0.40% | −26.2% 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