Portfolio changes · featured 13Fs
Activity
Moves in LGN across featured managers — New / Exit / Add / Reduce.
LGN · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| LGN | Add | Ben Hoskin - Value Aligned Research Advisors | +0.06 pp | +124.6% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| LGN | Add | George Soros - Soros Fund Management | +0.26 pp | +147.3% sh | Q1→Q2 |
| LGN | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.15 pp | −61.8% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| LGN | Exit | Spencer Waxman - Shannon River Fund Management | −3.64 pp | was 3.6% | Q1→Q2 |
| LGN | Exit | Ryan Packard - Hiddenite Capital Partners | −3.63 pp | was 3.6% | 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