Portfolio changes · featured 13Fs
Activity
Moves in LSCC across featured managers — New / Exit / Add / Reduce.
LSCC · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| LSCC | New | Dan Sundheim - D1 Capital Partners | +0.48 pp | opened 0.48% | Q1→Q2 |
| LSCC | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| LSCC | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.89 pp | was 0.89% | Q1→Q2 |
| LSCC | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | −29.4% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| LSCC | New | Polen Capital Management | 0.00 pp | opened <0.01% | 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