Portfolio changes · featured 13Fs
Activity
Moves in MDB across featured managers — New / Exit / Add / Reduce.
MDB · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| MDB | New | Glen Kacher - Light Street Capital Management | +1.86% | opened 1.9% | Q1→Q2 |
| MDB | Exit | Ram Parameswaran - Octahedron Capital Management | −3.26% | was 3.3% | Q1→Q2 |
| MDB | Reduce | Valueact Capital - Valueact Holdings | −3.46% | −84.0% 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