Portfolio changes · featured 13Fs
Activity
Moves in MDLN across featured managers — New / Exit / Add / Reduce.
MDLN · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 8 | |||||
| MDLN | Exit | Lee Ainslie - Maverick Capital | −0.41% | was 0.41% | Q1→Q2 |
| MDLN | Exit | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | was <0.01% | Q1→Q2 |
| MDLN | Add | Eric Khrom - Khrom Capital Management | +5.19% | +246.4% sh | Q1→Q2 |
| MDLN | Add | Stephen Mandel - Lone Pine Capital | +0.87% | +77.9% sh | Q1→Q2 |
| MDLN | Add | George Soros - Soros Fund Management | +0.17% | +27.3% sh | Q1→Q2 |
| MDLN | Add | Davidson Kempner Capital Management | +0.11% | +337.6% sh | Q1→Q2 |
| MDLN | Reduce | Henry Ellenbogen - Durable Capital Partners | −2.32% | −63.8% sh | Q1→Q2 |
| MDLN | Reduce | Andreas Halvorsen - Viking Global Investors | −0.88% | −57.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MDLN | Add | Mala Gaonkar - Surgocap Partners | +0.52% | +23.2% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| MDLN | Add | John Armitage - Egerton Capital (UK) | +4.12% | +277.3% 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