Portfolio changes · featured 13Fs
Activity
Moves in MSCI across featured managers — New / Exit / Add / Reduce.
MSCI · all sizes
7 shown7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| MSCI | New | Andreas Halvorsen - Viking Global Investors | +1.85 pp | opened 1.9% | Q1→Q2 |
| MSCI | Exit | Li Lu - Himalaya Capital Management | −0.32 pp | was 0.32% | Q1→Q2 |
| MSCI | Add | Ron Baron - Bamco Inc. (Baron Capital) | −1.69 pp | +19.0% sh | Q1→Q2 |
| MSCI | Reduce | Terry Smith - Fundsmith | −0.05 pp | −17.3% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MSCI | Reduce | Chris James - Meritage Group | −2.33 pp | −32.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| MSCI | Reduce | Jensen Investment Management | 0.00 pp | −17.3% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| MSCI | Reduce | Polen Capital Management | −0.23 pp | −27.7% sh | 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