Portfolio changes · featured 13Fs
Activity
Moves in NAMS across featured managers — New / Exit / Add / Reduce.
NAMS · 14d · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 19 Aug 1 | |||||
| NAMS | New | Palo Alto Investors | +0.21 pp | opened 0.21% | Q1→Q2 |
| 14 Aug 3 | |||||
| NAMS | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | opened <0.01% | Q1→Q2 |
| NAMS | Exit | Nathan Fischel - Dafna Capital Management | −0.15 pp | was 0.15% | Q1→Q2 |
| NAMS | Add | Lee Ainslie - Maverick Capital | +0.17 pp | +49.5% 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