Portfolio changes · featured 13Fs

Activity

Moves in NBIS across featured managers — New / Exit / Add / Reduce.

ticker NBIS holders clear

3 managers with a move of ~140 featured filed through 18 May 3 shown managers newest 13Fs

Activity·NBIS · all sizes

3 shown

NBIS moves

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 May 2
NBIS	New	Gavin Baker - Atreides Management	+0.13 pp	opened 0.1%	2025Q4→2026Q1
NBIS	Add	Ben Hoskin - Value Aligned Research Advisors	+0.13 pp	+75.9% sh	2025Q4→2026Q1
15 May 1
NBIS	New	Ron Baron - Bamco Inc. /NY/ (Baron Capital)	+0.02 pp	opened 0.02%	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.