Portfolio changes · featured 13Fs
Activity
Moves in NBIS across featured managers — New / Exit / Add / Reduce.
NBIS · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| NBIS | Add | Ben Hoskin - Value Aligned Research Advisors | +1.29% | +5.0% sh | Q1→Q2 |
| 14 Aug 4 | |||||
| NBIS | New | Stephen Mandel - Lone Pine Capital | +7.19% | opened 7.2% | Q1→Q2 |
| NBIS | New | Situational Awareness | +6.09% | opened 6.1% | Q1→Q2 |
| NBIS | New | George Soros - Soros Fund Management | +1.05% | opened 1.1% | Q1→Q2 |
| NBIS | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.02% | +81.0% 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