Portfolio changes · featured 13Fs

Activity

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

9 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

NOW · all sizes

9 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 6
NOW	Exit	Ram Parameswaran - Octahedron Capital Management	−3.31%	was 3.3%	Q1→Q2
NOW	Exit	Ron Baron - Bamco Inc. (Baron Capital)	−0.04%	was 0.04%	Q1→Q2
NOW	Exit	Farallon Capital Management	−0.02%	was 0.02%	Q1→Q2
NOW	Add	Chuck Akre - Akre Capital Management	+0.55%	+13.7% sh	Q1→Q2
NOW	Reduce	Chase Coleman - Tiger Global Management	−0.32%	−41.8% sh	Q1→Q2
NOW	Reduce	George Soros - Soros Fund Management	−0.12%	−68.5% sh	Q1→Q2
10 Aug 1
NOW	Add	Vulcan Value Partners	+0.26%	+7.7% sh	Q1→Q2
4 Aug 1
NOW	Reduce	Polen Capital Management	−0.67%	−26.1% sh	Q1→Q2
30 Jul 1
NOW	Reduce	Torray Investment Partners	−0.15%	−6.0% 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