Portfolio changes · featured 13Fs
Activity
Moves in NTRA across featured managers — New / Exit / Add / Reduce.
NTRA · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 8 | |||||
| NTRA | New | Andreas Halvorsen - Viking Global Investors | +0.30% | opened 0.30% | Q1→Q2 |
| NTRA | New | Gavin Baker - Atreides Management | +0.20% | opened 0.20% | Q1→Q2 |
| NTRA | Exit | David Witzke - Avidity Partners Management | −0.36% | was 0.36% | Q1→Q2 |
| NTRA | Add | Stanley Druckenmiller - Duquesne Family Office | −1.55% | +4.0% sh | Q1→Q2 |
| NTRA | Add | Lee Ainslie - Maverick Capital | +0.55% | +15.8% sh | Q1→Q2 |
| NTRA | Reduce | Farallon Capital Management | −0.88% | −30.8% sh | Q1→Q2 |
| NTRA | Reduce | Philippe Laffont - Coatue Management | −0.35% | −1.4% sh | Q1→Q2 |
| NTRA | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.01% | −38.5% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| NTRA | New | Senator Investment Group | +0.32% | opened 0.32% | Q1→Q2 |
| 4 Aug 1 | |||||
| NTRA | Add | Polen Capital Management | 0.00% | +28.2% 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