Portfolio changes · featured 13Fs
Activity
Moves in NU across featured managers — New / Exit / Add / Reduce.
NU · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 7 | |||||
| NU | New | Glenn Greenberg - Brave Warrior Advisors | +0.01% | opened 0.01% | Q1→Q2 |
| NU | Add | Ram Parameswaran - Octahedron Capital Management | −5.27% | +7.1% sh | Q1→Q2 |
| NU | Add | Dan Sundheim - D1 Capital Partners | −1.61% | +71.6% sh | Q1→Q2 |
| NU | Add | Stephen Mandel - Lone Pine Capital | −0.50% | +24.2% sh | Q1→Q2 |
| NU | Add | Lee Ainslie - Maverick Capital | +0.48% | +58.4% sh | Q1→Q2 |
| NU | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.04% | +58.6% sh | Q1→Q2 |
| NU | Reduce | Cathie Wood - Ark Investment Management | −0.04% | −8.5% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| NU | Reduce | Mala Gaonkar - Surgocap Partners | −1.28% | −18.9% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| NU | Add | Senator Investment Group | −0.04% | +31.6% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| NU | Reduce | Polen Capital Management | −0.03% | −38.2% 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