Portfolio changes · featured 13Fs
Activity
Moves in ONON across featured managers — New / Exit / Add / Reduce.
ONON · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| ONON | New | Stephen Mandel - Lone Pine Capital | +2.88 pp | opened 2.9% | Q1→Q2 |
| ONON | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.10 pp | +74.3% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| ONON | New | First Eagle Investment Management | 0.00 pp | opened <0.01% | Q1→Q2 |
| 4 Aug 1 | |||||
| ONON | Reduce | Polen Capital Management | 0.00 pp | −33.3% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home