Portfolio changes · featured 13Fs
Activity
Moves in SHOP across featured managers — New / Exit / Add / Reduce.
SHOP · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| SHOP | New | Dan Sundheim - D1 Capital Partners | +0.27% | opened 0.27% | Q1→Q2 |
| SHOP | Exit | Ram Parameswaran - Octahedron Capital Management | −3.34% | was 3.3% | Q1→Q2 |
| SHOP | Add | Henry Ellenbogen - Durable Capital Partners | +1.41% | +140.3% sh | Q1→Q2 |
| SHOP | Add | Ron Baron - Bamco Inc. (Baron Capital) | +0.22% | +136.4% sh | Q1→Q2 |
| SHOP | Reduce | Cathie Wood - Ark Investment Management | −0.77% | −0.5% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| SHOP | Exit | Mala Gaonkar - Surgocap Partners | −2.04% | was 2.0% | Q1→Q2 |
| 4 Aug 1 | |||||
| SHOP | Reduce | Polen Capital Management | −0.67% | −27.4% 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