Portfolio changes · featured 13Fs
Activity
Moves in SITM across featured managers — New / Exit / Add / Reduce.
SITM · 14d · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| SITM | New | George Soros - Soros Fund Management | +0.06 pp | opened 0.06% | Q1→Q2 |
| SITM | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| SITM | Reduce | Alex Sacerdote - Whale Rock Capital Management | +0.78 pp | −2.8% sh | Q1→Q2 |
| SITM | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.04 pp | −40.0% 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