Portfolio changes · featured 13Fs

Activity

Moves in SNOW across featured managers — New / Exit / Add / Reduce.

13 managers with a move of 137 featured filed through 17 Aug 13 shown managers newest 13Fs

SNOW · all sizes

13 shown

13 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
SNOW	Exit	Ben Hoskin - Value Aligned Research Advisors	−0.35 pp	was 0.35%	Q1→Q2
14 Aug 11
SNOW	New	Lee Ainslie - Maverick Capital	+2.20 pp	opened 2.2%	Q1→Q2
SNOW	New	Glen Kacher - Light Street Capital Management	+1.97 pp	opened 2.0%	Q1→Q2
SNOW	New	Alex Sacerdote - Whale Rock Capital Management	+1.81 pp	opened 1.8%	Q1→Q2
SNOW	New	Andreas Halvorsen - Viking Global Investors	+0.70 pp	opened 0.70%	Q1→Q2
SNOW	New	Cathie Wood - Ark Investment Management	+0.45 pp	opened 0.45%	Q1→Q2
SNOW	New	Dan Sundheim - D1 Capital Partners	+0.16 pp	opened 0.16%	Q1→Q2
SNOW	Exit	Gavin Baker - Atreides Management	−0.44 pp	was 0.44%	Q1→Q2
SNOW	Add	Ram Parameswaran - Octahedron Capital Management	+1.83 pp	+25.9% sh	Q1→Q2
SNOW	Add	George Soros - Soros Fund Management	+0.35 pp	+185.6% sh	Q1→Q2
SNOW	Add	Davidson Kempner Capital Management	+0.12 pp	+11.1% sh	Q1→Q2
SNOW	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.05 pp	−14.2% sh	Q1→Q2
13 Aug 1
SNOW	Exit	Spencer Waxman - Shannon River Fund Management	−0.76 pp	was 0.76%	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