Portfolio changes · featured 13Fs
Activity
Moves in SPHR across featured managers — New / Exit / Add / Reduce.
SPHR · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| SPHR | Reduce | John Rogers - Ariel Investments | −0.36 pp | −32.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| SPHR | Add | Spencer Waxman - Shannon River Fund Management | −0.50 pp | +0.7% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| SPHR | Reduce | Polen Capital Management | +0.02 pp | −20.2% 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