Portfolio changes · featured 13Fs
Activity
Moves in SPOT across featured managers — New / Exit / Add / Reduce.
SPOT · all sizes
12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 10 | |||||
| SPOT | New | Josh Tarasoff - Greenlea Lane Capital Management | +4.96% | opened 5.0% | Q1→Q2 |
| SPOT | New | Davidson Kempner Capital Management | +0.35% | opened 0.35% | Q1→Q2 |
| SPOT | Exit | Stephen Mandel - Lone Pine Capital | −0.27% | was 0.27% | Q1→Q2 |
| SPOT | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | Q1→Q2 |
| SPOT | Add | Valueact Capital - Valueact Holdings | +1.25% | +46.9% sh | Q1→Q2 |
| SPOT | Add | Dan Sundheim - D1 Capital Partners | −0.72% | +67.1% sh | Q1→Q2 |
| SPOT | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.26% | +84.4% sh | Q1→Q2 |
| SPOT | Add | Cathie Wood - Ark Investment Management | −0.03% | +10.8% sh | Q1→Q2 |
| SPOT | Reduce | Chase Coleman - Tiger Global Management | −1.11% | −25.9% sh | Q1→Q2 |
| SPOT | Reduce | Philippe Laffont - Coatue Management | −0.97% | −0.8% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| SPOT | Reduce | Polen Capital Management | −0.04% | −24.1% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| SPOT | Reduce | William Von Mueffling - Cantillon Capital Management | −0.02% | −95.4% 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