Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker STX holders clear

13 managers with a move of 137 featured filed through 18 Aug 13 shown managers newest 13Fs

13 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
18 Aug 1
STX New Nehal Chopra - Ratan Capital Management +1.17 pp opened 1.2% Q1→Q2
17 Aug 1
STX Reduce Ben Hoskin - Value Aligned Research Advisors −0.02 pp −22.4% sh Q1→Q2
14 Aug 9
STX New Sachem Head Capital Management +9.45 pp opened 9.5% Q1→Q2
STX New Stephen Mandel - Lone Pine Capital +5.90 pp opened 5.9% Q1→Q2
STX New Chase Coleman - Tiger Global Management +1.15 pp opened 1.2% Q1→Q2
STX New Alex Sacerdote - Whale Rock Capital Management +1.15 pp opened 1.2% Q1→Q2
STX New Dan Sundheim - D1 Capital Partners +0.08 pp opened 0.08% Q1→Q2
STX New Lee Ainslie - Maverick Capital +0.01 pp opened 0.01% Q1→Q2
STX Exit Eric Mandelblatt - Soroban Capital Partners −0.40 pp was 0.40% Q1→Q2
STX Add Stanley Druckenmiller - Duquesne Family Office +1.67 pp +140.6% sh Q1→Q2
STX Reduce Davidson Kempner Capital Management +0.14 pp −41.4% sh Q1→Q2
13 Aug 1
STX New Ryan Packard - Hiddenite Capital Partners +0.83 pp opened 0.83% Q1→Q2
10 Aug 1
STX Reduce Lewis Sanders - Sanders Capital −2.65 pp −73.0% 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