Portfolio changes · featured 13Fs
Activity
Moves in VECO across featured managers — New / Exit / Add / Reduce.
VECO · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| VECO | New | Davidson Kempner Capital Management | +0.68 pp | opened 0.68% | Q1→Q2 |
| VECO | New | Lee Ainslie - Maverick Capital | 0.00 pp | opened <0.01% | Q1→Q2 |
| 5 Aug 1 | |||||
| VECO | Add | First Eagle Investment Management | +0.04 pp | +18.5% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| VECO | Add | Polen Capital Management | +0.03 pp | +301.7% 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