Portfolio changes · featured 13Fs
Activity
Moves in VMC across featured managers — New / Exit / Add / Reduce.
VMC · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| VMC | New | Lee Ainslie - Maverick Capital | +1.66% | opened 1.7% | Q1→Q2 |
| VMC | New | Chris Hohn - Tci Fund Management | +1.37% | opened 1.4% | Q1→Q2 |
| VMC | Exit | Stephen Mandel - Lone Pine Capital | −0.31% | was 0.31% | Q1→Q2 |
| VMC | Add | Ning Jin - Avantyr Capital Partners | −0.27% | +15.8% sh | Q1→Q2 |
| VMC | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.03% | +42.0% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| VMC | Add | John Armitage - Egerton Capital (UK) | +0.27% | +11.4% 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