Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker W holders clear

6 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

W · all sizes

6 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
14 Aug 5
W New Ram Parameswaran - Octahedron Capital Management +4.94% opened 4.9% Q1→Q2
W New Davidson Kempner Capital Management +0.11% opened 0.11% Q1→Q2
W Add Ben Jacobs - Anomaly Capital Management +2.74% +195.2% sh Q1→Q2
W Add Ben Tsai - Spruce House Investment Management +0.93% +11.9% sh Q1→Q2
W Reduce Gavin Baker - Atreides Management −1.61% −41.0% sh Q1→Q2
4 Aug 1
W Reduce Polen Capital Management −0.02% −93.2% 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