Portfolio changes · featured 13Fs
Activity
Moves in W across featured managers — New / Exit / Add / Reduce.
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