Portfolio changes · featured 13Fs
Activity
Moves in YMM across featured managers — New / Exit / Add / Reduce.
YMM · 14d · all sizes
1 shown1 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| YMM | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.05 pp | +5.9% 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