Portfolio changes · featured 13Fs
Activity
Moves in Z across featured managers — New / Exit / Add / Reduce.
Z · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| Z | Add | Kahn Brothers Group | +1.89% | +116.8% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| Z | Exit | Chase Coleman - Tiger Global Management | −1.33% | was 1.3% | Q1→Q2 |
| Z | Exit | Glenview Capital Management | −0.82% | was 0.82% | Q1→Q2 |
| Z | Reduce | Cathie Wood - Ark Investment Management | −0.02% | −8.5% 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