Portfolio changes · featured 13Fs
Activity
Moves in ALKT across featured managers — New / Exit / Add / Reduce.
ALKT
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| ALKT | Exit | Davidson Kempner Capital Management | −0.12% | was 0.12% | Q1→Q2 |
| ALKT | Exit | Ron Baron - Bamco Inc. (Baron Capital) | −0.11% | was 0.11% | Q1→Q2 |
| ALKT | Add | Jana Partners Management | +1.13% | +24.2% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| ALKT | New | First Eagle Investment Management | +0.01% | opened 0.01% | 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