Portfolio changes · featured 13Fs

Activity

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

13 managers with a move of 137 featured filed through 18 Aug 10 shown managers newest 13Fs

APP

10 shown

10 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 Aug 1
APP	Exit	Nehal Chopra - Ratan Capital Management	−2.68 pp	was 2.7%	Q1→Q2
14 Aug 7
APP	New	Terry Smith - Fundsmith	+2.63 pp	opened 2.6%	Q1→Q2
APP	New	Scott Miller - Greenhaven Road Investment Management	+1.61 pp	opened 1.6%	Q1→Q2
APP	New	Davidson Kempner Capital Management	+0.12 pp	opened 0.12%	Q1→Q2
APP	Exit	Chase Coleman - Tiger Global Management	−1.74 pp	was 1.7%	Q1→Q2
APP	Add	Pat Dorsey - Dorsey Asset Management	+4.45 pp	+38.6% sh	Q1→Q2
APP	Reduce	Alex Sacerdote - Whale Rock Capital Management	−1.67 pp	−33.6% sh	Q1→Q2
APP	Reduce	Stephen Mandel - Lone Pine Capital	−1.37 pp	−28.9% sh	Q1→Q2
13 Aug 2
APP	Exit	Spencer Waxman - Shannon River Fund Management	−1.10 pp	was 1.1%	Q1→Q2
APP	Add	Ryan Packard - Hiddenite Capital Partners	−1.52 pp	+50.0% 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