Portfolio changes · featured 13Fs
Activity
Moves in BE across featured managers — New / Exit / Add / Reduce.
BE
7 shown7 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| BE | Reduce | Nehal Chopra - Ratan Capital Management | +2.01 pp | −15.0% sh | Q1→Q2 |
| 17 Aug 1 | |||||
| BE | Add | Ben Hoskin - Value Aligned Research Advisors | +1.22 pp | +21.8% sh | Q1→Q2 |
| 14 Aug 5 | |||||
| BE | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | opened <0.01% | Q1→Q2 |
| BE | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.55 pp | was 0.55% | Q1→Q2 |
| BE | Add | Glen Kacher - Light Street Capital Management | +1.54 pp | +66.3% sh | Q1→Q2 |
| BE | Reduce | Situational Awareness | +2.96 pp | −3.3% sh | Q1→Q2 |
| BE | Reduce | Alex Sacerdote - Whale Rock Capital Management | +1.01 pp | −2.8% 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