Portfolio changes · featured 13Fs

Activity

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

13 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

CBRS

13 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
17 Aug 1
CBRS	New	Ben Hoskin - Value Aligned Research Advisors	+0.60%	opened 0.60%	Q1→Q2
14 Aug 12
CBRS	New	Brad Gerstner - Altimeter Capital Management	+16.24%	opened 16.2%	Q1→Q2
CBRS	New	Gavin Baker - Atreides Management	+4.79%	opened 4.8%	Q1→Q2
CBRS	New	Philippe Laffont - Coatue Management	+3.19%	opened 3.2%	Q1→Q2
CBRS	New	Marc Stad - Dragoneer Investment Group	+3.12%	opened 3.1%	Q1→Q2
CBRS	New	Chase Coleman - Tiger Global Management	+2.76%	opened 2.8%	Q1→Q2
CBRS	New	Cathie Wood - Ark Investment Management	+1.10%	opened 1.1%	Q1→Q2
CBRS	New	Davidson Kempner Capital Management	+0.89%	opened 0.89%	Q1→Q2
CBRS	New	George Soros - Soros Fund Management	+0.41%	opened 0.41%	Q1→Q2
CBRS	New	Dan Sundheim - D1 Capital Partners	+0.10%	opened 0.10%	Q1→Q2
CBRS	New	Ron Baron - Bamco Inc. (Baron Capital)	+0.10%	opened 0.10%	Q1→Q2
CBRS	New	Alex Sacerdote - Whale Rock Capital Management	+0.09%	opened 0.09%	Q1→Q2
CBRS	New	Situational Awareness	+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