Portfolio changes · featured 13Fs
Activity
Moves in CIEN across featured managers — New / Exit / Add / Reduce.
CIEN
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| CIEN | Exit | Stephen Mandel - Lone Pine Capital | −2.51% | was 2.5% | Q1→Q2 |
| CIEN | Exit | Alex Sacerdote - Whale Rock Capital Management | −1.16% | was 1.2% | Q1→Q2 |
| CIEN | Add | Gavin Baker - Atreides Management | −2.90% | +1.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| CIEN | New | Spencer Waxman - Shannon River Fund Management | +3.56% | opened 3.6% | 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