Portfolio changes · featured 13Fs
Activity
Moves in CLS across featured managers — New / Exit / Add / Reduce.
CLS
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| CLS | Exit | Dan Sundheim - D1 Capital Partners | −1.36 pp | was 1.4% | Q1→Q2 |
| CLS | Exit | Andreas Halvorsen - Viking Global Investors | −1.30 pp | was 1.3% | Q1→Q2 |
| CLS | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.28 pp | was 0.28% | Q1→Q2 |
| CLS | Reduce | Alex Sacerdote - Whale Rock Capital Management | −1.20 pp | −2.8% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| CLS | Add | Spencer Waxman - Shannon River Fund Management | +1.68 pp | +161.6% 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