Portfolio changes · featured 13Fs
Activity
Moves in COHR across featured managers — New / Exit / Add / Reduce.
COHR
6 shown6 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| COHR | Reduce | Ben Hoskin - Value Aligned Research Advisors | −1.16 pp | −75.2% sh | Q1→Q2 |
| 14 Aug 5 | |||||
| COHR | Exit | Estuary Capital Management | −6.21 pp | was 6.2% | Q1→Q2 |
| COHR | Exit | Sachem Head Capital Management | −5.54 pp | was 5.5% | Q1→Q2 |
| COHR | Exit | Ram Parameswaran - Octahedron Capital Management | −3.93 pp | was 3.9% | Q1→Q2 |
| COHR | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.29 pp | was 0.29% | Q1→Q2 |
| COHR | Add | Gavin Baker - Atreides Management | −1.24 pp | +1.7% 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