Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker CPNG holders clear

10 managers with a move of 137 featured filed through 14 Aug 5 shown managers newest 13Fs

CPNG

5 shown
New 2 Exit 1 Add 0 Reduce 2 all moves 5
all time today 7d 14d
≥1 pp all sizes
reset

5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker action manager Δ port detail period
14 Aug 5
CPNG New Estuary Capital Management +6.23 pp opened 6.2% Q1→Q2
CPNG New Ning Jin - Avantyr Capital Partners +1.55 pp opened 1.6% Q1→Q2
CPNG Exit Marc Stad - Dragoneer Investment Group −17.52 pp was 17.5% Q1→Q2
CPNG Reduce Henry Ellenbogen - Durable Capital Partners −1.85 pp −69.8% sh Q1→Q2
CPNG Reduce Dan Sundheim - D1 Capital Partners −1.44 pp −11.4% 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