Portfolio changes · featured 13Fs

Activity

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

36 managers with a move of 137 featured filed through 14 Aug 12 shown managers newest 13Fs

GOOG

12 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 7
GOOG	New	Dan Sundheim - D1 Capital Partners	+0.09 pp	opened 0.09%	Q1→Q2
GOOG	Exit	Farallon Capital Management	−1.63 pp	was 1.6%	Q1→Q2
GOOG	Exit	Bill Ackman - Pershing Square	−0.65 pp	was 0.65%	Q1→Q2
GOOG	Add	Warren Buffett - Berkshire Hathaway	+2.82 pp	+658.3% sh	Q1→Q2
GOOG	Add	Lee Ainslie - Maverick Capital	+1.61 pp	+65.2% sh	Q1→Q2
GOOG	Add	Chris Hohn - Tci Fund Management	+1.03 pp	+12.3% sh	Q1→Q2
GOOG	Reduce	Duan Yongping - H&H International Investment	−1.67 pp	−46.9% sh	Q1→Q2
13 Aug 3
GOOG	Add	Seth Klarman - Baupost Group	+2.33 pp	+16.2% sh	Q1→Q2
GOOG	Reduce	Mala Gaonkar - Surgocap Partners	−3.23 pp	−35.1% sh	Q1→Q2
GOOG	Reduce	Triple Frond Partners	−1.34 pp	−17.5% sh	Q1→Q2
5 Aug 1
GOOG	Reduce	First Eagle Investment Management	+1.50 pp	−1.2% sh	Q1→Q2
9 Jul 1
GOOG	Add	Andrew Steginsky - Steginsky Capital	+4.12 pp	+0.8% 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