Portfolio changes · featured 13Fs
Activity
Moves in HD across featured managers — New / Exit / Add / Reduce.
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| HD | New | Stephen Mandel - Lone Pine Capital | +5.61% | opened 5.6% | Q1→Q2 |
| HD | New | Gates Foundation Trust | +1.02% | opened 1.0% | Q1→Q2 |
| HD | Exit | Terry Smith - Fundsmith | −0.07% | was 0.07% | 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