Portfolio changes · featured 13Fs
Activity
Moves in IDXX across featured managers — New / Exit / Add / Reduce.
IDXX
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| IDXX | New | Farallon Capital Management | +0.02% | opened 0.02% | Q1→Q2 |
| IDXX | Add | Ron Baron - Bamco Inc. (Baron Capital) | −1.21% | +21.0% sh | Q1→Q2 |
| IDXX | Reduce | Terry Smith - Fundsmith | −2.49% | −30.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| IDXX | Add | Jensen Investment Management | +1.31% | +2861.0% sh | 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