Portfolio changes · featured 13Fs
Activity
Moves in LIN across featured managers — New / Exit / Add / Reduce.
7 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| LIN | New | Stephen Mandel - Lone Pine Capital | +4.94% | opened 4.9% | Q1→Q2 |
| LIN | New | Dan Sundheim - D1 Capital Partners | +0.51% | opened 0.51% | Q1→Q2 |
| LIN | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | opened <0.01% | Q1→Q2 |
| LIN | Exit | Ning Jin - Avantyr Capital Partners | −2.51% | was 2.5% | Q1→Q2 |
| LIN | Exit | Lee Ainslie - Maverick Capital | −2.44% | was 2.4% | Q1→Q2 |
| LIN | Reduce | Ben Jacobs - Anomaly Capital Management | −2.07% | −50.8% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| LIN | Reduce | John Armitage - Egerton Capital (UK) | −4.37% | −71.8% 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