Portfolio changes · featured 13Fs
Activity
Moves in MU across featured managers — New / Exit / Add / Reduce.
11 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| MU | New | Nehal Chopra - Ratan Capital Management | +4.84% | opened 4.8% | Q1→Q2 |
| 17 Aug 1 | |||||
| MU | Add | Ben Hoskin - Value Aligned Research Advisors | +1.75% | +235.0% sh | Q1→Q2 |
| 14 Aug 8 | |||||
| MU | New | Brad Gerstner - Altimeter Capital Management | +2.46% | opened 2.5% | Q1→Q2 |
| MU | New | Lee Ainslie - Maverick Capital | +0.02% | opened 0.02% | Q1→Q2 |
| MU | New | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | opened <0.01% | Q1→Q2 |
| MU | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.23% | was 0.23% | Q1→Q2 |
| MU | Add | Situational Awareness | +27.49% | +27712.4% sh | Q1→Q2 |
| MU | Add | Philippe Laffont - Coatue Management | +7.27% | +1793.7% sh | Q1→Q2 |
| MU | Add | Ram Parameswaran - Octahedron Capital Management | +5.46% | +1.1% sh | Q1→Q2 |
| MU | Reduce | David Tepper - Appaloosa | +5.09% | −41.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MU | New | Spencer Waxman - Shannon River Fund Management | +0.46% | opened 0.46% | 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