Portfolio changes · featured 13Fs

Activity

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

ticker NBIS holders clear

3 managers with a move of ~140 featured filed through 18 May 2 shown managers newest 13Fs

Activity·NBIS

2 shown

NBIS moves

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

ticker	action	manager	Δ port	detail	period
18 May 1
NBIS	New	Gavin Baker - Atreides Management	+0.13 pp	opened 0.1%	2025Q4→2026Q1
15 May 1
NBIS	New	Ron Baron - Bamco Inc. /NY/ (Baron Capital)	+0.02 pp	opened 0.02%	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.