Portfolio changes · featured 13Fs
Activity
Moves in NU across featured managers — New / Exit / Add / Reduce.
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| NU | New | Glenn Greenberg - Brave Warrior Advisors | +0.01% | opened 0.01% | Q1→Q2 |
| NU | Add | Ram Parameswaran - Octahedron Capital Management | −5.27% | +7.1% sh | Q1→Q2 |
| NU | Add | Dan Sundheim - D1 Capital Partners | −1.61% | +71.6% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| NU | Reduce | Mala Gaonkar - Surgocap Partners | −1.28% | −18.9% 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