Portfolio changes · featured 13Fs
Activity
Moves in PODD across featured managers — New / Exit / Add / Reduce.
PODD
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| PODD | New | David Witzke - Avidity Partners Management | +0.59% | opened 0.59% | Q1→Q2 |
| PODD | Exit | Ron Baron - Bamco Inc. (Baron Capital) | −0.01% | was 0.01% | Q1→Q2 |
| PODD | Add | Nathan Fischel - Dafna Capital Management | +1.28% | +469.2% 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