Portfolio changes · featured 13Fs
Activity
Moves in Q 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 4 | |||||
| Q | New | Dan Sundheim - D1 Capital Partners | +0.39% | opened 0.39% | Q1→Q2 |
| Q | New | Lee Ainslie - Maverick Capital | +0.01% | opened 0.01% | Q1→Q2 |
| Q | Reduce | Ben Jacobs - Anomaly Capital Management | −2.80% | −58.0% sh | Q1→Q2 |
| Q | Reduce | Henry Ellenbogen - Durable Capital Partners | +1.19% | −10.5% 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