Portfolio changes · featured 13Fs
Activity
Moves in RBRK across featured managers — New / Exit / Add / Reduce.
RBRK
3 shown3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| RBRK | Exit | Gavin Baker - Atreides Management | −0.55 pp | was 0.55% | Q1→Q2 |
| RBRK | Add | Ram Parameswaran - Octahedron Capital Management | +4.39 pp | +82.9% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| RBRK | New | Polen Capital Management | 0.00 pp | opened <0.01% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home