Portfolio changes · featured 13Fs
Activity
Moves in RKT across featured managers — New / Exit / Add / Reduce.
5 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| RKT | New | Stanley Druckenmiller - Duquesne Family Office | +0.20% | opened 0.20% | Q1→Q2 |
| RKT | Exit | Gavin Baker - Atreides Management | −1.74% | was 1.7% | Q1→Q2 |
| RKT | Exit | George Soros - Soros Fund Management | 0.00% | was <0.01% | Q1→Q2 |
| RKT | Add | Valueact Capital - Valueact Holdings | +4.61% | +47.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| RKT | Exit | Senator Investment Group | −0.82% | was 0.82% | 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