Portfolio changes · featured 13Fs
Activity
Moves in SHAZ across featured managers — New / Exit / Add / Reduce.
SHAZ
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| SHAZ | New | Stephen Mandel - Lone Pine Capital | +0.63 pp | opened 0.63% | Q1→Q2 |
| SHAZ | New | George Soros - Soros Fund Management | +0.08 pp | opened 0.08% | Q1→Q2 |
| SHAZ | New | Davidson Kempner Capital Management | +0.05 pp | opened 0.05% | Q1→Q2 |
| SHAZ | Add | Situational Awareness | +2.12 pp | +577.8% sh | 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