Portfolio changes · featured 13Fs
Activity
Moves in SNDK across featured managers — New / Exit / Add / Reduce.
SNDK
7 shown7 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| SNDK | New | Nehal Chopra - Ratan Capital Management | +1.28 pp | opened 1.3% | Q1→Q2 |
| 17 Aug 1 | |||||
| SNDK | Add | Ben Hoskin - Value Aligned Research Advisors | +1.44 pp | +196.4% sh | Q1→Q2 |
| 14 Aug 4 | |||||
| SNDK | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| SNDK | Exit | David Tepper - Appaloosa | −3.01 pp | was 3.0% | Q1→Q2 |
| SNDK | Add | Situational Awareness | +22.73 pp | +118.9% sh | Q1→Q2 |
| SNDK | Reduce | Alex Sacerdote - Whale Rock Capital Management | +4.33 pp | −25.4% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| SNDK | New | Ryan Packard - Hiddenite Capital Partners | +1.46 pp | opened 1.5% | 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