Portfolio changes · featured 13Fs
Activity
Moves in SNOW across featured managers — New / Exit / Add / Reduce.
SNOW
10 shown10 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| SNOW | Exit | Ben Hoskin - Value Aligned Research Advisors | −0.35 pp | was 0.35% | Q1→Q2 |
| 14 Aug 8 | |||||
| SNOW | New | Lee Ainslie - Maverick Capital | +2.20 pp | opened 2.2% | Q1→Q2 |
| SNOW | New | Glen Kacher - Light Street Capital Management | +1.97 pp | opened 2.0% | Q1→Q2 |
| SNOW | New | Alex Sacerdote - Whale Rock Capital Management | +1.81 pp | opened 1.8% | Q1→Q2 |
| SNOW | New | Andreas Halvorsen - Viking Global Investors | +0.70 pp | opened 0.70% | Q1→Q2 |
| SNOW | New | Cathie Wood - Ark Investment Management | +0.45 pp | opened 0.45% | Q1→Q2 |
| SNOW | New | Dan Sundheim - D1 Capital Partners | +0.16 pp | opened 0.16% | Q1→Q2 |
| SNOW | Exit | Gavin Baker - Atreides Management | −0.44 pp | was 0.44% | Q1→Q2 |
| SNOW | Add | Ram Parameswaran - Octahedron Capital Management | +1.83 pp | +25.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| SNOW | Exit | Spencer Waxman - Shannon River Fund Management | −0.76 pp | was 0.76% | 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