Portfolio changes · featured 13Fs
Activity
Moves in SPOT across featured managers — New / Exit / Add / Reduce.
SPOT
6 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| SPOT | New | Josh Tarasoff - Greenlea Lane Capital Management | +4.96% | opened 5.0% | Q1→Q2 |
| SPOT | New | Davidson Kempner Capital Management | +0.35% | opened 0.35% | Q1→Q2 |
| SPOT | Exit | Stephen Mandel - Lone Pine Capital | −0.27% | was 0.27% | Q1→Q2 |
| SPOT | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | Q1→Q2 |
| SPOT | Add | Valueact Capital - Valueact Holdings | +1.25% | +46.9% sh | Q1→Q2 |
| SPOT | Reduce | Chase Coleman - Tiger Global Management | −1.11% | −25.9% sh | 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