Portfolio changes · featured 13Fs
Activity
Moves in STX across featured managers — New / Exit / Add / Reduce.
STX
11 shown11 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| STX | New | Nehal Chopra - Ratan Capital Management | +1.17 pp | opened 1.2% | Q1→Q2 |
| 14 Aug 8 | |||||
| STX | New | Sachem Head Capital Management | +9.45 pp | opened 9.5% | Q1→Q2 |
| STX | New | Stephen Mandel - Lone Pine Capital | +5.90 pp | opened 5.9% | Q1→Q2 |
| STX | New | Chase Coleman - Tiger Global Management | +1.15 pp | opened 1.2% | Q1→Q2 |
| STX | New | Alex Sacerdote - Whale Rock Capital Management | +1.15 pp | opened 1.2% | Q1→Q2 |
| STX | New | Dan Sundheim - D1 Capital Partners | +0.08 pp | opened 0.08% | Q1→Q2 |
| STX | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| STX | Exit | Eric Mandelblatt - Soroban Capital Partners | −0.40 pp | was 0.40% | Q1→Q2 |
| STX | Add | Stanley Druckenmiller - Duquesne Family Office | +1.67 pp | +140.6% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| STX | New | Ryan Packard - Hiddenite Capital Partners | +0.83 pp | opened 0.83% | Q1→Q2 |
| 10 Aug 1 | |||||
| STX | Reduce | Lewis Sanders - Sanders Capital | −2.65 pp | −73.0% 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