Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in TSM across featured managers — New / Exit / Add / Reduce.

ticker TSM holders clear

38 managers with a move of 137 featured filed through 17 Aug 21 shown managers newest 13Fs

TSM

21 shown
New 1 Exit 2 Add 5 Reduce 13 all moves 21
all time today 7d 14d
≥1 pp all sizes
reset

21 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker action manager Δ port detail period
17 Aug 1
TSM Add Ben Hoskin - Value Aligned Research Advisors +1.20 pp +148058.8% sh Q1→Q2
14 Aug 14
TSM New Terry Smith - Fundsmith +4.02 pp opened 4.0% Q1→Q2
TSM Exit Dan Sundheim - D1 Capital Partners −0.99 pp was 0.99% Q1→Q2
TSM Exit Duan Yongping - H&H International Investment −0.26 pp was 0.26% Q1→Q2
TSM Add Situational Awareness +6.19 pp +11713.9% sh Q1→Q2
TSM Add David Tepper - Appaloosa +2.64 pp +24.3% sh Q1→Q2
TSM Add Brad Gerstner - Altimeter Capital Management −1.15 pp +4.7% sh Q1→Q2
TSM Reduce Stephen Mandel - Lone Pine Capital −3.45 pp −92.7% sh Q1→Q2
TSM Reduce Glen Kacher - Light Street Capital Management −2.45 pp −0.7% sh Q1→Q2
TSM Reduce Philippe Laffont - Coatue Management −2.04 pp −4.0% sh Q1→Q2
TSM Reduce Lee Ainslie - Maverick Capital −1.82 pp −42.5% sh Q1→Q2
TSM Reduce Chase Coleman - Tiger Global Management +1.49 pp −12.3% sh Q1→Q2
TSM Reduce David Rolfe - Wedgewood Partners +1.37 pp −18.4% sh Q1→Q2
TSM Reduce Alex Sacerdote - Whale Rock Capital Management −1.32 pp −28.0% sh Q1→Q2
TSM Reduce George Soros - Soros Fund Management +1.13 pp 0.0% sh Q1→Q2
13 Aug 2
TSM Reduce Ruane, Cunniff & Goldfarb +1.94 pp −3.0% sh Q1→Q2
TSM Reduce Mala Gaonkar - Surgocap Partners +1.51 pp −18.1% sh Q1→Q2
10 Aug 1
TSM Reduce Lewis Sanders - Sanders Capital +1.21 pp −6.8% sh Q1→Q2
5 Aug 1
TSM Reduce First Eagle Investment Management +1.24 pp −4.0% sh Q1→Q2
4 Aug 1
TSM Add Polen Capital Management +1.65 pp +186.9% sh Q1→Q2
29 Jul 1
TSM Reduce William Von Mueffling - Cantillon Capital Management +2.65 pp −95.4% 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