Portfolio changes · featured 13Fs
Activity
Moves in TTMI across featured managers — New / Exit / Add / Reduce.
TTMI · 14d
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| TTMI | New | Stephen Mandel - Lone Pine Capital | +3.13 pp | opened 3.1% | Q1→Q2 |
| TTMI | New | Dan Loeb - Third Point | +2.02 pp | opened 2.0% | Q1→Q2 |
| TTMI | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| TTMI | Add | Alex Sacerdote - Whale Rock Capital Management | +1.93 pp | +20.4% 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