Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker V holders clear

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

V

13 shown
New 3 Exit 3 Add 6 Reduce 1 all moves 13
all time today 7d 14d
≥1 pp all sizes
reset

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

ticker action manager Δ port detail period
17 Aug 1
V Add Altarock Partners +3.12 pp +67.7% sh Q1→Q2
14 Aug 10
V New Bill Ackman - Pershing Square +5.76 pp opened 5.8% Q1→Q2
V New Chase Coleman - Tiger Global Management +1.14 pp opened 1.1% Q1→Q2
V New Glenn Greenberg - Brave Warrior Advisors 0.00 pp opened <0.01% Q1→Q2
V Exit Farallon Capital Management −1.45 pp was 1.5% Q1→Q2
V Exit Philippe Laffont - Coatue Management −0.75 pp was 0.75% Q1→Q2
V Exit Gavin Baker - Atreides Management −0.43 pp was 0.43% Q1→Q2
V Add Ben Jacobs - Anomaly Capital Management +4.91 pp +192.7% sh Q1→Q2
V Add Ning Jin - Avantyr Capital Partners +1.52 pp +35.4% sh Q1→Q2
V Add David Rolfe - Wedgewood Partners +1.14 pp +7.4% sh Q1→Q2
V Reduce Terry Smith - Fundsmith −2.24 pp −34.9% sh Q1→Q2
13 Aug 1
V Add Mala Gaonkar - Surgocap Partners +3.35 pp +95.7% sh Q1→Q2
12 Aug 1
V Add Senator Investment Group +1.04 pp +50.4% 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