Manager activity
Eric Mandelblatt
New
4
Add
10
Reduce
12
Exit
3
moves
29 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| MSFT call | New | +42.88 pp | +60,000,000 sh | 2025Q4→2026Q1 |
| META call | New | +22.09 pp | +20,000,000 sh | 2025Q4→2026Q1 |
| AMZN call | Add | +3.45 pp | +566.7% sh | 2025Q4→2026Q1 |
| — | New | +1.73 pp | +2,495,194 sh | 2025Q4→2026Q1 |
| MSFT | Reduce | -11.49 pp | -7.8% sh | 2025Q4→2026Q1 |
| EFX | Add | -0.37 pp | +310.5% sh | 2025Q4→2026Q1 |
| SPGI | Add | -0.20 pp | +260.3% sh | 2025Q4→2026Q1 |
| AMZN | Add | -5.71 pp | +41.2% sh | 2025Q4→2026Q1 |
| — | Reduce | -3.59 pp | -61.0% sh | 2025Q4→2026Q1 |
| BN | Exit | -1.83 pp | -5,745,527 sh | 2025Q4→2026Q1 |
| GOOG | Reduce | -4.90 pp | -40.4% sh | 2025Q4→2026Q1 |
| — | Reduce | -2.41 pp | -60.6% sh | 2025Q4→2026Q1 |
| UNP | Exit | -1.69 pp | -1,022,833 sh | 2025Q4→2026Q1 |
| NXPI | New | +0.33 pp | +863,266 sh | 2025Q4→2026Q1 |
| MA | Add | -5.12 pp | +30.5% sh | 2025Q4→2026Q1 |
| — | Exit | -1.01 pp | -4,072,561 sh | 2025Q4→2026Q1 |
| — | Reduce | -1.73 pp | -55.9% sh | 2025Q4→2026Q1 |
| — | Add | -1.05 pp | +34.0% sh | 2025Q4→2026Q1 |
| FERG | Reduce | -3.59 pp | -19.5% sh | 2025Q4→2026Q1 |
| — | Reduce | -1.72 pp | -46.5% sh | 2025Q4→2026Q1 |
| TSM | Reduce | -3.89 pp | -26.9% sh | 2025Q4→2026Q1 |
| META | Add | -4.46 pp | +19.4% sh | 2025Q4→2026Q1 |
| GOOGL | Reduce | -1.13 pp | -36.7% sh | 2025Q4→2026Q1 |
| V | Add | -4.19 pp | +19.2% sh | 2025Q4→2026Q1 |
| — | Reduce | -1.22 pp | -16.6% sh | 2025Q4→2026Q1 |
| — | Reduce | -0.84 pp | -13.7% sh | 2025Q4→2026Q1 |
| — | Add | -1.40 pp | +2.0% sh | 2025Q4→2026Q1 |
| — | Reduce | -0.11 pp | -42.7% sh | 2025Q4→2026Q1 |
| TDG | Add | -4.96 pp | +14.5% sh | 2025Q4→2026Q1 |