Manager activity
Marc Stad
New
1
Add
3
Reduce
5
Exit
11
moves
20 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| META | New | +13.58 pp | +712,800 sh | 2025Q4→2026Q1 |
| — | Exit | -7.16 pp | -4,749,842 sh | 2025Q4→2026Q1 |
| MELI | Exit | -7.04 pp | -160,193 sh | 2025Q4→2026Q1 |
| PDD | Exit | -4.54 pp | -1,835,428 sh | 2025Q4→2026Q1 |
| — | Exit | -4.44 pp | -1,159,887 sh | 2025Q4→2026Q1 |
| KLAC | Reduce | -2.69 pp | -29.9% sh | 2025Q4→2026Q1 |
| NVDA | Add | +10.89 pp | +40.8% sh | 2025Q4→2026Q1 |
| SQ | Reduce | -1.22 pp | -41.4% sh | 2025Q4→2026Q1 |
| — | Exit | -3.18 pp | -1,319,618 sh | 2025Q4→2026Q1 |
| — | Reduce | -2.00 pp | -49.6% sh | 2025Q4→2026Q1 |
| — | Reduce | +1.68 pp | -2.2% sh | 2025Q4→2026Q1 |
| — | Exit | -2.17 pp | -4,298,202 sh | 2025Q4→2026Q1 |
| — | Exit | -1.23 pp | -4,328,286 sh | 2025Q4→2026Q1 |
| — | Exit | -0.78 pp | -2,095,507 sh | 2025Q4→2026Q1 |
| — | Exit | -0.48 pp | -525,000 sh | 2025Q4→2026Q1 |
| CVNA | Add | +4.11 pp | +27.9% sh | 2025Q4→2026Q1 |
| CPNG | Add | +6.42 pp | +29.1% sh | 2025Q4→2026Q1 |
| — | Exit | -0.35 pp | -431,165 sh | 2025Q4→2026Q1 |
| — | Exit | -0.18 pp | -810,000 sh | 2025Q4→2026Q1 |
| — | Reduce | -0.07 pp | -44.4% sh | 2025Q4→2026Q1 |