Manager activity
Avantyr Capital Partners, LP
Ning Jin
New
8
Add
8
Reduce
7
Exit
6
29 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| MSGS | New | +6.91% | opened 6.9% | Q1→Q2 |
| F | New | +3.73% | opened 3.7% | Q1→Q2 |
| LFUS | New | +3.40% | opened 3.4% | Q1→Q2 |
| COMP | New | +2.54% | opened 2.5% | Q1→Q2 |
| AAMI | New | +2.02% | opened 2.0% | Q1→Q2 |
| CPNG | New | +1.55% | opened 1.6% | Q1→Q2 |
| SPCX | New | +1.53% | opened 1.5% | Q1→Q2 |
| WOLF | New | +1.44% | opened 1.4% | Q1→Q2 |
| ASML | Exit | −8.54% | was 8.5% | Q1→Q2 |
| LIN | Exit | −2.51% | was 2.5% | Q1→Q2 |
| VSNT | Exit | −1.84% | was 1.8% | Q1→Q2 |
| WIT | Exit | −1.41% | was 1.4% | Q1→Q2 |
| FAF | Exit | −1.20% | was 1.2% | Q1→Q2 |
| CORZ | Exit | −0.57% | was 0.57% | Q1→Q2 |
| SGI | Add | +4.00% | +244.9% sh | Q1→Q2 |
| LPX | Add | +2.30% | +148.6% sh | Q1→Q2 |
| V | Add | +1.52% | +35.4% sh | Q1→Q2 |
| USFD | Add | +1.03% | +34.9% sh | Q1→Q2 |
| COF | Add | +1.01% | +41.1% sh | Q1→Q2 |
| UNP | Add | +0.78% | +40.6% sh | Q1→Q2 |
| VMC | Add | −0.27% | +15.8% sh | Q1→Q2 |
| AMZN | Add | −0.10% | +9.6% sh | Q1→Q2 |
| SCHW | Reduce | −5.73% | −71.0% sh | Q1→Q2 |
| JCI | Reduce | −3.39% | −16.5% sh | Q1→Q2 |
| AER | Reduce | −3.30% | −35.3% sh | Q1→Q2 |
| META | Reduce | −2.60% | −31.7% sh | Q1→Q2 |
| NVDA | Reduce | −1.76% | −20.6% sh | Q1→Q2 |
| INTC | Reduce | +0.88% | −39.4% sh | Q1→Q2 |
| MSGE | Reduce | −0.85% | −50.2% sh | Q1→Q2 |