OpCo 13F-HR changes
How operating companies’ stock holdings changed last quarter: a new stake, weight up, weight down, still held or closed. These are strategic stakes, not trades. Latest holdings are on OpCo 13F-HR.
tech treasury
Narrative
Newest filed first
| Ticker | Narrative | Company | Δ weight | Detail | Period |
|---|---|---|---|---|---|
| 15 Oct 4 | |||||
| LIFE | New stake | Cisco Systems | +0.03% | opened 0.03% | Q2→Q3 |
| Navan | Closed | Cisco Systems | −0.12% | was 0.12% | Q2→Q3 |
| RBRK | Closed | Cisco Systems | −0.05% | was 0.05% | Q2→Q3 |
| ITOT | Weight down | Cisco Systems | −11.91% | −44.5% sh | Q2→Q3 |
| 14 Aug 5 | |||||
| SPCX | New stake | Advanced Micro Devices | +43.11% | opened 43.1% | Q1→Q2 |
| SPCX | New stake | NVIDIA | +33.06% | opened 33.1% | Q1→Q2 |
| NTNX | New stake | Advanced Micro Devices | +16.07% | opened 16.1% | Q1→Q2 |
| CBRS | New stake | Advanced Micro Devices | +13.38% | opened 13.4% | Q1→Q2 |
| MRVL | Closed | Advanced Micro Devices | −3.72% | was 3.7% | Q1→Q2 |
| 7 Aug 6 | |||||
| SPCX | New stake | Alphabet | +95.05% | opened 95.1% | Q1→Q2 |
| PBLS | New stake | Alphabet | +0.14% | opened 0.14% | Q1→Q2 |
| FRVO | New stake | Alphabet | +0.05% | opened 0.05% | Q1→Q2 |
| Tenaya Therapeutics | Closed | Alphabet | −0.02% | was 0.02% | Q1→Q2 |
| RVMD | Weight down | Alphabet | −7.42% | −10.5% sh | Q1→Q2 |
| LIFE | Still held | Alphabet | −0.98% | kept at 0.07% | Q1→Q2 |
Changes are worked out the same way as on Activity. “Still held” means the stake was kept and its weight moved less than 1%. What the featured managers bought and sold is on Activity. Not investment advice.