Quarter narrative
OpCo 13F-HR changes
How operating-company 13F-HR books shifted last quarter — strategic stakes, not hedge-fund “moves.” Soft language: new stake · weight up · weight down · still held · closed. Featured manager firehose stays on Activity. Latest books on OpCo 13F-HR.
new stake
narrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| 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 |
| 7 Aug 3 | |||||
| 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 |
| 6 Aug 2 | |||||
| XE | new stake | Amazon.com | +27.33% | opened 27.3% | Q1→Q2 |
| ALLE | new stake | Amazon.com | +0.40% | opened 0.40% | Q1→Q2 |
| 13 Jul 3 | |||||
| SPCX | new stake | Cisco Systems | +10.01% | opened 10.0% | Q1→Q2 |
| Navan | new stake | Cisco Systems | +0.12% | opened 0.12% | Q1→Q2 |
| RBRK | new stake | Cisco Systems | +0.05% | opened 0.05% | Q1→Q2 |
OpCo 13F-HR narrative uses the same QoQ math as featured Activity, with softer labels. “Still held” = kept stake with <1% weight change. Featured New/Exit/Add/Reduce stays on Activity. Not investment advice.