AlphaYou
Jana Partners LLC
New LDOS and exited Blacksky Technology in Q2 2023.
$1.3B in this filing9 positions
Holdings as of Jun 30, 2023. Filed Aug 14, 2023.
- 1
FRPTFreshpet Inc21.09%
$282.3M - 4.3M shares+6.9% - 2
THSTreehouse Foods Inc17.90%
$239.5M - 4.8M shares+0.1% - 3
New Relic Inc15.71%
$210.2M - 3.2M shares-
What is missing
Top 10 concentration: 100%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.