Here’s Why Ziff Davis (ZD) Outperformed in Q4
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth quarter 2022 investor letter. A copy of the same can be downloaded here.
No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
---|---|---|---|---|---|
1. | Cardinal Capital Amy Minella | 1,462,219 | $115,661,522 | -3% | 3.73% |
2. | AQR Capital Management Cliff Asness | 194,929 | $15,225,904 | -32% | 0.03% |
3. | Aequim Alternative Investments Franklin Parlamis | 106,900 | $8,455,790 | +18% | 0.23% |
4. | TwinBeech Capital Jinghua Yan | 70,115 | $5,546,097 | 0.1% | |
5. | D E Shaw D. E. Shaw | 48,908 | $3,868,623 | -45% | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$86.49 | 1,162 | 11,070 | 2022-08-16 | Filing | ||
$108.20 | 460 | 460 | 2021-12-03 | Filing | ||
$74.74 | 13,354 | 650,956 | 2020-03-12 | Filing | ||
$88.00 | 282 | 5,594 | 2020-03-03 | Filing | ||
$86.32 | 289 | 3,020 | 2018-05-21 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$88.55 | 2,531 | 6,789 | 2022-11-17 | Filing | ||
$85.68 | 2,199 | 5,898 | 2022-11-10 | Filing | ||
$134.54 | 15,580 | 227,471 | 2021-09-08 | Filing | ||
$134.54 | 15,580 | 227,471 | 2021-09-08 | Filing | ||
$133.00 | 2,717 | 7,784 | 2021-08-24 | Filing |
No. | Name | Shares | Value (x$1000) | % Port |
---|---|---|---|---|
1. | 5,474,521 | $433,034,580 | 0.01% | |
2. | 4,585,351 | $362,701,264 | 0% | |
3. | 3,883,760 | $307,205,097 | 0.21% | |
4. | 2,619,201 | $207,178,799 | 0.02% | |
5. | 2,163,842 | $171,159,902 | 2.04% |