Sensa News

Duquesne Family Office LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-08-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 448,375 shares of $DAL (~$23,977). This was a increase of ~129.91% from their previous position.
• An increase of 606,900 shares of $ROKU (~$61,954). This was a increase of ~122.95% from their previous position.
• A decrease of 4,587,095 shares of $CCCS (~$41,038). This was a increase of ~-81.99% from their previous position.
• A decrease of 793,305 shares of $FCX (~$28,800). This was a increase of ~-77.92% from their previous position.
• An increase of 49,258 shares of $APP (~$20,665). This was a increase of ~122.53% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Duquesne Family Office LLC for more details.

Front Street Capital Management, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-08-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 48,361 shares of $IP (~$2,126). This was a increase of ~228.39% from their previous position.
• An increase of 58,959 shares of $CMCO (~$582). This was a increase of ~30.81% from their previous position.
• A decrease of 40,703 shares of $KE (~$664). This was a increase of ~-95.29% from their previous position.
• A decrease of 70,832 shares of $VOO (~$36,024). This was a increase of ~-91.05% from their previous position.
• An increase of 325 shares of $QCOM (~$59). This was a increase of ~24.45% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Front Street Capital Management, Inc. for more details.

MUFG Securities EMEA plc just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-08-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 873 shares of $DELL (~$107,030). This was a increase of ~3637.50% from their previous position.
• An increase of 3,162 shares of $QCOM (~$503,580). This was a increase of ~1976.25% from their previous position.
• A decrease of 15,980,000 shares of $AMD (~$2,267,562,000). This was a increase of ~-99.88% from their previous position.
• A decrease of 23,970,000 shares of $AMD (~$3,401,343,000). This was a increase of ~-99.88% from their previous position.
• An increase of 26,727 shares of $AMZN (~$5,863,637). This was a increase of ~1120.16% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for MUFG Securities EMEA plc for more details.