Andrew Wellington trimmed NTAP · NetApp, Inc.
$511M · now 6.9% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$181 now
OUR VALUE
$181 today
low $101mid $135high $169
3 models, as of 2026-11-13.
They sold above our value.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。