Portfolio changes · featured 13Fs

Activity

Moves in 04339D10 across featured managers — New / Exit / Add / Reduce.

3 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

04339D10 · new · 14d

3 shown

3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
Arxis	New	George Soros - Soros Fund Management	+0.10 pp	opened 0.10%	Q1→Q2
Arxis	New	Ron Baron - Bamco Inc. (Baron Capital)	+0.07 pp	opened 0.07%	Q1→Q2
Arxis	New	Davidson Kempner Capital Management	+0.05 pp	opened 0.05%	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home