Portfolio changes · featured 13Fs

Activity

Moves in 48293110 across featured managers — New / Exit / Add / Reduce.

cusip 48293110 holders clear

3 managers with a move of ~141 featured filed through 14 Aug 3 shown managers newest 13Fs

Activity·48293110 · 7d

3 shown

48293110 moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 3
Kailera Therapeutics	New	David Witzke - Avidity Partners Management	+0.28 pp	opened 0.3%	Q1→Q2
Kailera Therapeutics	New	Farallon Capital Management	+0.11 pp	opened 0.1%	Q1→Q2
Kailera Therapeutics	New	George Soros - Soros Fund Management	+0.01 pp	opened 0.01%	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.