Portfolio changes · featured 13Fs

Activity

Moves in 60705V10 across featured managers — New / Exit / Add / Reduce.

cusip 60705V10 holders clear

2 managers with a move of ~141 featured filed through 14 Aug 2 shown managers newest 13Fs

Activity·60705V10 · today

2 shown

60705V10 moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
Mobia Med	New	David Witzke - Avidity Partners Management	+1.71 pp	opened 1.7%	Q1→Q2
Mobia Med	New	Farallon Capital Management	+0.07 pp	opened 0.07%	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.