Portfolio changes · featured 13Fs

Activity

Moves in 69328210 across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

69328210

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 1
Pdf Solutions	New	Gavin Baker - Atreides Management	+0.33 pp	opened 0.33%	Q1→Q2
13 Aug 1
Pdf Solutions	New	Spencer Waxman - Shannon River Fund Management	+2.34 pp	opened 2.3%	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