Portfolio changes · featured 13Fs
Activity
Moves in LFUS across featured managers — New / Exit / Add / Reduce.
LFUS · add · all sizes
1 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 4 Aug 1 | |||||
| LFUS | Add | Polen Capital Management | +0.02% | +41.5% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home