Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker MIRM holders clear

2 managers with a move of ~141 featured filed through 15 May 1 shown managers newest 13Fs

Activity·MIRM · Add · all sizes

1 shown
New 0 Exit 1 Add 1 Reduce 0 all moves 2
all time today 7d 14d
≥1 pp all sizes
reset

add moves

1 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
15 May 1
MIRM Add Palo Alto Investors +2.87 pp +107.9% sh 2025Q4→2026Q1

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