Portfolio changes · featured 13Fs

Activity

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

ticker NBIS holders clear

3 managers with a move of ~140 featured filed through 18 May 1 shown managers newest 13Fs

Activity·NBIS · Add · all sizes

1 shown

add moves

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
18 May 1
NBIS	Add	Ben Hoskin - Value Aligned Research Advisors	+0.13 pp	+75.9% 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.