Portfolio changes · featured 13Fs

Activity

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

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

PDD · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
PDD	Add	Li Lu - Himalaya Capital Management	+7.46 pp	+133.5% sh	Q1→Q2
PDD	Add	Duan Yongping - H&H International Investment	−0.09 pp	+26.7% sh	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