Portfolio changes · featured 13Fs

Activity

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

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

SE · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
SE	Add	Andreas Halvorsen - Viking Global Investors	+0.45%	+19.7% sh	Q1→Q2
11 Aug 1
SE	Add	Christopher Davis - Davis Selected Advisers	+0.12%	+8.8% 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