Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker TWST holders clear

4 managers with a move of ~141 featured filed through 14 Aug 2 shown managers newest 13Fs

Activity·TWST · Add · all sizes

2 shown
New 0 Exit 1 Add 2 Reduce 1 all moves 4
all time today 7d 14d
≥1 pp all sizes
reset

add moves

2 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
Today 14 Aug 1
TWST Add Farallon Capital Management +0.63 pp +49.6% sh Q1→Q2
4 Aug 1
TWST Add Polen Capital Management +0.04 pp +130.1% 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.