Portfolio changes · featured 13Fs

Activity

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

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

AVGO · add

2 shown

2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
AVGO	Add	Glen Kacher - Light Street Capital Management	−2.27 pp	+2.3% sh	Q1→Q2
AVGO	Add	Philippe Laffont - Coatue Management	−1.32 pp	+6.2% 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