Portfolio changes · featured 13Fs

Activity

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

9 managers with a move of 137 featured filed through 17 Aug 2 shown managers newest 13Fs

BE · add

2 shown

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

ticker	action	manager	Δ port	detail	period
17 Aug 1
BE	Add	Ben Hoskin - Value Aligned Research Advisors	+1.22 pp	+21.8% sh	Q1→Q2
14 Aug 1
BE	Add	Glen Kacher - Light Street Capital Management	+1.54 pp	+66.3% 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