Portfolio changes · featured 13Fs

Activity

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

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

NU · add

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

ticker	action	manager	Δ weight	detail	period
14 Aug 2
NU	Add	Ram Parameswaran - Octahedron Capital Management	−5.27%	+7.1% sh	Q1→Q2
NU	Add	Dan Sundheim - D1 Capital Partners	−1.61%	+71.6% 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