Portfolio changes · featured 13Fs
Activity
Moves in TSM across featured managers — New / Exit / Add / Reduce.
TSM · add
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| TSM | Add | Ben Hoskin - Value Aligned Research Advisors | +1.20 pp | +148058.8% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| TSM | Add | Situational Awareness | +6.19 pp | +11713.9% sh | Q1→Q2 |
| TSM | Add | David Tepper - Appaloosa | +2.64 pp | +24.3% sh | Q1→Q2 |
| TSM | Add | Brad Gerstner - Altimeter Capital Management | −1.15 pp | +4.7% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| TSM | Add | Polen Capital Management | +1.65 pp | +186.9% 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