Portfolio changes · featured 13Fs

Activity

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

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

MA · exit · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
MA	Exit	Farallon Capital Management	−1.24 pp	was 1.2%	Q1→Q2
MA	Exit	Stephen Mandel - Lone Pine Capital	−0.23 pp	was 0.23%	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