Portfolio changes · featured 13Fs

Activity

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

ticker PCVX holders clear

3 managers with a move of ~141 featured filed through 14 Aug 2 shown managers newest 13Fs

Activity·PCVX · Exit · all sizes

2 shown

exit moves

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 1
PCVX	Exit	Farallon Capital Management	−0.42 pp	was 0.4%	Q1→Q2
13 Aug 1
PCVX	Exit	Seth Klarman - Baupost Group	−0.91 pp	was 0.9%	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.