Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 14 Aug 1 shown managers newest 13Fs

ZM · exit · all sizes

1 shown

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
ZM	Exit	Gavin Baker - Atreides Management	−2.11 pp	was 2.1%	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