Portfolio changes · featured 13Fs

Activity

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

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

CVNA · exit

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 2
CVNA	Exit	Josh Kushner - Thrive Capital Management	−20.74 pp	was 20.7%	Q1→Q2
CVNA	Exit	Marc Stad - Dragoneer Investment Group	−13.12 pp	was 13.1%	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