Portfolio changes · featured 13Fs

Activity

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

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

META · exit

3 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 3
META	Exit	Marc Stad - Dragoneer Investment Group	−13.58 pp	was 13.6%	Q1→Q2
META	Exit	Estuary Capital Management	−3.38 pp	was 3.4%	Q1→Q2
META	Exit	Dan Loeb - Third Point	−2.47 pp	was 2.5%	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