Portfolio changes · featured 13Fs

Activity

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

ticker STUB holders clear

5 managers with a move of ~141 featured filed through 14 Aug 4 shown managers newest 13Fs

Activity·STUB · Exit · 14d

4 shown

exit moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 4
STUB	Exit	Stanley Druckenmiller - Duquesne Family Office	−0.25 pp	was 0.3%	Q1→Q2
STUB	Exit	Josh Kushner - Thrive Capital Management	−0.12 pp	was 0.1%	Q1→Q2
STUB	Exit	Lee Ainslie - Maverick Capital	−0.07 pp	was 0.07%	Q1→Q2
STUB	Exit	George Soros - Soros Fund Management	−0.01 pp	was 0.01%	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.