Portfolio changes · featured 13Fs

Activity

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

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

Activity·TKR · Exit · today

2 shown

exit moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
TKR	Exit	Farallon Capital Management	−0.03 pp	was 0.03%	Q1→Q2
TKR	Exit	Lee Ainslie - Maverick Capital	−0.02 pp	was 0.02%	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.