Portfolio changes · featured 13Fs

Activity

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

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

TSM · 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
TSM	Exit	Dan Sundheim - D1 Capital Partners	−0.99 pp	was 0.99%	Q1→Q2
TSM	Exit	Duan Yongping - H&H International Investment	−0.26 pp	was 0.26%	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