Portfolio changes · featured 13Fs

Activity

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

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

V · 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
V	Exit	Farallon Capital Management	−1.45 pp	was 1.5%	Q1→Q2
V	Exit	Philippe Laffont - Coatue Management	−0.75 pp	was 0.75%	Q1→Q2
V	Exit	Gavin Baker - Atreides Management	−0.43 pp	was 0.43%	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