Portfolio changes · featured 13Fs

Activity

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

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

VST · 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
VST	Exit	Stephen Mandel - Lone Pine Capital	−7.42 pp	was 7.4%	Q1→Q2
VST	Exit	Gavin Baker - Atreides Management	−1.57 pp	was 1.6%	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