Portfolio changes · featured 13Fs

Activity

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

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

PAYP · new · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
PAYP	New	Robert Karr - Joho Capital	+2.99 pp	opened 3.0%	Q1→Q2
PAYP	New	Valueact Capital - Valueact Holdings	+0.55 pp	opened 0.55%	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