Portfolio changes · featured 13Fs

Activity

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

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

ALAB · new

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 2
ALAB	New	Glen Kacher - Light Street Capital Management	+6.73 pp	opened 6.7%	Q1→Q2
ALAB	New	Alex Sacerdote - Whale Rock Capital Management	+6.08 pp	opened 6.1%	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