Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 19 Aug 2 shown managers newest 13Fs

NAMS · new

2 shown

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

ticker	action	manager	Δ port	detail	period
19 Aug 1
NAMS	New	Palo Alto Investors	+0.21 pp	opened 0.21%	Q1→Q2
14 Aug 1
NAMS	New	Ron Baron - Bamco Inc. (Baron Capital)	0.00 pp	opened <0.01%	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