Portfolio changes · featured 13Fs

Activity

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

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

AFRM · reduce · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
AFRM	Reduce	Henry Ellenbogen - Durable Capital Partners	+0.85%	−21.7% sh	Q1→Q2
AFRM	Reduce	Dan Sundheim - D1 Capital Partners	−0.34%	−1.5% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home