Portfolio changes · featured 13Fs

Activity

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

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

RMBS · Reduce · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
RMBS	Reduce	Lee Ainslie - Maverick Capital	−0.01 pp	−66.9% sh	Q1→Q2
13 Aug 1
RMBS	Reduce	Spencer Waxman - Shannon River Fund Management	−2.02 pp	−12.6% sh	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