Portfolio changes · featured 13Fs

Activity

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

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

SE · reduce · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
SE	Reduce	Dan Sundheim - D1 Capital Partners	−2.52%	−58.6% sh	Q1→Q2
SE	Reduce	Chase Coleman - Tiger Global Management	−0.57%	−18.5% sh	Q1→Q2
SE	Reduce	Cathie Wood - Ark Investment Management	−0.01%	−8.5% sh	Q1→Q2
4 Aug 1
SE	Reduce	Polen Capital Management	0.00%	−29.7% 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