Portfolio changes · featured 13Fs

Activity

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

9 managers with a move of 137 featured filed through 4 Aug managers newest 13Fs

CSGP · reduce

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

ticker	action	manager	Δ weight	detail	period
4 Aug 1
CSGP	Reduce	Polen Capital Management	−1.37%	−30.3% 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