Portfolio changes · featured 13Fs

Activity

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

5 managers with a move of 137 featured filed through 13 Aug 1 shown managers newest 13Fs

TSEM · reduce · 14d

1 shown

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

ticker	action	manager	Δ port	detail	period
13 Aug 1
TSEM	Reduce	Spencer Waxman - Shannon River Fund Management	−7.98 pp	−24.1% 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