Portfolio changes · featured 13Fs

Activity

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

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

GTM · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
GTM	Exit	Glenview Capital Management	−2.39 pp	was 2.4%	Q1→Q2
GTM	Exit	Marc Stad - Dragoneer Investment Group	−0.13 pp	was 0.13%	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