Portfolio changes · featured 13Fs

Activity

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

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

IDCC · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
IDCC	New	Terry Smith - Fundsmith	+0.13 pp	opened 0.13%	Q1→Q2
13 Aug 1
IDCC	Add	Spencer Waxman - Shannon River Fund Management	+1.54 pp	+240.8% 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