Portfolio changes · featured 13Fs
Activity
Moves in MTSI across featured managers — New / Exit / Add / Reduce.
MTSI · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| MTSI | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| MTSI | Reduce | Alex Sacerdote - Whale Rock Capital Management | −0.35 pp | −15.8% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| MTSI | Add | Polen Capital Management | +0.01 pp | +92.7% 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