Portfolio changes · featured 13Fs

Activity

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

ticker PTGX holders clear

3 managers with a move of ~141 featured filed through 14 Aug 3 shown managers newest 13Fs

Activity·PTGX · all sizes

3 shown

PTGX moves

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
PTGX	Add	Stanley Druckenmiller - Duquesne Family Office	−0.01 pp	+30.8% sh	Q1→Q2
PTGX	Add	Ron Baron - Bamco Inc. /NY/ (Baron Capital)	0.00 pp	+6.7% sh	Q1→Q2
4 Aug 1
PTGX	Reduce	Polen Capital Management	+0.01 pp	−6.9% 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.