Portfolio changes · featured 13Fs

Activity

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

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

PTON · 14d · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
PTON	Exit	David Einhorn - DME Capital Management	−1.36 pp	was 1.4%	Q1→Q2
PTON	Reduce	David Witzke - Avidity Partners Management	−0.08 pp	−50.0% 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