Portfolio changes · featured 13Fs

Activity

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

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

PYPL · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
PYPL	New	David Einhorn - DME Capital Management	+1.57%	opened 1.6%	Q1→Q2
PYPL	Add	First Pacific Advisors	+0.26%	+53.6% sh	Q1→Q2
15 Jul 1
PYPL	Reduce	Lindsell Train	−0.83%	−24.3% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home