Portfolio changes · featured 13Fs

Activity

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

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

SMTC · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
SMTC	New	Lee Ainslie - Maverick Capital	0.00 pp	opened <0.01%	Q1→Q2
4 Aug 1
SMTC	Add	Polen Capital Management	+0.02 pp	+103.8% 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