Portfolio changes · featured 13Fs

Activity

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

ticker SNDX holders clear

4 managers with a move of ~141 featured filed through 14 Aug 4 shown managers newest 13Fs

Activity·SNDX · all sizes

4 shown

SNDX moves

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
SNDX	Exit	Farallon Capital Management	0.00 pp	was 0%	Q1→Q2
SNDX	Add	Nathan Fischel - Dafna Capital Management	+0.24 pp	+54.2% sh	Q1→Q2
30 Jul 1
SNDX	Add	Torray Investment Partners	+0.04 pp	+27.6% sh	Q1→Q2
15 May 1
SNDX	Add	Palo Alto Investors	+0.77 pp	+8.9% sh	2025Q4→2026Q1

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