Portfolio changes · featured 13Fs

Activity

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

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

SOFI · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
13 Aug 1
SOFI	Add	Samantha Mclemore - Patient Capital Management	+0.11%	+13.5% sh	Q1→Q2
4 Aug 1
SOFI	Reduce	Polen Capital Management	0.00%	−36.5% 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