Portfolio changes · featured 13Fs

Activity

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

5 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

TDG · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
17 Aug 1
TDG	Reduce	Altarock Partners	+1.98%	−3.7% sh	Q1→Q2
14 Aug 3
TDG	Add	Dan Loeb - Third Point	+0.86%	+216.0% sh	Q1→Q2
TDG	Add	Eric Mandelblatt - Soroban Capital Partners	+0.59%	+4.9% sh	Q1→Q2
TDG	Reduce	Stephen Mandel - Lone Pine Capital	−0.10%	−20.0% sh	Q1→Q2
10 Aug 1
TDG	Reduce	Vulcan Value Partners	+1.25%	−7.5% 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