Portfolio changes · featured 13Fs

Activity

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

ticker TVTX holders clear

3 managers with a move of ~141 featured filed through 14 Aug 3 shown managers newest 13Fs

Activity·TVTX · all sizes

3 shown

TVTX moves

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 1
TVTX	Exit	Farallon Capital Management	0.00 pp	was 0%	Q1→Q2
4 Aug 1
TVTX	New	Polen Capital Management	+0.02 pp	opened 0.02%	Q1→Q2
15 May 1
TVTX	Add	Palo Alto Investors	+0.46 pp	+108.1% 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.