Portfolio changes · featured 13Fs

Activity

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

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

AER

3 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
AER	New	Ron Baron - Bamco Inc. (Baron Capital)	0.00%	opened <0.01%	Q1→Q2
AER	Reduce	Pat Dorsey - Dorsey Asset Management	−5.11%	−31.7% sh	Q1→Q2
AER	Reduce	Ning Jin - Avantyr Capital Partners	−3.30%	−35.3% 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