Portfolio changes · featured 13Fs

Activity

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

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

CGON

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

ticker	action	manager	Δ weight	detail	period
14 Aug 2
CGON	Exit	Farallon Capital Management	−0.26%	was 0.26%	Q1→Q2
CGON	Add	David Witzke - Avidity Partners Management	−1.75%	+8.5% 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