Portfolio changes · featured 13Fs

Activity

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

ticker FORM holders clear

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

Activity·FORM

3 shown

FORM moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
FORM	New	Lee Ainslie - Maverick Capital	+0.01 pp	opened 0.01%	Q1→Q2
FORM	Exit	Farallon Capital Management	−0.03 pp	was 0.03%	Q1→Q2
4 Aug 1
FORM	New	Polen Capital Management	0.00 pp	opened 0%	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always · Add/Reduce need |Δ port| ≥ 1 pp. Managers · Newest 13Fs · Home.