Portfolio changes · featured 13Fs

Activity

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

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

GTLB

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

ticker	action	manager	Δ weight	detail	period
14 Aug 2
GTLB	New	Gavin Baker - Atreides Management	+0.72%	opened 0.72%	Q1→Q2
GTLB	Add	Glen Kacher - Light Street Capital Management	+1.84%	+66.2% 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