Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

IOT

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 2
IOT	New	Gavin Baker - Atreides Management	+0.52 pp	opened 0.52%	Q1→Q2
IOT	Exit	Glen Kacher - Light Street Capital Management	−2.28 pp	was 2.3%	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