Portfolio changes · featured 13Fs

Activity

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

ticker LQDA holders clear

2 managers with a move of ~141 featured filed through 14 Aug 2 shown managers newest 13Fs

Activity·LQDA

2 shown

LQDA moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
LQDA	Reduce	James Silverman - Opaleye Management	+5.97 pp	−3.8% sh	Q1→Q2
LQDA	Reduce	Farallon Capital Management	+1.21 pp	−3.4% sh	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.