Portfolio changes · featured 13Fs

Activity

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

ticker MIRM holders clear

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

Activity·MIRM

2 shown

MIRM moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 1
MIRM	Exit	Farallon Capital Management	0.00 pp	was 0%	Q1→Q2
15 May 1
MIRM	Add	Palo Alto Investors	+2.87 pp	+107.9% sh	2025Q4→2026Q1

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