Portfolio changes · featured 13Fs

Activity

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

ticker OCUL holders clear

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

Activity·OCUL

2 shown

OCUL moves

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

ticker	action	manager	Δ port	detail	period
Today 14 Aug 1
OCUL	Exit	Farallon Capital Management	0.00 pp	was 0%	Q1→Q2
14 May 1
OCUL	New	Nehal Chopra - Ratan Capital Management	+0.59 pp	opened 0.6%	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.