Portfolio changes · featured 13Fs

Activity

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

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

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

ticker	action	manager	Δ weight	detail	period
14 Aug 3
ON	New	George Soros - Soros Fund Management	+0.26%	opened 0.26%	Q1→Q2
ON	New	Lee Ainslie - Maverick Capital	+0.01%	opened 0.01%	Q1→Q2
ON	Exit	Sachem Head Capital Management	−2.90%	was 2.9%	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