Portfolio changes · featured 13Fs
Activity
Moves in PAYP across featured managers — New / Exit / Add / Reduce.
PAYP
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| PAYP | New | Robert Karr - Joho Capital | +2.99 pp | opened 3.0% | Q1→Q2 |
| PAYP | New | Valueact Capital - Valueact Holdings | +0.55 pp | opened 0.55% | Q1→Q2 |
| PAYP | Exit | Davidson Kempner Capital Management | −0.06 pp | was 0.06% | Q1→Q2 |
| PAYP | Exit | Chase Coleman - Tiger Global Management | −0.04 pp | was 0.04% | 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