Portfolio changes · featured 13Fs

Activity

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

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

THC

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

ticker	action	manager	Δ weight	detail	period
14 Aug 3
THC	New	Eric Khrom - Khrom Capital Management	+3.83%	opened 3.8%	Q1→Q2
THC	Exit	Stephen Mandel - Lone Pine Capital	−3.40%	was 3.4%	Q1→Q2
THC	Exit	Farallon Capital Management	−0.49%	was 0.49%	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