Portfolio changes · featured 13Fs
Activity
Moves in TSEM across featured managers — New / Exit / Add / Reduce.
TSEM
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| TSEM | Exit | Ben Hoskin - Value Aligned Research Advisors | −0.23 pp | was 0.23% | Q1→Q2 |
| 14 Aug 2 | |||||
| TSEM | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| TSEM | Exit | Alex Sacerdote - Whale Rock Capital Management | −2.42 pp | was 2.4% | Q1→Q2 |
| 13 Aug 1 | |||||
| TSEM | Reduce | Spencer Waxman - Shannon River Fund Management | −7.98 pp | −24.1% sh | 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