Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker TVTX holders clear

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

TVTX moves

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

ticker action manager Δ port detail period
Today 14 Aug 1
TVTX Exit Farallon Capital Management 0.00 pp was 0% Q1→Q2
4 Aug 1
TVTX New Polen Capital Management +0.02 pp opened 0.02% 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.