Quarter narrative
OpCo 13F-HR changes
How operating-company 13F-HR books shifted last quarter — strategic stakes, not hedge-fund “moves.” Soft language: new stake · weight up · weight down · still held · closed. Featured manager firehose stays on Activity. Latest books on OpCo 13F-HR.
narrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| MRVL | closed | Advanced Micro Devices | −3.72% | was 3.7% | Q1→Q2 |
| 7 Aug 1 | |||||
| Tenaya Therapeutics | closed | Alphabet | −0.02% | was 0.02% | Q1→Q2 |
| 6 Aug 1 | |||||
| Nautilus Biotechnology | closed | Amazon.com | −0.21% | was 0.21% | Q1→Q2 |
OpCo 13F-HR narrative uses the same QoQ math as featured Activity, with softer labels. “Still held” = kept stake with <1% weight change. Featured New/Exit/Add/Reduce stays on Activity. Not investment advice.