What Christopher Bloomstran bought and sold in Q2 2026

In Q2 2026, Christopher Bloomstran (Semper Augustus) opened 7 new positions — including PAYX (2.4%), SPGI (2.1%), CTSH (1.7%), added to 1, trimmed 5. The book stood at $885M across 50 positions, filed Aug 14, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.