CatalystDigest 13F Discovery

HTHT, BZ, WRD top the Q2 discovery scan. All score 100. All low breadth, medium crowding.

What changed

China exposure everywhere. Consumer, comms, tech. Not a U.S. story this quarter. Returning names: BZ, EDU. New signals: HTHT, WRD, USCB. WRD score 100. 4 concentrated holders. 38.6% median weight. That’s not a starter position, that’s a thesis. BZ score 100. 6 holders, 9.8% median weight. Low breadth but real consensus among focused managers.

Why it matters

China exposure everywhere. Consumer, comms, tech. Not a U.S. story this quarter.

Sources

digest