Activision Blizzard Inc.

Microsoft Corp

Interactive Strength Inc. Common Stock

Just published our monthly update for CGC.

Since our Q1’23 update, we have

- Added 3 net new positions
- Resized 6 positions ⬆️
- Exited 2 positions
- Traded 2 positions

We also gave two updates in the beginning around the $TRNR IPO and the $MSFT / $ATVI trade.

[https://www.cedargrovecm.com/p/cgc-portfolio-position-update-4](https://www.cedargrovecm.com/p/cgc-portfolio-position-update-4)

Changes made to our portfolio as of 05.05.2023

https://www.cedargrovecm.com/p/cgc-portfolio-position-update-4

CGC Portfolio Position Update #4

Portfolio Update #4 for Cedar Grove Capital Management

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