RE:RE:Nuttall's top ten . His top 5-7 holdings seem to be very similar in weighting's around 10-14% and they float around in placement day to day based on things he has no influence on. I've done and showed the work before you can pretty much predict his portfolio company values and weighting's by doing basic maths and knowing a base set of numbers he releases, only a couple numbers and placements are usually off because he adds to some of his lower-mid weighted stuff and at some point mentions major new exits and additions.
If CJ goes from #2 down to #6 it just means other companies prices moved more than CJ in the month to influence its placing most of the time. It's not that he trimmed. Moves to notice is when your maths are way off, then that shows when he's added or trimmed positions. (I don't have current maths on his portfolio and I don't care to spend the hours of work to figure out and prove things, last time it was a 6-8 hour project to go hunting for information, show 3-4 months of moves and create predictions and it was pretty accurate and you could make good notes from it)