Filing on Aug 14, 2025 Q2 2025

Chuck Akre

Akre Capital Management LLC
  • MA
  • KKR
  • MCO
  • V
  • ORLY
  • ROP
  • CSGP
Chuck Akre's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

David Tepper

Appaloosa LP
  • BABA
  • UNH
  • AMZN
  • VST
  • NRG
  • META
  • NVDA
David Tepper's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Lee Ainslie

Maverick Capital LTD
  • NVDA
  • AMZN
  • TSM
  • MSFT
  • NU
  • PM
  • NTRA
Lee Ainslie's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Daniel Loeb

Third Point LLC
  • PCG
  • AMZN
  • NVDA
  • COF
  • TSM
  • LYV
  • CSGP
Daniel Loeb's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Altarock Partners

Altarock Partners LLC
  • TDG
  • AMZN
  • MSFT
  • MCO
  • MA
  • V
  • GOOGL
Altarock Partners's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Jeffrey Ubben

Value Act Holdings, L.P.
  • AMZN
  • CRM
  • DIS
  • RBLX
  • META
  • V
  • NSIT
Jeffrey Ubben's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

George Soros

Soros Fund Management LLC
  • SPY
  • FSLR
  • IWM
  • QQQ
  • GFL
  • LBRDK
  • IBKR
George Soros's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Glenn Greenberg

Brave Warrior Advisors, LLC
  • SNX
  • OMF
  • ELV
  • COF
  • SLM
  • RYAAY
  • AN
Glenn Greenberg's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Nelson Peltz

Trian Fund Management, L.P.
  • JHG
  • GE
  • WEN
  • FERG
  • IVZ
  • UHAL
  • UHALB
Nelson Peltz's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Li Lu

Himalaya Capital Management LLC
  • BAC
  • PDD
  • GOOGL
  • BRK-B
  • GOOG
  • EWBC
  • OXY
Li Lu's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
Cliff Sosin's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Prem Watsa

Fairfax Financial Holdings LTD
  • ORLA
  • OXY
  • CVS
  • BB
  • KHC
  • CLF
  • KW
Prem Watsa's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Bruce Berkowitz

Fairholme Capital Management LLC
  • JOE
  • EPD
  • OZK
  • BRK-B
  • WRB
  • ET
  • OXY
Bruce Berkowitz's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Pat Dorsey

Dorsey Asset Management, LLC
  • DHR
  • META
  • AER
  • AZO
  • GOOG
  • ASML
  • BKNG
Pat Dorsey's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Dennis Hong

Shaw Spring Partners LLC
  • INTU
  • CSGP
  • PCOR
  • OKTA
  • MNDY
  • NCNO
  • FOUR
Dennis Hong's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Christopher Bloomstran

Semper Augustus Investments Group LLC
  • BRK-B
  • DG
  • BRK-A
  • DLTR
  • KGC
  • FIVE
  • NEM
Christopher Bloomstran's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Broad Run

Broad Run Investment Management, LLC
  • ASTS
  • MKL
  • AON
  • ORLY
  • CCOI
  • AMAT
  • AMT
Broad Run's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

David Rolfe

Wedgewood Partners Inc
  • META
  • TSM
  • MSFT
  • GOOGL
  • PYPL
  • AAPL
  • BKNG
David Rolfe's Q2 2025 Portfolio