Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

General Atlantic LLC

  • ALHC
  • DLO
  • XP
  • ALKT
  • AKRO
  • CNTA
  • PHVS
General Atlantic LLC's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 15
Filing on Apr 17, 2025 Q1 2025

Brighton Jones LLC

  • AMZN
  • MSFT
  • AAPL
  • VTI
  • DFAC
  • IWB
  • DFIC
Brighton Jones LLC's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 704
Filing on May 15, 2025 Q1 2025

Scge Management, L.P.

  • META
  • NOW
  • SHOP
  • AMZN
  • PANW
  • SE
  • NVDA
Scge Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 15
Filing on May 15, 2025 Q1 2025

Nelson Peltz

Trian Fund Management, L.P.
  • JHG
  • GE
  • WEN
  • IVZ
  • FERG
  • UHAL
  • UHALB
Nelson Peltz's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 11
Filing on Apr 30, 2025 Q1 2025

Arga Investment Management, LP

  • NTR
  • LVS
  • BBD
  • TCOM
  • UBS
  • PBR
  • CVS
Arga Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 121
Filing on May 15, 2025 Q1 2025

Par Capital Management Inc

  • EXPE
  • SYF
  • UAL
  • UBER
  • WEX
  • LUV
  • BKNG
Par Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 49
Filing on May 12, 2025 Q1 2025

Independent Advisor Alliance

  • AAPL
  • NVDA
  • ABCB
  • MSFT
  • AMZN
  • BRK-B
  • META
Independent Advisor Alliance's Q1 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 1440
Filing on May 14, 2025 Q1 2025

Becker Capital Management Inc

  • AAPL
  • MSFT
  • JPM
  • VUG
  • VTI
  • ERJ
  • IJR
Becker Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 274
Filing on May 14, 2025 Q1 2025

Arizona Psprs Trust

  • AGG
  • BND
  • SRLN
  • OMFL
  • GLD
  • MTUM
  • URTH
Arizona Psprs Trust's Q1 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 19
Filing on May 15, 2025 Q1 2025

Lindsell Train LTD

  • INTU
  • FICO
  • DIS
  • MDLZ
  • PEP
  • PYPL
  • TMO
Lindsell Train LTD's Q1 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 28
Filing on May 15, 2025 Q1 2025

Aristotle Atlantic Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • V
  • META
  • AMZN
Aristotle Atlantic Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.94 Billion
Stocks 130
Filing on Feb 25, 2025 Q4 2024

National Asset Management, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IVV
  • VUG
  • VTV
National Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.94 Billion
Stocks 1136
Filing on Apr 22, 2025 Q1 2025

Scharf Investments, LLC

  • MCK
  • BRK-B
  • V
  • MKL
  • MSFT
  • APD
  • OXY
Scharf Investments, LLC's Q1 2025 Portfolio
Portfolio Value 2.94 Billion
Stocks 69
Filing on Apr 16, 2025 Q1 2025

Hennessy Advisors Inc

  • EAT
  • UGI
  • CAKE
  • ALK
  • PTON
  • LNC
  • MAT
Hennessy Advisors Inc's Q1 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 295
Filing on May 05, 2025 Q1 2025

Heritage Investors Management Corp

  • AAPL
  • MSFT
  • AVGO
  • PANW
  • MA
  • GOOGL
  • AMZN
Heritage Investors Management Corp's Q1 2025 Portfolio
Portfolio Value 2.92 Billion
Stocks 254
Filing on May 19, 2025 Q1 2025

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • SPSB
  • XLK
  • SCHA
Advisory Alpha, LLC's Q1 2025 Portfolio
Portfolio Value 2.92 Billion
Stocks 455
Filing on Nov 04, 2024 Q3 2024

Chartwell Investment Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • KO
  • JPM
Chartwell Investment Partners, LLC's Q3 2024 Portfolio
Portfolio Value 2.91 Billion
Stocks 782
Filing on May 14, 2025 Q1 2025

Bls Capital Fondsmaeglerselskab A

  • YUMC
  • OTIS
  • ADP
  • AZO
  • MA
  • HLT
  • SPGI
Bls Capital Fondsmaeglerselskab A's Q1 2025 Portfolio
Portfolio Value 2.91 Billion
Stocks 10