Largest Portfolios by Value

Spark Investment Management LLC

• AMZN
• SPOT
• TFPM
• TSLA
• KGC
• NVDA
• OTEX

Penn Mutual Asset Management, LLC

• AGNC
• PFF
• PKE
• OPRA
• HII
• CSV
• PZZA

Oaktree Fund Advisors, LLC

• ITUB
• HDB
• GRAB
• NU
• FCX
• YMM
• XP

Sv Health Investors, LLC

• BCYC
• BVS
• XFOR
• ASXC

Merlin Capital LLC

• ASML
• NVDA
• AMZN
• CMG
• META
• DECK
• AMAT

Qualcomm Inc

• QCOM

Serengeti Asset Management LP

• APO
• PCG
• AUR
• GBTG
• BX
• PLTR
• RNW

Lightspeed Ultimate General Partner Select Iii, Ltd.

• AUR
• BLND

Viex Capital Advisors, LLC

• ALLT
• BNFT
• QUOT
• ENZ
• PXLW
• CGNT
• CASA

Seaport Global Advisors, LLC

• APP
• VST
• NVDA
• SHOP
• KKR
• PEGA
• MELI

Mediatel Partners

• T
• WBD

Zoom Video Communications, Inc.

• GBTG

Parian Global Management LP

• CVRX
• APEN
• IRTC
• STIM
• ATEC
• NOTV
• VAPO

Afton Capital Management LLC

• OXY
• ENVX
• CLR
• BILL
• NOC
• PYPL
• SNOW

Half Sky Capital (Uk) LTD

• MTTR
• RL
• PINS
• UBER
• ETSY
• GOOGL
• DASH

Kingstown Capital Management L.P.

• PSFE
• THCHW
• BARK
• GLBLW
• ASZCF
• DHCAW
• AUSCF

Security Benefit Life Insurance CO

• TLT
• RSTN
• VMBS
• VEA
• IVV
• VWO
• IJH

Saltoro Capital, LP