Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2025 Q3 2025

Foresite Capital Management Iv, LLC

  • PHVS
  • CYTK
  • XENE
  • RLAY
Foresite Capital Management Iv, LLC's Q3 2025 Portfolio
Portfolio Value 156 Million
Stocks 6
Filing on Nov 14, 2025 Q3 2025

Kent Lake Pr LLC

  • PNTG
  • IART
  • NPCE
  • NCR
  • UPWK
  • MLAB
  • INNV
Kent Lake Pr LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 42
Filing on Nov 14, 2025 Q3 2025

Candlestick Capital Management LP

  • DAL
  • SPY
  • QQQ
  • UAL
  • TPR
  • AAPL
  • DAL
Candlestick Capital Management LP's Q3 2025 Portfolio
Portfolio Value 3.99 Billion
Stocks 55
Filing on Nov 14, 2025 Q3 2025

Hein Park Capital Management LP

  • CZR
Hein Park Capital Management LP's Q3 2025 Portfolio
Portfolio Value 62.7 Million
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Column Group LLC

  • ORIC
  • SRZN
  • TNYA
  • RAPT
  • RVMD
Column Group LLC's Q3 2025 Portfolio
Portfolio Value 79.2 Million
Stocks 5
Filing on Nov 14, 2025 Q3 2025

Braidwell LP

  • XENE
  • NBIX
  • KRYS
  • NUVL
  • EWTX
  • INSP
  • GKOS
Braidwell LP's Q3 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 73
Filing on Nov 14, 2025 Q3 2025

Sessa Capital Im, L.P.

  • WBD
  • HUM
  • ILMN
  • COF
  • PCG
  • APD
  • ALLY
Sessa Capital Im, L.P.'s Q3 2025 Portfolio
Portfolio Value 4.07 Billion
Stocks 30
Filing on Nov 14, 2025 Q3 2025

Select Equity Group, L.P.

  • LYV
  • WAB
  • MKL
  • ITT
  • TSCO
  • TPX
  • CDW
Select Equity Group, L.P.'s Q3 2025 Portfolio
Portfolio Value 20.4 Billion
Stocks 166
Filing on Nov 14, 2025 Q3 2025

Bvf Inc

  • KYMR
  • RVMD
  • PTGX
  • MLTX
  • GHRS
  • MIRM
  • XOMA
Bvf Inc's Q3 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 46
Filing on Nov 14, 2025 Q3 2025

Mountain Lake Investment Management LLC

  • SGOL
  • PHYS
  • AN
  • DHI
  • BLDR
  • ALSN
  • ALGT
Mountain Lake Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 26
Filing on Nov 14, 2025 Q3 2025

Kora Management LP

  • SE
  • NU
  • PDD
  • RBLX
  • MELI
  • U
Kora Management LP's Q3 2025 Portfolio
Portfolio Value 859 Million
Stocks 7
Filing on Nov 14, 2025 Q3 2025

One Madison Group LLC

  • TTWO
  • AMZN
  • XPO
  • GE
  • RACE
  • GOOG
  • DDOG
One Madison Group LLC's Q3 2025 Portfolio
Portfolio Value 913 Billion
Stocks 31
Filing on Nov 14, 2025 Q3 2025

Ayal Capital Advisors LTD

  • HYG
  • SPY
  • IWM
  • OFIX
  • HSC
  • SRI
  • GXO
Ayal Capital Advisors LTD's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 42
Filing on Nov 14, 2025 Q3 2025

Christopher Bloomstran

Semper Augustus Investments Group LLC
  • BRK-B
  • DG
  • BRK-A
  • KGC
  • NEM
  • OLN
  • FIVE
Christopher Bloomstran's Q3 2025 Portfolio
Portfolio Value 786 Million
Stocks 38
Filing on Nov 14, 2025 Q3 2025

Fine Capital Partners, L.P.

  • LNW
Fine Capital Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 563 Million
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Geo Sphere Capital Management, LLC

  • NESR
  • CCJ
  • SOI
  • CVE
  • NXE
  • DK
  • GLNG
Geo Sphere Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 132 Billion
Stocks 42
Filing on Nov 14, 2025 Q3 2025

Logan Stone Capital, LLC

  • USHY
  • FOX
  • SRLN
  • PFF
  • EWU
  • AGG
  • LEO
Logan Stone Capital, LLC's Q3 2025 Portfolio
Portfolio Value 133 Million
Stocks 66
Filing on Nov 14, 2025 Q3 2025

Black Maple Capital Management LP

  • SPY
  • SPY
  • AR
  • PNFP
  • RSP
  • USB
  • EQT
Black Maple Capital Management LP's Q3 2025 Portfolio
Portfolio Value 206 Billion
Stocks 93