Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2025 Q3 2025

Blue Spruce Investments, LP

  • MSFT
  • TSM
  • AMZN
  • META
  • SYK
  • MA
  • SPGI
Blue Spruce Investments, LP's Q3 2025 Portfolio
Portfolio Value 4.35 Billion
Stocks 33
Filing on Nov 14, 2025 Q3 2025

Hudson Executive Capital LP

  • CTLP
  • TALK
Hudson Executive Capital LP's Q3 2025 Portfolio
Portfolio Value 129 Million
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Invenomic Capital Management LP

  • ARKK
  • GPN
  • XRAY
  • EGO
  • VTRS
  • SPY
  • ACHC
Invenomic Capital Management LP's Q3 2025 Portfolio
Portfolio Value 1.99 Billion
Stocks 143
Filing on Nov 14, 2025 Q3 2025

Juniper Investment Company, LLC

  • AORT
  • LINC
  • BVS
  • OFIX
  • AMOT
  • TWIN
  • ALOT
Juniper Investment Company, LLC's Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Arthedge Capital Management, LLC

  • GLBE
  • SHOP
  • AMZN
  • CRWD
  • SNOW
  • DUOL
  • TTD
Arthedge Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 11
Filing on Nov 14, 2025 Q3 2025

Lloyd Harbor Capital Management, LLC

  • URA
  • NXE
  • URNM
  • URG
  • CCJ
  • JKS
  • VAL
Lloyd Harbor Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 257 Billion
Stocks 18
Filing on Nov 14, 2025 Q3 2025

Flight Deck Capital, LP

  • BE
  • HOOD
  • MELI
  • TSLA
  • AFRM
  • TWLO
  • U
Flight Deck Capital, LP's Q3 2025 Portfolio
Portfolio Value 103 Million
Stocks 13
Filing on Nov 14, 2025 Q3 2025

325 Capital LLC

  • ATRO
  • APEI
  • BLBD
  • AMEH
  • MPAA
  • PWFL
  • MGNI
325 Capital LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 12
Filing on Nov 14, 2025 Q3 2025

Boone Capital Management LLC

  • MDT
  • MIRM
  • IONS
  • BBIO
  • CI
  • NBIX
  • UNH
Boone Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 305 Billion
Stocks 16
Filing on Nov 14, 2025 Q3 2025

Mbb Public Markets I LLC

  • PGR
  • AER
  • AMZN
  • VEA
  • GOOGL
  • EQT
  • MSFT
Mbb Public Markets I LLC's Q3 2025 Portfolio
Portfolio Value 652 Million
Stocks 38
Filing on Nov 14, 2025 Q3 2025

Atlas Infrastructure Partners (Uk) Ltd.

  • PNW
  • ED
  • EIX
  • EXC
  • PEG
  • POR
  • EMRAF
Atlas Infrastructure Partners (Uk) Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Grizzlyrock Capital, LLC

  • GSM
  • GEL
  • AMN
  • DRVN
  • MGNI
  • DAR
  • OLN
Grizzlyrock Capital, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 23
Filing on Nov 14, 2025 Q3 2025

Corigliano Investment Advisers, LLC

  • AR
  • EQT
  • CTRA
  • CVE
  • IMO
  • VLO
  • DINO
Corigliano Investment Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 310 Billion
Stocks 44
Filing on Nov 14, 2025 Q3 2025

Circumference Group LLC

  • UPWK
  • TWLO
  • RGP
  • WIX
  • EXTR
  • TDC
  • YEXT
Circumference Group LLC's Q3 2025 Portfolio
Portfolio Value 89.5 Billion
Stocks 25
Filing on Nov 14, 2025 Q3 2025

Nokomis Capital, L.L.C.

  • GLD
  • QQQ
  • MGM
  • IAUX
  • SLV
  • GDX
  • CDE
Nokomis Capital, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 319 Million
Stocks 59
Filing on Nov 14, 2025 Q3 2025

Windacre Partnership LLC

  • FNF
  • TDG
  • TSM
  • EXPE
  • AMZN
  • GOOGL
  • SAP
Windacre Partnership LLC's Q3 2025 Portfolio
Portfolio Value 7.25 Billion
Stocks 11
Filing on Nov 14, 2025 Q3 2025

Stenham Asset Management LTD

  • GLD
  • AMZN
  • UNP
  • AER
  • CNM
  • TSM
  • SLV
Stenham Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 21
Filing on Nov 14, 2025 Q3 2025

Palo Duro Investment Partners, LP

  • AR
  • CHRD
  • GPOR
  • PR
  • EQT
  • BKR
  • CRC
Palo Duro Investment Partners, LP's Q3 2025 Portfolio
Portfolio Value 315 Billion
Stocks 21