Latest 13F Filings: The Latest Updates from Institutional Investors

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

Rpd Fund Management LLC

  • ZI
  • BIDU
  • ANF
  • BMBL
  • HOUS
  • DOMO
  • IAC
Rpd Fund Management LLC's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 13
Filing on May 15, 2025 Q1 2025

Fact Capital, LP

  • IBN
  • GOOGL
  • BSX
  • TSM
  • ATAT
  • MSFT
  • ICE
Fact Capital, LP's Q1 2025 Portfolio
Portfolio Value 211 Billion
Stocks 19
Filing on May 15, 2025 Q1 2025

Js Capital Management LLC

  • PACK
Js Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Pfm Health Sciences, LP

  • LLY
  • ABBV
  • THC
  • MCK
  • AXSM
  • XLV
  • VRTX
Pfm Health Sciences, LP's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 66
Filing on May 15, 2025 Q1 2025

Great Point Partners LLC

  • CYTK
  • KALV
  • EOLS
  • IMVT
  • VRDN
  • MRUS
  • AKBA
Great Point Partners LLC's Q1 2025 Portfolio
Portfolio Value 162 Million
Stocks 32
Filing on May 15, 2025 Q1 2025

Canyon Capital Advisors LLC

  • CBL
  • BERY
  • FFWM
  • AMBP
  • RUN
  • ALLY
  • HOUS
Canyon Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 526 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Alua Capital Management LP

  • ALL
  • VVV
  • IBN
  • TS
  • FCNCA
  • COF
  • DFS
Alua Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 17
Filing on May 15, 2025 Q1 2025

Avalon Ventures Management, LLC

  • KLTR
Avalon Ventures Management, LLC's Q1 2025 Portfolio
Portfolio Value 16.8 Billion
Stocks 1
Filing on May 15, 2025 Q1 2025

Soapstone Management L.P.

  • AMZN
  • AWK
  • PSA
  • CSTM
  • MTN
  • CFG
  • HDB
Soapstone Management L.P.'s Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Alex Roepers

Atlantic Investment Management, Inc.
  • WFRD
  • GTLS
  • OSK
  • EMN
  • DAR
  • ASH
  • TEX
Alex Roepers's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Karani Asset Management LLC

  • RLI
  • DE
  • AAPL
  • MA
  • GOOGL
  • NVDA
  • AXP
Karani Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 93.7 Million
Stocks 41
Filing on May 15, 2025 Q1 2025

Marathon Asset Management LP

  • EAF
  • TLT
  • AMD
  • GOOG
  • NIO
Marathon Asset Management LP's Q1 2025 Portfolio
Portfolio Value 26.5 Million
Stocks 11
Filing on May 15, 2025 Q1 2025

Permanens Capital L.P.

  • VTV
  • VUG
  • IAU
  • DBEU
  • DXJ
  • PREF
  • EMXC
Permanens Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 536 Million
Stocks 59
Filing on May 15, 2025 Q1 2025

Investor Ab

  • NDAQ
  • TIGO
  • CDNS
  • CHKP
  • MCHP
  • CLBT
  • CCL
Investor Ab's Q1 2025 Portfolio
Portfolio Value 4.42 Billion
Stocks 13
Filing on May 15, 2025 Q1 2025

Opaleye Management Inc.

  • HROW
  • ETON
  • LQDA
  • RYTM
  • CDXS
  • IMNM
  • TGTX
Opaleye Management Inc.'s Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 45
Filing on May 15, 2025 Q1 2025

Black Diamond Capital Management, L.L.C.

  • CPSS
  • VZ
  • CPHC
  • WYNN
  • UBS
  • BYD
  • BRK-A
Black Diamond Capital Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 13
Filing on May 15, 2025 Q1 2025

Ampersand Capital Group, L.P.

  • MELI
  • GLBE
  • PTC
  • DASH
  • SHOP
  • AXON
  • BKNG
Ampersand Capital Group, L.P.'s Q1 2025 Portfolio
Portfolio Value 145 Billion
Stocks 7