Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Family Office Research LLC

  • MAR
  • VOO
  • TBIL
  • MOAT
  • SMLF
  • DFAC
  • QQQ
Family Office Research LLC's Q1 2025 Portfolio
Portfolio Value 205 Billion
Stocks 70
Filing on May 15, 2025 Q1 2025

Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

  • RSP
  • PRF
  • XLK
  • SPSB
  • QQQ
  • QUAL
  • VYM
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 649 Million
Stocks 151
Filing on May 15, 2025 Q1 2025

Ra Capital Management, L.P.

  • ASND
  • PCVX
  • RYTM
  • JANX
  • ACLX
  • EWTX
  • RNA
Ra Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 4.82 Billion
Stocks 86
Filing on May 15, 2025 Q1 2025

Mpm Asset Management LLC

  • TRDA
  • ITOS
  • DYN
  • HOWL
  • RPTX
  • ADAP
Mpm Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 69.4 Million
Stocks 6
Filing on May 15, 2025 Q1 2025

Bio Impact Capital LLC

  • CGEM
  • MDGL
  • ZLAB
  • EWTX
  • LNTH
  • PTCT
  • NTRA
Bio Impact Capital LLC's Q1 2025 Portfolio
Portfolio Value 540 Million
Stocks 43
Filing on May 15, 2025 Q1 2025

Rench Wealth Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AJG
  • JPM
  • AMZN
  • PG
Rench Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 49
Filing on May 15, 2025 Q1 2025

Visualize Group LP

  • WCN
  • BRO
  • RSG
  • CSGP
  • ADSK
  • FISV
  • ICE
Visualize Group LP's Q1 2025 Portfolio
Portfolio Value 186 Billion
Stocks 13
Filing on May 15, 2025 Q1 2025

Empyrean Capital Partners, LP

  • HYG
  • IWM
  • HES
  • SHEL
  • AER
  • SPY
  • CVS
Empyrean Capital Partners, LP's Q1 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 59
Filing on May 15, 2025 Q1 2025

Bares Capital Management, Inc.

  • IBKR
  • PEGA
  • WDAY
  • SQ
  • CSGP
  • ALGN
  • ETSY
Bares Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 858 Million
Stocks 21
Filing on May 15, 2025 Q1 2025

Birchview Capital, LP

  • BMY
  • CORT
  • ACAD
  • PRTA
  • BDSX
  • NBIX
  • AXGN
Birchview Capital, LP's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 68
Filing on May 15, 2025 Q1 2025

Paragon Private Wealth Management, LLC

  • MSFT
  • AAPL
  • IWR
  • NVDA
  • AMZN
  • FDN
  • GOOGL
Paragon Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 285
Filing on May 15, 2025 Q1 2025

Vestal Point Capital, LP

  • ACLX
  • CYTK
  • INSM
  • NUVL
  • VERA
  • KALV
  • QURE
Vestal Point Capital, LP's Q1 2025 Portfolio
Portfolio Value 1.4 Trillion
Stocks 63
Filing on May 15, 2025 Q1 2025

Promethium Advisors,Llc

  • AAPL
  • TPL
  • BILS
  • TROW
  • CME
  • GOOGL
  • JNJ
Promethium Advisors,Llc's Q1 2025 Portfolio
Portfolio Value 156 Billion
Stocks 122
Filing on May 15, 2025 Q1 2025

Redpoint Management, LLC

  • S
  • NU
  • KIND
Redpoint Management, LLC's Q1 2025 Portfolio
Portfolio Value 274 Million
Stocks 6
Filing on May 15, 2025 Q1 2025

Awh Capital, L.P.

  • EOLS
  • GOOG
  • FCFS
  • FCNCA
  • IBKR
  • GTX
  • VRTS
Awh Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 50.2 Million
Stocks 20
Filing on May 15, 2025 Q1 2025

Anchorage Capital Group, L.L.C.

  • S
  • FYBR
  • ROIV
  • AMBP
Anchorage Capital Group, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 7
Filing on May 15, 2025 Q1 2025

Perbak Capital Partners LLP

  • XLI
  • SPY
  • ICLN
  • XLF
  • XLV
  • KRE
  • MMM
Perbak Capital Partners LLP's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 194
Filing on May 15, 2025 Q1 2025

Unisphere Establishment

  • JPM
  • TMO
  • INTU
  • SPGI
  • ZTS
  • HON
  • MSFT
Unisphere Establishment's Q1 2025 Portfolio
Portfolio Value 10.4 Billion
Stocks 62