Filing on Aug 13, 2025 Q2 2025

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

  • TSM
  • NTES
  • SPY
  • XPEV
  • SE
  • HNRG
  • NVDA
Arrowpoint Investment Partners (Singapore) Pte. Ltd.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Jeremy Grantham

Grantham, Mayo, Van Otterloo & Co. LLC
  • MSFT
  • META
  • GOOGL
  • ORCL
  • AAPL
  • ABT
  • JNJ
Jeremy Grantham's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

My.Alpha Management Hk Advisors LTD

  • TSM
  • YY
  • GDS
  • QFIN
  • AZEK
  • FUTU
  • EDU
My.Alpha Management Hk Advisors LTD's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Scep Management LTD

  • BABA
  • MNSO
  • TAL
  • QFIN
  • TCOM
  • LX
  • API
Scep Management LTD's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Columbus Hill Capital Management, L.P.

  • AMZN
  • RCL
  • META
  • NCLH
  • DKNG
  • MSFT
  • HUM
Columbus Hill Capital Management, L.P.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Russell Investments Group, Ltd.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • TSM
  • GOOGL
Russell Investments Group, Ltd.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Hel Ved Capital Management LTD

  • AMD
  • LITE
  • ORCL
  • QQQ
  • EDU
  • AMD
  • FSLR
Hel Ved Capital Management LTD's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Strategy Capital LLC

  • AXON
  • NET
  • SHOP
  • AMZN
  • META
  • DDOG
  • TSM
Strategy Capital LLC's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Pinpoint Asset Management (Singapore) Pte. Ltd.

  • YMM
  • PDD
  • BEKE
  • GLD
  • TSM
  • INFY
  • BILI
Pinpoint Asset Management (Singapore) Pte. Ltd.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Mohnish Pabrai

Dalal Street, LLC
  • HCC
  • VAL
  • AMR
  • AN
Mohnish Pabrai's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Mig Capital, LLC

  • DXCM
  • CELH
  • CACC
  • SHC
  • META
  • CCOI
  • LLY
Mig Capital, LLC's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Himension Capital (Singapore) Pte. Ltd.

  • TSM
  • NVDA
  • AMZN
  • AAPL
  • AVGO
  • TLT
  • MSFT
Himension Capital (Singapore) Pte. Ltd.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Sumitomo Mitsui Financial Group, Inc.

  • ARES
  • SPY
  • JEF
  • LQD
  • QQQ
  • GLD
  • XLK
Sumitomo Mitsui Financial Group, Inc.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Korea Investment Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • IVV
Korea Investment Corp's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Mizuho Bank, Ltd.

  • QQQM
  • GLD
  • QQQ
  • SPLG
  • SPY
  • IVV
  • CME
Mizuho Bank, Ltd.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Codex Capital Asset Management L.L.C.

  • NVDA
  • META
  • MSFT
  • GE
  • LLY
  • SPY
  • AMZN
Codex Capital Asset Management L.L.C.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Delphi Financial Group, Inc.

  • JAAA
  • ET
  • TSM
  • EFC
  • FXI
  • ASHR
  • LNG
Delphi Financial Group, Inc.'s Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025