Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2025 Q3 2025

Tb Capital Gestao De Recursos Ltda.

  • TSM
  • ABNB
  • BKNG
  • APO
  • DLO
  • CPNG
  • STNE
Tb Capital Gestao De Recursos Ltda.'s Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 17
Filing on Nov 14, 2025 Q3 2025

Black Barn Capital Partners LP

  • SPY
  • RMD
  • ROIV
  • WRBY
  • DHC
  • PRVA
  • OSCR
Black Barn Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 20
Filing on Nov 14, 2025 Q3 2025

Keenan Capital, LLC

  • APP
  • WDAY
  • DT
  • GDDY
  • GLBE
  • MLNK
  • JAMF
Keenan Capital, LLC's Q3 2025 Portfolio
Portfolio Value 509 Million
Stocks 8
Filing on Nov 14, 2025 Q3 2025

14 B Captial Management LP

  • FOUR
  • MA
  • V
  • CHTR
  • STNE
  • CCOI
  • PAGS
14 B Captial Management LP's Q3 2025 Portfolio
Portfolio Value 171 Billion
Stocks 10
Filing on Nov 14, 2025 Q3 2025

Humankind Investments LLC

  • HKND
  • QQQ
  • SPY
  • AAPL
  • MSFT
  • GLD
  • VT
Humankind Investments LLC's Q3 2025 Portfolio
Portfolio Value 425 Million
Stocks 153
Filing on Nov 14, 2025 Q3 2025

Third Avenue Management LLC

  • TDW
  • HCC
  • VAL
  • FPH
  • CBRE
  • BCC
  • PLD
Third Avenue Management LLC's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 50
Filing on Nov 14, 2025 Q3 2025

Cornerstone Select Advisors, LLC

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • T
  • PLTR
  • BAC
Cornerstone Select Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 110
Filing on Nov 14, 2025 Q3 2025

Peapack Gladstone Financial Corp

  • AAPL
  • MSFT
  • GOOGL
  • QQQ
  • JPM
  • VOO
  • SPY
Peapack Gladstone Financial Corp's Q3 2025 Portfolio
Portfolio Value 7.68 Billion
Stocks 1390
Filing on Nov 14, 2025 Q3 2025

Blue Water Life Science Advisors, LP

  • ADPT
  • GH
  • NTRA
  • PSNL
  • CDNA
  • QTRX
Blue Water Life Science Advisors, LP's Q3 2025 Portfolio
Portfolio Value 103 Million
Stocks 7
Filing on Nov 14, 2025 Q3 2025

Clear Harbor Asset Management, LLC

  • ROP
  • AAPL
  • FLEX
  • SPY
  • PH
  • MSFT
  • JPM
Clear Harbor Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 422
Filing on Nov 14, 2025 Q3 2025

Governors Lane LP

  • TSM
  • AMZN
  • AMAT
  • ASML
  • GLW
  • NSC
  • VTR
Governors Lane LP's Q3 2025 Portfolio
Portfolio Value 970 Million
Stocks 140
Filing on Nov 14, 2025 Q3 2025

Infusive Asset Management Inc.

  • AMZN
  • WMT
  • GOOGL
  • COST
  • TSLA
  • BABA
  • KO
Infusive Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 32
Filing on Nov 14, 2025 Q3 2025

Ask Capital Management, LLC

  • AVGO
  • ABNB
  • FA
Ask Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 722 Billion
Stocks 4
Filing on Nov 14, 2025 Q3 2025

Concorde Financial Corp

  • PHYS
  • TPL
  • JPM
  • BSM
  • ABBV
  • JPST
  • ET
Concorde Financial Corp's Q3 2025 Portfolio
Portfolio Value 166 Million
Stocks 36
Filing on Nov 14, 2025 Q3 2025

Srb Corp

  • MSFT
  • SAFT
  • XLK
  • GE
  • RNR
  • AMZN
  • XLC
Srb Corp's Q3 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 44
Filing on Nov 14, 2025 Q3 2025

Sompo Asset Management Co., Ltd.

  • VOO
  • IEF
  • IEMG
  • MSFT
  • NVDA
  • GOOGL
  • AAPL
Sompo Asset Management Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 569 Million
Stocks 183
Filing on Nov 14, 2025 Q3 2025

Broad Run

Broad Run Investment Management, LLC
  • ASTS
  • ORLY
  • MKL
  • AON
  • AMAT
  • CCOI
  • NVR
Broad Run's Q3 2025 Portfolio
Portfolio Value 531 Million
Stocks 24
Filing on Nov 14, 2025 Q3 2025

Yaupon Capital Management LP

  • SPY
  • EOG
  • BP
  • AWK
  • SHEL
  • AES
  • CVE
Yaupon Capital Management LP's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 113