Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Frazier Life Sciences Management, L.P.

  • MIRM
  • VRNA
  • ARQT
  • BBIO
  • KRYS
  • TARS
  • TRVI
Frazier Life Sciences Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 47
Filing on May 15, 2025 Q1 2025

Atreides Management, LP

  • NVDA
  • AMD
  • SMH
  • U
  • MSFT
  • META
  • AMZN
Atreides Management, LP's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 44
Filing on May 15, 2025 Q1 2025

Southpoint Capital Advisors LP

  • SYF
  • PGR
  • MSFT
  • COF
  • HUM
  • WTW
  • HSIC
Southpoint Capital Advisors LP's Q1 2025 Portfolio
Portfolio Value 3.45 Billion
Stocks 41
Filing on May 15, 2025 Q1 2025

Appian Way Asset Management LP

  • GLNG
  • SGML
  • PCT
  • SEE
  • CC
  • DY
  • GEO
Appian Way Asset Management LP's Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 29
Filing on May 15, 2025 Q1 2025

First Financial Bankshares Inc

  • FFIN
  • MSFT
  • JPM
  • BND
  • AAPL
  • IJH
  • AVGO
First Financial Bankshares Inc's Q1 2025 Portfolio
Portfolio Value 4.63 Trillion
Stocks 172
Filing on May 15, 2025 Q1 2025

S&T Bank

  • CORT
  • STBA
  • ABBV
  • FLEX
  • FFIV
  • IDCC
  • ACM
S&T Bank's Q1 2025 Portfolio
Portfolio Value 299 Million
Stocks 504
Filing on May 15, 2025 Q1 2025

Browning West LP

  • TPX
  • CAE
  • GIL
Browning West LP's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Federation Des Caisses Desjardins Du Quebec

  • RY
  • TD
  • MSFT
  • GIB
  • AAPL
  • SU
  • SLF
Federation Des Caisses Desjardins Du Quebec's Q1 2025 Portfolio
Portfolio Value 19 Billion
Stocks 5117
Filing on May 15, 2025 Q1 2025

Praesidium Investment Management Company, LLC

  • INTA
  • NOW
  • FROG
  • PTC
  • JBL
  • DSGX
  • CYBR
Praesidium Investment Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 535 Million
Stocks 13
Filing on May 15, 2025 Q1 2025

Durable Capital Partners LP

  • ROLL
  • DUOL
  • CPNG
  • HUBS
  • FOUR
  • INTU
  • BKNG
Durable Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 10.7 Billion
Stocks 51
Filing on May 15, 2025 Q1 2025

Michelson Medical Research Foundation, Inc.

  • MTN
  • IJS
  • RTO
  • GDX
  • IVE
  • IVV
  • VEA
Michelson Medical Research Foundation, Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 25
Filing on May 15, 2025 Q1 2025

Paul Singer

Elliott Investment Management L.P.
  • TFPM
  • SU
  • PSX
  • LUV
  • XLI
  • IWD
  • PINS
Paul Singer's Q1 2025 Portfolio
Portfolio Value 14.9 Billion
Stocks 41
Filing on May 15, 2025 Q1 2025

Scoggin Management LP

  • SPY
  • TDS
  • TDS
  • PFLT
  • SPY
  • MCG
  • QQQ
Scoggin Management LP's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 58
Filing on May 15, 2025 Q1 2025

Irenic Capital Management LP

  • TGI
  • RSVR
  • AIV
  • SHC
  • BASE
  • FWRD
  • TBPH
Irenic Capital Management LP's Q1 2025 Portfolio
Portfolio Value 660 Billion
Stocks 22
Filing on May 15, 2025 Q1 2025

Capital Investment Counsel, LLC

  • BSCT
  • BSCV
  • AAPL
  • AVGO
  • FTSL
  • MSFT
  • HYDB
Capital Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 120
Filing on May 15, 2025 Q1 2025

Troluce Capital Advisors LLC

  • GOOGL
  • XLF
  • WDC
  • DE
  • AMCR
  • META
  • AMZN
Troluce Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 209 Million
Stocks 31
Filing on May 15, 2025 Q1 2025

Vision One Management Partners, LP

  • TGI
  • CC
  • CZR
  • NGVT
  • TNC
  • TGNA
  • FL
Vision One Management Partners, LP's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 8
Filing on May 15, 2025 Q1 2025

Msd Capital L P

  • HAYW
  • TSQ
Msd Capital L P's Q1 2025 Portfolio
Portfolio Value 69.4 Million
Stocks 3