Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Meridiem Capital Partners LP

  • AMZN
  • TTWO
  • NVDA
  • T
  • NFLX
  • DHR
  • GOOGL
Meridiem Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 959 Billion
Stocks 56
Filing on May 15, 2025 Q1 2025

Raelipskie Partnership

  • SPY
  • VEA
  • RSP
  • QQQ
  • VWO
  • IWM
  • EMXC
Raelipskie Partnership's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 124
Filing on May 15, 2025 Q1 2025

Incline Global Management LLC

  • IAC
  • WEX
  • MSGS
  • FLR
  • GVA
  • TRU
  • ARES
Incline Global Management LLC's Q1 2025 Portfolio
Portfolio Value 127 Million
Stocks 26
Filing on May 15, 2025 Q1 2025

Park Presidio Capital LLC

  • VMC
  • META
  • MA
  • AMZN
  • JBHT
  • WAB
  • GNRC
Park Presidio Capital LLC's Q1 2025 Portfolio
Portfolio Value 399 Million
Stocks 12
Filing on May 15, 2025 Q1 2025

Btg Pactual Asset Management Us LLC

  • SPY
  • IWF
  • GOOG
  • BRK-B
  • MGV
  • CPRI
  • MGK
Btg Pactual Asset Management Us LLC's Q1 2025 Portfolio
Portfolio Value 934 Billion
Stocks 268
Filing on May 15, 2025 Q1 2025

Newbridge Financial Services Group, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • META
  • QQQ
  • CRWD
Newbridge Financial Services Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 391 Million
Stocks 1045
Filing on May 15, 2025 Q1 2025

Fischer Investment Strategies, LLC

  • DFUS
  • BRK-B
  • BUFD
  • USFR
  • URTH
  • QQQ
  • DFIV
Fischer Investment Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 33
Filing on May 15, 2025 Q1 2025

Bayberry Capital Partners LP

  • CRS
  • CRS
  • SXT
  • WCC
  • QDEL
  • AER
  • ALIT
Bayberry Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 22
Filing on May 15, 2025 Q1 2025

Voyager Global Management LP

  • GOOGL
  • MSFT
  • TSM
  • AMZN
  • BKNG
  • CMCSA
  • V
Voyager Global Management LP's Q1 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 11
Filing on May 15, 2025 Q1 2025

Cullen Capital Management, LLC

  • JPM
  • RTX
  • CSCO
  • DUK
  • MDT
  • CVX
  • NVS
Cullen Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 8.47 Billion
Stocks 205
Filing on May 15, 2025 Q1 2025

Shaolin Capital Management LLC

  • SPY
  • NEE
  • BA
  • NEE
  • MSTR
  • HPE
  • BA
Shaolin Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 429 Million
Stocks 191
Filing on May 15, 2025 Q1 2025

Decagon Asset Management LLP

  • HES
  • AZEK
  • SPR
  • BECN
  • SLB
  • AMCR
  • RNW
Decagon Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 44
Filing on May 15, 2025 Q1 2025

Palliser Capital (Uk) LTD

  • RIO
  • EM
Palliser Capital (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 79.2 Million
Stocks 3
Filing on May 15, 2025 Q1 2025

Lummis Asset Management, LP

  • MTDR
  • AAPL
  • MSFT
  • GOOG
  • BSM
  • ORCL
  • ABT
Lummis Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 164
Filing on May 15, 2025 Q1 2025

Ironclad Investments LLC

  • IVV
  • VOO
  • SPY
Ironclad Investments LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Palidye Holdings (Caymans) LTD

  • AMZN
  • NVDA
Palidye Holdings (Caymans) LTD's Q1 2025 Portfolio
Portfolio Value 291 Billion
Stocks 2
Filing on May 15, 2025 Q1 2025

Dennis Hong

Shaw Spring Partners LLC
  • INTU
  • NCNO
  • PCOR
  • MNDY
  • CSGP
  • BRZE
  • FOUR
Dennis Hong's Q1 2025 Portfolio
Portfolio Value 728 Million
Stocks 10
Filing on May 15, 2025 Q1 2025

Eversept Partners, LP

  • NTRA
  • QQQ
  • HCA
  • SNDX
  • VERA
  • SPY
  • PKI
Eversept Partners, LP's Q1 2025 Portfolio
Portfolio Value 904 Million
Stocks 57