Filing on May 15, 2025 Q1 2025

Aragon Global Management, LP

  • QQQ
  • SMH
  • SPY
  • MSFT
  • UBER
  • AAPL
  • NVDA
Aragon Global Management, LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Conversant Capital LLC

  • SNDA
  • SPY
  • XLP
  • JLL
  • NRZ
  • PFSI
  • GVA
Conversant Capital LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Onyx Point Global Management LP

  • PR
  • CHRD
  • VST
  • OXYWS
  • HNRG
  • GLNG
  • ASTL
Onyx Point Global Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Standpoint Asset Management, LLC

  • SPLG
  • IVV
  • VOO
  • SCHX
  • IDEV
  • VEU
  • IXUS
Standpoint Asset Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Towle & CO

  • TSN
  • WOOF
  • LUV
  • TMST
  • DAN
  • UAA
  • AAP
Towle & CO's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Soviero Asset Management, LP

  • HON
  • AMZN
  • FLEX
  • WDC
  • PR
  • PATH
  • PBPB
Soviero Asset Management, LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

14 B Captial Management LP

  • FOUR
  • MA
  • V
  • CCOI
  • PINS
  • DFS
  • CIB
14 B Captial Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Harspring Capital Management, LLC

  • CCOI
  • META
  • AMZN
  • IAC
  • ENVA
  • ESGR
  • NWSA
Harspring Capital Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Lrt Capital Management, LLC

  • WH
  • SSD
  • TXN
  • ABG
  • XOM
  • TTC
  • CCI
Lrt Capital Management, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Uniplan Investment Counsel, Inc.

  • EQIX
  • AMT
  • WELL
  • SPG
  • EGP
  • TRNO
  • KRG
Uniplan Investment Counsel, Inc.'s Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Kodai Capital Management LP

  • T
  • GWW
  • EQIX
  • MKSI
  • NFLX
  • EMR
  • CHTR
Kodai Capital Management LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Qube Research & Technologies LTD

  • META
  • AAPL
  • AVGO
  • TSLA
  • CRM
  • NVDA
  • PGR
Qube Research & Technologies LTD's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

C Partners Holding Gmb H

  • MSFT
  • GOOGL
  • EFX
  • BKNG
  • GPN
  • FISV
  • TPR
C Partners Holding Gmb H's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Syon Capital LLC

  • CMF
  • CLOI
  • AAPL
  • PCY
  • SPAB
  • IVV
  • MSFT
Syon Capital LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Rbf Capital, LLC

  • BRK-A
  • META
  • FICO
  • MA
  • V
  • DAC
  • BLDR
Rbf Capital, LLC's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Parvus Asset Management Europe LTD

Parvus Asset Management Europe LTD's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Allostery Investments LP

  • CNTA
  • KALV
  • MRUS
  • EOLS
  • ALKS
  • AVTE
  • ACLX
Allostery Investments LP's Q1 2025 Portfolio
Filing on May 15, 2025 Q1 2025

Boothbay Fund Management, LLC

  • NVDA
  • SPY
  • XLI
  • CLM
  • LLY
  • QQQ
  • SPY
Boothbay Fund Management, LLC's Q1 2025 Portfolio