Latest 13F Filings: The Latest Updates from Institutional Investors

White Lighthouse Investment Management Inc.

• VUG
• VYM
• VXUS
• SHV
• VCSH
• BND
• VTV

Revolution Growth Management Company, Inc.

Renaissancere Holdings LTD

• MBB
• HYDB
• ESNT
• UVE
• TRUP

Covington Investment Advisors Inc.

• GOOG
• MSFT
• AAPL
• AVGO
• NVDA
• AMZN
• FISV

Nvp Associates, LLC

• TALK
• OPEN

Alta Partners Management Company, L.P.

• TYRA
• VIR
• ALLK

Polen Capital

• AMZN
• MSFT
• V
• ORCL
• MA
• ABT
• SHOP

Altos Ventures Management Inc.

• RBLX

First American Trust, Fsb

• AAPL
• MSFT
• AMZN
• VTV
• EFV
• LLY
• NVDA

Clean Energy Transition LLP

• NVT
• SWK
• FSLR
• FSLR
• EMR
• WMB
• WY

Valence8 Us LP

• QUAL
• IQLT
• QQQ
• EFV
• VTV
• XLP
• IGV

Athena Investment Management

• SCHX
• SCHA
• SCHF
• JPM
• MSFT
• AAPL
• SCHG

Invesco Ltd.

• MSFT
• AAPL
• NVDA
• AMZN
• META
• GOOGL
• AVGO

Northeast Financial Group, Inc.

• SCHX
• SCHM
• SCHF
• SCHD
• MUB
• SCHO
• SCHG

South State Corp

• AAPL
• MSFT
• DFUS
• BRK-B
• V
• DFAI
• PHYS

Alta Fundamental Advisers LLC

• LAZY
• GCI
• BOWL
• ADES
• PEG
• ACHR
• AMR

Donald Smith & Co., Inc.

• AER
• EGO
• GNW
• IAG
• X
• EQX
• CIVI

Shengqi Capital (Hong Kong) LTD

• PDD
• BABA
• PDD
• META
• GOOGL