Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Dynamo Administracao De Recursos Ltda.

  • MELI
  • NU
  • VTEX
  • VALE
Dynamo Administracao De Recursos Ltda.'s Q2 2025 Portfolio
Portfolio Value 29.2 Billion
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Honeycomb Asset Management LP

  • AMZN
  • CHTR
  • PINS
  • DDOG
  • ADBE
  • SOI
  • APO
Honeycomb Asset Management LP's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 19
Filing on Aug 14, 2025 Q2 2025

Redpoint Management, LLC

  • S
  • KIND
Redpoint Management, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 5
Filing on Aug 14, 2025 Q2 2025

Knighthead Capital Management, LLC

  • HTZ
  • IWM
  • HYG
  • TLT
  • GB
  • SATS
Knighthead Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Toms Capital Investment Management LP

  • SPY
  • CSX
  • CSX
  • NSC
  • COF
  • SNPS
  • CRS
Toms Capital Investment Management LP's Q2 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 19
Filing on Aug 14, 2025 Q2 2025

Atreides Management, LP

  • AMD
  • PSTG
  • GTLB
  • DKS
  • GOOGL
  • LITE
  • AMZN
Atreides Management, LP's Q2 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 48
Filing on Aug 14, 2025 Q2 2025

Park West Asset Management LLC

  • KEX
  • Z
  • AMZN
  • TIGO
  • OPCH
  • ALV
  • MLNK
Park West Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 44
Filing on Aug 14, 2025 Q2 2025

Ares Management LLC

  • FYBR
  • GBTG
  • CCO
  • ARCC
  • GBDC
  • ORCC
  • BBDC
Ares Management LLC's Q2 2025 Portfolio
Portfolio Value 1.96 Trillion
Stocks 34
Filing on Aug 14, 2025 Q2 2025

Sandler Capital Management

  • GOGO
  • GLW
  • META
  • HOLX
  • META
  • VMI
  • TXN
Sandler Capital Management's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 147
Filing on Aug 14, 2025 Q2 2025

Impactive Capital LP

  • WEX
  • ABG
  • VAC
  • SLM
  • CNXC
  • WDC
  • WMS
Impactive Capital LP's Q2 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Radcliff Management LLC

  • SRAD
Radcliff Management LLC's Q2 2025 Portfolio
Portfolio Value 369 Million
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Rubric Capital Management LP

  • TEVA
  • GLNG
  • VST
  • ROIV
  • FLR
  • TAC
  • XBI
Rubric Capital Management LP's Q2 2025 Portfolio
Portfolio Value 4.34 Billion
Stocks 66
Filing on Aug 14, 2025 Q2 2025

Perbak Capital Partners LLP

  • RSP
  • XLI
  • SPY
  • XLP
  • XLF
  • XLV
  • IGV
Perbak Capital Partners LLP's Q2 2025 Portfolio
Portfolio Value 442 Billion
Stocks 275
Filing on Aug 14, 2025 Q2 2025

Indaba Capital Management, L.P.

  • ONTF
  • BLKB
  • ESPR
  • EMBC
  • ADV
Indaba Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 41.8 Million
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Wexford Capital LP

  • TUSK
  • CENX
  • NEPH
  • CLF
  • CMCSA
  • ET
  • VWO
Wexford Capital LP's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 240
Filing on Aug 14, 2025 Q2 2025

Vector Capital Management, L.P.

  • LPSN
  • PMTS
  • CMBM
Vector Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 25.9 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Abrams Bison Investments, LLC

  • SNX
  • AMAT
  • COF
  • HCA
  • ACHC
  • NYT
  • SLQT
Abrams Bison Investments, LLC's Q2 2025 Portfolio
Portfolio Value 897 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Nextech Invest, Ltd.

  • RVMD
  • ORIC
  • TYRA
  • TNGX
  • KYMR
  • RLAY
  • SBTX
Nextech Invest, Ltd.'s Q2 2025 Portfolio
Portfolio Value 528 Billion
Stocks 16