Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2025 Q3 2025

Rush Island Management, LP

  • SBAC
  • ESS
  • FRT
  • NNN
  • O
  • VTR
  • KRC
Rush Island Management, LP's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 17
Filing on Nov 14, 2025 Q3 2025

Twinbeech Capital LP

  • ROP
  • BSX
  • TXN
  • SPGI
  • SLB
  • WMT
  • CPRT
Twinbeech Capital LP's Q3 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 535
Filing on Nov 14, 2025 Q3 2025

Sora Investors LLC

  • NVDA
  • AMAT
  • ASML
  • MSFT
  • FSLR
  • AMZN
  • MCHP
Sora Investors LLC's Q3 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 82
Filing on Nov 14, 2025 Q3 2025

Sherbrooke Park Advisers LLC

  • ABNB
  • DUOL
  • BFAM
  • IRDM
  • TMUS
  • RNG
  • ISRG
Sherbrooke Park Advisers LLC's Q3 2025 Portfolio
Portfolio Value 215 Billion
Stocks 499
Filing on Nov 14, 2025 Q3 2025

Quantessence Capital LLC

  • VRNA
  • GOOG
  • META
  • ALNY
  • APH
  • OIH
  • ALE
Quantessence Capital LLC's Q3 2025 Portfolio
Portfolio Value 316 Billion
Stocks 173
Filing on Nov 14, 2025 Q3 2025

Vennlight Capital Management, LP

  • SMR
  • PCG
  • AES
  • VST
  • UUUU
  • MTZ
  • APLD
Vennlight Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 76.9 Billion
Stocks 25
Filing on Nov 14, 2025 Q3 2025

Sophron Capital Management L.P.

  • ADC
  • MTH
  • PECO
  • AVB
  • ESS
  • FCPT
  • DRH
Sophron Capital Management L.P.'s Q3 2025 Portfolio
Portfolio Value 325 Billion
Stocks 39
Filing on Nov 14, 2025 Q3 2025

Stenham Asset Management (Uk) PLC

  • TSM
  • MSFT
  • TSM
  • MA
  • UNP
  • AMZN
  • RACE
Stenham Asset Management (Uk) PLC's Q3 2025 Portfolio
Portfolio Value 103 Billion
Stocks 17
Filing on Nov 14, 2025 Q3 2025

Darsana Capital Partners LP

  • SATS
  • GWRE
  • NYT
  • HCA
  • SHC
  • TDG
  • EFX
Darsana Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 3.77 Billion
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Par Capital Management Inc

  • SYF
  • UAL
  • EXPE
  • WEX
  • DAL
  • BKNG
  • LUV
Par Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 65
Filing on Nov 14, 2025 Q3 2025

Js Capital Management LLC

  • PACK
Js Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 172 Million
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Boxwood Ventures, Inc.

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
Boxwood Ventures, Inc.'s Q3 2025 Portfolio
Portfolio Value 87 Million
Stocks 31
Filing on Nov 14, 2025 Q3 2025

Breakout Capital Partners, LP

  • KWEB
  • ITUB
  • EWM
  • XP
  • HDB
  • ARGT
  • PBR
Breakout Capital Partners, LP's Q3 2025 Portfolio
Portfolio Value 135 Billion
Stocks 7
Filing on Nov 15, 2025 Q3 2025

Paul Tudor Jones

Tudor Investment Corp Et Al
  • CYBR
  • DASH
  • ZS
  • GWRE
  • IWM
  • NVMI
  • AKAM
Paul Tudor Jones's Q3 2025 Portfolio
Portfolio Value 200 Billion
Stocks 3318
Filing on Nov 14, 2025 Q3 2025

Potrero Capital Research LLC

  • QQQ
  • SPY
  • TAC
  • MSFT
  • STX
  • IE
  • U
Potrero Capital Research LLC's Q3 2025 Portfolio
Portfolio Value 718 Million
Stocks 43
Filing on Nov 14, 2025 Q3 2025

Angelo Gordon & Co., L.P.

  • HOUS
  • MITT
  • VRNA
  • NGL
  • K
  • DKS
  • HSC
Angelo Gordon & Co., L.P.'s Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 63
Filing on Nov 14, 2025 Q3 2025

Banc Funds CO LLC

  • UNTY
  • OSBC
  • AVBH
  • AMBZ
  • BCAL
  • FRBA
  • MNSB
Banc Funds CO LLC's Q3 2025 Portfolio
Portfolio Value 419 Million
Stocks 111
Filing on Nov 14, 2025 Q3 2025

Kensico Capital Management Corp

  • APP
  • HWM
  • FICO
  • GOOGL
  • V
  • SE
  • AMZN
Kensico Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 6.37 Billion
Stocks 23