Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Starboard Value LP

  • QRVO
  • ADSK
  • MTCH
  • BDX
  • NLOK
  • AQN
  • ALIT
Starboard Value LP's Q1 2025 Portfolio
Portfolio Value 4.44 Billion
Stocks 22
Filing on May 15, 2025 Q1 2025

One Madison Group LLC

  • TTWO
  • AMZN
  • RACE
  • GE
  • SPOT
  • XPO
  • HEI
One Madison Group LLC's Q1 2025 Portfolio
Portfolio Value 765 Billion
Stocks 29
Filing on May 15, 2025 Q1 2025

Valley Forge Capital Management, LP

  • FICO
  • SPGI
  • MA
  • MCO
  • V
  • INTU
  • ASML
Valley Forge Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 4.39 Billion
Stocks 9
Filing on May 15, 2025 Q1 2025

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
Cliff Sosin's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 4
Filing on May 15, 2025 Q1 2025

Repertoire Partners LP

  • MTCH
  • SPY
  • AMBC
  • AMBC
  • BJ
  • LRFC
  • JELD
Repertoire Partners LP's Q1 2025 Portfolio
Portfolio Value 226 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Light Street Capital Management, LLC

  • TSM
  • TSM
  • NVDA
  • BILL
  • AMD
  • FROG
  • AVGO
Light Street Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 21
Filing on May 15, 2025 Q1 2025

Williams Jones Wealth Management, Llc.

  • AAPL
  • COST
  • V
  • MSFT
  • GOOGL
  • AMZN
  • NVDA
Williams Jones Wealth Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 7.7 Billion
Stocks 530
Filing on May 15, 2025 Q1 2025

Highland Capital Management Fund Advisors, L.P.

  • NREF
  • ITCI
  • PDCO
  • JWN
  • PYCR
  • BECN
  • SWI
Highland Capital Management Fund Advisors, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 116
Filing on May 15, 2025 Q1 2025

Double Line ETF Adviser LP

  • AMZN
  • META
  • TSLA
  • COST
  • PG
  • WMT
  • GOOGL
Double Line ETF Adviser LP's Q1 2025 Portfolio
Portfolio Value 301 Billion
Stocks 167
Filing on May 15, 2025 Q1 2025

Warren Buffett

Berkshire Hathaway Inc
  • AAPL
  • AXP
  • KO
  • BAC
  • CVX
  • OXY
  • MCO
Warren Buffett's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 110
Filing on May 15, 2025 Q1 2025

Schusterman Interests, LLC

  • SPY
  • PACK
  • BIL
Schusterman Interests, LLC's Q1 2025 Portfolio
Portfolio Value 39.9 Million
Stocks 3
Filing on May 15, 2025 Q1 2025

D. E. Shaw & Co., Inc.

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • INTU
  • MRK
  • AMZN
D. E. Shaw & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 5466
Filing on May 15, 2025 Q1 2025

Luminus Management LLC

  • OI
  • CC
  • SEE
  • BATL
  • BERY
  • KWR
  • KEX
Luminus Management LLC's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 18
Filing on May 15, 2025 Q1 2025

Cyrus Capital Partners, L.P.

  • GTX
  • SATS
  • MEOH
Cyrus Capital Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 274 Million
Stocks 5
Filing on May 15, 2025 Q1 2025

Mhr Fund Management LLC

  • TSAT
  • LGFA
  • IOVA
  • APO
  • PAX
  • DVAX
  • ATUS
Mhr Fund Management LLC's Q1 2025 Portfolio
Portfolio Value 669 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Prescott General Partners LLC

  • CACC
  • WRLD
  • CMPR
  • W
  • BTI
  • PM
  • POWW
Prescott General Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 10
Filing on May 15, 2025 Q1 2025

Providence Equity Partners L.L.C.

  • ELY
  • DV
  • OUT
Providence Equity Partners L.L.C.'s Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Casdin Capital, LLC

  • BLFS
  • RVMD
  • LAB
  • RNA
  • SRPT
  • ILMN
  • ALNY
Casdin Capital, LLC's Q1 2025 Portfolio
Portfolio Value 855 Million
Stocks 44