Latest 13F Filings: The Latest Updates from Institutional Investors

Harvey Partners, LLC

• AZZ
• WCN
• ADEA
• GLDD
• RTO
• SUM
• BWXT

Private Capital Management, LLC

• QNST
• HROW
• BBSI
• TH
• LNTH
• KKR
• JEF

Cat Rock Capital Management LP

• META
• PDD
• SEMR
• GOOG
• MSFT
• TSM
• FOUR

Grayhawk Investment Strategies Inc.

• EFV
• VOOV
• IVV
• VOOG
• VGT
• EFG
• HGER

Bain Capital Investors LLC

• SGRY
• NTNX
• AVAH
• ADV

Index Venture Life Associates Vi LTD

• CNTA
• IPSC

Index Venture Growth Associates Iv LTD

Ayal Capital Advisors LTD

• SPY
• QQQ
• MTUM
• GLNG
• OFIX
• ASTL
• NOA

Whale Rock Capital Management LLC

• AMZN
• AVGO
• APP
• META
• NVDA
• DUOL
• CRM

David Rolfe

• META
• GOOGL
• TSM
• AAPL
• PYPL
• V
• BKNG

Apis Capital Advisors, LLC

• GEO
• HNRG
• IOVA
• RCAT
• GNRC
• IESC
• SIMO

Select Equity Group, L.P.

• LYV
• TPX
• WAB
• MIDD
• BRO
• CDAY
• MLM

Sessa Capital Im, L.P.

• ABT
• DFS
• WBD
• CCK
• HUM
• HUM
• ALLY

Deerfield Management Company, L.P. (Series C)

• NUVL
• VTRS
• CNC
• OSCR
• RVMD
• MRUS
• NBIX

Mhr Fund Management LLC

• TSAT
• IOVA
• LGFA
• APO
• GEO
• DVAX
• ATUS

Fine Capital Partners, L.P.

• LNW

Arthedge Capital Management, LLC

• GLBE
• AMZN
• CRWD
• SHOP
• INTC
• TTD
• DUOL

325 Capital LLC

• APEI
• AMEH
• BLBD
• BTMD
• ATRO
• PWFL
• MPAA