Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Centerstone Investors, LLC

  • GLD
  • ACWI
  • FNV
  • EMR
  • DG
  • DIS
  • CVX
Centerstone Investors, LLC's Q2 2025 Portfolio
Portfolio Value 23.7 Million
Stocks 22
Filing on Aug 14, 2025 Q2 2025

Metavasi Capital LP

  • APP
  • TLT
  • BLND
  • CPNG
  • COMP
  • CVNA
  • HOOD
Metavasi Capital LP's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 32
Filing on Aug 14, 2025 Q2 2025

Think Investments LP

  • AMZN
  • TASK
  • MELI
  • IBN
  • GTLB
  • FUTU
  • SE
Think Investments LP's Q2 2025 Portfolio
Portfolio Value 482 Million
Stocks 21
Filing on Aug 14, 2025 Q2 2025

Ampersand Capital Group, L.P.

  • MELI
  • GLBE
  • PTC
  • DASH
  • SHOP
  • BKNG
  • AXON
Ampersand Capital Group, L.P.'s Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Vision One Management Partners, LP

  • TGI
  • CC
  • NGVT
  • CZR
  • TNC
  • TGNA
  • MGRC
Vision One Management Partners, LP's Q2 2025 Portfolio
Portfolio Value 167 Billion
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Pharo Management, Inc.

  • EMB
Pharo Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 16.5 Billion
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Opti Capital Management, LP

  • GOSS
Opti Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 1.76 Trillion
Stocks 46
Filing on Aug 14, 2025 Q2 2025

One Madison Group LLC

  • TTWO
  • GE
  • AMZN
  • XPO
  • RACE
  • HEI
  • SPOT
One Madison Group LLC's Q2 2025 Portfolio
Portfolio Value 948 Billion
Stocks 25
Filing on Aug 14, 2025 Q2 2025

Keystone Financial Services, LLC

  • VOOG
  • PVAL
  • SPLG
  • PSFF
  • FLQM
  • JPSE
  • IVV
Keystone Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 51
Filing on Aug 14, 2025 Q2 2025

Foxhaven Asset Management, LP

  • MELI
  • AMZN
  • CPNG
  • HLT
  • RBLX
  • MSFT
  • GOOG
Foxhaven Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 3.65 Billion
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Burkehill Global Management, LP

  • BRO
  • AEP
  • NDAQ
  • ADC
  • CHWY
  • LPLA
  • ETR
Burkehill Global Management, LP's Q2 2025 Portfolio
Portfolio Value 1.35 Trillion
Stocks 94
Filing on Aug 14, 2025 Q2 2025

Vista Equity Partners Management, LLC

  • IAS
  • JAMF
Vista Equity Partners Management, LLC's Q2 2025 Portfolio
Portfolio Value 972 Million
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Stadium Capital Management LLC

  • BLDR
  • BC
  • SNBR
  • GO
  • LCII
  • DKS
  • GTLB
Stadium Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Battery Management Corp.

  • CXM
  • BRZE
  • CSBR
  • ZETA
  • PET
Battery Management Corp.'s Q2 2025 Portfolio
Portfolio Value 569 Billion
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Woodbridge CO LTD

  • AMZN
  • GOOGL
  • BRK-B
  • ENB
  • JPM
  • RY
  • FTS
Woodbridge CO LTD's Q2 2025 Portfolio
Portfolio Value 546 Million
Stocks 33
Filing on Aug 14, 2025 Q2 2025

Penn Mutual Asset Management, LLC

  • AGNC
  • PFF
  • CSV
  • OPRA
  • NC
  • ARCO
  • IMMR
Penn Mutual Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 32.5 Million
Stocks 67
Filing on Aug 14, 2025 Q2 2025

Coliseum Capital Management, LLC

  • GMS
  • LAZY
  • HRI
  • SONO
  • OMI
  • UTI
  • BLDR
Coliseum Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 17
Filing on Aug 14, 2025 Q2 2025

Blackstone Inc

  • CQP
  • CRBG
  • WMB
  • FE
  • MPLX
  • ET
  • SPY
Blackstone Inc's Q2 2025 Portfolio
Portfolio Value 20.9 Billion
Stocks 177