Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Whitefort Capital Management, LP

  • GLD
  • ROIV
  • ABUS
  • YY
  • GNW
  • LQDA
  • CDZI
Whitefort Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 288 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Jericho Capital Asset Management L.P.

  • APP
  • NFLX
  • ORCL
  • LYV
  • NVDA
  • UBER
  • DOCU
Jericho Capital Asset Management L.P.'s Q2 2025 Portfolio
Portfolio Value 6.38 Billion
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Kimmeridge Energy Management Company, LLC

  • CIVI
Kimmeridge Energy Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 231 Million
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Michael & Susan Dell Foundation

  • IVV
  • AVGO
  • HAYW
  • DELL
Michael & Susan Dell Foundation's Q2 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Electron Capital Partners, LLC

  • CEG
  • JCI
  • MMM
  • APD
  • MTZ
  • XEL
  • NEE
Electron Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 36
Filing on Aug 14, 2025 Q2 2025

Alden Global Capital LLC

  • C
  • NVDA
  • IBKR
  • ET
  • DELL
  • DKNG
  • VST
Alden Global Capital LLC's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Man Group PLC

  • NVDA
  • MSFT
  • SPY
  • AAPL
  • AMZN
  • GOOGL
  • META
Man Group PLC's Q2 2025 Portfolio
Portfolio Value 49.7 Billion
Stocks 3627
Filing on Aug 14, 2025 Q2 2025

Founders Fund Vii Management, LLC

  • CMPS
Founders Fund Vii Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.38 Million
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Crosslink Capital Inc

  • MELI
  • NTNX
  • SGH
  • WEAV
  • DASH
  • VEEV
  • MU
Crosslink Capital Inc's Q2 2025 Portfolio
Portfolio Value 658 Million
Stocks 21
Filing on Aug 14, 2025 Q2 2025

Highland Capital Management Fund Advisors, L.P.

  • NREF
  • SKX
  • SWTX
  • JNPR
  • BPMC
  • WBA
  • AVDX
Highland Capital Management Fund Advisors, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 118
Filing on Aug 14, 2025 Q2 2025

Glenn Greenberg

Brave Warrior Advisors, LLC
  • SNX
  • OMF
  • ELV
  • COF
  • SLM
  • RYAAY
  • AN
Glenn Greenberg's Q2 2025 Portfolio
Portfolio Value 3.97 Billion
Stocks 35
Filing on Aug 14, 2025 Q2 2025

Bbr Partners, LLC

  • SPY
  • IVV
  • UPS
  • HAYW
  • AAPL
  • MSFT
  • VOO
Bbr Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 236
Filing on Aug 14, 2025 Q2 2025

Panoramic Capital, LLC

  • STX
  • NVDA
  • META
  • AMZN
  • AFRM
  • FIVE
  • LITE
Panoramic Capital, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 37
Filing on Aug 14, 2025 Q2 2025

Contour Asset Management LLC

  • TRMB
  • IRM
  • SQ
  • TTWO
  • QRVO
  • NWSA
  • PINS
Contour Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 2.75 Billion
Stocks 55
Filing on Aug 14, 2025 Q2 2025

Encompass Capital Advisors LLC

  • KEX
  • ENPH
  • FLR
  • CSX
  • VST
  • VST
  • CSTM
Encompass Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 65
Filing on Aug 14, 2025 Q2 2025

Octagon Capital Advisors LP

  • VRNA
  • TSHA
  • GOSS
  • OCUL
  • MRUS
  • TRVI
  • COGT
Octagon Capital Advisors LP's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Light Street Capital Management, LLC

  • TSM
  • NVDA
  • AMD
  • AVGO
  • BILL
  • FROG
  • GDS
Light Street Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 439 Million
Stocks 26
Filing on Aug 14, 2025 Q2 2025

Gates Capital Management, Inc.

  • XLI
  • XLI
  • XLB
  • DAR
  • XLB
  • CARR
  • ATKR
Gates Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 5.1 Billion
Stocks 34