Filing on Aug 14, 2025 Q2 2025

Valley Forge Capital Management, LP

  • FICO
  • SPGI
  • MA
  • MCO
  • V
  • INTU
  • ASML
Valley Forge Capital Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Vestal Point Capital, LP

  • ACLX
  • JAZZ
  • CYTK
  • NUVL
  • VERA
  • FOLD
  • XENE
Vestal Point Capital, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Whetstone Capital Advisors, LLC

  • NET
  • MNDY
  • GOOG
  • AMZN
  • OPRX
  • TOST
  • HCAT
Whetstone Capital Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Mink Brook Asset Management LLC

  • BSVN
  • ACU
  • DLHC
  • SYNL
  • CURN
  • ELA
  • ALOT
Mink Brook Asset Management LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Marshfield Associates

  • AZO
  • ROST
  • ORLY
  • CMI
  • V
  • DPZ
  • MA
Marshfield Associates's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Eagle Capital Management LLC

  • AMZN
  • COP
  • MSFT
  • UNH
  • CMCSA
  • AER
  • COF
Eagle Capital Management LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Michelson Medical Research Foundation, Inc.

  • MTN
  • GDX
  • RTO
  • IVE
  • VEA
  • VWO
  • IWC
Michelson Medical Research Foundation, Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

K2 Principal Fund, L.P.

  • GLD
  • BTI
  • HYG
  • SLV
  • GLD
  • FSLR
  • MAG
K2 Principal Fund, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Clearline Capital LP

  • SPY
  • IWM
  • NCR
  • GTLS
  • PLAY
  • FLS
  • MU
Clearline Capital LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Hhlr Advisors, Ltd.

  • PDD
  • FUTU
  • BGNE
  • NTES
  • LEGN
  • BEKE
  • BABA
Hhlr Advisors, Ltd.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Prentice Capital Management, LP

  • GRPN
  • SNAP
  • NN
  • ELY
  • BMBL
  • PTON
  • SOFI
Prentice Capital Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Euclidean Capital LLC

  • VEU
  • INDA
  • ORIC
  • FHTX
  • PMVP
  • SPY
  • ALEC
Euclidean Capital LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Gendell Jeffrey L

  • IESC
  • BXC
  • IWM
  • AMR
  • OIH
  • OC
  • MU
Gendell Jeffrey L's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Private Capital Management, LLC

  • QNST
  • HROW
  • BBSI
  • LNTH
  • KKR
  • ASUR
  • TH
Private Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Tensile Capital Management LP

  • VERX
  • VVV
  • DKS
  • LAD
  • QTWO
  • USFD
  • CCK
Tensile Capital Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Joel Greenblatt

Gotham Asset Management, LLC
  • SPY
  • GSPY
  • NVDA
  • AAPL
  • IVV
  • AMZN
  • SNOW
Joel Greenblatt's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 14, 2025 Q2 2025

Permanens Capital L.P.

  • VTV
  • VUG
  • DBEU
  • IAU
  • DXJ
  • SHYG
  • PREF
Permanens Capital L.P.'s Q2 2025 Portfolio