Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Whetstone Capital Advisors, LLC

  • NET
  • GOOG
  • AMZN
  • MNDY
  • TOST
  • CTV
  • PAYC
Whetstone Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 310 Million
Stocks 30
Filing on Feb 13, 2025 Q4 2024

Tandem Wealth Advisors LLC

  • AGG
  • MDY
  • EFA
  • MBB
  • SPY
  • VCSH
  • DGRO
Tandem Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 190 Million
Stocks 52
Filing on Feb 13, 2025 Q4 2024

Oak Associates LTD

  • AMZN
  • GOOG
  • META
  • CSCO
  • MSFT
  • KLAC
  • QCOM
Oak Associates LTD 's Q4 2024 Portfolio
Portfolio Value 1.43 Billion
Stocks 132
Filing on Feb 13, 2025 Q4 2024

Sands Capital Ventures, LLC

  • NU
  • DASH
  • CPNG
  • PATH
  • DDOG
  • MNDY
  • TARS
Sands Capital Ventures, LLC's Q4 2024 Portfolio
Portfolio Value 264 Million
Stocks 21
Filing on Feb 13, 2025 Q4 2024

Kopp Family Office, LLC

  • VEA
  • VWO
  • VCEL
  • NEO
  • FIVN
  • WK
  • TEAM
Kopp Family Office, LLC's Q4 2024 Portfolio
Portfolio Value 158 Million
Stocks 21
Filing on Feb 13, 2025 Q4 2024

Kps Global Asset Management Uk LTD

  • CVNA
  • NOW
  • SPOT
  • CDLX
Kps Global Asset Management Uk LTD's Q4 2024 Portfolio
Portfolio Value 494 Million
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Price Jennifer C.

  • ATEX
  • SANW
  • PAA
  • MG
  • GLDD
  • MSVB
  • AMZN
Price Jennifer C.'s Q4 2024 Portfolio
Portfolio Value 35.2 Million
Stocks 31
Filing on Feb 13, 2025 Q4 2024

Eley Financial Management, Inc

  • AGG
  • IVV
  • IJH
  • IEI
  • IGLB
  • NVDA
  • AAPL
Eley Financial Management, Inc's Q4 2024 Portfolio
Portfolio Value 257 Billion
Stocks 68
Filing on Feb 13, 2025 Q4 2024

Horiko Capital Management LLC

  • META
  • AMZN
  • GOOGL
  • AAPL
  • MSFT
  • MCK
  • DHI
Horiko Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 345 Million
Stocks 21
Filing on Feb 13, 2025 Q4 2024

Paradigm Financial Partners, LLC

  • SPOT
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • SHYG
Paradigm Financial Partners, LLC's Q4 2024 Portfolio
Portfolio Value 778 Million
Stocks 338
Filing on Feb 13, 2025 Q4 2024

Dai Ichi Life Insurance Company, LTD

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • V
Dai Ichi Life Insurance Company, LTD's Q4 2024 Portfolio
Portfolio Value 3.54 Billion
Stocks 482
Filing on Feb 13, 2025 Q4 2024

Executive Wealth Management, LLC

  • ITOT
  • VMBS
  • AAPL
  • VGIT
  • SPYG
  • GSIE
  • SPLG
Executive Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.15 Billion
Stocks 378
Filing on Feb 13, 2025 Q4 2024

Third Avenue Management LLC

  • DB
  • TDW
  • HCC
  • CBRE
  • VAL
  • CMA
  • ORI
Third Avenue Management LLC's Q4 2024 Portfolio
Portfolio Value 441 Million
Stocks 59
Filing on Feb 13, 2025 Q4 2024

Dalton Investments LLC

  • IBN
  • NVDA
  • MMYT
  • G
  • TASK
  • CTSH
  • HDB
Dalton Investments LLC's Q4 2024 Portfolio
Portfolio Value 154 Million
Stocks 27
Filing on Feb 13, 2025 Q4 2024

Dai Ichi Life Holdings, Inc.

  • IGSB
  • LQD
  • VGSH
  • EMB
  • VNQ
  • TIP
  • IAGG
Dai Ichi Life Holdings, Inc.'s Q4 2024 Portfolio
Portfolio Value 91.1 Billion
Stocks 22
Filing on Feb 13, 2025 Q4 2024

F

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
  • META
F's Q4 2024 Portfolio
Portfolio Value 2.26 Billion
Stocks 399
Filing on Feb 13, 2025 Q4 2024

Chiron Capital Management, LLC

  • BMY
  • XBI
  • AAPL
  • AFL
  • EPD
  • GILD
  • FTGC
Chiron Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 104 Million
Stocks 113
Filing on Feb 13, 2025 Q4 2024

Step Stone Group LP

  • PATH
  • TRDA
  • DKNG
  • PHAT
  • COIN
  • HLVX
  • TNYA
Step Stone Group LP's Q4 2024 Portfolio
Portfolio Value 50.6 Million
Stocks 14