Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Four World Capital Management LLC

  • ESGR
  • DESP
  • SPY
  • EVLV
  • BMY
  • ABUS
  • SRG
Four World Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 154 Million
Stocks 24
Filing on May 15, 2025 Q1 2025

Wilshire Advisors LLC

  • IVV
  • STIP
  • IEFA
  • AGG
  • REET
  • EEMV
  • EFA
Wilshire Advisors LLC's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 63
Filing on May 15, 2025 Q1 2025

Fairmount Funds Management LLC

  • AXSM
  • NUVL
  • VRDN
  • SRRK
  • COGT
  • ATXS
Fairmount Funds Management LLC's Q1 2025 Portfolio
Portfolio Value 294 Million
Stocks 15
Filing on May 15, 2025 Q1 2025

Asset Allocation Strategies LLC

  • SCHD
  • VEA
  • QQQ
  • SCHZ
  • SCHX
  • OMFL
  • IOO
Asset Allocation Strategies LLC's Q1 2025 Portfolio
Portfolio Value 402 Billion
Stocks 125
Filing on May 15, 2025 Q1 2025

Belmont Capital, LLC

  • AAPL
  • META
  • NVDA
  • MSFT
  • AMZN
  • ABC
  • SPY
Belmont Capital, LLC's Q1 2025 Portfolio
Portfolio Value 539 Million
Stocks 170
Filing on May 15, 2025 Q1 2025

Aureus Asset Management, LLC

  • MSFT
  • V
  • AMZN
  • META
  • AAPL
  • GOOGL
  • SCHW
Aureus Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 203
Filing on May 15, 2025 Q1 2025

David Rolfe

Wedgewood Partners Inc
  • META
  • TSM
  • GOOGL
  • AAPL
  • V
  • PYPL
  • MSFT
David Rolfe's Q1 2025 Portfolio
Portfolio Value 466 Million
Stocks 20
Filing on May 15, 2025 Q1 2025

Gratia Capital, LLC

  • IWM
  • TRTX
  • FBRT
  • XPOF
  • NMM
  • ADES
  • CMTG
Gratia Capital, LLC's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 48
Filing on May 15, 2025 Q1 2025

Luxor Capital Group, LP

  • SPY
  • XLV
  • IWM
  • COST
  • DASH
  • INTA
  • QQQ
Luxor Capital Group, LP's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 58
Filing on May 15, 2025 Q1 2025

Viking Global Investors LP

  • USB
  • SCHW
  • BAC
  • UNH
  • INTU
  • FTV
  • META
Viking Global Investors LP's Q1 2025 Portfolio
Portfolio Value 29.9 Billion
Stocks 91
Filing on May 15, 2025 Q1 2025

Stanley Druckenmiller

Duquesne Family Office LLC
  • NTRA
  • TEVA
  • CPNG
  • WWD
  • PM
  • MELI
  • INSM
Stanley Druckenmiller's Q1 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 52
Filing on May 15, 2025 Q1 2025

Krensavage Asset Management, LLC

  • EXEL
  • UTHR
  • CAH
  • SUPN
  • JAZZ
  • ENTA
  • SNY
Krensavage Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 181 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Hall Laurie J Trustee

  • MSFT
  • AAPL
  • SYK
  • PG
  • NVDA
  • ABT
  • MA
Hall Laurie J Trustee's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 282
Filing on May 15, 2025 Q1 2025

Clifford Group, LLC

  • VOO
  • VXF
  • MGK
  • EFV
  • MUB
  • VGT
  • AMZN
Clifford Group, LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 76
Filing on May 15, 2025 Q1 2025

Boyer & Corporon Wealth Management, LLC

  • IAU
  • AVDE
  • DUK
  • SRE
  • TGT
  • JPM
  • MDT
Boyer & Corporon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 288 Million
Stocks 51
Filing on May 15, 2025 Q1 2025

Glazer Capital, LLC

  • ITCI
  • PDCO
  • ATSG
  • PLYA
  • K
  • SWI
  • ESGR
Glazer Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 208
Filing on May 15, 2025 Q1 2025

Fort Point Capital Partners LLC

  • SPY
  • AGG
  • VOO
  • BIL
  • VTEB
  • MUB
  • IVV
Fort Point Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 851 Million
Stocks 303
Filing on May 15, 2025 Q1 2025

Future Fund LLC

  • NVDA
  • GOOGL
  • META
  • NFLX
  • LLY
  • HALO
  • VRTX
Future Fund LLC's Q1 2025 Portfolio
Portfolio Value 76.8 Million
Stocks 80