Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Geo Sphere Capital Management, LLC

  • SPY
  • CCJ
  • NESR
  • SOI
  • GLNG
  • PSX
  • LBRT
Geo Sphere Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Black Maple Capital Management LP

  • SPY
  • SPY
  • IEI
  • AR
  • BANC
  • IEF
  • DAL
Black Maple Capital Management LP's Q2 2025 Portfolio
Portfolio Value 223 Billion
Stocks 97
Filing on Aug 14, 2025 Q2 2025

Windacre Partnership LLC

  • TDG
  • AMZN
  • FNF
  • TSM
  • NVDA
  • EXPE
  • GOOGL
Windacre Partnership LLC's Q2 2025 Portfolio
Portfolio Value 6.91 Billion
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Blue Spruce Investments, LP

  • MSFT
  • TSM
  • AMZN
  • META
  • DHR
  • SYK
  • MA
Blue Spruce Investments, LP's Q2 2025 Portfolio
Portfolio Value 4.3 Billion
Stocks 34
Filing on Aug 14, 2025 Q2 2025

Tenzing Global Management, LLC

  • GOGO
  • NTGR
  • TSM
  • YEXT
  • IWM
  • FOXF
  • URBN
Tenzing Global Management, LLC's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Hudson Executive Capital LP

  • CTLP
  • TALK
  • LSYN
Hudson Executive Capital LP's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Numerai Gp LLC

  • WH
  • IEX
  • SRAD
  • CRM
  • CHK
  • MGA
  • BKE
Numerai Gp LLC's Q2 2025 Portfolio
Portfolio Value 694 Billion
Stocks 438
Filing on Aug 14, 2025 Q2 2025

Rush Island Management, LP

  • VTR
  • FRT
  • NNN
  • KRC
  • O
  • SBAC
  • FR
Rush Island Management, LP's Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Juniper Investment Company, LLC

  • AORT
  • LINC
  • BVS
  • OFIX
  • AMOT
  • TWIN
  • ALOT
Juniper Investment Company, LLC's Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Arthedge Capital Management, LLC

  • AMZN
  • INTC
  • SHOP
  • CRWD
  • GLBE
  • SNOW
  • DUOL
Arthedge Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Lloyd Harbor Capital Management, LLC

  • CCJ
  • NXE
  • UEC
  • DNN
  • JKS
  • KMI
  • TDW
Lloyd Harbor Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 152 Billion
Stocks 17
Filing on Aug 14, 2025 Q2 2025

Flight Deck Capital, LP

  • MELI
  • TSLA
  • HOOD
  • CFLT
  • CVNA
  • AFRM
  • CYBR
Flight Deck Capital, LP's Q2 2025 Portfolio
Portfolio Value 83.7 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Boone Capital Management LLC

  • MDT
  • MIRM
  • BMRN
  • AVTR
  • UNM
  • NBIX
  • PNTG
Boone Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 233 Billion
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Mbb Public Markets I LLC

  • PGR
  • SPY
  • AER
  • AMZN
  • VEA
  • EQT
  • MSFT
Mbb Public Markets I LLC's Q2 2025 Portfolio
Portfolio Value 961 Million
Stocks 503
Filing on Aug 14, 2025 Q2 2025

Sora Investors LLC

  • ADI
  • NVDA
  • AMZN
  • CSCO
  • CMCSA
  • ASML
  • GOOGL
Sora Investors LLC's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 91
Filing on Aug 14, 2025 Q2 2025

Atlas Infrastructure Partners (Uk) Ltd.

  • EXC
  • PNW
  • ED
  • POR
  • EIX
  • PCG
  • PEG
Atlas Infrastructure Partners (Uk) Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Palo Duro Investment Partners, LP

  • EQT
  • CHRD
  • AR
  • GPOR
  • PR
  • CRC
  • BKR
Palo Duro Investment Partners, LP's Q2 2025 Portfolio
Portfolio Value 303 Billion
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Quantessence Capital LLC

  • AZEK
  • RDFN
  • GOOG
  • INSM
  • SFM
  • CRS
  • APP
Quantessence Capital LLC's Q2 2025 Portfolio
Portfolio Value 340 Billion
Stocks 181