Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Avala Global LP

  • MSFT
  • NVDA
  • AMZN
  • TPX
  • TSM
  • CYBR
  • UAL
Avala Global LP's Q2 2025 Portfolio
Portfolio Value 1.92 Trillion
Stocks 24
Filing on Aug 14, 2025 Q2 2025

26 North Partners LP

  • IVV
26 North Partners LP's Q2 2025 Portfolio
Portfolio Value 64 Billion
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Alibaba Group Holding LTD

  • XPEV
  • WB
Alibaba Group Holding LTD's Q2 2025 Portfolio
Portfolio Value 685 Million
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Altai Capital Management, L.P.

  • DMRC
  • SKYH
  • OSUR
  • YTRA
  • ETWO
  • SKYHWS
Altai Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 55.3 Million
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Merewether Investment Management, LP

  • VST
  • EQT
  • TRGP
  • SHEL
  • KMI
  • SRE
  • NI
Merewether Investment Management, LP's Q2 2025 Portfolio
Portfolio Value 3.19 Billion
Stocks 63
Filing on Aug 14, 2025 Q2 2025

Hancock Prospecting Pty LTD

  • QQQ
  • MP
  • VOO
  • DIA
  • TECK
  • IVV
  • SPMD
Hancock Prospecting Pty LTD's Q2 2025 Portfolio
Portfolio Value 3.14 Trillion
Stocks 36
Filing on Aug 14, 2025 Q2 2025

4 D Advisors, LLC

  • TPB
  • AXON
  • APEI
  • FSS
  • CELH
  • MPWR
  • MASI
4 D Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 34
Filing on Aug 14, 2025 Q2 2025

Select Equity Group, L.P.

  • LYV
  • WAB
  • TPX
  • CDW
  • CNM
  • MIDD
  • TSCO
Select Equity Group, L.P.'s Q2 2025 Portfolio
Portfolio Value 20.3 Billion
Stocks 152
Filing on Aug 14, 2025 Q2 2025

Knoll Capital Management, LLC

  • ALDX
  • BHVN
  • ENTX
  • GLD
  • CGAU
  • MGTX
  • KGC
Knoll Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 38
Filing on Aug 14, 2025 Q2 2025

Gtcr LLC

  • SHC
  • GOGO
  • MRVI
Gtcr LLC's Q2 2025 Portfolio
Portfolio Value 937 Billion
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Chescapmanager LLC

  • NVDA
  • AMZN
  • NVDA
  • MSFT
  • GOOGL
  • GOOGL
  • USFD
Chescapmanager LLC's Q2 2025 Portfolio
Portfolio Value 844 Million
Stocks 25
Filing on Aug 14, 2025 Q2 2025

Prana Capital Management, LP

  • AON
  • MA
  • BAC
  • USB
  • TFC
  • ALL
  • WTW
Prana Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 2.59 Billion
Stocks 106
Filing on Aug 14, 2025 Q2 2025

D. E. Shaw & Co., Inc.

  • SPY
  • NVDA
  • AAPL
  • MSFT
  • NFLX
  • PLTR
  • GE
D. E. Shaw & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 5528
Filing on Aug 14, 2025 Q2 2025

Jacobs Levy Equity Management, Inc

  • NVDA
  • AAPL
  • MSFT
  • META
  • BKNG
  • GOOG
  • AMZN
Jacobs Levy Equity Management, Inc's Q2 2025 Portfolio
Portfolio Value 24.2 Billion
Stocks 1020
Filing on Aug 14, 2025 Q2 2025

Breakout Capital Partners, LP

  • ITUB
  • HDB
  • KWEB
  • ARGT
  • PBR
  • EWM
Breakout Capital Partners, LP's Q2 2025 Portfolio
Portfolio Value 102 Billion
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Simcoe Capital Management, LLC

  • IWM
  • SEAS
  • GIL
  • DFIN
  • FLEX
  • BCO
  • ABG
Simcoe Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 902 Million
Stocks 36
Filing on Aug 14, 2025 Q2 2025

5 Am Venture Management, LLC

  • TRDA
  • PHVS
  • MLTX
  • CNTA
  • VRDN
  • VOR
  • CLDX
5 Am Venture Management, LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 29
Filing on Aug 14, 2025 Q2 2025

Eminence Capital, LP

  • SPY
  • AMZN
  • GTLB
  • Z
  • LPX
  • SE
  • ABG
Eminence Capital, LP's Q2 2025 Portfolio
Portfolio Value 7.55 Billion
Stocks 47