Filing on Aug 14, 2025 Q2 2025

Steelhead Partners LLC

  • MIR
Steelhead Partners LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Vr Advisory Services LTD

  • YPF
  • HEPS
  • AL
  • PAM
  • AER
  • PUMP
  • TGS
Vr Advisory Services LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Militia Capital Partners, LP

  • AX
  • AMZN
  • ET
  • OMAB
  • WES
  • TSM
  • EC
Militia Capital Partners, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Bvf Inc

  • MLTX
  • KYMR
  • RVMD
  • PTGX
  • AXSM
  • MIRM
  • GHRS
Bvf Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 14, 2025 Q2 2025

Corvex Management LP

  • SWX
  • ILMN
  • MGM
  • AMZN
  • DLTR
  • MSFT
  • SRE
Corvex Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Polar Asset Management Partners Inc.

  • SPY
  • QQQ
  • PHYS
  • SKX
  • DNB
  • AZEK
  • COIN
Polar Asset Management Partners Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ubs Asset Management Americas Inc

  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
  • TSLA
Ubs Asset Management Americas Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Land & Buildings Investment Management, LLC

  • FR
  • NHI
  • VTR
  • AMH
  • MAR
  • EQIX
  • EXR
Land & Buildings Investment Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Elkhorn Partners Limited Partnership

  • BRK-A
  • KW
  • WTM
  • BRK-B
  • GOOGL
  • GOOG
  • AAPL
Elkhorn Partners Limited Partnership's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Brightlight Capital Management LP

  • CVNA
  • HEPS
  • HGV
  • ARCO
  • MLCO
  • SNBR
  • VAL
Brightlight Capital Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Eschler Asset Management LLP

  • BE
  • AGI
  • GDS
  • GDXJ
  • NGD
  • AEM
  • NEM
Eschler Asset Management LLP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ogborne Capital Management, LLC

  • META
  • NFLX
  • NVDA
  • AFRM
  • ORCL
  • UBER
  • ONON
Ogborne Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Cardiff Park Advisors, LLC

  • VTI
  • DFAC
  • META
  • DFAX
  • SPY
  • DFUV
  • AAPL
Cardiff Park Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Parallax Volatility Advisers, L.P.

  • SPY
  • QQQ
  • QQQ
  • IWM
  • SPY
  • NVDA
  • META
Parallax Volatility Advisers, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Barclays PLC

  • SPY
  • SPY
  • MSFT
  • NVDA
  • QQQ
  • AAPL
  • IWM
Barclays PLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Wealth High Governance Capital Ltda

  • NRG
  • AVGO
  • ONON
  • AMZN
  • MSFT
  • CCL
  • META
Wealth High Governance Capital Ltda's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Spears Abacus Advisors LLC

  • MSFT
  • BRK-B
  • AAPL
  • GOOG
  • AMZN
  • ORCL
  • CB
Spears Abacus Advisors LLC's Q2 2025 Portfolio