Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Banque Transatlantique Sa

  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • LLY
  • COST
  • V
Banque Transatlantique Sa's Q1 2025 Portfolio
Portfolio Value 5.69 Billion
Stocks 1056
Filing on May 15, 2025 Q1 2025

Bw Gestao De Investimentos Ltda.

  • SPY
  • SPY
  • QQQ
  • IWM
  • QQQ
  • FEZ
  • IWM
Bw Gestao De Investimentos Ltda.'s Q1 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 104
Filing on May 15, 2025 Q1 2025

Adar1 Capital Management, LLC

  • PTGX
  • ROIV
  • ZLAB
  • IMVT
  • CYTK
  • KROS
  • BIL
Adar1 Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 539 Billion
Stocks 202
Filing on May 15, 2025 Q1 2025

National Wealth Management Group, LLC

  • TCHP
  • IVV
  • QQQ
  • BRK-B
  • COWZ
  • NVDA
  • QQQM
National Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 152 Billion
Stocks 145
Filing on May 15, 2025 Q1 2025

Destination Wealth Management

  • AAPL
  • AGG
  • SDY
  • IJR
  • TLH
  • STIP
  • LQDH
Destination Wealth Management's Q1 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 260
Filing on May 15, 2025 Q1 2025

Rise Advisors, LLC

  • VTV
  • VUG
  • DFCF
  • JMBS
  • DFAT
  • VNLA
  • XLF
Rise Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 220 Million
Stocks 1501
Filing on May 15, 2025 Q1 2025

Bamco Inc

  • TSLA
  • ACGL
  • IT
  • CSGP
  • MSCI
  • GWRE
  • FDS
Bamco Inc 's Q1 2025 Portfolio
Portfolio Value 32.9 Billion
Stocks 314
Filing on May 15, 2025 Q1 2025

Morangie Management LLC

  • DKNG
  • SPY
  • AMZN
  • QQQ
  • AAPL
  • JPM
  • MS
Morangie Management LLC's Q1 2025 Portfolio
Portfolio Value 103 Billion
Stocks 27
Filing on May 15, 2025 Q1 2025

Brigade Capital Management, LP

  • IWM
  • HYG
  • LQD
  • IWM
  • NBR
  • CHK
  • ECVT
Brigade Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 772 Million
Stocks 24
Filing on May 15, 2025 Q1 2025

Disciplined Growth Investors Inc

  • GRMN
  • PSTG
  • CHK
  • IDCC
  • PLXS
  • CTRA
  • ALRM
Disciplined Growth Investors Inc 's Q1 2025 Portfolio
Portfolio Value 4.29 Billion
Stocks 64
Filing on May 15, 2025 Q1 2025

Trybe Capital Management LP

  • NVDA
  • NVDA
  • GOOGL
  • AMZN
  • TSM
  • SNOW
  • CRM
Trybe Capital Management LP's Q1 2025 Portfolio
Portfolio Value 382 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Oxford Financial Group LTD

  • VTI
  • INFL
  • LLY
  • MUB
  • ISRG
  • DSTL
  • AVUV
Oxford Financial Group LTD's Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 261
Filing on May 15, 2025 Q1 2025

Concentric Capital Strategies, LP

  • SPY
  • ASHR
  • QUAL
  • RSP
  • FAST
  • DHR
  • RSG
Concentric Capital Strategies, LP's Q1 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 156
Filing on May 15, 2025 Q1 2025

Sofinnova Investments, Inc.

  • NTRA
  • SYK
  • QQQ
  • IWM
  • VERA
  • JAZZ
  • MDT
Sofinnova Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 65
Filing on May 15, 2025 Q1 2025

Cascades Capital Asset Management, LLC

  • VOO
  • VIG
  • VOOV
  • AAPL
  • MSFT
  • USFR
  • NVDA
Cascades Capital Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 185 Billion
Stocks 143
Filing on May 15, 2025 Q1 2025

Nitorum Capital, L.P.

  • CHDN
  • MLM
  • MNKD
  • CNNE
  • FIS
  • BYD
  • ICUI
Nitorum Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 28
Filing on May 15, 2025 Q1 2025

Westbridge Capital Management, LLC

  • FRSH
Westbridge Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Hrt Financial LP

  • SPY
  • IWM
  • QQQ
  • AVGO
  • SHOP
  • APP
  • PLTR
Hrt Financial LP's Q1 2025 Portfolio
Portfolio Value 12.8 Billion
Stocks 2457