Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Scholtz & Company, LLC

  • MSFT
  • MA
  • AMZN
  • UNH
  • CMG
  • META
  • GOOGL
Scholtz & Company, LLC's Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 51
Filing on May 15, 2025 Q1 2025

Manatuck Hill Partners, LLC

  • PHYS
  • PSLV
  • REAL
  • FTI
  • XLF
  • IMAX
  • COMP
Manatuck Hill Partners, LLC's Q1 2025 Portfolio
Portfolio Value 199 Million
Stocks 95
Filing on May 15, 2025 Q1 2025

Serenity Capital LLC

  • ZTO
  • BZ
  • QFIN
  • EDU
  • MNSO
  • ATAT
  • TAL
Serenity Capital LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Webs Creek Capital Management LP

  • PR
  • MTDR
  • EQT
  • FTI
  • DVN
  • RRC
  • OVV
Webs Creek Capital Management LP's Q1 2025 Portfolio
Portfolio Value 442 Billion
Stocks 17
Filing on May 15, 2025 Q1 2025

East Coast Asset Management, Llc.

  • GOOG
  • TDG
  • META
  • BRK-B
  • TSLA
  • MA
  • AMZN
East Coast Asset Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 69
Filing on May 15, 2025 Q1 2025

Epacria Capital Partners, LLC

  • PM
  • BTI
  • VEA
  • BRK-B
  • BSM
  • SPY
  • CNQ
Epacria Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 40
Filing on May 15, 2025 Q1 2025

Octahedron Capital Management L.P.

  • UBER
  • GOOGL
  • MDB
  • NU
  • CVNA
  • GTLB
  • NVDA
Octahedron Capital Management L.P.'s Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 19
Filing on May 15, 2025 Q1 2025

Castle Hook Partners LP

  • EQT
  • LLY
  • WMB
  • NTRA
  • SE
  • C
  • CVNA
Castle Hook Partners LP's Q1 2025 Portfolio
Portfolio Value 3.49 Billion
Stocks 37
Filing on May 15, 2025 Q1 2025

Bill Miller

Miller Value Partners, LLC
  • LNC
  • NBR
  • BFH
  • GTN
  • QUAD
  • JXN
  • UGI
Bill Miller's Q1 2025 Portfolio
Portfolio Value 219 Billion
Stocks 34
Filing on May 15, 2025 Q1 2025

Nicholas Investment Partners, LP

  • ERJ
  • BWXT
  • REVG
  • RSI
  • INSM
  • SKT
  • CVX
Nicholas Investment Partners, LP's Q1 2025 Portfolio
Portfolio Value 804 Million
Stocks 192
Filing on May 15, 2025 Q1 2025

Busey Wealth Management

  • AAPL
  • MSFT
  • AMZN
  • IGSB
  • NVDA
  • GOOG
  • META
Busey Wealth Management's Q1 2025 Portfolio
Portfolio Value 2.9 Billion
Stocks 583
Filing on May 15, 2025 Q1 2025

First Turn Management, LLC

  • INSM
  • VRNA
  • ARGX
  • NUVL
  • XENE
  • BBIO
  • MIRM
First Turn Management, LLC's Q1 2025 Portfolio
Portfolio Value 496 Billion
Stocks 35
Filing on May 15, 2025 Q1 2025

Harvest Investment Services, LLC

  • LMBS
  • FOCT
  • QSPT
  • FTSM
  • GLD
  • CLOI
  • NVDA
Harvest Investment Services, LLC's Q1 2025 Portfolio
Portfolio Value 320 Million
Stocks 277
Filing on May 15, 2025 Q1 2025

Laird Norton Trust Company, LLC

  • MSFT
  • VEU
  • VTI
  • VWO
  • VEA
  • AAPL
  • IVW
Laird Norton Trust Company, LLC's Q1 2025 Portfolio
Portfolio Value 621 Million
Stocks 67
Filing on May 15, 2025 Q1 2025

Dendur Capital LP

  • ATI
  • LYV
  • NWSA
  • WSC
  • MMM
  • ACI
  • MTH
Dendur Capital LP's Q1 2025 Portfolio
Portfolio Value 661 Million
Stocks 22
Filing on May 15, 2025 Q1 2025

J. Goldman & CO LP

  • MA
  • AMZN
  • SMG
  • IWM
  • HYG
  • PYPL
  • GLNG
J. Goldman & CO LP's Q1 2025 Portfolio
Portfolio Value 3.8 Billion
Stocks 461
Filing on May 15, 2025 Q1 2025

Consolidated Press International Holdings LTD

  • TSM
  • NVDA
  • MNDY
  • SQ
  • DUOL
  • SPOT
  • PCOR
Consolidated Press International Holdings LTD's Q1 2025 Portfolio
Portfolio Value 548 Billion
Stocks 16
Filing on May 15, 2025 Q1 2025

Hudson Way Capital Management LLC

  • KKR
  • CHDN
  • TDG
  • SSNC
  • TPX
  • HLT
  • V
Hudson Way Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 16