Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2024 Q3 2024

Junto Capital Management LP

  • BLK
  • ICE
  • BSX
  • PGR
  • COF
  • BURL
  • LPLA
Junto Capital Management LP's Q3 2024 Portfolio
Portfolio Value 4.33 Billion
Stocks 74
Filing on Nov 14, 2024 Q3 2024

Four World Capital Management LLC

  • EDR
  • SPY
  • EVLV
  • ABUS
  • SRG
  • ACI
  • OMEX
Four World Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 168 Million
Stocks 27
Filing on Nov 14, 2024 Q3 2024

Copperleaf Capital, LLC

  • IVV
  • IUSB
  • DFAC
  • QUAL
  • DYNF
  • IVW
  • AMZN
Copperleaf Capital, LLC's Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 90
Filing on Nov 14, 2024 Q3 2024

Ballast Asset Management, LP

  • CLMB
  • NRP
  • MTG
  • CVCO
  • AGM
  • SOI
  • EXP
Ballast Asset Management, LP's Q3 2024 Portfolio
Portfolio Value 196 Billion
Stocks 49
Filing on Nov 14, 2024 Q3 2024

Nellore Capital Management LLC

  • AMZN
  • MELI
  • APPF
  • CPNG
  • MSFT
  • CRM
  • VEEV
Nellore Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 718 Million
Stocks 16
Filing on Nov 14, 2024 Q3 2024

Grandeur Peak Global Advisors, LLC

  • GLOB
  • FROG
  • LULU
  • LFUS
  • CYBR
  • PAX
  • MPWR
Grandeur Peak Global Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 1.13 Billion
Stocks 133
Filing on Nov 14, 2024 Q3 2024

360 Financial, Inc.

  • VIG
  • QQQM
  • DNL
  • SYLD
  • XSVM
  • XHB
  • PAVE
360 Financial, Inc.'s Q3 2024 Portfolio
Portfolio Value 265 Million
Stocks 89
Filing on Nov 14, 2024 Q3 2024

Oribel Capital Management, LP

  • ADP
  • MSFT
  • WM
  • DELL
  • NVDA
  • NVDA
  • ECL
Oribel Capital Management, LP's Q3 2024 Portfolio
Portfolio Value 2.07 Billion
Stocks 78
Filing on Nov 14, 2024 Q3 2024

Hunting Hill Global Capital, LLC

  • FOX
  • BX
  • PLTR
  • SRG
  • X
  • X
  • TTD
Hunting Hill Global Capital, LLC's Q3 2024 Portfolio
Portfolio Value 101 Million
Stocks 75
Filing on Nov 14, 2024 Q3 2024

Jentner Corp

  • VUG
  • BSV
  • DFIC
  • VBK
  • DFSV
  • DFEM
  • DFUV
Jentner Corp's Q3 2024 Portfolio
Portfolio Value 248 Million
Stocks 58
Filing on Nov 14, 2024 Q3 2024

Engle Capital Management, L.P.

  • ACVA
  • KD
  • KKR
  • ARLO
  • FISV
  • OWL
  • AMZN
Engle Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 201 Million
Stocks 20
Filing on Nov 14, 2024 Q3 2024

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • JEPI
  • DFAE
  • VNQ
Financial Alternatives, Inc's Q3 2024 Portfolio
Portfolio Value 142 Billion
Stocks 85
Filing on Nov 14, 2024 Q3 2024

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • VOO
  • AGG
  • SCHB
  • FBND
  • DFAC
Forvis Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 4.26 Billion
Stocks 428
Filing on Nov 14, 2024 Q3 2024

Evergreen Capital Management LLC

  • MSFT
  • AAPL
  • PCAR
  • IEI
  • AMZN
  • NVDA
  • SPTS
Evergreen Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 2.75 Billion
Stocks 1497
Filing on Nov 14, 2024 Q3 2024

Silver Rock Financial LP

  • SPY
  • CMCSA
  • CYH
  • CABO
  • SEAT
  • BRCC
  • ATUS
Silver Rock Financial LP's Q3 2024 Portfolio
Portfolio Value 396 Million
Stocks 39
Filing on Nov 14, 2024 Q3 2024

Gluskin Sheff & Assoc Inc

  • AON
  • APO
  • MSFT
  • AAPL
  • META
  • SPGI
  • ARMK
Gluskin Sheff & Assoc Inc's Q3 2024 Portfolio
Portfolio Value 814 Million
Stocks 110
Filing on Nov 14, 2024 Q3 2024

Oasis Management CO Ltd.

  • APLD
  • QQQ
  • BIDU
  • STRS
  • NVDA
  • USO
  • VNET
Oasis Management CO Ltd.'s Q3 2024 Portfolio
Portfolio Value 465 Billion
Stocks 80
Filing on Nov 14, 2024 Q3 2024

Bank Julius Baer & Co. Ltd, Zurich

  • MSFT
  • NVDA
  • GOOGL
  • META
  • AAPL
  • SPY
  • UNH
Bank Julius Baer & Co. Ltd, Zurich's Q3 2024 Portfolio
Portfolio Value 25.6 Billion
Stocks 510