Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Aristotle Atlantic Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • META
  • AVGO
  • V
Aristotle Atlantic Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.26 Billion
Stocks 125
Filing on Aug 14, 2025 Q2 2025

Nfj Investment Group, LLC

  • NEE
  • BAC
  • ES
  • INTU
  • GOOGL
  • REXR
  • PLD
Nfj Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.76 Billion
Stocks 487
Filing on Aug 14, 2025 Q2 2025

Mudita Advisors LLP

  • HGV
  • ESTA
  • HCC
  • CNQ
  • IAG
  • HBM
  • EGO
Mudita Advisors LLP's Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 19
Filing on Aug 14, 2025 Q2 2025

Mairs & Power Inc

  • MSFT
  • NVDA
  • AMZN
  • JPM
  • GGG
  • UNH
  • GOOG
Mairs & Power Inc's Q2 2025 Portfolio
Portfolio Value 10 Billion
Stocks 235
Filing on Aug 14, 2025 Q2 2025

Solas Capital Management, LLC

  • EPSN
  • FENC
  • GO
  • SNDA
  • ASIX
  • AAP
  • ASTL
Solas Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 154 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Yaupon Capital Management LP

  • D
  • XLU
  • HYG
  • BP
  • SHEL
  • EVRG
  • AEP
Yaupon Capital Management LP's Q2 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 116
Filing on Aug 14, 2025 Q2 2025

Oasis Management CO Ltd.

  • IWM
  • MTN
  • MTN
  • QQQ
  • VNET
  • USO
  • STRS
Oasis Management CO Ltd.'s Q2 2025 Portfolio
Portfolio Value 874 Billion
Stocks 86
Filing on Aug 14, 2025 Q2 2025

Investment House LLC

  • META
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • COST
  • INTU
Investment House LLC's Q2 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 216
Filing on Aug 14, 2025 Q2 2025

Fir Tree Capital Management LP

  • RSP
Fir Tree Capital Management LP's Q2 2025 Portfolio
Portfolio Value 21.8 Million
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Bnp Paribas

  • HYG
  • MSFT
  • NVDA
  • LQD
  • AMZN
  • AAPL
  • JPM
Bnp Paribas's Q2 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 661
Filing on Aug 14, 2025 Q2 2025

Jasper Ridge Partners, L.P.

  • IVV
  • VEA
  • IWD
  • VWO
  • SCHP
  • RBLX
  • VOO
Jasper Ridge Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 3.98 Billion
Stocks 148
Filing on Aug 14, 2025 Q2 2025

Keenan Capital, LLC

  • APP
  • GDDY
  • GLBE
  • WDAY
  • DT
  • MLNK
  • JAMF
Keenan Capital, LLC's Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Morgens Waterfall Vintiadis & CO Inc

  • NFLX
  • NVDA
  • SPOT
  • META
  • AXON
  • LLY
  • PLTR
Morgens Waterfall Vintiadis & CO Inc's Q2 2025 Portfolio
Portfolio Value 116 Million
Stocks 21
Filing on Aug 14, 2025 Q2 2025

Forefront Analytics, LLC

  • NULV
  • MTUM
  • VWO
  • ESGD
  • VEA
  • DBEF
  • ESGE
Forefront Analytics, LLC's Q2 2025 Portfolio
Portfolio Value 89.4 Million
Stocks 47
Filing on Aug 14, 2025 Q2 2025

Macquarie Group LTD

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • GOOGL
  • AVGO
Macquarie Group LTD's Q2 2025 Portfolio
Portfolio Value 79.1 Billion
Stocks 3191
Filing on Aug 14, 2025 Q2 2025

Nucleo Capital Ltda.

  • STNE
  • MELI
Nucleo Capital Ltda.'s Q2 2025 Portfolio
Portfolio Value 49.3 Billion
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Alethea Capital Management, LLC

  • AXSM
  • BIL
  • RNA
  • KURA
  • TLT
  • NRG
  • NFLX
Alethea Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 124 Million
Stocks 31
Filing on Aug 14, 2025 Q2 2025

Keebeck Wealth Management, LLC

  • IVV
  • VGT
  • QUAL
  • MSFT
  • GBIL
  • EFV
  • NVDA
Keebeck Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 725 Million
Stocks 336