Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Sone Capital Management, LLC

  • IEX
  • IT
  • LII
  • BSY
  • FDS
  • PCTY
  • PEP
Sone Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 971 Billion
Stocks 104
Filing on May 15, 2025 Q1 2025

Whitford Management LLC

  • SPY
  • AMZN
  • MSFT
  • MA
  • TDG
  • GOOG
  • SRLN
Whitford Management LLC's Q1 2025 Portfolio
Portfolio Value 78.5 Billion
Stocks 18
Filing on May 15, 2025 Q1 2025

Jentner Corp

  • VUG
  • BSV
  • DFIC
  • VBK
  • DFSV
  • DFEM
  • DFUV
Jentner Corp's Q1 2025 Portfolio
Portfolio Value 242 Million
Stocks 53
Filing on May 15, 2025 Q1 2025

Bluescape Energy Partners LLC

  • EVRG
  • REPX
  • NRG
Bluescape Energy Partners LLC's Q1 2025 Portfolio
Portfolio Value 381 Million
Stocks 6
Filing on May 15, 2025 Q1 2025

New Vernon Capital Holdings Ii LLC

  • IBN
  • INFY
  • EPI
  • HDB
  • EWS
  • EWZ
  • FXI
New Vernon Capital Holdings Ii LLC's Q1 2025 Portfolio
Portfolio Value 4.38 Billion
Stocks 66
Filing on May 15, 2025 Q1 2025

Eventide Asset Management, LLC

  • VRNA
  • GH
  • TT
  • MIRM
  • ROP
  • ODFL
  • TRGP
Eventide Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.71 Billion
Stocks 217
Filing on May 15, 2025 Q1 2025

Intrepid Capital Management Inc

  • DUHP
  • SSIC
  • BRK-B
  • CEF
  • GOOGL
  • FRPH
  • IAU
Intrepid Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 106
Filing on May 15, 2025 Q1 2025

Resolution Capital LTD

  • WELL
  • VTR
  • EQIX
  • EQR
  • KIM
  • DLR
  • SPG
Resolution Capital LTD's Q1 2025 Portfolio
Portfolio Value 5.1 Billion
Stocks 41
Filing on May 15, 2025 Q1 2025

Arkhouse Management Co. LP

  • IAC
  • AKR
Arkhouse Management Co. LP's Q1 2025 Portfolio
Portfolio Value 31.7 Billion
Stocks 2
Filing on May 15, 2025 Q1 2025

Polymer Capital Management (Us) LLC

  • NVDA
  • FCX
  • ETR
  • XEL
  • NI
  • LITE
  • NUE
Polymer Capital Management (Us) LLC's Q1 2025 Portfolio
Portfolio Value 388 Billion
Stocks 487
Filing on May 15, 2025 Q1 2025

Altshuler Shaham LTD

  • MSFT
  • AMZN
  • ORCL
  • CAT
  • GOOGL
  • ESLT
  • AAPL
Altshuler Shaham LTD's Q1 2025 Portfolio
Portfolio Value 4.25 Billion
Stocks 338
Filing on May 15, 2025 Q1 2025

Summit Street Capital Management, LLC

  • BRK-A
  • WBD
  • IDCC
  • UTHR
  • HUM
  • CF
  • MOH
Summit Street Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 30
Filing on May 15, 2025 Q1 2025

Emc Capital Management

  • VOO
  • QQQ
  • GOOG
  • AMZN
  • VUG
  • SFM
  • NVDA
Emc Capital Management's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 287
Filing on May 15, 2025 Q1 2025

Ndvr, Inc.

  • VEA
  • HUBS
  • VWO
  • AMZN
  • GLDM
  • MSFT
  • AAPL
Ndvr, Inc.'s Q1 2025 Portfolio
Portfolio Value 98 Billion
Stocks 102
Filing on May 15, 2025 Q1 2025

Up Strategic Wealth Investment Advisors LLC

  • VEA
  • SCHX
  • IWB
  • AAPL
  • NVDA
  • ITOT
  • MSFT
Up Strategic Wealth Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 86
Filing on May 15, 2025 Q1 2025

London & Capital Asset Management LTD

  • MSFT
  • GLD
  • IBM
  • TMUS
  • TMO
  • QCOM
  • UNH
London & Capital Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 95
Filing on May 15, 2025 Q1 2025

Redwood Grove Capital, LLC

  • GOOG
  • IFF
  • HUM
  • QCOM
  • SNY
  • POR
  • BAC
Redwood Grove Capital, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 23
Filing on May 15, 2025 Q1 2025

Miura Global Management, LLC

  • PM
  • META
  • NFLX
  • SE
  • NVDA
  • ERJ
  • BSX
Miura Global Management, LLC's Q1 2025 Portfolio
Portfolio Value 65.8 Million
Stocks 21