Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Culbertson A N & CO Inc

  • BRK-B
  • AAPL
  • MSFT
  • JPM
  • GS
  • ABBV
  • IWR
Culbertson A N & CO Inc's Q1 2025 Portfolio
Portfolio Value 620 Million
Stocks 124
Filing on May 15, 2025 Q1 2025

Blue Water Life Science Advisors, LP

  • GH
  • NTRA
  • ADPT
  • CDNA
  • AKYA
  • PSNL
  • QTRX
Blue Water Life Science Advisors, LP's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 7
Filing on May 15, 2025 Q1 2025

Stem Point Capital LP

  • ROIV
  • SNDX
  • SRRK
  • ACLX
  • MRUS
  • IMVT
  • MDGL
Stem Point Capital LP's Q1 2025 Portfolio
Portfolio Value 314 Billion
Stocks 62
Filing on May 15, 2025 Q1 2025

Comgest Global Investors S.A.S.

  • MSFT
  • V
  • ACN
  • LLY
  • TSM
  • JNJ
  • GOOGL
Comgest Global Investors S.A.S.'s Q1 2025 Portfolio
Portfolio Value 5.19 Billion
Stocks 62
Filing on May 15, 2025 Q1 2025

Shay Capital LLC

  • SLV
  • SPY
  • GEO
  • ASHR
  • PLTR
  • XLF
  • PCT
Shay Capital LLC's Q1 2025 Portfolio
Portfolio Value 606 Million
Stocks 309
Filing on May 15, 2025 Q1 2025

Archon Partners LLC

  • BRK-B
  • AAPL
  • GOOGL
  • AMZN
  • MSFT
  • MA
  • V
Archon Partners LLC's Q1 2025 Portfolio
Portfolio Value 799 Million
Stocks 38
Filing on May 15, 2025 Q1 2025

Logos Global Management LP

  • IDYA
  • RVMD
  • AKRO
  • JANX
  • NUVL
  • TEVA
  • XENE
Logos Global Management LP's Q1 2025 Portfolio
Portfolio Value 513 Million
Stocks 39
Filing on May 15, 2025 Q1 2025

Polar Capital Holdings PLC

  • NVDA
  • META
  • MSFT
  • AVGO
  • RNR
  • ACGL
  • AAPL
Polar Capital Holdings PLC's Q1 2025 Portfolio
Portfolio Value 14.9 Billion
Stocks 286
Filing on May 15, 2025 Q1 2025

Alpine Peaks Capital, LP

  • BFAM
  • ROL
  • MEDP
  • CGNX
  • EVTC
  • USPH
  • TRMB
Alpine Peaks Capital, LP's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 25
Filing on May 15, 2025 Q1 2025

Hyperion Asset Management LTD

  • TSLA
  • NOW
  • AMZN
  • MSFT
  • ASML
  • SPOT
  • PLTR
Hyperion Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 19
Filing on May 15, 2025 Q1 2025

Cannell Capital LLC

  • NOA
  • CVCO
  • CMPO
  • COMP
  • SJT
  • UTI
  • MDXG
Cannell Capital LLC's Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 51
Filing on May 15, 2025 Q1 2025

Evercore Wealth Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • MA
  • AMZN
  • AZO
  • BX
Evercore Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 6.02 Billion
Stocks 728
Filing on May 15, 2025 Q1 2025

Tairen Capital LTD

  • AMZN
  • META
  • MSFT
  • SNOW
  • HOOD
  • FUTU
  • TSM
Tairen Capital LTD's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 88
Filing on May 15, 2025 Q1 2025

Drh Investments, Inc.

  • HSY
  • GD
  • CHE
  • UNP
  • CSX
  • KR
  • GOOG
Drh Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 85.5 Million
Stocks 11
Filing on May 15, 2025 Q1 2025

Utah Retirement Systems

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • BRK-B
Utah Retirement Systems's Q1 2025 Portfolio
Portfolio Value 8.44 Billion
Stocks 960
Filing on May 15, 2025 Q1 2025

Ehp Funds Inc.

  • TLT
  • XLE
  • SMH
  • QQQ
  • XLB
  • XLF
  • BNO
Ehp Funds Inc.'s Q1 2025 Portfolio
Portfolio Value 88.7 Million
Stocks 35
Filing on May 15, 2025 Q1 2025

Evergreen Capital Management LLC

  • MSFT
  • AAPL
  • PCAR
  • IEI
  • JAAA
  • AMZN
  • GOOG
Evergreen Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.75 Billion
Stocks 1613
Filing on May 15, 2025 Q1 2025

Sage Capital Management, LLC

  • PAVE
  • NVDA
  • PHO
  • XLK
  • SPY
  • QQQ
  • XLP
Sage Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 184 Billion
Stocks 152