Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Totem Point Management, LLC

  • SPGI
  • SPOT
  • TTWO
  • SE
  • TSM
  • NVDA
  • MMYT
Totem Point Management, LLC's Q1 2025 Portfolio
Portfolio Value 80.1 Million
Stocks 13
Filing on May 15, 2025 Q1 2025

Linden Advisors LP

  • MCHP
  • MNSO
  • SBSW
  • EMLDW
  • CDROW
  • CLRCR
  • CELUW
Linden Advisors LP's Q1 2025 Portfolio
Portfolio Value 42.6 Million
Stocks 307
Filing on May 15, 2025 Q1 2025

Vident Advisory, LLC

  • MSFT
  • AAPL
  • PLTR
  • NVDA
  • META
  • AMZN
  • MA
Vident Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 6.84 Trillion
Stocks 3491
Filing on May 15, 2025 Q1 2025

Analog Century Management LP

  • TSM
  • NVDA
  • APH
  • AVGO
  • SNPS
  • FN
  • KLAC
Analog Century Management LP's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 23
Filing on May 15, 2025 Q1 2025

Stony Point Capital LLC

  • PANW
  • QQQ
  • RACE
  • META
  • DDOG
  • SPOT
  • TW
Stony Point Capital LLC's Q1 2025 Portfolio
Portfolio Value 959 Million
Stocks 48
Filing on May 15, 2025 Q1 2025

Brightlight Capital Management LP

  • CVNA
  • HEPS
  • MLCO
  • HGV
  • SNBR
  • VAL
  • ASLE
Brightlight Capital Management LP's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Bracebridge Capital, LLC

  • ALVO
  • ATUS
  • ADT
  • GNW
  • NVDA
  • UNIT
  • AMBC
Bracebridge Capital, LLC's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 38
Filing on May 15, 2025 Q1 2025

Oak Hill Advisors LP

  • VAL
  • XPRO
  • SABR
  • JQC
  • HYT
  • IHRT
  • DSU
Oak Hill Advisors LP's Q1 2025 Portfolio
Portfolio Value 472 Billion
Stocks 14
Filing on May 15, 2025 Q1 2025

Aragon Global Management, LP

  • QQQ
  • SMH
  • SPY
  • MSFT
  • UBER
  • AAPL
  • NVDA
Aragon Global Management, LP's Q1 2025 Portfolio
Portfolio Value 260 Billion
Stocks 24
Filing on May 15, 2025 Q1 2025

Conversant Capital LLC

  • SNDA
  • SPY
  • XLP
  • JLL
  • NRZ
  • PFSI
  • GVA
Conversant Capital LLC's Q1 2025 Portfolio
Portfolio Value 474 Million
Stocks 18
Filing on May 15, 2025 Q1 2025

Onyx Point Global Management LP

  • PR
  • CHRD
  • VST
  • OXYWS
  • HNRG
  • GLNG
  • ASTL
Onyx Point Global Management LP's Q1 2025 Portfolio
Portfolio Value 703 Billion
Stocks 27
Filing on May 15, 2025 Q1 2025

Standpoint Asset Management, LLC

  • SPLG
  • IVV
  • VOO
  • SCHX
  • IDEV
  • VEU
  • IXUS
Standpoint Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 543 Billion
Stocks 8
Filing on May 15, 2025 Q1 2025

Towle & CO

  • TSN
  • WOOF
  • LUV
  • TMST
  • DAN
  • UAA
  • AAP
Towle & CO's Q1 2025 Portfolio
Portfolio Value 454 Million
Stocks 50
Filing on May 15, 2025 Q1 2025

Soviero Asset Management, LP

  • HON
  • AMZN
  • FLEX
  • WDC
  • PR
  • PATH
  • PBPB
Soviero Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 44
Filing on May 15, 2025 Q1 2025

14 B Captial Management LP

  • FOUR
  • MA
  • V
  • CCOI
  • PINS
  • DFS
  • CIB
14 B Captial Management LP's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 12
Filing on May 15, 2025 Q1 2025

Harspring Capital Management, LLC

  • CCOI
  • META
  • AMZN
  • IAC
  • ENVA
  • ESGR
  • NWSA
Harspring Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 251 Million
Stocks 16
Filing on May 15, 2025 Q1 2025

Lrt Capital Management, LLC

  • WH
  • SSD
  • TXN
  • ABG
  • XOM
  • TTC
  • CCI
Lrt Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 81
Filing on May 15, 2025 Q1 2025

Uniplan Investment Counsel, Inc.

  • EQIX
  • AMT
  • WELL
  • SPG
  • EGP
  • TRNO
  • KRG
Uniplan Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 961 Million
Stocks 209