Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Ov Management LLC

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • GOOGL
  • V
Ov Management LLC's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 56
Filing on Aug 14, 2025 Q2 2025

Manchester Global Management (Uk) LTD

  • AMZN
  • ADI
  • DHR
  • MSFT
  • SNOW
  • NFLX
  • V
Manchester Global Management (Uk) LTD's Q2 2025 Portfolio
Portfolio Value 694 Billion
Stocks 21
Filing on Aug 14, 2025 Q2 2025

Gillson Capital LP

  • MA
  • BRO
  • AIZ
  • INVH
  • AMT
  • WELL
  • IRM
Gillson Capital LP's Q2 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Summit Street Capital Management, LLC

  • MU
  • WBD
  • KLAC
  • IDCC
  • CF
  • MPC
  • DDS
Summit Street Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 523 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Strategic Global Advisors, LLC

  • NVDA
  • SPOT
  • GOOGL
  • MSFT
  • NFLX
  • AMZN
  • AAPL
Strategic Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 600 Million
Stocks 140
Filing on Aug 14, 2025 Q2 2025

Woodson Capital Management, LP

  • TPR
  • TPR
  • AMZN
  • COCO
  • REAL
  • MYTE
  • CMPO
Woodson Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 511 Million
Stocks 27
Filing on Aug 14, 2025 Q2 2025

Woodline Partners LP

  • MSFT
  • META
  • NVDA
  • AAPL
  • AMZN
  • ALNY
  • TER
Woodline Partners LP's Q2 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 911
Filing on Aug 14, 2025 Q2 2025

Wallace Hart LLC

  • QQQ
  • SPY
  • MSTR
  • TPL
  • AVGO
  • PLTR
  • CRWD
Wallace Hart LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 44
Filing on Aug 14, 2025 Q2 2025

Little Harbor Advisors, LLC

  • SPY
  • QQQ
  • FTSL
  • SPHY
  • SRLN
  • USHY
  • SJNK
Little Harbor Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Certified Advisory Corp

  • VUG
  • QQQ
  • COWZ
  • VTV
  • IVV
  • FNDX
  • FBND
Certified Advisory Corp's Q2 2025 Portfolio
Portfolio Value 946 Million
Stocks 303
Filing on Aug 14, 2025 Q2 2025

Two Sigma Investments, LP

  • QQQ
  • SPY
  • IWF
  • VUG
  • XLK
  • IVV
  • IGV
Two Sigma Investments, LP's Q2 2025 Portfolio
Portfolio Value 50.6 Billion
Stocks 3150
Filing on Aug 14, 2025 Q2 2025

Plustick Management LLC

  • NN
  • APLD
  • AR
  • INOD
  • COMM
  • SATS
  • LYFT
Plustick Management LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 26
Filing on Aug 14, 2025 Q2 2025

Tb Capital Gestao De Recursos Ltda.

  • TSM
  • XP
  • ABNB
  • BKNG
  • STNE
  • APO
  • DLO
Tb Capital Gestao De Recursos Ltda.'s Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Cruiser Capital Advisors, LLC

  • APG
  • GFL
  • NVEE
  • KINS
  • AVD
  • FIP
  • ORN
Cruiser Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 41.7 Million
Stocks 49
Filing on Aug 14, 2025 Q2 2025

Ehp Funds Inc.

  • QQQ
  • HYG
  • SMH
  • NVDA
  • GOOGL
  • AMZN
  • XLE
Ehp Funds Inc.'s Q2 2025 Portfolio
Portfolio Value 80.1 Million
Stocks 40
Filing on Aug 14, 2025 Q2 2025

Sequoia Capital India Operations Ii, LLC

  • FRSH
Sequoia Capital India Operations Ii, LLC's Q2 2025 Portfolio
Portfolio Value 204 Billion
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Benchstone Capital Management LP

  • AMZN
  • NVDA
  • TSM
  • LBRDK
  • MSFT
  • T
  • META
Benchstone Capital Management LP's Q2 2025 Portfolio
Portfolio Value 1.13 Trillion
Stocks 35
Filing on Aug 14, 2025 Q2 2025

Utah Retirement Systems

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Utah Retirement Systems's Q2 2025 Portfolio
Portfolio Value 9.29 Billion
Stocks 992