Filing on Aug 14, 2025 Q2 2025

Iron Triangle Partners LP

  • CVS
  • CRL
  • ABBV
  • MMSI
  • ICLR
  • MDT
  • THC
Iron Triangle Partners LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Arkhouse Management Co. LP

  • IAC
  • JACK
  • COLD
  • COLD
  • PEAK
  • AMH
  • ELS
Arkhouse Management Co. LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Prelude Capital Management, LLC

  • META
  • GLD
  • NVDA
  • BHF
  • TSLA
  • ZI
  • HYG
Prelude Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Uniplan Investment Counsel, Inc.

  • AMT
  • EQIX
  • WELL
  • SPG
  • USFR
  • EGP
  • TRNO
Uniplan Investment Counsel, Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

12 West Capital Management LP

  • SHAK
  • GDS
  • RBLX
  • TOST
  • KRUS
  • WING
  • NET
12 West Capital Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Win Advisors, Inc

  • SCHG
  • SPMO
  • VUG
  • PWB
  • QGRO
  • QQQ
  • QUS
Win Advisors, Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Jpl Wealth Management, LLC

  • SCHO
  • UNH
  • AVGO
  • VTI
  • AAPL
  • MSFT
  • IGSB
Jpl Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Allostery Investments LP

  • AKRO
  • AMLX
  • CNTA
  • EOLS
  • RZLT
  • MRUS
  • KALV
Allostery Investments LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Janus Henderson Group PLC

  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • AAPL
  • GOOG
Janus Henderson Group PLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Gemsstock Ltd.

  • EWZ
  • EQX
  • DB
  • NEM
  • GDXJ
  • AR
  • EQT
Gemsstock Ltd.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Sargent Investment Group, LLC

  • PLTR
  • BILS
  • AAPL
  • MSFT
  • SPYG
  • IBM
  • CG
Sargent Investment Group, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Rip Road Capital Partners LP

  • TTWO
  • GO
  • GDRX
  • CHWY
  • GOOGL
  • AMZN
  • NFLX
Rip Road Capital Partners LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Gobi Capital LLC

  • META
  • CACC
  • NFLX
  • GOOG
  • HCA
  • MSCI
  • BRO
Gobi Capital LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Permian Investment Partners, LP

  • GRFS
  • NRG
  • ARMK
  • KBR
  • APG
  • VGK
Permian Investment Partners, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Robinson Capital Management, LLC

  • VMO
  • VGM
  • BFK
  • VKQ
  • BLE
  • VKI
  • MUC
Robinson Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Alta Fox Capital Management, LLC

  • REVG
  • DAKT
  • DXCM
  • TRS
  • MSFT
  • AMZN
  • IAS
Alta Fox Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Rodgers Brothers Inc.

  • LLY
  • ABBV
  • WSM
  • BMI
  • MSFT
  • ABT
  • PG
Rodgers Brothers Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Onyx Point Global Management LP

  • PR
  • VST
  • CHRD
  • OXYWS
Onyx Point Global Management LP's Q2 2025 Portfolio