Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Brasada Capital Management, LP

  • BIL
  • MSFT
  • WCN
  • COST
  • IDXX
  • AMZN
  • GOOGL
Brasada Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 512 Million
Stocks 136
Filing on Aug 14, 2025 Q2 2025

Kids Capital Management, L.P.

  • MELI
  • AMZN
  • BX
  • HWM
  • DASH
  • ILMN
  • GOOGL
Kids Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 112 Million
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Hudson Way Capital Management LLC

  • KKR
  • CHDN
  • HLT
  • TDG
  • TPX
  • V
  • SSNC
Hudson Way Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 16
Filing on Aug 14, 2025 Q2 2025

Glenmede Investment Management, LP

  • VOO
  • MSFT
  • AAPL
  • IJR
  • SPY
  • JPM
  • ORCL
Glenmede Investment Management, LP's Q2 2025 Portfolio
Portfolio Value 19.8 Trillion
Stocks 2774
Filing on Aug 14, 2025 Q2 2025

Redwood Financial Network Corp

  • SPTM
  • QQQM
  • NVDA
  • TMFC
  • XLK
  • FLTR
  • VNLA
Redwood Financial Network Corp's Q2 2025 Portfolio
Portfolio Value 144 Million
Stocks 172
Filing on Aug 14, 2025 Q2 2025

Amussen Hunsaker Associates LLC

  • META
  • AMZN
  • BRK-B
  • NVDA
  • AAPL
  • AXP
  • MSFT
Amussen Hunsaker Associates LLC's Q2 2025 Portfolio
Portfolio Value 897 Million
Stocks 83
Filing on Aug 14, 2025 Q2 2025

Prevatt Capital LTD

  • CARG
  • CME
  • BKNG
  • GTX
  • HRB
  • V
  • SYY
Prevatt Capital LTD's Q2 2025 Portfolio
Portfolio Value 291 Billion
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Private Wealth Advisors, LLC

  • GLD
  • GLD
  • DEM
  • XLP
  • XLB
  • XLI
  • VPL
Private Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 85
Filing on Aug 14, 2025 Q2 2025

J. Goldman & CO LP

  • EA
  • AMZN
  • PYPL
  • PYPL
  • IWM
  • GLNG
  • BRBR
J. Goldman & CO LP's Q2 2025 Portfolio
Portfolio Value 3.75 Billion
Stocks 438
Filing on Aug 14, 2025 Q2 2025

Meiji Yasuda Asset Management CO Ltd.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • ABBV
Meiji Yasuda Asset Management CO Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 543
Filing on Aug 14, 2025 Q2 2025

Black Barn Capital Partners LP

  • SPY
  • TSLA
  • ARKK
  • ROIV
  • AMRX
  • ACLS
  • DHC
Black Barn Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Tt Capital Management LLC

  • JAAA
  • SGOV
  • JBBB
  • VICI
  • LQD
  • WPC
  • ORCC
Tt Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 2.11 Trillion
Stocks 190
Filing on Aug 14, 2025 Q2 2025

Meiji Yasuda Life Insurance CO

  • LQD
  • SPYD
  • VCLT
  • NVDA
  • MSFT
  • AAPL
  • XLK
Meiji Yasuda Life Insurance CO's Q2 2025 Portfolio
Portfolio Value 3.34 Billion
Stocks 225
Filing on Aug 14, 2025 Q2 2025

True Blue (Bvi) LTD

  • MSFT
  • GOOG
  • GOOGL
  • NVDA
True Blue (Bvi) LTD's Q2 2025 Portfolio
Portfolio Value 172 Billion
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Melqart Asset Management (Uk) LTD

  • HES
  • ANSS
  • SKX
  • ALE
  • CYTK
  • NVDA
  • AVGO
Melqart Asset Management (Uk) LTD's Q2 2025 Portfolio
Portfolio Value 689 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Altarock Partners

Altarock Partners LLC
  • TDG
  • AMZN
  • MSFT
  • MCO
  • MA
  • V
  • GOOGL
Altarock Partners's Q2 2025 Portfolio
Portfolio Value 5.48 Billion
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
Cliff Sosin's Q2 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Drw Securities, LLC

  • IWM
  • TSM
  • NVDA
  • META
  • QQQ
  • QQQ
  • SPY
Drw Securities, LLC's Q2 2025 Portfolio
Portfolio Value 4.23 Billion
Stocks 1089