Filing on Aug 14, 2025 Q2 2025

Night Squared LP

  • CCK
  • ECL
  • HON
  • DLTR
  • TOST
  • KO
  • ULTA
Night Squared LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q1 2025

Impact Asset Management Gmb H

  • MSFT
  • GOOG
  • MA
  • V
  • LLY
  • TSM
  • AAPL
Impact Asset Management Gmb H's Q1 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Dymon Asia Capital (Singapore) Pte. Ltd.

  • SPY
  • SPY
  • MSTR
  • CEG
  • SPY
  • TLT
  • TSLA
Dymon Asia Capital (Singapore) Pte. Ltd.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Next Century Growth Investors LLC

  • ATRO
  • PAY
  • STRL
  • IRTC
  • UTI
  • AORT
  • ALHC
Next Century Growth Investors LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Menora Mivtachim Holdings Ltd.

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • META
  • TEVA
Menora Mivtachim Holdings Ltd.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Diadema Partners LP

  • AMGN
  • LLY
  • AMGN
  • TGTX
  • NBIX
  • LLY
  • JAZZ
Diadema Partners LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

New Edge Advisors, LLC

  • AAPL
  • MSFT
  • NVDA
  • IVV
  • SPY
  • VOO
  • AMZN
New Edge Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Mudrick Capital Management, L.P.

Mudrick Capital Management, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Rbf Capital, LLC

  • MS
  • SPY
  • META
  • BRK-A
  • APP
  • MA
  • FICO
Rbf Capital, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Archon Partners LLC

  • BRK-B
  • GOOGL
  • AMZN
  • AAPL
  • MSFT
  • SPY
  • MA
Archon Partners LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Stamos Capital Partners, L.P.

  • AGG
  • MRK
  • XOM
  • UNH
  • CVX
  • BP
  • SHEL
Stamos Capital Partners, L.P.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Pecaut & Co.

  • BILS
  • BRK-B
  • SGOV
  • TPL
  • SPYG
  • GOOG
  • VIG
Pecaut & Co.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Golden Unicorn (Bvi) LTD

  • NVDA
  • AAPL
  • GOOGL
Golden Unicorn (Bvi) LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Riposte Capital LLC

  • FCNCA
  • JLL
  • CHK
  • CCL
  • CNM
  • SPOT
  • URBN
Riposte Capital LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Dendur Capital LP

  • ATI
  • LYV
  • NWSA
  • MTH
  • WSC
  • ACI
  • COF
Dendur Capital LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Aldebaran Financial Inc.

  • FTNT
  • BRK-B
  • SPTM
  • AAPL
  • SPY
  • MSFT
  • NVDA
Aldebaran Financial Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Headlands Technologies LLC

  • NVDA
  • PEP
  • DHR
  • BBAI
  • AMZN
  • HOOD
  • JPM
Headlands Technologies LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ophir Asset Management Pty LTD

  • POWL
  • AIR
  • CDNA
  • REZI
  • GENI
  • WLY
  • PNTG
Ophir Asset Management Pty LTD's Q2 2025 Portfolio