Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Alpine Peaks Capital, LP

  • BFAM
  • CGNX
  • USPH
  • TRMB
  • MEDP
  • EVTC
  • ROL
Alpine Peaks Capital, LP's Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Bracebridge Capital, LLC

  • IWM
  • ALVO
  • ATUS
  • ADT
  • GNW
  • UNIT
  • NVDA
Bracebridge Capital, LLC's Q2 2025 Portfolio
Portfolio Value 175 Million
Stocks 45
Filing on Aug 14, 2025 Q2 2025

Analog Century Management LP

  • TSM
  • NVDA
  • AVGO
  • AMD
  • FN
  • APH
  • MTSI
Analog Century Management LP's Q2 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Noked Israel LTD

  • MSFT
  • TSM
  • META
  • NVMI
  • AMAT
  • BKNG
  • CAMT
Noked Israel LTD's Q2 2025 Portfolio
Portfolio Value 542 Million
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Tenere Capital LLC

  • META
  • MSFT
  • BX
  • NVDA
  • ADI
  • AMZN
  • V
Tenere Capital LLC's Q2 2025 Portfolio
Portfolio Value 364 Million
Stocks 19
Filing on Aug 14, 2025 Q2 2025

13 D Management LLC

  • TWLO
  • QRVO
  • MRCY
  • SWX
  • PSO
  • APD
  • ABG
13 D Management LLC's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Heritage Wealth Management, Inc.

  • MSFT
  • PG
  • AAPL
  • USB
  • JPM
  • WMT
  • LLY
Heritage Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 239
Filing on Aug 14, 2025 Q2 2025

Kopernik Global Investors, LLC

  • RRC
  • SA
  • KT
  • NG
  • BEN
  • SQM
  • CHK
Kopernik Global Investors, LLC's Q2 2025 Portfolio
Portfolio Value 780 Million
Stocks 28
Filing on Aug 14, 2025 Q2 2025

Evergreen Capital Management LLC

  • MSFT
  • IEI
  • PCAR
  • AAPL
  • NVDA
  • AMZN
  • JAAA
Evergreen Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 1667
Filing on Aug 14, 2025 Q2 2025

Frontier Capital Management CO LLC

  • ATI
  • MAT
  • EXP
  • XPO
  • GVA
  • DAR
  • SANM
Frontier Capital Management CO LLC's Q2 2025 Portfolio
Portfolio Value 9.84 Billion
Stocks 294
Filing on Aug 14, 2025 Q2 2025

Harvest Management LLC

  • SWTX
  • SKX
  • SPR
  • HES
  • ANSS
  • BPMC
  • SAGE
Harvest Management LLC's Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 58
Filing on Aug 14, 2025 Q2 2025

Dearborn Partners LLC

  • AAPL
  • MSFT
  • ADP
  • MCD
  • RSG
  • CASY
  • WMT
Dearborn Partners LLC's Q2 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 275
Filing on Aug 14, 2025 Q2 2025

Brx Global LP

  • GWRE
  • TDG
  • MCO
Brx Global LP's Q2 2025 Portfolio
Portfolio Value 118 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Nebula Research & Development LLC

  • WMT
  • ALL
  • OTIS
  • MSFT
  • CMG
  • HUBS
  • GWW
Nebula Research & Development LLC's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 935
Filing on Aug 14, 2025 Q2 2025

Summer Road LLC

  • OCUL
  • GDXJ
  • GRBK
  • GDX
  • GOOGL
  • IMKTA
  • CTRE
Summer Road LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 25
Filing on Aug 14, 2025 Q2 2025

High Vista Strategies LLC

  • DBC
  • VRDN
  • ANSS
  • MSFT
  • IMVT
  • MRUS
  • JNPR
High Vista Strategies LLC's Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 146
Filing on Aug 14, 2025 Q2 2025

Concorde Financial Corp

  • PHYS
  • TPL
  • JPM
  • BSM
  • ET
  • AMZN
  • JPST
Concorde Financial Corp's Q2 2025 Portfolio
Portfolio Value 156 Million
Stocks 55
Filing on Aug 14, 2025 Q2 2025

Newlands Management Operations LLC

  • META
  • HOOD
  • DASH
  • AMZN
  • TSLA
  • GOOGL
  • NFLX
Newlands Management Operations LLC's Q2 2025 Portfolio
Portfolio Value 18.9 Billion
Stocks 25