Filing on Aug 14, 2025 Q2 2025

Silver Heights Capital Management Inc

  • IRDM
  • KMX
  • PII
  • HEIA
Silver Heights Capital Management Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Linden Advisors LP

  • NET
  • WEC
  • CYBR
  • DUK
  • CNP
  • SBSW
  • LCID
Linden Advisors LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Consulta LTD

  • MSFT
  • DHR
  • ABNB
  • GOOGL
  • HCA
  • HLT
  • LOW
Consulta LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Parsifal Capital Management, LP

  • ACI
  • DLTR
  • MMM
  • HGV
  • AVPT
  • UNH
  • NTNX
Parsifal Capital Management, LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Harber Asset Management LLC

  • AMT
  • DLTR
  • V
  • OKTA
  • MCHP
  • ADBE
  • ENTG
Harber Asset Management LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Arizona Psprs Trust

  • AGG
  • BND
  • SRLN
  • OMFL
  • GLD
  • MTUM
  • IDMO
Arizona Psprs Trust's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Arrow Capital Pty LTD

  • AMZN
  • MSFT
  • DAL
  • MPC
  • JPM
  • ETR
  • KMI
Arrow Capital Pty LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Quantedge Capital Pte LTD

  • DNOW
  • COLM
  • GIII
  • ALK
  • CRTO
  • UNFI
  • INMD
Quantedge Capital Pte LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Ardsley Advisory Partners LP

  • FLR
  • MRVL
  • SPY
  • NVDA
  • AMD
  • ORCL
  • AVGO
Ardsley Advisory Partners LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Schwerin Boyle Capital Management Inc

  • BRK-B
  • META
  • WFC
  • AXP
  • GOOG
  • JPM
  • MA
Schwerin Boyle Capital Management Inc's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Apriem Advisors

  • SCHX
  • BND
  • AAPL
  • MOAT
  • VEA
  • MGK
  • MGV
Apriem Advisors's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Polymer Capital Management (Hk) LTD

  • NVDA
  • AMD
  • IWM
  • META
  • SMMT
  • BILI
  • PDD
Polymer Capital Management (Hk) LTD's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 14, 2025 Q2 2025

Banque Transatlantique Sa

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • V
  • COST
  • GOOG
Banque Transatlantique Sa's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Polar Capital Holdings PLC

  • NVDA
  • META
  • AVGO
  • MSFT
  • AMD
  • NET
  • HOOD
Polar Capital Holdings PLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Candelo Capital Management LP

  • TRP
  • PTC
  • ATI
  • TDY
  • DTM
  • PWR
  • SHW
Candelo Capital Management LP's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Warren Averett Asset Management, LLC

  • IVV
  • VUG
  • AAPL
  • VIG
  • MSFT
  • PRF
  • SGOV
Warren Averett Asset Management, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Sycamore Partners Management, L.P.

  • CURV
Sycamore Partners Management, L.P.'s Q2 2025 Portfolio