Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Mangrove Partners

  • RIO
  • WDC
  • ENVA
  • LAUR
  • TIGO
  • AER
  • ECVT
Mangrove Partners's Q2 2025 Portfolio
Portfolio Value 691 Million
Stocks 154
Filing on Aug 14, 2025 Q2 2025

Square Peg Capital Pty LTD

  • MNDY
  • DDOG
  • SNOW
  • SQ
  • SPOT
  • DUOL
  • PCOR
Square Peg Capital Pty LTD's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Iconiq Capital, LLC

  • PCOR
  • OWL
  • SHOP
  • ACWI
  • GTLB
  • DDOG
  • BL
Iconiq Capital, LLC's Q2 2025 Portfolio
Portfolio Value 3.92 Billion
Stocks 424
Filing on Aug 14, 2025 Q2 2025

Caxton Corp

  • RZLT
  • GLD
  • BRK-B
  • CMPX
  • CNTX
Caxton Corp's Q2 2025 Portfolio
Portfolio Value 9.09 Million
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Rgm Capital, LLC

  • DT
  • CYBR
  • PKI
  • TYL
  • CSGP
  • VRNS
  • PCOR
Rgm Capital, LLC's Q2 2025 Portfolio
Portfolio Value 2.51 Billion
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Keywise Capital Management (Hk) LTD

  • PLTR
  • GOOGL
  • NVDA
  • MNSO
  • PDD
  • GOOGL
  • YMM
Keywise Capital Management (Hk) LTD's Q2 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 17
Filing on Aug 14, 2025 Q2 2025

Pacific Asset Management LLC

  • SRLN
  • BKLN
  • HYG
  • JNK
  • SJNK
  • GTLS
Pacific Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Summit Partners Public Asset Management, LLC

  • VRNA
  • SPOT
  • VRNA
  • IWM
  • NVDA
  • INSM
  • TSLA
Summit Partners Public Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 3.2 Billion
Stocks 134
Filing on Aug 14, 2025 Q2 2025

Engle Capital Management, L.P.

  • KD
  • AER
  • GDDY
  • ACVA
  • ALL
  • ROAD
  • KKR
Engle Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 229 Million
Stocks 25
Filing on Aug 14, 2025 Q2 2025

C Partners Holding Gmb H

  • MSFT
  • WAT
  • BKNG
  • EFX
  • FISV
  • TPR
  • ALLE
C Partners Holding Gmb H's Q2 2025 Portfolio
Portfolio Value 433 Million
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Thrive Capital Management, LLC

  • OSCR
  • CVNA
  • VMEO
Thrive Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

American Trust Investment Advisors, LLC

  • BRK-B
  • CEG
  • MSFT
  • AAPL
  • META
  • IBM
  • FLR
American Trust Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 178 Million
Stocks 81
Filing on Aug 14, 2025 Q2 2025

Xn LP

  • GE
  • TOST
  • TRU
  • SHW
  • TSM
  • GE
  • PCOR
Xn LP's Q2 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 21
Filing on Aug 14, 2025 Q2 2025

Ubs Group Ag

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • SPY
Ubs Group Ag's Q2 2025 Portfolio
Portfolio Value 555 Billion
Stocks 22017
Filing on Aug 14, 2025 Q2 2025

Deep Track Capital, LP

  • IMVT
  • GH
  • IONS
  • PTGX
  • DVAX
  • INSM
  • AKRO
Deep Track Capital, LP's Q2 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 66
Filing on Aug 14, 2025 Q2 2025

Soma Equity Partners LP

  • RBLX
  • SPY
  • UBER
  • META
  • WIX
  • VRNS
  • AMZN
Soma Equity Partners LP's Q2 2025 Portfolio
Portfolio Value 2.02 Billion
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Suvretta Capital Management, LLC

  • SPY
  • ARQT
  • IWM
  • ETNB
  • LEGN
  • META
  • KO
Suvretta Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.91 Billion
Stocks 98
Filing on Aug 14, 2025 Q2 2025

Resolution Capital LTD

  • WELL
  • DLR
  • EQIX
  • VTR
  • EQR
  • FRT
  • EXR
Resolution Capital LTD's Q2 2025 Portfolio
Portfolio Value 5.04 Billion
Stocks 39