Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Foresite Capital Management IV, LLC 2025 Q4 2/17/2026
Adalta Capital Management LLC 2025 Q4 2/17/2026
Pacific Center for Financial Services 2025 Q4 2/17/2026
Faithward Advisors, LLC 2025 Q4 2/17/2026
Dai-ichi Life Insurance Company, Ltd 2025 Q4 2/17/2026
L2 Asset Management, LLC 2025 Q4 2/17/2026
Delaney Dennis R 2025 Q4 2/17/2026
Elefante Mark B 2025 Q4 2/17/2026
Tairen Capital Ltd 2025 Q4 2/17/2026
Pointe Capital Management LLC 2025 Q4 2/17/2026
Hurley Capital, LLC 2025 Q4 2/17/2026
Notis-McConarty Edward 2025 Q4 2/17/2026
Dempze Nancy E 2025 Q4 2/17/2026
RIVULET CAPITAL, LLC 2025 Q4 2/17/2026
Alberta Investment Management Corp 2025 Q4 2/17/2026
Alberta Investment Management Corp 2025 Q3 - RESTATEMENT 2/17/2026
Alberta Investment Management Corp 2025 Q2 - RESTATEMENT 2/17/2026
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
GOODNOW INVESTMENT GROUP, LLC 2025 Q4 2/17/2026
KETTLE HILL CAPITAL MANAGEMENT, LLC 2025 Q4 2/17/2026
Bain Capital Credit, LP 2025 Q4 2/17/2026
Kidder Stephen W 2025 Q4 2/17/2026
Broderick Brian C 2025 Q4 2/17/2026
Avalon Global Asset Management LLC 2025 Q4 2/17/2026
Berkshire Partners LLC 2025 Q4 2/17/2026
Shannon River Fund Management LLC 2025 Q4 2/17/2026
BROADWOOD CAPITAL INC 2025 Q4 2/17/2026
RICE HALL JAMES & ASSOCIATES, LLC 2025 Q4 2/17/2026
ALKEON CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
SOMERVILLE KURT F 2025 Q4 2/17/2026
NEEDHAM INVESTMENT MANAGEMENT LLC 2025 Q4 2/17/2026
MITSUI SUMITOMO INSURANCE CO LTD 2025 Q4 2/17/2026
GOULD ASSET MANAGEMENT LLC /CA/ 2025 Q4 2/17/2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2025 Q4 2/17/2026
PUZO MICHAEL J 2025 Q4 2/17/2026
MALTESE CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
MSA Advisors, LLC 2025 Q4 2/17/2026
Stockbridge Partners LLC 2025 Q4 2/17/2026
Marathon Partners Equity Management, LLC 2025 Q4 2/17/2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2025 Q4 2/17/2026
Sandia Investment Management LP 2025 Q4 2/17/2026
CARDIFF PARK ADVISORS, LLC 2025 Q4 2/17/2026
Coliseum Capital Management, LLC 2025 Q4 2/17/2026
Talaria Asset Management Pty Ltd 2025 Q4 2/17/2026
Praesidium Investment Management Company, LLC 2025 Q4 2/17/2026
Silversmith Partners I GP, LLC 2025 Q4 2/17/2026
Electric Capital Partners, LLC 2025 Q4 2/17/2026
United Capital Management of KS, Inc. 2025 Q4 - NEW HOLDINGS 2/17/2026
MSD Partners, L.P. 2025 Q4 2/17/2026
MSD CAPITAL, L.P. 2025 Q4 2/17/2026
Gobi Capital LLC 2025 Q4 2/17/2026
Cria, Inc. 2025 Q4 2/17/2026
Altrafin AG 2025 Q1 2/17/2026
Altrafin AG 2024 Q4 2/17/2026
Envision Financial Planning, LLC 2025 Q4 2/17/2026
Altrafin AG 2025 Q2 2/17/2026
Altrafin AG 2025 Q3 2/17/2026
Altrafin AG 2023 Q2 2/17/2026
Altrafin AG 2023 Q3 2/17/2026
Altrafin AG 2023 Q4 2/17/2026
Altrafin AG 2024 Q1 2/17/2026
Michael & Susan Dell Foundation 2025 Q4 2/17/2026
Altrafin AG 2024 Q2 2/17/2026
MARS JEWETT FINANCIAL GROUP, INC. 2025 Q4 2/17/2026
Altrafin AG 2024 Q3 2/17/2026
Altrafin AG 2022 Q2 2/17/2026
Altrafin AG 2022 Q1 2/17/2026
Altrafin AG 2022 Q3 2/17/2026
Altrafin AG 2022 Q4 2/17/2026
Altrafin AG 2023 Q1 2/17/2026
Momentous Wealth Management, Inc. 2025 Q4 2/17/2026
Ventas, Inc. 2025 Q4 2/17/2026
Defiance ETFs, LLC 2025 Q4 2/17/2026
Henry James International Management Inc. 2025 Q4 2/17/2026
HARRIS ASSOCIATES L P 2025 Q4 2/17/2026
GAM Holding AG 2025 Q4 2/17/2026
BRAIDWELL LP 2025 Q4 2/17/2026
COATUE MANAGEMENT LLC 2025 Q4 2/17/2026
Bienville Capital Management, LLC 2025 Q4 2/17/2026
ABG Innovation Capital Partners III GP Ltd 2025 Q4 2/17/2026
Troluce Capital Advisors LLC 2025 Q4 2/17/2026
Fund 1 Investments, LLC 2025 Q4 2/17/2026
Abel Hall, LLC 2025 Q4 2/17/2026
TORTOISE CAPITAL ADVISORS, L.L.C. 2025 Q4 2/17/2026
Hound Partners, LLC 2025 Q4 2/17/2026
Northeast Financial Group, Inc. 2025 Q4 2/17/2026
Windward Management LP 2025 Q4 2/17/2026
Silver Point Capital L.P. 2025 Q4 2/17/2026
EFG International AG 2025 Q4 2/17/2026
WFA of San Diego, LLC 2025 Q4 2/17/2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 2025 Q4 2/17/2026
ABG-WTT Global Life Science Capital Partners GP Ltd 2025 Q4 2/17/2026
Ardmore Road Asset Management LP 2025 Q4 2/17/2026
Camarda Financial Advisors, LLC 2025 Q4 2/17/2026
O'Domhnaill Enterprises, Inc. 2025 Q4 2/17/2026
BCV Asset Management Inc. 2025 Q4 2/17/2026
Ally Bridge Group (NY) LLC 2025 Q4 2/17/2026
LAZARD ASSET MANAGEMENT LLC 2025 Q4 2/17/2026
AREX Capital Management, LP 2025 Q4 2/17/2026
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 2025 Q4 2/17/2026