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Stocks

VISA INC

AXP

AMERICAN EXPRESS CO

GOOG

ALPHABET INC

VERIZON COMMUNICATIONS INC

SNY

SANOFI SA

Hedge Fund Portfolios

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

John Paulson

PAULSON & CO INC

Mario Gabelli

GAMCO INVESTORS INC ET AL

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$944.87M	162.16
Leopold Aschenbrenner SITUATIONAL AWARENESS LP	$9.52B	143.30
Eli Samaha MADISON AVENUE PARTNERS LP	$3.88B	84.75
Chai Yunmin HEL VED CAPITAL MANAGEMENT LTD	$529.81M	83.11
Val Zlatev ANALOG CENTURY MANAGEMENT LP	$3.51B	72.92

* As of 2026-05-13 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Peter Kolchinsky RA CAPITAL MANAGEMENT LLC	HOWL	2026-05-14 17:23:55
Paul Glazer GLAZER CAPITAL LLC	SEM	2026-05-14 17:09:53
James Jampel HITE HEDGE ASSET MANAGEMENT LLC	KRSP	2026-05-14 17:09:01
James Jampel HITE HEDGE ASSET MANAGEMENT LLC	TBN	2026-05-14 17:08:12
Israel Englander MILLENNIUM MANAGEMENT LLC	OPTU	2026-05-14 17:00:46

Hedge Fund Winning Stocks

AYX

17Q2

17Q3

17Q4

18Q1

18Q2

18Q3

18Q4

19Q1

New

Incr

Nochg

Dec

Shares held by Colin Moran

Stock Price

$14.80

$85.67

$38.42

$62.05

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