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NFLX

NETFLIX INC

MMM

3M CO

MSFT

MICROSOFT CORP

AAPL

APPLE INC

GOOG

ALPHABET INC

Hedge Fund Portfolios

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Mario Gabelli

GAMCO INVESTORS INC ET AL

Ray Dalio

BRIDGEWATER ASSOCIATES LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$2.91B	73.86
Franklin Keller TALOS ASSET MANAGEMENT LP	$847.40M	63.11
Bong Koh VR ADVISER LLC	$2.80B	57.33
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.73B	55.80
Arsani William LOGOS GLOBAL MANAGEMENT LP	$1.58B	55.65

* As of 2026-02-12 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Vikas Mittal METEORA CAPITAL LLC	YCY	2026-02-13 15:31:08
Vikas Mittal METEORA CAPITAL LLC	VNME	2026-02-13 15:30:00
Vikas Mittal METEORA CAPITAL LLC	SELX	2026-02-13 15:28:58
Vikas Mittal METEORA CAPITAL LLC	RDAG	2026-02-13 15:27:49
Vikas Mittal METEORA CAPITAL LLC	RAC	2026-02-13 15:26:26

Hedge Fund Winning Stocks

SHOP

19Q1

20Q1

21Q1

New

Incr

Dec

Shares held by Stephen Mandel

500K

Stock Price

$12.98

$164.33

$50.82

$88.66

$126.49

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