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CITIGROUP INC

MSFT

MICROSOFT CORP

AXP

AMERICAN EXPRESS CO

NFLX

NETFLIX INC

GOOG

ALPHABET INC

Hedge Fund Portfolios

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Carl Icahn

ICAHN CARL C

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Mark Lampert BVF INC	$3.95B	60.06
Bong Koh VR ADVISER LLC	$2.77B	56.13
Arsani William LOGOS GLOBAL MANAGEMENT LP	$1.55B	52.92
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.68B	51.30
Frank Kung VIVO CAPITAL LLC	$1.82B	51.22

* As of 2026-01-13 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Mario Gabelli GAMCO INVESTORS INC ET AL	LEE	2026-01-14 12:45:41
Andreas Halvorsen VIKING GLOBAL INVESTORS LP	RRX	2026-01-13 19:09:24
Steve Cohen POINT72 ASSET MANAGEMENT LP	KALV	2026-01-13 18:03:37
David MacKnight ONE FIN CAPITAL MANAGEMENT LP	PCSC	2026-01-13 17:42:58
Paul Glazer GLAZER CAPITAL LLC	PLYM	2026-01-13 16:47:48

Hedge Fund Winning Stocks

TWLO

20Q2

20Q3

20Q4

21Q1

21Q2

New

Incr

Dec

Shares held by Andrew Telfer

Stock Price

$80.69

$443.49

$201.62

$322.56

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