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Stocks

ZSCALER INC

SNOW

SNOWFLAKE INC

DELL

DELL TECHNOLOGIES INC

GOOGL

ALPHABET INC

CMCSA

COMCAST CORP NEW

Hedge Fund Portfolios

Mario Gabelli

GAMCO INVESTORS INC ET AL

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Carl Icahn

ICAHN CARL C

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Marc Lasry

AVENUE CAPITAL MANAGEMENT

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Huimin Wu TRIVEST ADVISORS LTD	$2.19B	59.33
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$585.64M	57.86
Eli Casdin CASDIN CAPITAL LLC	$1.99B	50.67
David Johnson CALIGAN PARTNERS LP	$2.12B	50.08
James Silverman OPALEYE MANAGEMENT INC	$1.08B	45.41

* As of 2026-07-30 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Israel Englander MILLENNIUM MANAGEMENT LLC	ARI	2026-07-30 17:29:17
Jonathan Brolin EDENBROOK CAPITAL LLC	FEIM	2026-07-30 16:59:00
Noah Levy NEWTYN MANAGEMENT LLC	ARI	2026-07-30 16:15:20
Stanley Druckenmiller DUQUESNE FAMILY OFFICE LLC	TBBB	2026-07-29 18:55:38
Israel Englander MILLENNIUM MANAGEMENT LLC	VTVT	2026-07-29 18:45:07

Hedge Fund Winning Stocks

BILL

19Q4

20Q1

20Q2

20Q3

20Q4

21Q1

21Q2

21Q3

New

Incr

Dec

Shares held by Alex Sacerdote

Stock Price

$29.21

$297.53

$96.29

$163.37

$230.45

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