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Stocks

VISA INC

GOOGL

ALPHABET INC

ZOOM COMMUNICATIONS INC

MRK

MERCK & CO INC

CMCSA

COMCAST CORP NEW

Hedge Fund Portfolios

Carl Icahn

ICAHN CARL C

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Kenneth Griffin

CITADEL

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.72B	54.36
Frank Kung VIVO CAPITAL LLC	$1.81B	50.35
Bong Koh VR ADVISER LLC	$2.66B	49.85
Adam Koppel BAIN CAPITAL LIFE SCIENCES INVESTORS LLC	$2.25B	49.35
Mark Lampert BVF INC	$3.56B	44.29

* As of 2025-11-28 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Eli Casdin CASDIN CAPITAL LLC	LAB	2025-11-28 17:33:09
Lawrence Hawkins PROSIGHT MANAGEMENT LP	OKUR	2025-11-28 08:15:23
Murray Stahl HORIZON KINETICS ASSET MANAGEMENT LLC	MIAX	2025-11-26 13:35:29
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	DNTH	2025-11-25 21:00:22
Joseph Edelman PERCEPTIVE ADVISORS LLC	LYRA	2025-11-25 16:24:13

Hedge Fund Winning Stocks

DDOG

19Q3

19Q4

20Q1

20Q2

20Q3

New

Incr

Nochg

Shares held by Brad Gerstner

100K

200K

300K

400K

Stock Price

$28.04

$102.16

$46.57

$65.10

$83.63

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