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Stocks

AXP

AMERICAN EXPRESS CO

JNJ

JOHNSON & JOHNSON

LYB

LYONDELLBASELL INDUSTRIES N

CAT

CATERPILLAR INC

VISA INC

Hedge Fund Portfolios

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Carl Icahn

ICAHN CARL C

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

John Paulson

PAULSON & CO INC

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Patrick Degorce THELEME PARTNERS LLP	$2.66B	58.25
Mitchell Green LEAD EDGE CAPITAL MANAGEMENT LLC	$719.32M	30.70
John Wang OPTIMUS PRIME FUND MANAGEMENT CO LTD	$1.71B	26.84
Divesh Makan ICONIQ CAPITAL LLC	$3.84B	22.48
Michael Stark CROSSLINK CAPITAL INC	$2.04B	20.90

* As of 2026-10-01 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
William Zolezzi DIVISADERO STREET CAPITAL MANAGEMENT LP	AXGN	2026-10-02 17:35:54
Mario Gabelli GAMCO INVESTORS INC ET AL	BBGI	2026-10-02 17:29:57
Steve Leonard PACIFICA CAPITAL INVESTMENTS LLC	BBW	2026-10-02 15:48:06
Paul Glazer GLAZER CAPITAL LLC	SAFT	2026-10-02 15:00:07
Glenn Greenberg BRAVE WARRIOR ADVISORS LLC	AN	2026-10-02 11:47:32

Hedge Fund Winning Stocks

CDTX

24Q3

24Q4

25Q1

25Q2

25Q3

New

Incr

Nochg

Shares held by Peter Kolchinsky

Stock Price

$10.17

$95.76

$31.57

$52.97

$74.36

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