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Stocks

CMCSA

COMCAST CORP NEW

MASTERCARD INCORPORATED

CME

CME GROUP INC

MMM

3M CO

LYB

LYONDELLBASELL INDUSTRIES N

Hedge Fund Portfolios

Mario Gabelli

GAMCO INVESTORS INC ET AL

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Ken Fisher

FISHER ASSET MANAGEMENT LLC

John Paulson

PAULSON & CO INC

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Patrick Degorce THELEME PARTNERS LLP	$2.99B	77.37
Mitchell Green LEAD EDGE CAPITAL MANAGEMENT LLC	$751.30M	36.51
Divesh Makan ICONIQ CAPITAL LLC	$4.20B	33.77
John Wang OPTIMUS PRIME FUND MANAGEMENT CO LTD	$1.81B	33.58
Michael Stark CROSSLINK CAPITAL INC	$2.13B	25.96

* As of 2026-10-09 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Israel Englander MILLENNIUM MANAGEMENT LLC	VNDA	2026-10-09 17:26:26
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	SYRE	2026-10-09 17:00:35
Paul Glazer GLAZER CAPITAL LLC	UTZ	2026-10-09 16:15:39
Paul Glazer GLAZER CAPITAL LLC	SANG	2026-10-09 16:15:30
Scott Ferguson SACHEM HEAD CAPITAL MANAGEMENT LP	SHC	2026-10-09 16:01:07

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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