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Stocks

GOOGL

ALPHABET INC

JPM

JPMORGAN CHASE & CO

WFC

WELLS FARGO CO NEW

JNJ

JOHNSON & JOHNSON

MASTERCARD INCORPORATED

Hedge Fund Portfolios

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Mario Gabelli

GAMCO INVESTORS INC ET AL

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$3.05B	82.13
Frank Kung VIVO CAPITAL LLC	$1.94B	60.84
Franklin Keller TALOS ASSET MANAGEMENT LP	$826.25M	59.04
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.76B	58.15
Bong Koh VR ADVISER LLC	$2.81B	58.11

* As of 2026-02-02 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Israel Englander MILLENNIUM MANAGEMENT LLC	AVTX	2026-02-03 17:19:45
Martin Friedman FJ CAPITAL MANAGEMENT LLC	HTB	2026-02-03 16:35:13
Martin Friedman FJ CAPITAL MANAGEMENT LLC	EQBK	2026-02-03 16:30:34
Martin Friedman FJ CAPITAL MANAGEMENT LLC	LNKB	2026-02-03 16:19:42
Ryan Schedler CONDIRE MANAGEMENT LP	NEXM	2026-02-03 13:32:23

Hedge Fund Winning Stocks

18Q1

19Q1

20Q1

New

Incr

Dec

Shares held by Frank Sands

10M

20M

30M

Stock Price

$10.34

$205.87

$75.52

$140.69

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