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VISA INC

DIS

DISNEY WALT CO

MSFT

MICROSOFT CORP

CAT

CATERPILLAR INC

IBM

INTERNATIONAL BUSINESS MACHS

Hedge Fund Portfolios

Mario Gabelli

GAMCO INVESTORS INC ET AL

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Carl Icahn

ICAHN CARL C

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$2.84B	69.68
Frank Kung VIVO CAPITAL LLC	$1.96B	62.53
Franklin Keller TALOS ASSET MANAGEMENT LP	$839.49M	61.59
Arsani William LOGOS GLOBAL MANAGEMENT LP	$1.60B	58.33
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.74B	56.77

* As of 2026-02-09 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Mario Gabelli GAMCO INVESTORS INC ET AL	LEE	2026-02-10 16:01:52
Sander Gerber HUDSON BAY CAPITAL MANAGEMENT LP	SRFM	2026-02-10 15:53:09
Sander Gerber HUDSON BAY CAPITAL MANAGEMENT LP	DTSQ	2026-02-10 14:16:05
Jeremy Grantham GRANTHAM MAYO VAN OTTERLOO & CO LLC	GPRE	2026-02-10 13:37:39
Jeremy Grantham GRANTHAM MAYO VAN OTTERLOO & CO LLC	AMRC	2026-02-10 13:30:22

Hedge Fund Winning Stocks

UBER

22Q3

22Q4

23Q1

23Q2

23Q3

23Q4

Nochg

Incr

Dec

Shares held by David Tepper

Stock Price

$20.65

$63.28

$31.31

$41.97

$52.62

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