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MSFT

MICROSOFT CORP

GOOGL

ALPHABET INC

VISA INC

MMM

3M CO

CAT

CATERPILLAR INC

Hedge Fund Portfolios

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

John Paulson

PAULSON & CO INC

Mario Gabelli

GAMCO INVESTORS INC ET AL

Ray Dalio

BRIDGEWATER ASSOCIATES LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$944.42M	162.03
Leopold Aschenbrenner SITUATIONAL AWARENESS LP	$9.25B	136.38
Nancy Yang CLOUDALPHA CAPITAL MANAGEMENT LIMITED HONG KONG	$2.11B	89.87
Eli Samaha MADISON AVENUE PARTNERS LP	$3.89B	85.13
Chai Yunmin HEL VED CAPITAL MANAGEMENT LTD	$515.54M	78.18

* As of 2026-05-12 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Kenneth Griffin CITADEL ADVISORS LLC	DGXX	2026-05-12 18:45:49
Robert Citrone DISCOVERY CAPITAL MANAGEMENT LLC	ORBS	2026-05-12 18:35:50
Aaron Cowen SUVRETTA CAPITAL MANAGEMENT LLC	REPL	2026-05-12 18:32:01
Aaron Cowen SUVRETTA CAPITAL MANAGEMENT LLC	ERAS	2026-05-12 18:24:38
Aaron Cowen SUVRETTA CAPITAL MANAGEMENT LLC	ZURA	2026-05-12 18:15:24

Hedge Fund Winning Stocks

NET

20Q2

20Q3

20Q4

21Q1

21Q2

21Q3

New

Incr

Dec

Shares held by Andrew Telfer

10M

20M

30M

40M

Stock Price

$21.18

$136.97

$50.13

$79.08

$108.02

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