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Stocks

IBM

INTERNATIONAL BUSINESS MACHS

VISA INC

AXP

AMERICAN EXPRESS CO

GOOG

ALPHABET INC

JPM

JPMORGAN CHASE & CO

Hedge Fund Portfolios

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Mario Gabelli

GAMCO INVESTORS INC ET AL

John Paulson

PAULSON & CO INC

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$2.91B	73.59
Franklin Keller TALOS ASSET MANAGEMENT LP	$855.26M	64.62
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.73B	55.39
Bong Koh VR ADVISER LLC	$2.76B	55.16
Mark Lampert BVF INC	$3.78B	53.14

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

5Latest 13D-G Filings	Stock	SEC Accepted
William Zolezzi DIVISADERO STREET CAPITAL MANAGEMENT LP	APEI	2026-02-13 20:56:30
David P Cohen MINERVA ADVISORS LLC	GOVB	2026-02-13 20:48:55
William Zolezzi DIVISADERO STREET CAPITAL MANAGEMENT LP	LWAY	2026-02-13 20:41:17
David P Cohen MINERVA ADVISORS LLC	NUVR	2026-02-13 20:34:29
David P Cohen MINERVA ADVISORS LLC	EML	2026-02-13 20:33:56

Hedge Fund Winning Stocks

CRWD

20Q1

20Q2

20Q3

20Q4

21Q1

New

Incr

Dec

Shares held by Philippe Laffont

Stock Price

$33.01

$242.42

$74.89

$116.77

$158.66

$200.54

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