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Stocks

JPM

JPMORGAN CHASE & CO

AXP

AMERICAN EXPRESS CO

MMM

3M CO

NFLX

NETFLIX INC

GOOGL

ALPHABET INC

Hedge Fund Portfolios

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Ray Dalio

BRIDGEWATER ASSOCIATES LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Patrick Degorce THELEME PARTNERS LLP	$2.37B	40.53
Mitchell Green LEAD EDGE CAPITAL MANAGEMENT LLC	$772.91M	40.43
Michael Stark CROSSLINK CAPITAL INC	$2.24B	32.23
Divesh Makan ICONIQ CAPITAL LLC	$3.94B	25.71
Brennan Diaz FERNBRIDGE CAPITAL MANAGEMENT LP	$1.71B	25.52

* As of 2026-09-04 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Israel Englander INTEGRATED CORE STRATEGIES (US) LLC	KPTI	2026-09-04 17:35:47
Fatima Dickey LAGODA INVESTMENT MANAGEMENT LP	VNRX	2026-09-04 17:29:59
Matt Arens FIRST LIGHT ASSET MANAGEMENT LLC	NPCE	2026-09-04 16:45:51
Zach Schreiber POINTSTATE CAPITAL LP	PCG	2026-09-04 16:01:16
Seth Bernstein ALLIANCEBERNSTEIN LP	TREX	2026-09-04 10:21:33

Hedge Fund Winning Stocks

TWLO

20Q2

20Q3

20Q4

21Q1

21Q2

New

Incr

Dec

Shares held by Andrew Telfer

Stock Price

$80.69

$443.49

$201.62

$322.56

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