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Stocks

VISA INC

AXP

AMERICAN EXPRESS CO

LYB

LYONDELLBASELL INDUSTRIES N

MASTERCARD INCORPORATED

CMCSA

COMCAST CORP NEW

Hedge Fund Portfolios

Carl Icahn

ICAHN CARL C

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Patrick Degorce THELEME PARTNERS LLP	$2.68B	59.26
Mitchell Green LEAD EDGE CAPITAL MANAGEMENT LLC	$711.82M	29.33
John Wang OPTIMUS PRIME FUND MANAGEMENT CO LTD	$1.71B	26.21
Divesh Makan ICONIQ CAPITAL LLC	$3.83B	22.06
Michael Stark CROSSLINK CAPITAL INC	$2.05B	21.44

* As of 2026-10-02 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
William Zolezzi DIVISADERO STREET CAPITAL MANAGEMENT LP	AXGN	2026-10-02 17:35:54
Mario Gabelli GAMCO INVESTORS INC ET AL	BBGI	2026-10-02 17:29:57
Steve Leonard PACIFICA CAPITAL INVESTMENTS LLC	BBW	2026-10-02 15:48:06
Paul Glazer GLAZER CAPITAL LLC	SAFT	2026-10-02 15:00:07
Glenn Greenberg BRAVE WARRIOR ADVISORS LLC	AN	2026-10-02 11:47:32

Hedge Fund Winning Stocks

SHOP

19Q1

20Q1

21Q1

New

Incr

Dec

Shares held by Stephen Mandel

500K

Stock Price

$12.98

$164.33

$50.82

$88.66

$126.49

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