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Stocks

SNOW

SNOWFLAKE INC

DELL

DELL TECHNOLOGIES INC

ZSCALER INC

MASTERCARD INCORPORATED

DIS

DISNEY WALT CO

Hedge Fund Portfolios

Ray Dalio

BRIDGEWATER ASSOCIATES LP

John Paulson

PAULSON & CO INC

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
David Johnson CALIGAN PARTNERS LP	$2.08B	47.05
Jeremy Kahan NORTH PEAK CAPITAL MANAGEMENT LLC	$876.90M	45.82
Huimin Wu TRIVEST ADVISORS LTD	$2.01B	45.65
Eli Casdin CASDIN CAPITAL LLC	$1.91B	44.29
James Silverman OPALEYE MANAGEMENT INC	$1.07B	43.48

* As of 2026-07-28 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
James Silverman OPALEYE MANAGEMENT INC	GOSS	2026-07-29 16:05:28
Colin McNay TELEMARK ASSET MANAGEMENT LLC	CDXS	2026-07-29 15:55:06
Viraj Mehta ARCTIS GLOBAL LLC	REKR	2026-07-29 13:57:02
Murray Stahl HORIZON KINETICS ASSET MANAGEMENT LLC	LB	2026-07-29 10:39:12
William Zolezzi DIVISADERO STREET CAPITAL MANAGEMENT LP	MAX	2026-07-28 18:11:49

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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