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VISA INC

TSLA

TESLA INC

CPNG

COUPANG INC

NFLX

NETFLIX INC

HOME DEPOT INC

Hedge Fund Portfolios

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Mario Gabelli

GAMCO INVESTORS INC ET AL

Carl Icahn

ICAHN CARL C

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$629.40M	74.63
Leopold Aschenbrenner SITUATIONAL AWARENESS LP	$6.62B	69.11
Steven Baughman DIVISAR CAPITAL MANAGEMENT LLC	$534.56M	50.18
David Witzke AVIDITY PARTNERS MANAGEMENT LP	$514.83M	48.51
Franklin Keller TALOS ASSET MANAGEMENT LP	$820.91M	45.27

* As of 2026-04-10 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Murray Stahl HORIZON KINETICS ASSET MANAGEMENT LLC	TPL	2026-04-13 15:12:07
Sven Borho ORBIMED ADVISORS LLC	ACET	2026-04-10 20:27:41
Peter Kolchinsky RA CAPITAL MANAGEMENT LLC	VOR	2026-04-10 18:25:19
Israel Englander MILLENNIUM MANAGEMENT LLC	HELP	2026-04-10 16:42:11
Scott Green 8 KNOTS MANAGEMENT LLC	EHAB	2026-04-10 16:14:21

Hedge Fund Winning Stocks

NET

20Q2

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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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