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Stocks

CMCSA

COMCAST CORP NEW

VISA INC

GOOG

ALPHABET INC

SNY

SANOFI SA

WFC

WELLS FARGO CO NEW

Hedge Fund Portfolios

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Mario Gabelli

GAMCO INVESTORS INC ET AL

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$914.60M	153.76
Leopold Aschenbrenner SITUATIONAL AWARENESS LP	$9.35B	139.03
Eli Samaha MADISON AVENUE PARTNERS LP	$3.84B	82.62
Huimin Wu TRIVEST ADVISORS LTD	$3.97B	80.85
Nancy Yang CLOUDALPHA CAPITAL MANAGEMENT LIMITED HONG KONG	$2.01B	80.73

* As of 2026-05-05 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Robert Citrone DISCOVERY CAPITAL MANAGEMENT LLC	AMC	2026-05-05 21:51:01
Aaron Cowen SUVRETTA CAPITAL MANAGEMENT LLC	MANE	2026-05-05 21:39:17
Sven Borho ORBIMED ADVISORS LLC	TRAW	2026-05-05 18:55:40
Howard Marks OAKTREE CAPITAL GROUP HOLDINGS GP LLC	STKL	2026-05-05 18:05:14
Zachary Sternberg SPRUCE HOUSE INVESTMENT MANAGEMENT LLC	CMPR	2026-05-05 17:00:15

Hedge Fund Winning Stocks

INSM

24Q2

24Q3

24Q4

25Q1

25Q2

25Q3

New

Nochg

Incr

Shares held by Stanley Druckenmiller

Stock Price

$22.00

$147.20

$63.73

$105.47

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