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MICROSOFT CORP

GOOGL

ALPHABET INC

CMCSA

COMCAST CORP NEW

MICRON TECHNOLOGY INC

RBRK

RUBRIK INC

Hedge Fund Portfolios

John Paulson

PAULSON & CO INC

Alex Sacerdote

WHALE ROCK CAPITAL

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Ken Fisher

FISHER ASSET MANAGEMENT LLC

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$735.99M	104.20
Leopold Aschenbrenner SITUATIONAL AWARENESS LP	$7.80B	99.32
Franklin Keller TALOS ASSET MANAGEMENT LP	$933.88M	65.26
Steven Baughman DIVISAR CAPITAL MANAGEMENT LLC	$587.88M	65.16
Nancy Yang CLOUDALPHA CAPITAL MANAGEMENT LIMITED HONG KONG	$1.76B	58.26

* As of 2026-04-24 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Israel Englander INTEGRATED CORE STRATEGIES (US) LLC	BRZE	2026-04-24 17:50:50
Israel Englander MILLENNIUM MANAGEMENT LLC	CSTM	2026-04-24 17:11:33
Joseph Edelman PERCEPTIVE ADVISORS LLC	MGTX	2026-04-24 16:46:50
Sina Toussi TWO SEAS CAPITAL LP	CORZ	2026-04-23 20:59:17
Sven Borho ORBIMED ADVISORS LLC	PRLD	2026-04-23 20:42:51

Hedge Fund Winning Stocks

18Q1

19Q1

20Q1

New

Incr

Dec

Shares held by Frank Sands

10M

20M

30M

Stock Price

$10.34

$205.87

$75.52

$140.69

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