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Stocks

DELL

DELL TECHNOLOGIES INC

SNOW

SNOWFLAKE INC

ZSCALER INC

NFLX

NETFLIX INC

GOOG

ALPHABET INC

Hedge Fund Portfolios

Marc Lasry

AVENUE CAPITAL MANAGEMENT

Carl Icahn

ICAHN CARL C

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
David Johnson CALIGAN PARTNERS LP	$2.06B	45.80
Eli Casdin CASDIN CAPITAL LLC	$1.90B	43.99
Jeremy Kahan NORTH PEAK CAPITAL MANAGEMENT LLC	$863.22M	43.55
James Silverman OPALEYE MANAGEMENT INC	$1.06B	42.63
Greg Mondre SILVER LAKE GROUP LLC	$5.17B	40.55

* As of 2026-07-29 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Noah Levy NEWTYN MANAGEMENT LLC	ARI	2026-07-30 16:15:20
Stanley Druckenmiller DUQUESNE FAMILY OFFICE LLC	TBBB	2026-07-29 18:55:38
Israel Englander MILLENNIUM MANAGEMENT LLC	VTVT	2026-07-29 18:45:07
Israel Englander INTEGRATED CORE STRATEGIES (US) LLC	CYRX	2026-07-29 17:50:37
James Silverman OPALEYE MANAGEMENT INC	GOSS	2026-07-29 16:05:28

Hedge Fund Winning Stocks

AYX

17Q2

17Q3

17Q4

18Q1

18Q2

18Q3

18Q4

19Q1

New

Incr

Nochg

Dec

Shares held by Colin Moran

Stock Price

$14.80

$85.67

$38.42

$62.05

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