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Stocks

JPM

JPMORGAN CHASE & CO

LYB

LYONDELLBASELL INDUSTRIES N

HOME DEPOT INC

CAT

CATERPILLAR INC

MASTERCARD INCORPORATED

Hedge Fund Portfolios

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Marc Lasry

AVENUE CAPITAL MANAGEMENT

John Paulson

PAULSON & CO INC

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$2.86B	70.79
Frank Kung VIVO CAPITAL LLC	$1.92B	59.74
Arsani William LOGOS GLOBAL MANAGEMENT LP	$1.59B	57.32
Bong Koh VR ADVISER LLC	$2.76B	55.06
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.71B	54.12

* As of 2026-02-04 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Peter Palmedo SUN VALLEY GOLD LLC	VGZ	2026-02-05 14:52:12
Boaz Weinstein SABA CAPITAL MANAGEMENT LP	ECAT	2026-02-05 13:30:15
Doron Breen SPHERA FUNDS MANAGEMENT LTD	PMN	2026-02-05 11:51:21
Doron Breen SPHERA FUNDS MANAGEMENT LTD	OTLK	2026-02-05 11:48:52
Andrew Telfer BAILLIE GIFFORD CO	DNA	2026-02-05 10:10:09

Hedge Fund Winning Stocks

CDTX

24Q3

24Q4

25Q1

25Q2

25Q3

New

Incr

Nochg

Shares held by Peter Kolchinsky

Stock Price

$10.17

$95.76

$31.57

$52.97

$74.36

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