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Stocks

JNJ

JOHNSON & JOHNSON

HOME DEPOT INC

MSFT

MICROSOFT CORP

DIS

DISNEY WALT CO

GOOG

ALPHABET INC

Hedge Fund Portfolios

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

Carl Icahn

ICAHN CARL C

John Paulson

PAULSON & CO INC

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Wesley Wong OXBOW CAPITAL MANAGEMENT (HK) LTD	$811.34M	118.70
Leopold Aschenbrenner SITUATIONAL AWARENESS LP	$7.61B	97.80
Huimin Wu TRIVEST ADVISORS LTD	$2.66B	92.94
Tongshu Wang WT ASSET MANAGEMENT LTD	$8.19B	73.80
Chai Yunmin HEL VED CAPITAL MANAGEMENT LTD	$635.20M	70.49

* As of 2026-06-26 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Peter Kolchinsky RA CAPITAL MANAGEMENT LLC	HOWL	2026-06-26 17:39:20
Israel Englander MILLENNIUM MANAGEMENT LLC	LENZ	2026-06-26 16:53:50
Senai Asefaw PARADIGM BIOCAPITAL ADVISORS LP	VRDN	2026-06-26 16:05:18
Andrew Spokes FARALLON CAPITAL MANAGEMENT LLC	CNTA	2026-06-26 08:58:33
Oleg Nodelman ECOR1 CAPITAL LLC	FULC	2026-06-25 18:10:29

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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