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Stocks

NFLX

NETFLIX INC

VISA INC

DIS

DISNEY WALT CO

SNY

SANOFI SA

INTC

INTEL CORP

Hedge Fund Portfolios

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

John Paulson

PAULSON & CO INC

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Louis Moore Bacon

MOORE CAPITAL MANAGEMENT LP

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Mitchell Green LEAD EDGE CAPITAL MANAGEMENT LLC	$758.46M	37.81
Patrick Degorce THELEME PARTNERS LLP	$2.27B	34.91
Divesh Makan ICONIQ CAPITAL LLC	$4.04B	28.67
Ryan Schedler CONDIRE MANAGEMENT LP	$1.12B	23.01
Michael Stark CROSSLINK CAPITAL INC	$2.06B	21.82

* As of 2026-08-20 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Parsa Kiai STEAMBOAT CAPITAL PARTNERS LLC	MED	2026-08-21 16:01:25
Chris Galvin WESTERLY CAPITAL MANAGEMENT LLC	HHS	2026-08-21 12:56:05
Carl Icahn ICAHN CARL C	JBLU	2026-08-20 21:30:05
Zachary Sternberg SPRUCE HOUSE INVESTMENT MANAGEMENT LLC	CMPR	2026-08-20 17:00:15
Hyung Lee EXODUSPOINT CAPITAL MANAGEMENT LP	RMAX	2026-08-20 16:54:22

Hedge Fund Winning Stocks

DDOG

19Q3

19Q4

20Q1

20Q2

20Q3

20Q4

New

Incr

Dec

Shares held by Alex Sacerdote

Stock Price

$28.04

$116.87

$50.25

$72.46

$94.66

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