Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Rivermont Capital Management LP | $704,772,690 | 20 | $35,238,635 | June 30, 2026 |
| Talos Eurisko Asset Management LP | $703,438,544 | 25 | $28,137,542 | June 30, 2026 |
| 12th Street Asset Management Company, LLC | $701,817,160 | 32 | $21,931,786 | June 30, 2026 |
| BWCP, LP | $700,115,312 | 24 | $29,171,471 | June 30, 2026 |
| Saturn V Capital Management LP | $697,467,372 | 23 | $30,324,668 | June 30, 2026 |
| Deltroit Asset Management (UK) LLP | $694,643,109 | 34 | $20,430,680 | June 30, 2026 |
| Perseverance Asset Management International | $693,148,060 | 19 | $36,481,477 | June 30, 2026 |
| ALLEN OPERATIONS LLC | $691,537,105 | 33 | $20,955,670 | June 30, 2026 |
| WILSEY ASSET MANAGEMENT INC | $680,961,174 | 28 | $24,320,042 | June 30, 2026 |
| Spectrum Financial Alliance Ltd LLC | $679,464,604 | 31 | $21,918,213 | June 30, 2026 |
| Avenir Tech Ltd | $670,959,611 | 32 | $20,967,488 | June 30, 2026 |
| General Pension Society PZU Joint Stock Co | $668,147,167 | 16 | $41,759,198 | June 30, 2026 |
| Cantillon Capital Management LLC | $665,113,090 | 27 | $24,633,818 | June 30, 2026 |
| Fourth Sail Capital LP | $659,885,158 | 26 | $25,380,198 | June 30, 2026 |
| BlueSpruce Investments, LP | $650,375,565 | 18 | $36,131,976 | June 30, 2026 |
| Broad Run Investment Management, LLC | $649,745,926 | 24 | $27,072,747 | June 30, 2026 |
| Patient Square Capital LP | $645,523,811 | 23 | $28,066,253 | June 30, 2026 |
| Foresite Capital Management VI LLC | $642,575,985 | 23 | $27,938,086 | June 30, 2026 |
| Sunriver Management LLC | $636,837,478 | 21 | $30,325,594 | June 30, 2026 |
| Generali Powszechne Towarzystwo Emerytalne | $631,067,550 | 25 | $25,242,702 | June 30, 2026 |
| St. James Investment Company, LLC | $629,773,671 | 24 | $26,240,570 | June 30, 2026 |
| Paradice Investment Management LLC | $626,527,417 | 21 | $29,834,639 | June 30, 2026 |
| BRIGHT VALLEY CAPITAL Ltd | $625,996,420 | 21 | $29,809,353 | June 30, 2026 |
| Nextech Invest Ltd. | $616,414,127 | 15 | $41,094,275 | Dec. 31, 2024 Stale |
| Sands Capital Alternatives, LLC | $613,546,175 | 24 | $25,564,424 | June 30, 2026 |
| Varenne Capital Partners | $603,318,085 | 30 | $20,110,603 | June 30, 2026 |
| Eagle Health Investments LP | $603,308,468 | 27 | $22,344,758 | June 30, 2026 |
| Woodson Capital Management, LP | $597,407,275 | 26 | $22,977,203 | June 30, 2026 |
| Lodge Hill Capital, LLC | $596,362,063 | 27 | $22,087,484 | June 30, 2026 |
| Estuary Capital Management LP | $589,311,929 | 21 | $28,062,473 | June 30, 2026 |
| Solel Partners LP | $588,489,727 | 24 | $24,520,405 | June 30, 2026 |
| Davern Capital Partners, LP | $586,539,478 | 15 | $39,102,632 | June 30, 2026 |
| Land & Buildings Investment Management, LLC | $583,445,460 | 19 | $30,707,656 | June 30, 2026 |
| Horiko Capital Management LLC | $567,804,378 | 17 | $33,400,258 | June 30, 2026 |
| ALM First Financial Advisors, LLC | $557,450,402 | 25 | $22,298,016 | March 31, 2026 Previous quarter |
| Simcoe Capital Management, LLC | $549,313,048 | 15 | $36,620,870 | June 30, 2026 |
| Drummond Knight Asset Management Pty Ltd | $544,849,689 | 16 | $34,053,106 | June 30, 2026 |
| Broad Peak Investment Advisers Pte Ltd | $544,098,963 | 21 | $25,909,474 | June 30, 2026 |
| 12 West Capital Management LP | $534,704,065 | 18 | $29,705,781 | June 30, 2026 |
| SailingStone Capital Partners LLC | $534,302,785 | 19 | $28,121,199 | June 30, 2026 |
| Board of Trustees of The Leland Stanford Junior University | $533,053,290 | 19 | $28,055,436 | June 30, 2026 |
| UNIO CAPITAL LLC | $526,221,039 | 19 | $27,695,844 | June 30, 2026 |
| Milestones Administradora de Recursos Ltda. | $517,653,158 | 21 | $24,650,150 | June 30, 2026 |
| Fortress Investment Group LLC | $515,471,520 | 25 | $20,618,861 | June 30, 2026 |
| Trigran Investments, Inc. | $503,664,191 | 17 | $29,627,305 | June 30, 2026 |
| Headwater Capital Co Ltd | $500,401,155 | 15 | $33,360,077 | June 30, 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | $497,191,448 | 15 | $33,146,097 | June 30, 2026 |
| Ancient Art, L.P. | $489,387,995 | 16 | $30,586,750 | June 30, 2026 |
| Ashford Advisors, LLC | $484,785,470 | 23 | $21,077,629 | June 30, 2026 |
| FOURSIXTHREE CAPITAL LP | $484,675,003 | 17 | $28,510,294 | June 30, 2026 |
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