Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Peak XV Partners Operations LLC | $176,306,397 | 1 | $176,306,397 | June 30, 2026 |
| Valley Brook Capital Group, Inc. | $176,312,217 | 120 | $1,469,268 | June 30, 2026 |
| WEALTHGARDEN F.S. LLC | $176,363,162 | 187 | $943,119 | June 30, 2026 |
| Impala Asset Management LLC | $176,378,535 | 20 | $8,818,927 | June 30, 2026 |
| Clutterbuck Capital Management LLC | $176,401,071 | 6 | $29,400,179 | June 30, 2026 |
| SJBENEN ADVISORY, LLC | $176,475,840 | 34 | $5,190,466 | June 30, 2026 |
| Mountain Hill Investment Partners Corp. | $176,527,555 | 195 | $905,270 | June 30, 2026 |
| TLW Wealth Management, LLC | $176,716,270 | 20 | $8,835,814 | June 30, 2026 |
| Forthright Family Wealth Advisory LLC | $176,729,059 | 57 | $3,100,510 | June 30, 2026 |
| Five Pine Wealth Management | $176,740,823 | 51 | $3,465,506 | June 30, 2026 |
| Jacksonville Wealth Management, LLC | $176,793,357 | 76 | $2,326,228 | June 30, 2026 |
| W.H. Cornerstone Investments Inc. | $176,824,917 | 141 | $1,254,077 | June 30, 2026 |
| IvyRock Asset Management (HK) Ltd | $176,907,229 | 25 | $7,076,289 | June 30, 2026 |
| Vannoy Advisory Group, Inc. | $176,922,782 | 30 | $5,897,426 | June 30, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | $176,953,828 | 158 | $1,119,961 | June 30, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | $176,992,799 | 81 | $2,185,096 | June 30, 2026 |
| AdviceOne Advisory Services, LLC | $177,017,912 | 45 | $3,933,731 | June 30, 2026 |
| WORMSER FRERES GESTION | $177,023,538 | 66 | $2,682,175 | June 30, 2026 |
| Clark Wealth Partners | $177,115,958 | 571 | $310,186 | June 30, 2026 |
| Holcombe Financial, Inc. | $177,136,361 | 51 | $3,473,262 | June 30, 2026 |
| Marathon Strategic Advisors, LLC | $177,139,939 | 50 | $3,542,799 | June 30, 2026 |
| REGENERON PHARMACEUTICALS, INC. | $177,219,142 | 3 | $59,073,047 | June 30, 2026 |
| Stonepine Capital Management, LLC | $177,260,827 | 87 | $2,037,481 | June 30, 2026 |
| Blackston Financial Advisory Group, LLC | $177,403,088 | 106 | $1,673,614 | June 30, 2026 |
| Medicxi Ventures Management (Jersey) Ltd | $177,424,615 | 3 | $59,141,538 | June 30, 2026 |
| CHRISTINE MESSMER PC | $177,484,039 | 86 | $2,063,768 | June 30, 2026 |
| J.E. Simmons & Co., P.C. | $177,486,579 | 72 | $2,465,091 | June 30, 2026 |
| Objectivity Squared, LLC | $177,531,401 | 56 | $3,170,204 | June 30, 2026 |
| Rydar Equities, Inc. | $177,599,771 | 107 | $1,659,811 | June 30, 2026 |
| Cross Staff Investments Inc | $177,623,103 | 133 | $1,335,512 | June 30, 2026 |
| Montaka Global Pty Ltd | $177,648,592 | 20 | $8,882,430 | June 30, 2026 |
| Bulwark Capital Corp | $177,689,153 | 105 | $1,692,278 | June 30, 2026 |
| RIHO Partners, LLC | $177,723,050 | 14 | $12,694,504 | June 30, 2026 |
| North Ridge Wealth Advisors, Inc. | $177,728,779 | 193 | $920,875 | March 31, 2026 Previous quarter |
| Ownership Capital B.V. | $177,747,022 | 21 | $8,464,144 | Sept. 30, 2025 Stale |
| NAPATREE CAPITAL LLC | $177,807,012 | 195 | $911,831 | March 31, 2025 Stale |
| Financial Advocates Investment Management | $177,875,804 | 104 | $1,710,344 | Sept. 30, 2025 Stale |
| Sarissa Capital Management LP | $177,878,251 | 10 | $17,787,825 | June 30, 2026 |
| FACT Capital, LP | $177,961,335 | 17 | $10,468,314 | June 30, 2026 |
| Von Berge Wealth Management Group, LLC | $178,065,682 | 64 | $2,782,276 | June 30, 2025 Stale |
| Idaho Trust Co | $178,085,704 | 98 | $1,817,201 | June 30, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | $178,135,643 | 29 | $6,142,608 | June 30, 2026 |
| Newport Capital Group, LLC | $178,149,519 | 58 | $3,071,543 | June 30, 2026 |
| Royal Capital Wealth Management, LLC | $178,160,850 | 101 | $1,763,969 | June 30, 2026 |
| Presima Securities ULC | $178,268,498 | 48 | $3,713,927 | March 31, 2026 Previous quarter |
| Gallacher Capital Management LLC | $178,296,836 | 259 | $688,405 | June 30, 2026 |
| CASCADE INVESTMENT GROUP, INC. | $178,297,889 | 156 | $1,142,935 | June 30, 2026 |
| First International Bank & Trust | $178,310,293 | 56 | $3,184,112 | Sept. 30, 2025 Stale |
| Reyes Financial Architecture, Inc. | $178,513,344 | 317 | $563,134 | June 30, 2026 |
| Rolek Wealth Management LLC | $178,571,216 | 23 | $7,763,966 | June 30, 2026 |
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