Institutional Investors
| Institution | Portfolio value | Positions | Avg position | As of |
|---|---|---|---|---|
| Bowie Capital Management, LLC | $2,350,038,828 | 37 | $63,514,563 | June 30, 2026 |
| Azora Capital LP | $2,373,566,834 | 47 | $50,501,422 | June 30, 2026 |
| Forest Avenue Capital Management LP | $2,380,993,836 | 24 | $99,208,077 | June 30, 2026 |
| SAMLYN CAPITAL, LLC | $2,399,758,740 | 79 | $30,376,693 | June 30, 2026 |
| Cavalier Investments, LLC | $2,407,465,507 | 70 | $34,392,364 | June 30, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $2,407,934,157 | 113 | $21,309,152 | June 30, 2026 |
| BLACKHILL CAPITAL INC | $2,410,018,127 | 47 | $51,276,981 | June 30, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $2,435,403,486 | 73 | $33,361,692 | June 30, 2026 |
| Port Capital LLC | $2,450,159,167 | 108 | $22,686,659 | June 30, 2026 |
| Marathon Asset Management Ltd | $2,461,778,316 | 74 | $33,267,275 | June 30, 2026 |
| Valiant Capital Management, L.P. | $2,477,469,291 | 29 | $85,429,976 | June 30, 2026 |
| SOFI WEALTH, LLC | $2,484,904,438 | 52 | $47,786,624 | June 30, 2026 |
| Route One Investment Company, L.P. | $2,490,361,555 | 20 | $124,518,078 | June 30, 2026 |
| Electron Capital Partners, LLC | $2,504,858,962 | 46 | $54,453,456 | June 30, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $2,511,944,578 | 111 | $22,630,131 | June 30, 2026 |
| Nippon Life Global Investors Americas, Inc. | $2,514,286,853 | 101 | $24,893,929 | June 30, 2026 |
| Luxor Capital Group, LP | $2,518,187,696 | 52 | $48,426,686 | June 30, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $2,527,788,556 | 117 | $21,605,030 | June 30, 2026 |
| Integral Health Asset Management, LLC | $2,531,730,300 | 92 | $27,518,808 | June 30, 2026 |
| CAPITAL COUNSEL LLC/NY | $2,558,372,365 | 58 | $44,109,868 | June 30, 2026 |
| TURTLE CREEK ASSET MANAGEMENT INC. | $2,560,015,861 | 38 | $67,368,838 | June 30, 2026 |
| Paralel Advisors LLC | $2,586,589,647 | 124 | $20,859,594 | June 30, 2026 |
| North Reef Capital Management LP | $2,608,060,624 | 43 | $60,652,573 | June 30, 2026 |
| Anomaly Capital Management, LP | $2,619,055,035 | 24 | $109,127,293 | June 30, 2026 |
| Lindsell Train Ltd | $2,628,784,112 | 28 | $93,885,147 | June 30, 2026 |
| Mason Investment Advisory Services, Inc. | $2,629,255,698 | 84 | $31,300,663 | June 30, 2026 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | $2,638,451,995 | 32 | $82,451,625 | June 30, 2026 |
| Mizuho Markets Cayman LP | $2,665,107,501 | 95 | $28,053,763 | June 30, 2026 |
| Allianz Investment Management U.S. LLC | $2,676,766,727 | 65 | $41,181,027 | Sept. 30, 2025 Stale |
| BRAIDWELL LP | $2,703,471,368 | 86 | $31,435,714 | June 30, 2026 |
| Avala Global LP | $2,712,022,670 | 30 | $90,400,756 | June 30, 2026 |
| Glenorchy Capital Ltd | $2,714,009,080 | 65 | $41,753,986 | June 30, 2026 |
| Avantyr Capital Partners, LP | $2,717,114,309 | 24 | $113,213,096 | June 30, 2026 |
| Steele Capital Management, Inc. | $2,717,532,623 | 85 | $31,970,972 | June 30, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $2,717,579,008 | 27 | $100,651,074 | June 30, 2026 |
| Analog Century Management LP | $2,732,038,915 | 25 | $109,281,557 | June 30, 2026 |
| James Hambro & Partners LLP | $2,763,843,473 | 68 | $40,644,757 | June 30, 2026 |
| Consulta Ltd | $2,771,738,728 | 15 | $184,782,582 | June 30, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $2,810,642,992 | 44 | $63,878,250 | June 30, 2026 |
| Encompass Capital Advisors LLC | $2,811,190,818 | 54 | $52,059,089 | June 30, 2026 |
| Dorsal Capital Management, LP | $2,824,404,988 | 24 | $117,683,541 | June 30, 2026 |
| Hardman Johnston Global Advisors LLC | $2,850,046,269 | 77 | $37,013,588 | June 30, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | $2,877,825,028 | 105 | $27,407,857 | March 31, 2026 Previous quarter |
| Soleus Capital Management, L.P. | $2,901,979,696 | 97 | $29,917,316 | June 30, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | $2,915,902,307 | 112 | $26,034,842 | June 30, 2026 |
| Caledonia (Private) Investments Pty Ltd | $2,929,421,086 | 17 | $172,318,887 | June 30, 2026 |
| Waratah Capital Advisors Ltd. | $2,941,254,362 | 142 | $20,713,059 | June 30, 2026 |
| Palestra Capital Management LLC | $2,949,370,243 | 21 | $140,446,202 | June 30, 2026 |
| Focused Investors LLC | $2,962,405,258 | 23 | $128,800,229 | June 30, 2026 |
| Giverny Capital Inc. | $2,974,321,189 | 51 | $58,320,023 | June 30, 2026 |
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