Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | SGA – U.S. Large Cap Growth | -1.4% | 2.8% | AAPL, ABBV, AMZN, AON, ARM, AVGO, AXP, CMG, COO, CP, CRM, DHR, ECL, GOOGL, GWW, INTU, IT, JNJ, META, MSFT, NFLX, NKE, NOW, NVDA, NVO, ORCL, PLTR, SNPS, SPGI, TSLA, UNH, V, WCN, WDAY, WM, YUM | AI, growth, large cap, momentum, Quality, technology, underperformance, valuation | AI infrastructure buildout remains a dominant market force driving speculation and momentum trading. While AI benefits some portfolio companies like Nvidia, Microsoft, Alphabet, Meta, and Amazon, the manager warns of bubble dynamics similar to the dot-com era. Historical parallels suggest infrastructure beneficiaries may face disappointment while long-term winners emerge later as companies building services on top of infrastructure. | View | |
| 2024 Q3 | Sep 30, 2024 | YCG Investment | - | - | AON, CME, CNI, CP, GOOGL, MMC, OR.PA, PGR, RMS.PA, RSG, UL, WM | Bear Markets, insurance, long-term, Luxury, Pricing Power, Railroads, Waste management | Manager increased conviction in Hermes over L'Oreal, believing luxury brands with the most desirable status symbols through heritage, storytelling, and controlled supply have the most favorable long-term economics. Hermes handbags routinely sell above retail prices, with exclusive $100,000-$200,000 bags selling at auction for double their retail price. | View | |
| 2025 Q2 | Jul 18, 2025 | Impax Global Environmental Markets Fund | 12.5% | 10.5% | A, AI.PA, APH, HUBB, IEX, KYGA.L, LIN, MSFT, NVDA, RNR, SU.PA, TMO, VIE.PA, WAT, WM, ZTS | AI, Environmental, growth, healthcare, infrastructure, sustainability, technology | AI-related tailwinds drove strong performance in Information Technology holdings, particularly Cloud Computing and Semiconductor companies. The portfolio benefits from AI infrastructure growth, with companies like Microsoft Azure and Nvidia showing strong results. However, the launch of open-source AI platform DeepSeek has created some investor concerns around market leadership concentration. | IEX ZTS WAT APH NVDA MSFT WAT |
View |
| 2025 Q2 | Jun 30, 2025 | Parnassus Core Equity Fund | 9.8% | - | AAPL, AMZN, AVGO, BRO, DE, DHR, FERG, FIS, GOOGL, ICE, INTU, LIN, MA, MSFT, NVDA, ORCL, SPGI, TMO, VRTX, WM | AI, defensives, financials, large cap, Quality, technology | AI is viewed as a durable long-term trend that will transform the economy, with U.S. companies at the forefront. The fund has taken advantage of market volatility to lean into secular trends through investing in AI beneficiaries including hyperscalers, semiconductors and certain areas of software. Second-quarter performance of the Information Technology sector confirmed that investments in AI are propelling growth. | View | |
| 2023 Q2 | Jun 30, 2023 | YCG Investment | - | - | 0700.HK, BABA, BKNG, CME, CNI, CP, EL, META, RSG, WM | Capital markets, inflation, Network Effects, Onshoring, Pricing Power, Quality, Railroads, Waste management | Canadian Pacific Kansas City Limited and Canadian National Railway are two of six class 1 railroads in North America, each benefiting from physical network effects and NIMBY dynamics that make new railroad construction nearly impossible. The number of North American class 1 railroads has plummeted from over 180 to just 6 today, creating oligopolistic pricing power that has inflected from consistent declines to almost 20 years of consistent increases. | CME CNI CP.TO RSG BRWM.L |
View |
| 2024 Q1 | May 15, 2024 | Merion Road Capital | 5.4% | 11.2% | BSET, CLH, CRH, GFL, JBHT, RSG, SMC, WCN, WM | Infrastructure Spending, materials, small caps, value, Waste management | Manager built Clean Harbors into top holding, viewing hazardous waste as having similar characteristics to municipal solid waste with essential service nature, regional monopolies, and scarce assets. Industry margins expanding due to consolidation and rational pricing approach, with CLH trading at discount to peers despite market positioning. | BSET CLH |
View |
| 2025 Q1 | Apr 8, 2025 | Merion Road Capital | 4.9% | 4.9% | BSET, CLH, CRH, GFL, JBHT, RSG, SMC, WCN, WM | Cement, Furniture, Infrastructure Spending, small caps, value, Waste management | Manager built Clean Harbors into top holding, viewing hazardous waste as having similar characteristics to municipal solid waste with essential service nature, regional monopolies, and scarce assets. Industry consolidation and pricing discipline by Republic Services is driving margin expansion across the sector. | BSET CLH |
View |
| 2026 Q1 | Apr 29, 2026 | Mairs & Power - Growth Fund | -3.8% | -3.8% | AMP, ENTG, FAST, LFUS, MSFT, MSI, NVT, SFM, TTC, WM | AI, Data centers, energy, Geopolitical, industrials, materials, technology, value | WM AMP SFM |
View | |
| 2026 Q1 | Apr 29, 2026 | Mairs & Power – Balanced Fund | -1.8% | -1.8% | ABT, ADP, CRM, ENTG, FAST, FISV, LFUS, PANW, TTC, TXN, UNH, V, WEC, WM, XEL | AI, Balanced, energy, healthcare, inflation, semiconductors, technology, Utilities | WM PANW |
View | |
| 2026 Q1 | Apr 28, 2026 | SGA – U.S. Large Cap Growth | -11.2% | -11.2% | ARM, CP, CRM, INTU, IT, MA, MSFT, UNH, WM | AI, disruption, Geopolitical, growth, Quality, software, technology, valuation | MA CRM INTU MSFT WM CP ARM |
View | |
| 2025 Q1 | Apr 24, 2025 | Diamond Hill Large Cap Strategy | 1.4% | 1.4% | ABT, AIG, BRK-B, COF, D, GIS, GM, HCA, HD, LULU, MET, PH, RRX, TGT, WM | consumer, financials, healthcare, large cap, Trade Policy, value, volatility | President Trump announced significant tariffs including 104% on China in response to retaliation, creating widespread market uncertainty. The administration's determination to reshape global trade relationships is causing companies to preemptively invest in US operations to avoid tariffs. | View | |
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments Infrastructure | - | - | AMT, ATO, AWK, CCI, CEG, CMCSA, CSX, EQIX, ETR, EXC, HCA, NI, SRE, T, TMUS, TRGP, UPS, WCN, WM, WMB | Data centers, Defensive, dividends, infrastructure, Telecom, Utilities, Waste management | Infrastructure sector outperformed S&P 500 by widest margin in 20 years, providing downside protection amid market uncertainty. Portfolio focuses on essential service providers with high barriers to entry, stable cash flows, and attractive risk-adjusted returns with strong up/down capture ratios. | View | |
| 2025 Q1 | Mar 31, 2025 | Impax Global Environmental Markets Fund | -1.8% | -1.8% | A, AI.PA, KRZ.L, LIN, MSFT, NVDA, SIE.DE, SU.PA, UNP, VIE.PA, WM | Defensive, Environmental, healthcare, industrials, materials, tariffs, technology, Utilities | The development of an open-source large language model from Chinese AI startup DeepSeek raised concerns of disruption in AI leadership and triggered a sharp sell-off in the Information Technology sector. DeepSeek's efficiency suggests lower computational requirements, raising investor concerns about reduced demand for high-end graphics processing units. Despite these concerns, Nvidia's advanced chips and proprietary coding language Cuda remain industry standards, indicating it still holds a strong position in the AI market. | View | |
| 2025 Q4 | Feb 8, 2026 | SGA – U.S. Large Cap Growth | 0.2% | 3.0% | AAPL, AMZN, ARM, AVGO, AXP, COO, CRM, DHR, GOOGL, GWW, INTU, META, MSFT, NFLX, NKE, NOW, SPGI, V, WM, YUM | AI, growth, large cap, momentum, Quality, semiconductors, valuation | AI capital expenditures are expected to moderate due to structural constraints including power availability, skilled labor shortages, and capital availability. Hyperscaler CapEx spending has reached historically high proportions of revenues and operating cash flows. The most attractive long-term AI opportunities reside with businesses building long-term value rather than companies exposed to cyclical swings. 2025 was characterized by extreme momentum dynamics with capital flowing into immediate winners while perceived losers saw unprecedented pressure. Market leadership concentrated in lower-quality, speculative, and cyclically sensitive stocks. The momentum trade has been exceptionally profitable short-term but timing the inevitable reversal remains challenging. Quality growth companies with stable fundamentals have seen relative valuations plummet to lowest levels in decades while cyclicals trade at historically high levels. The portfolio focuses on reliable and durable growth companies with lower variability that continue to compound earnings and cash flows attractively despite not being rewarded by the market currently. Semiconductor and AI capital equipment stocks were among market darlings, buoyed by massive AI infrastructure spending. However, purely cyclical sectors exposed to hyperscaler CapEx growth rates will have a shorter runway of growth left as further upward growth revisions become challenging. | ALC YUM IT META MSFT ARM AVGO CRM COO GOOG |
View |
| 2025 Q4 | Feb 8, 2026 | SGA – Global Growth | -0.3% | 3.1% | 1299.HK, 9983.T, ADYEN.AS, ALC, AMZN, AON, ARM, AVGO, BABA, CMG, CP, CRM, DHR, EXPN.L, GOOGL, HDB, INFY, INTU, IT, MELI, META, MSFT, NFLX, NOW, NVDA, SAP, SE, SNPS, SPGI, STE, TSM, UMG.AS, UNH, V, WM | AI, cyclicals, global, growth, Quality, valuation | AI capital expenditure growth is expected to moderate due to structural constraints including power availability, skilled labor shortages, and capital availability limits. Hyperscalers are approaching 90% of operating cash flows for CapEx spending, creating natural constraints on future growth rates. Quality factors including sales stability and high gross margins continued to underperform in 2025 as markets favored cyclical and momentum-driven assets. The portfolio's quality growth companies are trading at historically attractive relative valuations. Market leadership was dominated by momentum and cyclical assets while quality growth strategies faced headwinds. Extreme concentration and momentum effects created significant winners and losers independent of company fundamentals. | INFY NOW ARM MELI MSFT SE NFLX AVGO 9983 JP TSM GOOG |
View |
| 2024 Q4 | Dec 31, 2024 | Impax Global Environmental Markets Fund | -8.0% | 4.9% | 2454.TW, A, ADSK, AI.PA, LIN, MSFT, MTD, NVDA, SIE.DE, SU.PA, TXN, WAT, WM | Environmental, global, healthcare, industrials, materials, sustainability, technology | AI demand continues to drive growth for portfolio holdings like Nvidia, with strong momentum from continued demand for high energy efficiency GPUs driven by AI and data centre investments. Key client announcements of further data centre spending bolstered growth prospects. | View | |
| 2024 Q3 | Oct 28, 2024 | Parnassus Core Equity Fund | 5.5% | 18.2% | ADBE, AMAT, AMZN, BALL, CHTR, CRM, DE, DHI, GOOGL, ICE, INTC, MA, MSFT, MU, NVDA, O, SHW, SNPS, SYK, WM | AI, financials, large cap, materials, Quality, semiconductors, technology | The fund maintains exposure to companies benefiting from the shift away from legacy computing infrastructure to AI infrastructure, including accelerated and cloud computing, semiconductors, software and other companies benefiting from these capabilities. They have a portfolio theme around companies with hyperscale exposure and are monitoring for overinvestment and excessive valuations. | View | |
| 2025 Q3 | Oct 21, 2025 | Impax Global Environmental Markets Fund | 4.5% | 15.5% | 2308.TW, A, AI.PA, APTV, CARR, DSM.AS, KRZ.L, LIN, MSFT, SU.PA, TEL, TSM, UNP, VIE.PA, WM | Energy Efficiency, Environmental, Esg, global, industrials, materials, sustainability, technology | AI fervour catalysed returns for Efficient IT and Cloud Computing holdings during the quarter. Delta Electronics outperformed after reporting positive quarterly earnings driven by robust AI-related cooling and power component demand, resulting in significant margin expansion. AI-related opportunities remain attractive secular growth opportunities for portfolio holdings. | View | |
| 2025 Q3 | Oct 14, 2025 | Bell Global Equities Fund | 3.4% | - | AAPL, AMZN, ASML, CNM, COLOB.CO, GOOGL, META, MMC, MSFT, NVDA, NVO, ORCL, PCTY, SAP.DE, SGE.L, SNPS, TER, TSM, V, WM | global, growth, Quality, semiconductors, technology, valuation | The fund follows a Quality at a Reasonable Price investment approach, focusing on financially robust, well-managed companies with sustainable earnings growth. The current environment has been challenging for quality-focused investors, with the MSCI World Quality Index underperforming by around 9% over the past 12 months. | WM SGE ASML |
View |
| 2025 Q4 | Jan 22, 2026 | Jensen Investment | 0.0% | 5.6% | AAPL, ACN, AMZN, APH, AVGO, BRK.B, CPRT, GOOGL, JPM, KLAC, LLY, META, MMC, MSFT, MU, NVDA, STX, TSLA, WDC, WM | AI, growth, large cap, Market Concentration, Quality, semiconductors, technology | The AI investment cycle is maturing with prominent beneficiaries beginning to meet quality criteria as earnings become more sustainable and competitive advantages emerge. The portfolio now includes foundational AI enablers like Nvidia, Amazon, Meta, and KLA Corporation as highly profitable, cash-generative businesses with dominant positions in computing and semiconductor ecosystems. Jensen maintains focus on businesses with durable cash generation, resilience, and consistent returns on equity rather than abandoning discipline for momentum-driven rallies. The strategy emphasizes companies capable of compounding economic value over full cycles with strong competitive advantages and financial strength. Semiconductor equipment companies like KLA Corporation benefit from growing investor recognition of pricing power and mission-critical roles in advanced chip manufacturing. The sector saw broadening beyond consensus AI winners to reward memory and storage beneficiaries like Western Digital, Seagate, and Micron. The ten largest S&P 500 weightings comprised 38.29% of the Index and accounted for 55.40% of total returns, creating headwinds for strategies underweight these mega-cap leaders. This concentration in AI-related companies has been a defining feature since late 2022. | AVGO SYK WM CPRT MMC ACN LLY APH KLAC |
View |
| 2025 Q4 | Jan 21, 2026 | Renaissance Investment Management – Large Cap Growth | 0.0% | 0.0% | AMAT, BRO, BSX, CAH, FISV, FIX, GOOGL, LRCX, MSI, NFLX, NTNX, PEGA, RCL, SCHW, TPR, UBER, WM | AI, Equal Weight, growth, large cap, Mega Cap, semiconductors, technology, valuation | AI remains a key driver with mega-cap technology stocks leading market performance. Alphabet released Gemini 3 with performance exceeding expectations, making it the top-performing AI model, and unveiled new Tensor Processing Units for lower-cost AI computations. Applied Materials benefits from strong demand for AI semiconductor chipsets. Semiconductor equipment companies like Lam Research and Applied Materials are benefiting from secular tailwinds including transition to larger chip sizes and increased complexity in chip manufacturing to accommodate AI applications. The CHIPS Act provides federal stimulus supporting the sector. Market valuations have risen significantly with the cap-weighted S&P 500 P/E rising almost 60% over three years versus 30% for equal-weighted. The extreme valuation difference between mega-cap and equal-weighted stocks suggests better relative performance going forward from equal-weighted strategies. | NFLX AMAT GOOG |
View |
| 2025 Q4 | Jan 18, 2026 | Parnassus Value Equity Fund | 5.4% | 19.0% | A, AMD, BAC, BALL, BK, CBRE, CMCSA, CMI, CMS, DE, GOOGL, GPN, HD, JPM, MA, MSFT, MU, NICE, NVO, ORCL, REGN, SCHW, SPGI, SYY, WDC, WM | AI, financials, healthcare, large cap, Quality, technology, value | The broadening AI megatrend continues to fuel demand across sectors, with AI developments boosting returns particularly in Industrials. The manager believes AI has potential to impact every sector over time, driving productivity gains and business model innovation across a much broader range of industries than currently appreciated by investors. Value stocks outperformed growth stocks in Q4 as high market valuations for growth stocks create attractive risk/reward potential in value stocks. The manager expects the current market environment to continue favoring value stocks given elevated growth stock valuations and relatively benign economic backdrop. Strong growth in distribution and power systems segments driven by data center demand, with companies like Cummins benefiting from robust sales results. Data center demand is supporting performance across multiple portfolio holdings. | WM HD WDC |
View |
| 2024 Q3 | Sep 30, 2024 | ClearBridge Investments Dividend Strategy | 0.0% | 0.0% | AAPL, AMT, AVB, AVGO, EIX, ENB, GOOGL, INTC, META, MRK, MSFT, ORCL, RTX, TMUS, TRV, WM | AI, dividends, Outperformance, rates, REITs, technology, Utilities, valuation | AI stocks took a breather in Q3 after adding trillions in market cap over 18 months. While the fund holds AI-beneficiaries like Alphabet, Apple, Broadcom, Meta, Microsoft and Oracle, their disciplined valuation approach results in lower exposure than the S&P 500. With significant AI value already embedded in stock prices, potential for material rerating appears reduced. | View | |
| 2024 Q3 | Sep 30, 2024 | Impax Global Environmental Markets Fund | 7.9% | 14.0% | A, AI.PA, AMAT, ASML, CARR, CGNX, LIN, MSFT, MTD, PNR, SU.PA, TXN, WAT, WM | Energy Efficiency, Environmental, global, industrials, semiconductors, sustainability, technology | Portfolio holdings providing energy efficiency solutions, such as heat pumps and HVAC technology, continue to benefit from resilient end-market demand and reshoring themes. Data continued to point towards a new recovery cycle in US residential HVAC, along with continuing secular trends in commercial HVAC. Energy efficiency remains a tailwind for portfolio holdings. | View | |
| 2024 Q2 | Jul 31, 2024 | Ariel Appreciation Fund | 9.9% | 0.0% | CLB, CRL, GS, MAT, MIDD, SRCL, WBA, WM | AI, consumer, energy, financials, healthcare, mid cap, value | The bull market was powered by investor enthusiasm for artificial intelligence themed stocks, creating a narrow momentum-driven rally. AI-themed stocks continue to dominate markets this year, contributing to extreme market bifurcation where non-AI companies in the S&P 500 lost 1.2%. | MIDD AMAT CRL WBA GS CLB |
View |
| 2025 Q1 | Apr 14, 2025 | Parnassus Core Equity Fund | -2.4% | -2.4% | AMD, AMZN, AZO, BCOM, BRO, CI, CRM, DE, DHI, GOOGL, ICE, MA, MAR, MSFT, NOW, NVDA, O, SNPS, VZ, WM | AI, Defensive, financials, industrials, large cap, Quality, semiconductors | The portfolio maintains positioning in AI beneficiaries including hyperscalers, semiconductor companies, and software companies that are building the computing foundation of the future. The fund added AMD and ServiceNow during the quarter to strengthen its AI theme exposure. Despite near-term volatility, the managers remain optimistic about long-term opportunities in AI infrastructure providers. | View | |
| 2024 Q1 | Mar 31, 2024 | Miller Howard Investments MLP Strategy | 0.0% | 0.0% | AES, AM, ATO, BCE, CEG, CMCSA, CMS, CNP, CNQ, CSCO, CVX, DTE, EOG, EPD, EWBC, EXC, FTS, GILD, HESM, IPG, JPM, KMI, KO, LAMR, LBRT, LNG, MPC, NEE, NTR, OKE, ORI, PAGP, PCG, PEG, POR, SRE, STAG, TMUS, TRGP, TTE, UPS, VST, WM | dividends, energy, income, infrastructure, Midstream, Utilities, value | The letter extensively analyzes dividend investing, arguing that high-yield dividend stocks have historically outperformed the S&P 500 by 1.3% annually over 75 years with lower volatility. The manager believes dividend stocks are positioned for a revival as market concentration reverses. | View | |
| 2024 Q1 | Mar 31, 2024 | Miller Howard Investments Utilities Plus | 0.0% | 0.0% | AAPL, AES, AM, AMZN, ATO, BCE, CEG, CMCSA, CMS, CNP, CNQ, CSCO, CVX, DTE, EOG, EPD, EWBC, EXC, FTS, GILD, GOOGL, HESM, IPG, JNJ, JPM, KMI, KO, LAMR, LBRT, LNG, META, MPC, MSFT, NEE, NTAP, NTR, NVDA, OKE, ORCL, ORI, PAGP, PCG, PEG, POR, QCOM, SRE, STAG, TMUS, TRGP, TSLA, TTE, UPS, VST, WM | AI, dividends, energy, growth, Utilities, valuation | High-yield dividend stocks have historically outperformed the S&P 500 by 1.3% annually over 75 years with lower volatility. Recent underperformance is attributed to market concentration in mega-cap tech stocks with low dividend yields. The manager expects dividend stocks to resume outperformance when market concentration reverses. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | Fund Letters | Mairs & Power - Balanced Fund | Waste Management | Waste Management | Environmental & Facilities Services | Bull | New York Stock Exchange | defensive, environmental services, Industrials, infrastructure, Landfills, Recycling, waste management | View Pitch |
| May 1, 2026 | Fund Letters | Mairs & Power - Growth Fund | Waste Management | Waste Management | Commercial Services & Supplies | Bull | New York Stock Exchange | Artificial Intelligence, Automation, defensive, Equity, Industrials, industry consolidation, infrastructure, Recycling, Route Density, waste management | View Pitch |
| Apr 30, 2026 | Fund Letters | SGA - U.S. Large Cap Growth | Waste Management | Waste Management | Environmental & Facilities Services | Bull | New York Stock Exchange | defensive, environmental services, Free Cash Flow, Landfill Infrastructure, Pricing power, RNG, vertically integrated, waste management | View Pitch |
| Jan 24, 2026 | Fund Letters | Allen T. Bond | Waste Management, Inc. | Industrials | Environmental & Facilities Services | Bull | New York Stock Exchange | Automation, Landfills, Pricing power, Recycling, RNG, waste | View Pitch |
| Jan 21, 2026 | Fund Letters | Billy Hwan | Waste Management, Inc. | Industrials | Commercial Services & Supplies | Bull | New York Stock Exchange | Defensiveness, Pricing power, Recycling, synergies, waste | View Pitch |
| Nov 29, 2025 | Fund Letters | Ned Bell | Waste Management Inc. | Industrials | Environmental Services | Bull | NYSE | defensive, dividends, FCF, infrastructure, Pricing power, utilities, waste | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $6.2M | 0.01% | 28,100 | -17,100 | -37.83% | 0.0066% |
| Steven Halverson | Private Capital Management | $1.0B | $642,625 | 0.06% | 2,925 | +1,000 | +51.95% | 0.0007% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $5.4M | 0.01% | 24,700 | +23,900 | +2987.50% | 0.0058% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $28.5M | 0.04% | 129,835 | -551,531 | -80.94% | 0.0303% |
| Israel Englander | Millennium Management LLC | $233.2B | $9.2M | 0.00% | 41,700 | -15,600 | -27.23% | 0.0097% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $550.6M | 0.44% | 2,506,121 | -74,961 | -2.90% | 0.5855% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $199.1M | 0.29% | 906,222 | -133,107 | -12.81% | 0.2117% |
| Cliff Asness | AQR Capital Management | $190.6B | $99.5M | 0.05% | 453,082 | +118,921 | +35.59% | 0.1059% |
| Mario Gabelli | GAMCO Investors | $10.4B | $29.4M | 0.28% | 133,828 | +1,315 | +0.99% | 0.0313% |
| Bill Gates | Bill & Melinda Gates Foundation Trust | $35.4B | $6.4B | 17.98% | 28,934,344 | -3,300,000 | -10.24% | 6.7599% |
| Louis Bacon | Moore Capital Management | $6.8B | $10.4M | 0.15% | 47,124 | +47,124 | +100.00% | 0.0110% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $69.1M | 1.44% | 314,334 | -65,064 | -17.15% | 0.0734% |
| Rich Handler | Jefferies | $19.3B | $356,809 | 0.00% | 1,624 | -15,503 | -90.52% | 0.0004% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $31.3M | 0.08% | 142,318 | +1,474 | +1.05% | 0.0332% |