Filing on Nov 14, 2025 Q3 2025

Bryan Lawrence

Oakcliff Capital Partners, LP
  • IBKR
  • GIL
  • TDG
  • GOOG
  • NRP
  • GWRE
  • LEN
Bryan Lawrence's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Francis Chou

Chou Associates Management Inc.
  • BRK-A
  • GOOG
  • SYF
  • OXY
  • STLA
  • AAPL
  • ALLY
Francis Chou's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Alex Roepers

Atlantic Investment Management, Inc.
  • GTLS
  • WFRD
  • AXTA
  • OSK
  • ASH
  • GPK
  • NOMD
Alex Roepers's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Jim Simons

Renaissance Technologies LLC
  • PLTR
  • NVDA
  • RBLX
  • UTHR
  • VRSN
  • APP
  • MSFT
Jim Simons's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Jeremy Grantham

Grantham, Mayo, Van Otterloo & Co. LLC
  • MSFT
  • GOOGL
  • META
  • AAPL
  • JNJ
  • ORCL
  • ABT
Jeremy Grantham's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Ray Dalio

Bridgewater Associates, LP
  • IVV
  • SPY
  • GOOGL
  • MSFT
  • CRM
  • NVDA
  • ADBE
Ray Dalio's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Chuck Akre

Akre Capital Management LLC
  • MA
  • KKR
  • V
  • MCO
  • ORLY
  • CSGP
  • ROP
Chuck Akre's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

David Tepper

Appaloosa LP
  • BABA
  • AMZN
  • WHR
  • NVDA
  • GOOG
  • KWEB
  • NRG
David Tepper's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

AKO Capital

Ako Capital LLP
  • ALC
  • MSFT
  • V
  • INTU
  • GE
  • AMZN
  • MCO
Ako Capital's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Seth Klarman

Baupost Group LLC
  • QSR
  • GOOG
  • ELV
  • CRH.L
  • WTW
  • UNP
  • WCC
Seth Klarman's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Howard Marks

Oaktree Capital Management LP
  • TRMD
  • GTX
  • CHK
  • SPY
  • TDS
  • ORCL
  • STKL
Howard Marks's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Nat Simons

Meritage Group LP
  • MSFT
  • AMZN
  • COF
  • TRU
  • WDAY
  • MSCI
  • QSR
Nat Simons's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Dennis Hong

Shaw Spring Partners LLC
  • FOUR
  • OKTA
  • PCOR
  • INTU
  • CSGP
  • MNDY
  • BRZE
Dennis Hong's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Greg Alexander

Conifer Management, L.L.C.
  • GPI
  • EQH
  • LAD
  • RMNI
Greg Alexander's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Mohnish Pabrai

Dalal Street, LLC
  • HCC
  • AMR
  • RIG
  • VAL
Mohnish Pabrai's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Ken Fisher

Fisher Asset Management, LLC
  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • IEF
  • AMZN
  • VCIT
Ken Fisher's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Polen Capital

Polen Capital Management LLC
  • ORCL
  • MSFT
  • AMZN
  • SHOP
  • MA
  • V
  • AVGO
Polen Capital's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

Chris Davis

Davis Selected Advisers
  • COF
  • META
  • AMAT
  • USB
  • CVS
  • MGM
  • BRK-A
Chris Davis's Q3 2025 Portfolio