Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
7 positions · as of March 31, 2022 · Hdfc Bank Ltd-adr · Taiwan Semiconductor-sp ADR · Ferguson PLC
1 positions · as of September 30, 2022 · Palantir Technologies Inc
7 positions · as of June 30, 2019 · Superior Energy Svcs Inc · Ensco Rowan PLC · Energy Transfer LP
2 positions · as of September 30, 2015 · Ikang Healthcare Group Inc · China Ming Yang Wind Pwr Gro
6 positions · as of December 31, 2018 · Wideopenwest Inc · Loral Space & Communicatns I · Zayo Group Hldgs Inc
17 positions · as of June 30, 2016 · Valero Energy Corp New · Videocon D2h Ltd · Schwab Charles Corp New
36 positions · as of September 30, 2022 · Procter & Gamble Co · Apple Inc · Exxon Mobil Corp
1 positions · as of September 30, 2020 · Curo Group Holdings Corp
11 positions · as of September 30, 2016 · Edwards Lifesciences Corp · Acadia Pharmaceuticals Inc · Aratana Therapeutics Inc
1 positions · as of June 30, 2026 · Nuscale Pwr Corp
2 positions · as of June 30, 2026 · Cme Group Inc · Wealthfront Corp
23 positions · as of June 30, 2014 · Martin Marietta Matls Inc · Texas Inds Inc · Trinity Inds Inc
4 positions · as of September 30, 2024 · Ishares Tr · Steris PLC · Nice Ltd
1 positions · as of September 30, 2023 · Root Inc
3 positions · as of September 30, 2023 · Brp Group Inc · Jackson Financial Inc · Complete Solaria Inc
3 positions · as of June 30, 2020 · Vaneck Semiconductor · SPDR Sp Retail ETF · SPDR Sp Insurance ETF
2 positions · as of September 30, 2022 · Opendoor Technologies Inc. · Erasca, Inc.
8 positions · as of September 30, 2026 · Charles Schwab Corp (the) · Banco Macro S A · Grupo Financiero Galicia S.a
1 positions · as of September 30, 2018 · Southcross Energy Partners L
1 positions · as of December 31, 2020 · Permrock Royalty Trust
26 positions · as of September 30, 2022 · Amazon Com Inc · Mercadolibre Inc · Apple Inc
2 positions · as of September 30, 2023 · Innovid Corp · Valens Semiconductor Ltd
6 positions · as of March 31, 2016 · Alphabet Inc · Willis Towers Watson Pub Ltd · Stewart Information Svcs Cor
2 positions · as of September 30, 2025 · Sight Sciences Inc · Rein Theraputics Inc
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