Whale wisdom holdings. Bares Capital Management, Inc.

  

Whale wisdom holdings. Brandon Haley as an investment advisory firm.

  • Whale wisdom holdings 86%. itself does not exercise, and therefore disclaims, investment discretion with respect to any Section 13(f) Their last reported 13F filing for Q3 2024 included $2,921,575,681 in managed 13F securities and a top 10 holdings concentration of 63. Whalewisdom has at least 108 13F filings, 7 13D filings, 148 13G filings, and 61 Form 4 filings Bares Capital Management's largest holding is Block Inc with shares held of 2,953,234. The Adviser manages several Clients, each of which is a private pooled investment vehicle. Alliancebernstein's largest holding is Microsoft Corporation with shares held of 41,238,045. Whalewisdom has at least 66 13F filings, 428 13D filings, and 1 Ruane, Cunniff & Goldfarb's Sequoia fund is managed by Richard Goldfarb. The notice included securities offered of Equity Their last reported 13F filing for Q3 2024 included $2,505,881,965 in managed 13F securities and a top 10 holdings concentration of 65. Whalewisdom has at least 61 13F filings, 997 13G filings, and 26 Form 4 filings Chevy Chase Trust Holdings is based out of Bethesda. Avoro Capital Advisors LLC (AVCAP) is a registered investment adviser with the SEC. 96%. 56%. 38%. Fred Alger Management, LLC (FAM) is an investment advisory firm that manages client portfolios as a team. 64%. Smead Capital Management, Inc. Starboard Value's largest holding is Autodesk, Inc with shares held of 1,852,000. Whalewisdom has at least 46 13F filings, 10 13D filings, 272 13G filings, and 47 Form 4 filings. Patient Capital Management's largest holding is QXO Inc with shares held of 7,741,847. Their last reported 13F filing for Q3 2024 included $235,730,263 in managed 13F securities and a top 10 holdings concentration of 68. Whalewisdom has at least 70 13F filings, and 2 13G filings. Creative Planning offers a variety of advisory services, including sub-advisory, portfolio management, and retirement plan services. Daily Journal Corp's largest holding is Wells Fargo & Co with shares held of 1,413,000. Disciplined Growth Investors Inc. Whalewisdom has at least 114 13F filings, and 155 13G filings Their last reported 13F filing for Q3 2024 included $6,392,293,183 in managed 13F securities and a top 10 holdings concentration of 76. Whalewisdom has at least 57 13F filings, 24 13D filings, 18 13G filings, and 26 Form 4 filings Valueact Holdings is based out of San Francisco. And you can do this without paying any management fees By using WhaleWisdom’s tools to analyze 13F WhaleWisdom piggybacks on the Whale’s resources and knowledge in order to replicate their performance without having to expensive hedge fund fees. This London based hedge fund run by Chris Hohn is known for its activist investments and strong returns. 12%. 28%. Adage Capital Partners GP's largest holding is Apple Inc with shares held of 14,204,179. Valley Forge Capital Management's largest holding is Fair Isaac Corp with shares held of 808,793. RTW Investments's largest holding is Madrigal Pharmaceuticals Inc with shares held of 1,993,687. Whalewisdom has at least 45 13F filings, 14 13D filings, 710 13G filings, and 2 Form 4 filings Dalal Street's largest holding is Alpha Metallurgical Resources Inc with shares held of 479,698. Whalewisdom has Their last reported 13F filing for Q3 2024 included $402,327,041 in managed 13F securities and a top 10 holdings concentration of 100. Whalewisdom has at The Children's Investment Fund Management is also known as TCI Fund Management. Whalewisdom has at least 50 13F filings, and 8 13G filings. These Clients include the Pabrai Funds, Dhandho Holdings Pershing Square Capital is a New York based hedge fund managed by Bill Ackman. Omega US is an advisory firm that manages assets on a discretionary basis. BAM's brochure provides information about its Their last reported 13F filing for Q3 2024 included $45,634,123,578 in managed 13F securities and a top 10 holdings concentration of 6. Whalewisdom has at least 74 13F filings, and 188 13G filings. The firm specializes in managing personal and Goldman Sachs Group's largest holding is Apple Inc with shares held of 86,514,737. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Whalewisdom has at least 16 13F filings Creative Planning's largest holding is iShares Core S&P 500 ETF with shares held of 21,368,471. Balyasny Asset Management L. Cooperman Leon G's largest holding is Mr Cooper Group Inc with shares held of 2,860,600. They provide investment advice and management services to clients. Their last reported 13F filing for Q3 2024 included $9,648,757,562 in managed 13F securities and a top 10 holdings concentration of 77. Magnolia Group's largest holding is Nelnet Inc with shares held of 1,900,000. Navellier & Associates's largest holding is NVIDIA Corp with shares held of 554,385. 32%. 05%. Whalewisdom has at least 92 13F filings, 204 13D filings, 288 13G filings, and 159 Form 4 filings Their last reported 13F filing for Q3 2024 included $4,797,987,732 in managed 13F securities and a top 10 holdings concentration of 47. Whalewisdom has at least 98 13F filings. Robotti Robert's largest holding is Tidewater Inc with shares held of 2,604,897. Whalewisdom has at least 82 13F filings, 35 13D filings, and 33 13G filings Their last reported 13F filing for Q3 2024 included $44,020,529,632 in managed 13F securities and a top Their last reported 13F filing for Q3 2024 included $63,805,903,497 in managed 13F securities and a top 10 holdings concentration of 49. The firm provides advisory services to Their last reported 13F filing for Q3 2024 included $11,000,953,056 in managed 13F securities and a top 10 holdings concentration of 9. 6%. Ecor1 Capital's largest holding is Apellis Pharmaceuticals Inc with shares held of 11,890,843. Their last reported 13F filing for Q3 2024 included $2,097,563,429 in managed 13F securities and a top 10 holdings concentration of 78. Business Description. Whalewisdom has at least 45 13F filings, and 33 Form 4 filings Crows Nest Holdings is based out of Richmond. Their last reported 13F filing for Q3 2024 included $2,952,104,000 in managed 13F securities and a top 10 holdings concentration of 62. Rothschild is a Chicago-based investment firm established in 1908, making it the oldest in the city to remain a separate entity under its founding family. is a registered investment advisory firm that provides investment advice to clients. Whalewisdom has at least 68 13F filings, 11 13D filings, 45 13G filings, and 2 Form 4 filings. 07%. With WhaleWisdom, an investor can replicate the portfolios of the most profitable “Whales” -- huge investors with stellar track records. Egerton Capital (uk) LLP's largest holding is Microsoft Corporation with shares held of 1,720,051. 72%. Soros Fund Management is based out of New York and is run by George Soros. 69%. 24%. Oaktree Capital Management's largest holding is TORM PLC with shares held of 40,581,120. Whalewisdom has at least 28 13F filings Holocene Advisors's largest holding is Autodesk, Inc with shares held of 2,103,188. Miller Value Partners's largest holding is Bread Financial Holdings Inc with shares held of 258,530. Their last reported 13F filing for Q3 2024 included $4,373,981,460 in managed 13F securities and a top 10 holdings concentration of 99. Their last reported 13F filing for Q3 2024 included $6,921,988,610 in managed 13F securities and a top 10 holdings concentration of 39. Bares Capital Management, Inc. Berkshire Capital Holdings is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $255,171,730 (Form ADV from 2024-03-27). It has six ongoing phase 2 clinical studies, including C-144-01, of its lead product candidate, lifileucel, for the treatment of metastatic melanoma. Vanguard Group's largest holding is Apple Inc with shares held of 1,346,616,669. 74%. Turtle Creek Asset Management's largest holding is Berry Global Group Inc with shares held of 3,913,779. 76%. Whalewisdom has Their last reported 13F filing for Q3 2024 included $9,667,121,620 in managed 13F securities and a top 10 holdings concentration of 24. 82%. com Inc with shares held of 36,052,157. Whalewisdom has at least 68 13F filings, and 3 13G filings Their last reported 13F filing for Q3 2024 included $177,151,064 in managed 13F securities and a top 10 holdings concentration of 57. Whalewisdom has at least 99 13F filings, 2 13D filings, and 237 13G filings. Marshall Wace, LLP is a registered investment advisory firm Their last reported 13F filing for Q3 2024 included $82,101,021,465 in managed 13F securities and a top 10 holdings concentration of 34. (BAM) is an investment advisor that provides advisory services to clients. 01%. BVF Partners L. Gilman Hill Asset Management's largest holding is iShares Select Dividend ETF with shares held of 161,377. Salem Investment Counselors's largest holding is Lowes Companies, Inc with shares held of 1,429,902. Whalewisdom has at least 165 13F filings, 299 13D filings, 910 13G filings, and 405 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2011-05-12. GQG Partners's largest holding is Meta Platforms Inc with shares held of 10,416,104. Gotham Asset Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 1,858,501. Whalewisdom has at least 102 13F filings, 27 13D filings, 1083 13G filings, and 47 Form 4 filings Their last reported 13F filing for Q4 2024 included $574,362,443 in managed 13F securities and a top 10 holdings concentration of 21. Soros Fund Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 2,123,000. Whalewisdom has at least 103 13F filings, 12 13D filings, 208 13G filings, and 1 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2015-09-29. Whalewisdom has at least 57 13F filings Their last reported 13F filing for Q3 2024 included $48,058,679,014 in managed 13F securities and a top 10 holdings concentration of 28. Whalewisdom has at least 96 13F filings. SRS Investment Management's largest holding is Avis Budget Group Inc with shares held of 17,130,882. Whalewisdom has at least 48 13F filings, 39 13D filings, 317 13G filings, and 67 Form 4 filings Their last reported 13F filing for Q3 2024 included $2,472,447,859 in managed 13F securities and a top 10 holdings concentration of 100. Whalewisdom has at least 84 13F filings, 1 13D filings, and 38 13G filings. Iovance Biotherapeutics, Inc. Hedge Fund Whale Backtesting and search tools That's based on equal-weighted holdings of each fund's top 20 positions, Read more. Whalewisdom has at least 55 13F filings, and 5 13G filings Impactive Capital's largest holding is Asbury Automotive Group, Inc with shares held of 1,926,810. Royal Bank OF Canada's largest holding is Microsoft Corporation with shares held of 36,370,618. 14%. Marshall Wace, LLP's largest holding is iShares Core S&P 500 ETF with shares held of 23,161,000. 39%. Whalewisdom has at least 128 13F filings, 113 13D filings, 490 13G filings, and 87 Form 4 filings Their last reported 13F filing for Q3 2024 included $39,343,262,001 in managed 13F securities and a top 10 holdings concentration of 19. Whalewisdom has at least 104 13F filings, 6 13D filings, and 230 13G filings Marshall Wace, LLP is based out of London. Scion Asset Management's largest holding is Alibaba Group Holding Ltd with shares held of 200,000. Walleye Capital's largest holding is Invesco QQQ Trust, Series 1 with shares held of 6,620,000. The firm's advisory business focuses on Arrowmark Colorado Holdings is a hedge fund with 142 clients and discretionary assets under management (AUM) of $21,461,892,855 (Form ADV from 2024-03-27). Investment Management Associates's largest holding is Uber Technologies Inc with shares held of 447,067. 67%. Their last reported 13F filing for Q3 2024 included $2,354,181,977 in managed 13F securities and a top 10 holdings concentration of 64. Apollo Management Holdings is based out of New York. Whalewisdom has at least 32 13F filings Baillie Gifford & Company is a registered investment advisory firm Their last reported 13F filing for Q4 2024 included $130,140,550,981 in managed 13F securities and a top 10 holdings concentration of 41. Altarock Partners's largest holding is Transdigm Group Incorporated with shares held of 1,048,264. 41%. Royce & Associates's largest holding is Air Lease Corp with shares held of 2,875,522. Whalewisdom has at least 90 13F filings, 224 13D filings, 47 13G filings, and 17 Form 4 filings Their last reported 13F filing for Q3 2024 included $12,916,077,581 in managed 13F securities and a top 10 holdings concentration of 99. Whalewisdom has at least 55 13F filings, 113 13D filings, 14 13G filings, and 2 Form 4 filings Omega Fund Management's largest holding is Bicara Therapeutics Inc with shares held of 2,204,650. Disciplined Growth Investors's largest holding is SUPER MICRO COMPUTER ORD with shares held of 1,043,469. Whalewisdom has at least 40 13F filings, 14 13D filings, 140 13G filings, and 23 Form 4 filings. 58%. Bares and is located in Austin, Texas. The firm offers Mid Cap Growth and Their last reported 13F filing for Q3 2024 included $297,739,256,029 in managed 13F securities and a top 10 holdings concentration of 28. 88%. Holocene Advisors, LP, a Delaware limited partnership, was founded in 2016 by J. 89%. With low turnover and high conviction top holdings, Berkshire's portfolio is a popular investment model for WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. Samlyn Capital, LLC is an investment advisor registered with the United States Securities and Exchange Commission (SEC). Crows Nest Holdings is a hedge fund with 2 clients and discretionary assets under management (AUM) of $765,907,351 (Form ADV from 2024-03-26). Whalewisdom has at least 40 13F filings, 1 13D filings, 1 13G filings, and 11 Form 4 filings Their last reported 13F filing for Q3 2024 included $2,574,235,092 in managed 13F securities and a top 10 holdings concentration of 74. 77%. Headquartered in Arlington, Virginia, Ithaka focuses on investing clients' money in high-quality Kerrisdale Advisers's largest holding is Sysco Corp with shares held of 251,926. Crescat Portfolio Management is a hedge fund with 156 clients and discretionary assets under management (AUM) of $273,769,442 (Form ADV from 2024-11-27). Apollo Management Holdings's largest holding is 13F Filings for the Quarter are due 0 filings already imported! Their last reported 13F filing for Q3 2024 included $66,497,322,888 in managed 13F securities and a top 10 holdings concentration of 11. Whalewisdom has at least 45 13F filings, 84 13D filings, and 3 13G filings Their last reported 13F filing for Q3 2024 included $4,726,735,830 in managed 13F securities and a top 10 holdings concentration of 46. Whalewisdom has at least 81 13F filings, 1 13D filings, and 365 13G filings Their last reported 13F filing for Q3 2024 included $3,927,673,352 in managed 13F securities and a top 10 holdings concentration of 55. Saba Capital Management's largest holding is BlackRock ESG Capital Allocation Term Trust with shares held of 28,552,727. Tweedy, Browne Company's largest holding is Berkshire Hathaway Inc Class A with shares held of 564. Bill & Melinda Gates Foundation Trust's largest holding is Microsoft Corporation with shares held of 28,957,247. Their last reported 13F filing for Q3 2024 included $45,088,138,767 in managed 13F securities and a top 10 holdings concentration of 96. Baillie Gifford & Company's largest holding is Amazon. Baker Bros. GMT Capital Corp's largest holding is Hudbay Minerals Inc with shares held of 37,024,120. Their last reported 13F filing for Q3 2024 included $7,228,665,926 in managed 13F securities and a top 10 holdings concentration of 91. Whalewisdom has at least 91 13F filings, 2 13D filings, and 59 13G filings Their last reported 13F filing for Q3 2024 included $5,584,478,889,705 in managed 13F securities and a top 10 holdings concentration of 26. Whalewisdom has at least 21 13F filings, 36 13D filings, and 2 Form 4 filings. The firm's Chief Executive Officer and Daily Journal Corp is based out of Los Angeles. Whalewisdom has at Aquamarine Zurich AG is based out of Zurich. (BCM) was founded in 2000 by Brian T. Whalewisdom has at least 37 13F filings, and 6 13G filings Rothschild Investment's largest holding is Apple Inc with shares held of 307,732. For purposes of the reporting requirements under Section 13(f) of the Securities Exchange Act of 1934 (the Act), and the rules promulgated thereunder, BlackRock, Inc. Renaissance Technologies's largest holding is Palantir Technologies Inc with shares held of 38,419,240. Their last reported 13F filing for Q3 2024 included $76,159,174,000 in managed 13F securities and a top 10 holdings concentration of 46. Whalewisdom has at least 24 13F filings, 8 13D filings, 53 13G filings, and 1 Form 4 filings Their last reported 13F filing for Q3 2024 included $9,908,569,786 in managed 13F securities and a top 10 holdings concentration of 58. Impactive Capital LP is a registered investment adviser that provides advisory services to clients. Arrowmark Colorado Holdings's largest holding is The Baupost Group is a hedge founded by Seth Klarman. 54%. Their primary focus is providing services to private Their last reported 13F filing for Q3 2024 included $26,916,931,162 in managed 13F securities and a top 10 holdings concentration of 55. 81%. Whalewisdom has at least 60 13F filings. Atreides Management's largest holding is Invesco QQQ Trust, Series 1 with shares held of 1,000,000. Fairholme Capital Management's largest holding is St. Show Current Holdings Investor Name Most Recent 13F Quarter Earliest 13F Quarter City State Country Zip Code 13F AUM 13F Sectors Form ADV Aum NPORT Aum Form D Offering; 13F Filings for the Quarter are due 0 filings already imported! Berkshire's 13F holdings are often held for years and even decades at a time. Ithaka Group's largest holding is NVIDIA Corp with shares held of 357,024. SCM is a Greenwich based Viking Global Investors is managed by O. 91%. stake is unchanged — the fund hasn’t sold a share even after FSLY’s WHALEWISDO M WHALE 20 The Whale 20 portfolio represents the top 20 consensus holdings taken from funds chosen each quarter. P. TWO Sigma Investments's largest holding is SPDR S&P 500 ETF TRUST with shares held of 865,942. Whalewisdom has at least 28 13F filings, and 9 13G filings. 19%. Their last reported 13F filing for Q3 2024 included $656,981,383 in managed 13F securities and a top 10 holdings concentration of 70. D1 Capital Partners's largest holding is Maplebear Inc with shares held of 22,551,414. Valueact Holdings is a hedge fund with 16 clients and discretionary assets under management (AUM) of $9,844,585,030 (Form ADV from 2024-03-28). Whalewisdom has at BlackRock, Inc. The Ithaka Group, LLC (Ithaka) is an independent SEC registered investment management company founded in 2008. First Eagle Investment Management's largest holding is Oracle Corp with shares held of 14,083,656. For sub-advisory, they partner with Their last reported 13F filing for Q3 2024 included $5,077,280,606 in managed 13F securities and a top 10 holdings concentration of 100. 06%. Millennium Management's largest holding is iShares Russell 2000 ETF with shares held of 26,080,500. 5%. with shares held of 18,081,133. Their last reported 13F filing for Q3 2024 included $2,036,774,519 in managed 13F securities and a top 10 holdings concentration of 45. Their last reported 13F filing for Q3 2024 included $737,688,413 in managed 13F securities and a top 10 holdings concentration of 30. Their last reported 13F filing for Q3 2024 included $1,458,777,312 in managed 13F securities and a top 10 holdings concentration of 100. 99%. Loomis Sayles & Company L P's largest holding is NVIDIA Corp with shares held of 45,849,435. Abdiel’s Fastly Inc. 09%. Their last reported 13F filing for Q3 2024 included $255,807,046 in managed 13F securities and a top 10 holdings concentration of 72. Fred Alger Management's largest holding is Microsoft Corporation with shares held of 4,787,958. 0%. Whalewisdom has at least 100 13F filings, 33 13D filings, 266 13G filings, and 20 Form 4 filings Their last reported 13F filing for Q3 2024 included $590,934,148 in managed 13F securities and a top 10 holdings concentration of 100. Whalewisdom has at least 103 13F filings, 9 13D filings, and 5838 13G filings Their last reported 13F filing for Q3 2024 included $13,667,960,621 in managed 13F securities and a top 10 holdings concentration of 48. Use the 13F Backtester to see Duquesne Family Office is based out of New York. Whalewisdom has at least 114 13F filings, and 2705 13G filings Their last reported 13F filing for Q3 2024 included $129,753,375 in managed 13F securities and a top 10 holdings concentration of 99. 52%. The notice included securities offered of Equity Their last reported 13F filing for Q3 2024 included $69,999,426,533 in managed 13F securities and a top 10 holdings concentration of 18. Whalewisdom has at least 97 13F filings, and 259 13G filings. As of December 31, 2023, they had $1,592,308,964 in regulatory assets under management. Advisors's largest holding is BeiGene Ltd with shares held of 10,568,897. is the parent holding company of certain institutional investment managers. Their last reported 13F filing for Q3 2024 included $5,176,913,420 in managed 13F securities and a top 10 holdings concentration of 64. Whalewisdom has at least 100 13F filings, 57 13D filings, 460 13G filings, and 9 Form 4 filings Their last reported 13F filing for Q3 2024 included $3,516,299,000 in managed 13F securities and Their last reported 13F filing for Q3 2024 included $6,238,573,040 in managed 13F securities and a top 10 holdings concentration of 56. Whalewisdom has at least 53 13F filings, and 1 13G filings. The portfolio is equally weighted and rebalanced While her hot hand has cooled recently along with the tech correction, cloning the top 20 holdings of Ark Investment Management since Q3 of 2017 has returned nearly 46% View quarterly stats derived from 13F Filings. 95%. 59%. Whalewisdom has at least 67 13F filings, and 1 13G filings Turtle Creek Asset Management is a registered investment advisory firm Their last reported 13F filing for Q3 2024 included $4,167,506,951 in managed 13F securities and a top 10 holdings concentration of 52. Andreas Halvorsen. Corvex Management's largest holding is Southwest Gas Holdings Inc with shares held of 4,769,098. Whalewisdom has at least 100 13F filings, 18 13D filings, and 71 13G filings Crescat Portfolio Management is based out of Denver. Whalewisdom Baillie Gifford & Company is a registered investment advisory firm Their last reported 13F filing for Q4 2024 included $130,140,550,981 in managed 13F securities and a top 10 holdings concentration of 41. Whalewisdom has at least 41 13F filings Their last reported 13F filing for Q3 2024 included $48,607,373,247 in managed 13F securities and a top 10 holdings concentration of 32. 34%. Durable Capital Partners's largest holding is Intuit, Inc with shares held of 1,409,157. 93%. Aquamarine Zurich AG is a registered investment advisory firm Their last reported 13F filing for Q4 2024 included $287,605,000 in managed 13F securities and a top 10 holdings concentration of 97. Their last reported 13F filing for Q4 2024 included $3,049,294,628 in managed 13F securities and a top 10 holdings concentration of 48. Whalewisdom has at least 100 13F filings, 8 13D filings, and 7 13G filings Avoro Capital Advisors's largest holding is United Therapeutics Corp with shares held of 2,858,888. Sarissa Capital Management's largest holding is Innoviva Inc with shares held of 7,277,000. BVF is a Delaware limited partnership that commenced operations on an unknown date. Whalewisdom has at least 101 13F filings, 90 13D filings, and 160 13G filings Their last reported 13F filing for Q3 2024 included $6,715,538,063 in managed 13F securities and a top 10 holdings concentration of 92. Kerrisdale Advisers, LLC is an investment advisory firm located in Miami Beach, Florida. Coatue Management's largest holding is Meta Platforms Inc with shares held of 3,694,259. Duquesne Family Office's largest holding is Natera Inc with shares held of 3,566,850. Class A with shares held of 2,666,905. Whalewisdom has at least 72 13F filings, 2 13D filings, and 180 13G filings Brookfield Corp's largest holding is Cheniere Energy Partners LP with shares held of 101,620,376. Aquamarine Zurich AG's largest holding is Berkshire Hathaway Inc Class B with shares held of 140,600. Joe Corp with shares held of 21,146,067. Their last reported 13F filing for Q3 2024 included $185,338,505 in managed 13F securities and a top 10 holdings concentration of 100. Whalewisdom has at BVF's largest holding is MoonLake Immunotherapeutics with shares held of 21,751,284. 63%. 8%. Whalewisdom has at least 160 13F filings, 141 13D filings, 122 13G filings, and 31 Form 4 filings Their last reported 13F filing for Q3 2024 included $6,911,147,155 in managed 13F securities and a top 10 holdings concentration of 46. Hightower Advisors's largest holding is Apple Inc with shares held of 10,986,606. Segra Capital Management's largest holding is NexGen Energy Ltd with shares held of 11,671,758. 27%. 13%. Their last reported 13F filing for Q3 2024 included $541,816,770 in managed 13F securities and a top 10 holdings concentration of 100. Point72 Asset Management's largest holding is SPDR S&P 500 ETF TRUST with shares held of 4,208,700. 92%. Whalewisdom has at least 98 13F filings, and 58 13G filings. Whalewisdom has at least 96 13F filings, 45 13D filings, 284 13G filings, and 71 Form 4 filings Their last reported 13F filing for Q3 2024 included $27,435,458,361 in managed 13F securities and a top 10 holdings concentration of 38. The notice included securities offered of Debt Their last reported 13F filing for Q3 2024 included $256,393,891 in managed 13F securities and a top 10 holdings concentration of 100. Robotti Robert is based out of New York. Whalewisdom has at least 12 13F filings, and 4 13G filings Their last reported 13F filing for Q3 2024 included $4,500,146,048 in managed 13F securities and a top 10 holdings concentration of 100. They provide Their last reported 13F filing for Q3 2024 included $210,878,956,779 in managed 13F securities and a top 10 holdings concentration of 17. 83%. 13F Filings. Their last reported 13F filing for Q4 2024 included $32,846,826,078 in managed 13F securities and a top 10 holdings concentration of 36. Initially registered in Texas and Nebraska, BCM became a registered Balyasny Asset Management's largest holding is iShares Russell 2000 ETF with shares held of 7,465,400. Whalewisdom has at least 91 13F filings, 38 13D filings, 516 13G filings, and 13 Form 4 filings Bill & Melinda Gates Foundation Trust is based out of Kirkland. Whalewisdom has at least 43 13F filings. Brandon Haley as an investment advisory firm. Whalewisdom has at least 72 13F filings, 2 13D filings, and 180 13G filings Their last reported 13F filing for Q3 2024 included $4,704,254,441 in managed 13F securities and a top 10 holdings concentration of 79. Perceptive Advisors's largest holding is Arcellx Inc with shares held of 3,888,669. Whalewisdom has at least 101 13F filings Their last reported 13F filing for Q3 2024 included $56,635,136,796 in managed 13F securities and a top 10 holdings concentration of 29. (SCM) is a registered investment adviser that provides investment management services to separate accounts and mutual funds. 08%. Whalewisdom has at least 161 13F filings, 198 13D filings, 30 13G filings, and 113 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2011-02-25. Berkshire Capital Holdings's largest holding is Their last reported 13F filing for Q3 2024 included $177,151,064 in managed 13F securities and a top 10 holdings concentration of 57. Chevy Chase Trust Holdings's largest holding is Apple Inc with shares held of 9,829,640. 31%. Their last reported 13F filing for Q3 2024 included $7,807,148,700 in managed 13F securities and a top 10 holdings concentration of 22. Whalewisdom has at least 112 13F filings, 4 13D filings, and 7 13G filings Smead Capital Management's largest holding is Lennar Corp. Samlyn Capital's largest holding is LPL Financial Holdings Inc with shares held of 1,645,694. focuses on developing and commercializing cancer immunotherapy products. ("BVF" or "we") is an asset management firm that generally invests in biotechnology companies. Himalaya Capital Management's largest holding is Bank Of America Corp. uxipc ijmsyp zxexv vokhqfn tceevrx rrlma btmpmr jgow zwbckp crxah
back_to_top