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The original. Buffett + Munger discipline.
- AAPL APPLE INC 22.0%
- AXP AMERICAN EXPRESS CO 17.4%
- KO COCA COLA CO 11.6%
- + 31 more
Citadel — systematic quantitative dominance.
- SPY STATE STR SPDR S&P 500 ETF T 6.8%
- NDQ INVESCO QQQ TR 5.1%
- NVDA NVIDIA CORPORATION 3.9%
- + 6611 more
Ackman — concentrated activist conviction.
- BN BROOKFIELD CORP 17.6%
- AMZN AMAZON COM INC 17.4%
- UBER UBER TECHNOLOGIES INC 15.7%
- + 8 more
Index tracker with mega-cap tech tilt.
- NVDA NVIDIA CORPORATION 6.0%
- AAPL APPLE INC 5.3%
- MSFT MICROSOFT CORP 3.9%
- + 4259 more
Burry — contrarian by design.
- SPOT SPOTIFY TECHNOLOGY S A 5.1%
- INSM INSMED INC 5.0%
- VRNA VERONA PHARMA PLC 4.0%
- + 107 more
Quantitative arbitrage. Zero alpha. Known entity.
- NVDA NVIDIA CORPORATION 1.7%
- AAPL APPLE INC 1.2%
- GOOGL ALPHABET INC 1.1%
- + 3698 more
Cathie Wood — innovation thesis writ large.
- TSLA Tesla Inc 8.5%
- AMD Advanced Micro Devices Inc 4.5%
- SHOP Shopify Inc 4.0%
- + 178 more
Soros legacy office.
- SPY STATE STR SPDR S&P 500 ETF T 8.7%
- AMZN AMAZON COM INC 4.4%
- TSM TAIWAN SEMICONDUCTOR MANUFAC 3.3%
- + 252 more
Broad market tracker with modest leverage.
- IWM Ishares Russell 2000 Etf - … 15.0%
- NDQ Invesco Qqq Trust Series 1 … 6.6%
- SPY State Street SPDR S&P 500 E… 3.5%
- + 2135 more
Druckenmiller — macro generalist.
- NTRA Natera Inc 18.1%
- EWZ Ishares Inc 8.7%
- GOOGL ALPHABET INC 6.1%
- + 67 more
Munger personal vehicle.
- VUG VANGUARD INDEX FDS 9.5%
- BSV VANGUARD BD INDEX FDS 8.9%
- VTV VANGUARD INDEX FDS 8.3%
- + 17 more
Akre — compounding-machine discipline.
- MA MASTERCARD INCORPORATED 18.6%
- BN BROOKFIELD CORP 11.2%
- KKR KKR & CO L P DEL 10.1%
- + 16 more
Passive indexer with modest active tilts.
- MGA MAGNA INTL INC 6.4%
- CTSH COGNIZANT TECHNOLOGY SOLUTIO 4.0%
- TSN TYSON FOODS INC 3.6%
- + 155 more
Global compounder with flat recent alpha.
- V VISA INC 5.5%
- TSM TAIWAN SEMICONDUCTOR MANUFAC 4.4%
- SCHW SCHWAB CHARLES CORP 4.0%
- + 74 more
Concentrated bets on niche software assets.
- ZD Ziff Davis Inc 45.4%
- SATS EchoStar Corp 35.0%
- SGRY Surgery Partners Inc 18.3%
- + 1 more
Satellite and small-cap specialist with outsize returns.
- VSAT VIASAT INC 28.4%
- CSTM CONSTELLIUM SE 13.4%
- DAN DANA INC 11.4%
- + 6 more
Fixed income specialist. Concentrated bets.
- PENN 2.75 05/15/ PENN ENTERTAINMENT INC 18.6%
- MGPI 1.875 11/15 MGP INGREDIENTS INC NEW 16.8%
- CBRL 0.625 06/15 CRACKER BARREL OLD CTRY STOR 14.8%
- + 17 more
Small-cap growth with micro concentrated bets.
- WTV WISDOMTREE TR 12.0%
- QGRO AMERICAN CENTY ETF TR 9.7%
- FENI FIDELITY COVINGTON TRUST 8.6%
- + 30 more
Small-cap value picker. Concentrated bets.
- BSY BENTLEY SYS INC 10.2%
- CLS CELESTICA INC 7.3%
- TLN TALEN ENERGY CORP 6.5%
- + 62 more
Credit-oriented alternatives with outsized tech exposure.
- WDC 3 11/15/28 WESTERN DIGITAL CORP 7.7%
- BABA 0.5 06/01/3 ALIBABA GROUP HLDG LTD 4.9%
- SATS 3.875 11/30 ECHOSTAR CORP 4.8%
- + 98 more
High-yield bond specialist with modest equity sleeve.
- HYG ISHARES TR 70.7%
- LQD ISHARES TR 5.4%
- IWM ISHARES TR 5.1%
- + 142 more
Tech concentration. Modest track record.
- NVDA NVIDIA Corporation 6.3%
- ANET Arista Networks, Inc. 6.0%
- GOOGL Alphabet Inc. 4.8%
- + 114 more
Small-cap value picker with biotech tilt.
- BBUC BROOKFIELD BUSINESS CORP 8.8%
- CAE CAE INC 5.8%
- EFXT ENERFLEX LTD 3.9%
- + 65 more
Tech-heavy positioning with outsized Amazon bet.
- AMZN AMAZON COM INC 14.1%
- IREN IREN LIMITED 11.1%
- GOOGL ALPHABET INC 6.7%
- + 81 more
Value, Klarman style.
- AMZN AMAZON COM INC 13.9%
- QSR RESTAURANT BRANDS INTL INC 12.8%
- WCC WESCO INTL INC 8.4%
- + 19 more
Concentrated value play. Extreme 79.7% alpha.
- PENN PENN ENTERTAINMENT INC 44.7%
- FAF FIRST AMERN FINL CORP 21.3%
- UGI 5 06/01/28 UGI CORP NEW 11.0%
- + 4 more
Value, concentrated.
- JOE ST JOE CO 79.7%
- EPD ENTERPRISE PRODS PARTNERS L 13.6%
- OZK BANK OZK 2.8%
- + 7 more
Selective value investor. Concentrated industrial exposure.
- GWW GRAINGER WW INC 4.8%
- XOM EXXON MOBIL CORP 3.6%
- CHV CHEVRONTEXACO CORP 2.9%
- + 217 more
Biotech picker with seventy-four percent alpha.
- ABVX ABIVAX SA 9.5%
- PTGX PROTAGONIST THERAPEUTICS INC 6.2%
- ROIV ROIVANT SCIENCES LTD 5.4%
- + 290 more
Growth tech.
- GOOGL ALPHABET INC 13.4%
- NVDA NVIDIA CORPORATION 9.2%
- AMZN AMAZON COM INC 9.1%
- + 51 more