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NFLX

NETFLIX INC

IBM

INTERNATIONAL BUSINESS MACHS

DIS

DISNEY WALT CO

INTC

INTEL CORP

AXP

AMERICAN EXPRESS CO

Hedge Fund Portfolios

Carl Icahn

ICAHN CARL C

John Paulson

PAULSON & CO INC

Ray Dalio

BRIDGEWATER ASSOCIATES LP

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Patrick Degorce THELEME PARTNERS LLP	$2.34B	39.17
Mitchell Green LEAD EDGE CAPITAL MANAGEMENT LLC	$722.24M	31.23
Michael Stark CROSSLINK CAPITAL INC	$2.17B	28.37
Ryan Schedler CONDIRE MANAGEMENT LP	$1.11B	21.85
Brennan Diaz FERNBRIDGE CAPITAL MANAGEMENT LP	$1.65B	20.75

* As of 2026-09-11 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Jeffrey Jay GREAT POINT PARTNERS LLC	RACC	2026-09-11 16:00:32
Mario Gabelli GAMCO INVESTORS INC ET AL	GGT	2026-09-10 16:04:32
Eduardo Marques PERTENTO PARTNERS LLP	SNDA	2026-09-10 08:26:44
Cynthia Paul LYNROCK LAKE LP	RDCM	2026-09-09 19:40:24
Israel Englander MILLENNIUM MANAGEMENT LLC	FHN	2026-09-09 17:26:16

Hedge Fund Winning Stocks

AYX

17Q2

17Q3

17Q4

18Q1

18Q2

18Q3

18Q4

19Q1

New

Incr

Nochg

Dec

Shares held by Colin Moran

Stock Price

$14.80

$85.67

$38.42

$62.05

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