Institution P&L Ranking

Estimated portfolio P&L ranking by institution size, based on reported 13F stock holdings. Due to the inherent delay in 13F filings and various factors that may affect accuracy β€” such as stock split adjustments β€” this ranking is a best-effort estimate and may contain inaccuracies.

Mega

1
LILLY ENDOWMENT INC
Drug Manufacturers - General
+31.57%
+16.18%
3
BERKSHIRE HATHAWAY INC
Consumer ElectronicsCredit ServicesOil & Gas Integrated
+11.98%
4
PNC FINANCIAL SERVICES GROUP, INC.
N/ADrug Manufacturers - GeneralConsumer Electronics
+8.27%
5
BALYASNY ASSET MANAGEMENT L.P.
BiotechnologySemiconductorsInternet Retail
+6.21%
6
Boston Partners
Capital MarketsOil & Gas E&PUtilities - Regulated Electric
+5.85%
7
BNP Paribas Asset Management Holding S.A.
SemiconductorsSoftware - InfrastructureInternet Content & Information
+5.72%
8
Qube Research & Technologies Ltd
Banks - RegionalBanks - DiversifiedSoftware - Infrastructure
+5.70%
9
BNP PARIBAS FINANCIAL MARKETS
N/ASemiconductorsSoftware - Infrastructure
+5.44%
11
TORONTO DOMINION BANK
Banks - DiversifiedSemiconductorsN/A
+5.13%
12
HARRIS ASSOCIATES L P
Software - ApplicationCredit ServicesFinancial Data & Stock Exchanges
+4.92%
13
Point72 Asset Management, L.P.
SemiconductorsBiotechnologySemiconductor Equipment & Materials
+4.81%
14
TWO SIGMA INVESTMENTS, LP
N/ABiotechnologySoftware - Application
+4.54%
15
Fisher Asset Management, LLC
N/ASemiconductorsBanks - Diversified
+4.47%
16
AQR CAPITAL MANAGEMENT LLC
Software - InfrastructureSemiconductorsSoftware - Application
+4.46%
17
DODGE & COX
Capital MarketsBuilding Products & EquipmentHealthcare Plans
+3.95%
18
CIBC WORLD MARKET INC.
Banks - DiversifiedN/AOil & Gas Midstream
+3.87%
19
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
SemiconductorsSoftware - InfrastructureConsumer Electronics
+3.84%
20
GQG Partners LLC
TobaccoOil & Gas IntegratedInsurance - Property & Casualty
+3.75%

Large

1
Silver Lake Group, L.L.C.
Computer HardwareSpecialty Business ServicesSoftware - Infrastructure
+81.19%
2
Alberta Investment Management Corp
N/ABanks - DiversifiedShell Companies
+20.15%
3
FARALLON CAPITAL MANAGEMENT LLC
BiotechnologySoftware - InfrastructureDiagnostics & Research
+17.51%
4
NVIDIA CORP
SemiconductorsSoftware - InfrastructureInternet Content & Information
+13.28%
5
RTW INVESTMENTS, LP
BiotechnologyDiagnostics & ResearchMedical Devices
+12.48%
6
Elliott Investment Management L.P.
AirlinesOther Precious Metals & MiningOil & Gas Refining & Marketing
+11.79%
7
Carlyle Group Inc.
Aerospace & DefenseBiotechnologyInformation Technology Services
+11.68%
8
Avoro Capital Advisors LLC
BiotechnologyDrug Manufacturers - Specialty & Generic
+10.02%
9
BAKER BROS. ADVISORS LP
BiotechnologyDiagnostics & ResearchDrug Manufacturers - Specialty & Generic
+8.93%
10
PZENA INVESTMENT MANAGEMENT LLC
Auto PartsHealthcare PlansBanks - Diversified
+8.81%
11
H&H International Investment, LLC
Consumer ElectronicsSemiconductorsInternet Retail
+8.73%
12
Clear Street Group Inc.
SemiconductorsSoftware - InfrastructureInternet Content & Information
+8.61%
+7.82%
14
WCM INVESTMENT MANAGEMENT, LLC
Internet RetailSemiconductorsSoftware - Application
+7.66%
15
RA CAPITAL MANAGEMENT, L.P.
BiotechnologyDrug Manufacturers - Specialty & GenericDiagnostics & Research
+7.43%
16
Fundsmith LLP
Diagnostics & ResearchSoftware - InfrastructureHousehold & Personal Products
+7.39%
17
LOEWS CORP
Insurance - Property & CasualtyBuilding Products & EquipmentPackaged Foods
+7.20%
18
Woodline Partners LP
BiotechnologySemiconductorsSoftware - Infrastructure
+7.17%
19
ARIEL INVESTMENTS, LLC
LeisureEntertainmentAsset Management
+6.99%
20
AGF MANAGEMENT LTD
N/ASemiconductorsBanks - Diversified
+6.94%

Mid

1
Owl Creek Asset Management, L.P.
Telecom ServicesUtilities - Regulated ElectricAirlines
+97.07%
2
AMERICAN EXPRESS CO
Travel Services
+64.22%
3
NAYA CAPITAL MANAGEMENT UK LTD
Healthcare PlansAerospace & Defense
+42.28%
4
Optimus Prime Fund Management Co., Ltd.
Software - ApplicationSoftware - InfrastructureInternet Retail
+38.70%
5
Casdin Capital, LLC
BiotechnologyDiagnostics & ResearchMedical Instruments & Supplies
+36.42%
6
Caligan Partners LP
BiotechnologyDrug Manufacturers - Specialty & Generic
+35.29%
7
TPG GP A, LLC
Medical Care FacilitiesInsurance - LifeLeisure
+34.72%
8
Leonard Green & Partners, L.P.
Auto & Truck DealershipsLeisureInformation Technology Services
+30.01%
9
Aequim Alternative Investments LP
N/AInternet RetailSoftware - Application
+29.68%
10
BRAIDWELL LP
BiotechnologyDiagnostics & ResearchMedical Devices
+29.62%
11
Atairos Group, Inc.
Staffing & Employment ServicesLeisureInformation Technology Services
+28.62%
12
Insight Holdings Group, LLC
Health Information ServicesEducation & Training ServicesSemiconductors
+28.13%
13
Hill Path Capital LP
LeisureResorts & CasinosEntertainment
+27.27%
14
a16z Capital Management, L.L.C.
Software - ApplicationBiotechnologyInternet Content & Information
+25.99%
15
EcoR1 Capital, LLC
BiotechnologyDrug Manufacturers - Specialty & GenericN/A
+25.50%
16
Trivest Advisors Ltd
SemiconductorsSemiconductor Equipment & MaterialsComputer Hardware
+25.08%
17
+24.80%
+23.96%
19
Michael & Susan Dell Foundation
N/AComputer HardwareElectrical Equipment & Parts
+23.60%
20
Index Venture Associates VI Ltd
Software - ApplicationCapital Markets
+23.11%

Small

1
Electric Capital Partners, LLC
N/AEntertainmentCredit Services
+110.90%
+104.69%
3
NVP Associates, LLC
BiotechnologyHealth Information Services
+72.27%
4
FINDELL CAPITAL MANAGEMENT LLC
BiotechnologyMedical DevicesGambling
+70.50%
5
Blue Water Life Science Advisors, LP
Diagnostics & ResearchHealth Information ServicesBiotechnology
+67.82%
6
DELTA AIR LINES, INC.
Airports & Air Services
+51.49%
7
Central Asset Investments & Management Holdings (HK) Ltd
Computer HardwareSemiconductorsOil & Gas Midstream
+50.91%
8
Kite Lake Capital Management (UK) LLP
SemiconductorsCommunication EquipmentResorts & Casinos
+49.53%
9
Meritech Capital Associates V L.L.C.
Software - ApplicationElectronic Gaming & Multimedia
+48.56%
10
Wildcat Capital Management, LLC
AirlinesBiotechnology
+46.96%
11
Vitruvian Partners LLP
Health Information ServicesSoftware - InfrastructureAuto & Truck Dealerships
+42.40%
12
MISHPACHA HOLDINGS CORP
SemiconductorsN/A
+41.02%
13
Merck & Co., Inc.
BiotechnologyDiagnostics & Research
+40.90%
14
Oxbow Capital Management (HK) Ltd
Computer HardwareAluminumSemiconductor Equipment & Materials
+40.59%
15
PKO BP BANKOWY Universal Pension Society JSC
SemiconductorsSoftware - ApplicationComputer Hardware
+40.04%
16
Step Capital Management Pte. Ltd.
SemiconductorsBiotechnologyInternet Content & Information
+38.46%
17
Monarch Alternative Capital LP
Communication EquipmentTravel ServicesFurnishings, Fixtures & Appliances
+38.33%
18
Q Fund Management (Hong Kong) Ltd
SemiconductorsAuto ManufacturersCapital Markets
+38.20%
19
Opaleye Management Inc.
BiotechnologyDrug Manufacturers - Specialty & GenericMedical Devices
+36.98%
20
Anchorage Capital Advisors, L.P.
Utilities - RenewableN/ATravel Services
+35.70%

Emerging

1
Cannae Holdings, Inc.
Software - ApplicationSpecialty Business Services
+1305.84%
3
Civilization Ventures Management, LLC
Health Information Services
+52.41%
4
Revelation Capital Management, LLC
Health Information ServicesBiotechnology
+50.21%
5
Lykos Global Management, LP
Software - Infrastructure
+49.86%
6
Benefit Street Partners LLC
N/ACommunication EquipmentElectrical Equipment & Parts
+49.81%
7
Institutional Venture Management XV, LLC
Software - InfrastructureApparel RetailStaffing & Employment Services
+42.23%
8
T3 Companies, LLC
Medical Instruments & SuppliesSemiconductorsBiotechnology
+42.11%
9
ION Crossover Partners Ltd
Software - ApplicationInternet Content & InformationN/A
+40.11%
+38.55%
11
Sassicaia Capital Advisers LLC
SemiconductorsN/AComputer Hardware
+37.87%
12
Windward Management LP
Communication EquipmentInternet Content & InformationConsumer Electronics
+32.19%
13
P.A.W. CAPITAL CORP
Software - InfrastructureSoftware - ApplicationSemiconductor Equipment & Materials
+30.07%
14
Daventry Group, LP
Software - ApplicationSoftware - InfrastructureCommunication Equipment
+29.85%
15
Centerbridge Partners, L.P.
REIT - Hotel & MotelN/A
+28.51%
16
VISTA EQUITY PARTNERS MANAGEMENT, LLC
Software - Infrastructure
+26.87%
17
PURA VIDA INVESTMENTS, LLC
Medical DevicesDiagnostics & ResearchBiotechnology
+24.10%
18
Viola Ventures V.C. Management 4 Ltd.
Software - Infrastructure
+24.06%
19
Multicoin Capital Management, LLC
Capital MarketsFootwear & Accessories
+23.34%
+23.06%