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
BAKER BROS. ADVISORS LP
BiotechnologyDrug Manufacturers - Specialty & GenericDiagnostics & Research
+8.30%
2
Sanders Capital, LLC
SemiconductorsComputer HardwareInternet Content & Information
+7.94%
3
CIBC WORLD MARKET INC.
Banks - DiversifiedN/AOil & Gas Midstream
+6.63%
4
Point72 Asset Management, L.P.
SemiconductorsBiotechnologySoftware - Infrastructure
+5.79%
5
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
N/ABanks - DiversifiedSemiconductors
+5.38%
6
TORONTO DOMINION BANK
Banks - DiversifiedSemiconductorsSoftware - Infrastructure
+5.02%
7
GQG Partners LLC
TobaccoInsurance - Property & CasualtyUtilities - Regulated Electric
+4.97%
8
BROOKFIELD Corp /ON/
ConglomeratesAsset ManagementOil & Gas Midstream
+4.81%
9
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Software - InfrastructureSoftware - ApplicationInternet Retail
+4.79%
10
FMR LLC
SemiconductorsSoftware - InfrastructureN/A
+4.48%
11
TD ASSET MANAGEMENT INC
Banks - DiversifiedSemiconductorsSoftware - Infrastructure
+4.47%
12
NATIONAL BANK OF CANADA /FI/
Banks - DiversifiedSemiconductorsSoftware - Infrastructure
+4.41%
13
BANK OF NOVA SCOTIA
Banks - DiversifiedSemiconductorsN/A
+4.39%
14
DIMENSIONAL FUND ADVISORS LP
SemiconductorsBanks - RegionalSoftware - Infrastructure
+4.19%
15
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Drug Manufacturers - GeneralFarm & Heavy Construction MachinerySpecialty Industrial Machinery
+4.19%
16
BANK OF MONTREAL /CAN/
Banks - DiversifiedN/ASemiconductors
+4.05%
17
JANE STREET GROUP, LLC
N/ASemiconductorsSoftware - Infrastructure
+3.88%
18
ADAGE CAPITAL PARTNERS GP, L.L.C.
SemiconductorsSoftware - InfrastructureBiotechnology
+3.84%
19
CITIGROUP INC
N/ASemiconductorsSoftware - Infrastructure
+3.66%
20
AMERIPRISE FINANCIAL INC
N/ASemiconductorsSoftware - Infrastructure
+3.61%

Large

1
Pentwater Capital Management LP
Electronic Gaming & MultimediaRental & Leasing ServicesSoftware - Infrastructure
+36.63%
2
NVIDIA CORP
SemiconductorsSoftware - InfrastructureCommunication Equipment
+30.82%
3
Mubadala Investment Co PJSC
SemiconductorsN/AAsset Management
+29.28%
4
Silver Lake Group, L.L.C.
Computer HardwareSoftware - ApplicationSpecialty Business Services
+25.57%
5
Polar Capital Holdings Plc
SemiconductorsBiotechnologySoftware - Infrastructure
+16.70%
6
LMR Partners LLP
N/ASemiconductorsShell Companies
+11.59%
7
SOFTBANK GROUP CORP.
Telecom ServicesSemiconductorsSpecialty Industrial Machinery
+11.40%
8
Magnetar Financial LLC
Software - InfrastructureShell CompaniesN/A
+10.94%
9
Avoro Capital Advisors LLC
BiotechnologyDrug Manufacturers - Specialty & GenericN/A
+10.44%
10
Blackstone Inc.
Oil & Gas MidstreamAsset ManagementUtilities - Regulated Electric
+9.27%
11
EARNEST PARTNERS LLC
Banks - RegionalAerospace & DefenseSoftware - Infrastructure
+8.41%
12
CENTERSQUARE INVESTMENT MANAGEMENT LLC
REIT - Healthcare FacilitiesREIT - IndustrialREIT - Retail
+8.24%
13
APG Asset Management US Inc.
REIT - IndustrialREIT - SpecialtyREIT - Residential
+7.49%
14
Rafferty Asset Management, LLC
SemiconductorsN/ASemiconductor Equipment & Materials
+7.22%
15
ICAHN CARL C
Oil & Gas Refining & MarketingN/AUtilities - Regulated Gas
+7.16%
16
Exor N.V.
Auto ManufacturersSoftware - ApplicationInformation Technology Services
+6.87%
17
GATES FOUNDATION TRUST
Waste ManagementFarm & Heavy Construction MachineryRailroads
+6.80%
18
Elliott Investment Management L.P.
Other Precious Metals & MiningOil & Gas Refining & MarketingAirlines
+5.74%
19
Connor, Clark & Lunn Investment Management Ltd.
Banks - DiversifiedGoldSoftware - Application
+5.54%
20
BARROW HANLEY MEWHINNEY & STRAUSS LLC
Utilities - Regulated ElectricSemiconductorsBanks - Diversified
+5.48%

Mid

1
Liberty 77 Capital L.P.
N/AAerospace & Defense
+94.66%
2
SRS Investment Management, LLC
Rental & Leasing ServicesEntertainmentSemiconductors
+74.18%
3
MHR FUND MANAGEMENT LLC
Communication EquipmentN/ABiotechnology
+45.42%
4
Commodore Capital LP
BiotechnologyDrug Manufacturers - Specialty & GenericMedical Devices
+44.85%
5
CloudAlpha Capital Management Limited/Hong Kong
Auto ManufacturersSemiconductor Equipment & MaterialsSemiconductors
+42.53%
6
Trivest Advisors Ltd
SemiconductorsComputer HardwareSoftware - Infrastructure
+38.92%
7
Situational Awareness LP
Electrical Equipment & PartsSoftware - InfrastructureCapital Markets
+37.17%
8
Analog Century Management LP
SemiconductorsCommunication EquipmentSemiconductor Equipment & Materials
+36.86%
9
WT Asset Management Ltd
SemiconductorsCommunication EquipmentInternet Content & Information
+36.41%
10
FengHe Fund Management Pte. Ltd.
SemiconductorsCommunication EquipmentSoftware - Application
+33.95%
11
Value Aligned Research Advisors, LLC
Electrical Equipment & PartsSoftware - InfrastructureCommunication Equipment
+33.71%
12
Knighthead Capital Management, LLC
Rental & Leasing ServicesTelecom ServicesCommunication Equipment
+31.88%
13
Glencore plc
Aluminum
+30.84%
14
FJ Investments, LLC
Oil & Gas Refining & MarketingInternet Retail
+30.71%
15
Vivo Capital, LLC
BiotechnologyDiagnostics & ResearchMedical Devices
+30.59%
16
Evergreen Quality Fund GP, Ltd.
Financial Data & Stock ExchangesSemiconductorsGold
+29.61%
17
VR Adviser, LLC
Biotechnology
+29.34%
18
+28.63%
19
FOLKETRYGDFONDET
Oil & Gas IntegratedDrug Manufacturers - GeneralOil & Gas Midstream
+27.50%
20
Madison Avenue Partners, LP
Computer HardwareEducation & Training ServicesBiotechnology
+26.28%

Small

1
BRC Group Holdings, Inc.
Specialty Industrial MachineryElectronic Gaming & MultimediaInformation Technology Services
+103.07%
2
Oxbow Capital Management (HK) Ltd
Computer HardwareSemiconductorsAluminum
+65.37%
+62.05%
5
Avidity Partners Management LP
BiotechnologyMedical DevicesDiagnostics & Research
+49.25%
+46.34%
7
AIGH Capital Management LLC
BiotechnologyComputer HardwareDiagnostics & Research
+45.48%
8
BML Capital Management, LLC
BiotechnologyDiagnostics & ResearchAuto & Truck Dealerships
+43.99%
9
Clutterbuck Capital Management LLC
Software - InfrastructureBiotechnologyReal Estate Services
+43.44%
10
OAK HILL ADVISORS LP
Oil & Gas Equipment & ServicesDrug Manufacturers - Specialty & GenericAsset Management
+42.23%
11
Anatole Investment Management Ltd
Communication EquipmentInternet RetailSoftware - Application
+41.87%
12
Central Asset Investments & Management Holdings (HK) Ltd
SemiconductorsComputer HardwareCapital Markets
+39.67%
13
Hel Ved Capital Management Ltd
Engineering & ConstructionCommunication EquipmentSemiconductor Equipment & Materials
+38.57%
14
SALT Holding Corp.
Auto ManufacturersDrug Manufacturers - GeneralCommunication Equipment
+38.38%
15
Talos Eurisko Asset Management LP
SemiconductorsSemiconductor Equipment & MaterialsComputer Hardware
+37.66%
16
Graticule Asia Macro Advisors LLC
Electrical Equipment & PartsSemiconductors
+37.58%
+37.26%
18
Amanah Holdings Trust
Computer HardwareCommunication EquipmentDrug Manufacturers - General
+36.14%
19
JOHNSON & JOHNSON
BiotechnologyMedical Devices
+35.90%
20
M37 Management LP
SemiconductorsSoftware - InfrastructureCommunication Equipment
+35.44%

Emerging

1
Vantage Consulting Group Inc
Specialty Industrial MachineryBiotechnology
+96.49%
2
SYCAMORE PARTNERS MANAGEMENT, L.P.
Apparel RetailFootwear & Accessories
+78.19%
+60.00%
+58.10%
5
Valliance Asset Management Ltd
SemiconductorsComputer HardwareSoftware - Infrastructure
+56.46%
6
Andar Capital Management HK Ltd
SemiconductorsSemiconductor Equipment & MaterialsElectronic Components
+40.56%
7
PICKERING ENERGY PARTNERS LP
Oil & Gas IntegratedOil & Gas E&POil & Gas Drilling
+35.51%
8
Keyframe Capital Partners, L.P.
Oil & Gas Equipment & Services
+33.87%
9
1888 Investments, LLC
Capital MarketsBiotechnology
+32.81%
10
Valor Management LLC
Medical DevicesBiotechnologyDrug Manufacturers - Specialty & Generic
+32.79%
11
CPMG Inc
Aerospace & Defense
+27.80%
12
JAT Capital Mgmt LP
Software - InfrastructureElectrical Equipment & PartsEntertainment
+26.68%
13
Global IMC LLC
GoldCopperOil & Gas Equipment & Services
+26.56%
14
Markin Volterra Fund LP
SemiconductorsN/ASoftware - Infrastructure
+26.25%
15
AREX Capital Management, LP
Medical Care FacilitiesLeisureInternet Content & Information
+26.25%
16
Raine Capital LLC
Internet Content & Information
+25.98%
17
Kore Advisors LP
Security & Protection ServicesOil & Gas IntegratedOil & Gas E&P
+25.38%
18
Silver Rock Financial LP
Telecom ServicesMedical Care FacilitiesN/A
+25.33%
19
York GP, Ltd.
Oil & Gas E&PN/A
+25.13%
20
KVP Capital Advisors, LP
BiotechnologyDrug Manufacturers - Specialty & Generic
+23.81%