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
+27.19%
+14.13%
3
BERKSHIRE HATHAWAY INC
Consumer ElectronicsCredit ServicesOil & Gas Integrated
+11.65%
4
BNP Paribas Asset Management Holding S.A.
SemiconductorsSoftware - InfrastructureInternet Content & Information
+5.73%
5
Boston Partners
Capital MarketsOil & Gas E&PUtilities - Regulated Electric
+5.34%
6
BALYASNY ASSET MANAGEMENT L.P.
BiotechnologySemiconductorsInternet Retail
+5.24%
7
TORONTO DOMINION BANK
Banks - DiversifiedSemiconductorsN/A
+4.88%
8
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
SemiconductorsSoftware - InfrastructureConsumer Electronics
+4.58%
10
HARRIS ASSOCIATES L P
Software - ApplicationCredit ServicesFinancial Data & Stock Exchanges
+4.15%
11
Qube Research & Technologies Ltd
Banks - RegionalBanks - DiversifiedSoftware - Infrastructure
+4.03%
12
Point72 Asset Management, L.P.
SemiconductorsBiotechnologySemiconductor Equipment & Materials
+4.01%
13
BNP PARIBAS FINANCIAL MARKETS
N/ASemiconductorsSoftware - Infrastructure
+3.96%
14
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
SemiconductorsConsumer ElectronicsBanks - Diversified
+3.65%
15
GQG Partners LLC
TobaccoOil & Gas IntegratedInsurance - Property & Casualty
+3.62%
16
CIBC WORLD MARKET INC.
Banks - DiversifiedN/AOil & Gas Midstream
+3.60%
17
AQR CAPITAL MANAGEMENT LLC
Software - InfrastructureSemiconductorsSoftware - Application
+3.60%
18
Fisher Asset Management, LLC
N/ASemiconductorsBanks - Diversified
+3.18%
19
Artisan Partners Limited Partnership
Internet Content & InformationBanks - DiversifiedBiotechnology
+3.12%
20
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
SemiconductorsBanks - RegionalSoftware - Infrastructure
+3.11%

Large

1
Silver Lake Group, L.L.C.
Computer HardwareSpecialty Business ServicesSoftware - Infrastructure
+77.34%
2
FARALLON CAPITAL MANAGEMENT LLC
BiotechnologySoftware - InfrastructureDiagnostics & Research
+15.40%
3
NVIDIA CORP
SemiconductorsSoftware - InfrastructureCommunication Equipment
+15.31%
4
Alberta Investment Management Corp
N/ABanks - DiversifiedShell Companies
+14.13%
5
RTW INVESTMENTS, LP
BiotechnologyDiagnostics & ResearchMedical Devices
+10.00%
6
SOFTBANK GROUP CORP.
SemiconductorsTelecom ServicesSpecialty Industrial Machinery
+9.41%
7
H&H International Investment, LLC
Consumer ElectronicsSemiconductorsInternet Retail
+9.13%
+8.91%
9
TCI Fund Management Ltd
Financial Data & Stock ExchangesCredit ServicesEngineering & Construction
+8.42%
10
LOEWS CORP
Insurance - Property & CasualtyBuilding Products & EquipmentPackaged Foods
+7.98%
11
PZENA INVESTMENT MANAGEMENT LLC
Auto PartsHealthcare PlansBanks - Diversified
+7.83%
12
Employees Provident Fund Board
Software - InfrastructureSemiconductorsSoftware - Application
+7.34%
13
Fundsmith LLP
Diagnostics & ResearchSoftware - InfrastructureHousehold & Personal Products
+7.26%
14
Avoro Capital Advisors LLC
BiotechnologyDrug Manufacturers - Specialty & Generic
+7.23%
15
GATES FOUNDATION TRUST
Waste ManagementFarm & Heavy Construction MachineryRailroads
+7.12%
16
JACOBS LEVY EQUITY MANAGEMENT, INC
SemiconductorsSoftware - InfrastructureSoftware - Application
+6.67%
17
Woodline Partners LP
BiotechnologySemiconductorsSoftware - Infrastructure
+6.61%
18
Elliott Investment Management L.P.
AirlinesOther Precious Metals & MiningOil & Gas Refining & Marketing
+6.61%
19
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
Software - ApplicationBanks - RegionalHealthcare Plans
+6.50%
20
Freestone Grove Partners LP
Software - ApplicationN/ABanks - Regional
+6.26%

Mid

1
Owl Creek Asset Management, L.P.
Telecom ServicesUtilities - Regulated ElectricAirlines
+97.90%
2
AMERICAN EXPRESS CO
Travel Services
+54.77%
3
Optimus Prime Fund Management Co., Ltd.
Software - ApplicationSoftware - InfrastructureInternet Retail
+49.14%
4
NAYA CAPITAL MANAGEMENT UK LTD
Healthcare PlansAerospace & Defense
+45.42%
5
TPG GP A, LLC
Medical Care FacilitiesInsurance - LifeLeisure
+37.47%
6
THOMA BRAVO, L.P.
Software - InfrastructureInformation Technology ServicesSoftware - Application
+33.39%
7
Insight Holdings Group, LLC
Health Information ServicesEducation & Training ServicesSemiconductors
+33.29%
8
a16z Capital Management, L.L.C.
Software - ApplicationBiotechnologyInternet Content & Information
+31.73%
9
BRAIDWELL LP
BiotechnologyDiagnostics & ResearchMedical Devices
+29.36%
10
Casdin Capital, LLC
BiotechnologyDiagnostics & ResearchMedical Instruments & Supplies
+28.04%
11
Leonard Green & Partners, L.P.
Auto & Truck DealershipsLeisureInformation Technology Services
+27.44%
12
Caligan Partners LP
BiotechnologyDrug Manufacturers - Specialty & Generic
+25.75%
13
Aequim Alternative Investments LP
N/AInternet RetailSoftware - Application
+25.13%
14
Prescott General Partners LLC
Credit ServicesSpecialty Business ServicesInternet Retail
+22.78%
15
Kohlberg Kravis Roberts & Co. L.P.
Health Information ServicesMedical DistributionBiotechnology
+22.08%
16
First Light Asset Management, LLC
BiotechnologyMedical DevicesDiagnostics & Research
+21.49%
17
ARISTEIA CAPITAL, L.L.C.
N/AShell CompaniesOil & Gas E&P
+21.43%
18
Michael & Susan Dell Foundation
N/AComputer HardwareElectrical Equipment & Parts
+21.30%
19
Evergreen Quality Fund GP, Ltd.
SemiconductorsFinancial Data & Stock ExchangesN/A
+20.86%
20
Atairos Group, Inc.
Staffing & Employment ServicesLeisureInformation Technology Services
+20.79%

Small

1
Electric Capital Partners, LLC
N/AEntertainmentCredit Services
+102.15%
+87.00%
3
NVP Associates, LLC
BiotechnologyHealth Information Services
+67.98%
4
Blue Water Life Science Advisors, LP
Diagnostics & ResearchHealth Information ServicesBiotechnology
+63.69%
5
FINDELL CAPITAL MANAGEMENT LLC
BiotechnologyMedical DevicesGambling
+58.12%
6
Meritech Capital Associates V L.L.C.
Software - ApplicationElectronic Gaming & Multimedia
+53.24%
7
Vitruvian Partners LLP
Health Information ServicesSoftware - InfrastructureAuto & Truck Dealerships
+51.03%
8
Merck & Co., Inc.
BiotechnologyDiagnostics & Research
+50.61%
9
Kite Lake Capital Management (UK) LLP
SemiconductorsCommunication EquipmentResorts & Casinos
+49.24%
10
Central Asset Investments & Management Holdings (HK) Ltd
Computer HardwareSemiconductorsOil & Gas Midstream
+42.51%
11
Buckley Capital Advisors, LLC
BiotechnologyMedical Care FacilitiesGambling
+40.63%
12
Redpoint Management, LLC
Software - Infrastructure
+40.01%
13
HIGHLAND PEAK CAPITAL, LLC
SemiconductorsSpecialty ChemicalsAuto Parts
+37.98%
14
Step Capital Management Pte. Ltd.
SemiconductorsBiotechnologyInternet Content & Information
+37.74%
15
PKO BP BANKOWY Universal Pension Society JSC
SemiconductorsSoftware - ApplicationComputer Hardware
+37.59%
16
CYPRESS POINT INVESTMENT MANAGEMENT LP
Software - ApplicationSoftware - InfrastructureEducation & Training Services
+36.91%
17
ADAMS STREET PARTNERS LLC
Diagnostics & ResearchSoftware - ApplicationBiotechnology
+36.90%
18
EMORY UNIVERSITY
Oil & Gas Equipment & ServicesN/ASemiconductors
+36.62%
19
MISHPACHA HOLDINGS CORP
SemiconductorsN/A
+36.43%
20
Rubicon Founders LLC
Health Information ServicesMedical Care Facilities
+35.65%

Emerging

1
Cannae Holdings, Inc.
Software - ApplicationSpecialty Business Services
+2129.47%
3
Civilization Ventures Management, LLC
Health Information Services
+67.61%
4
Revelation Capital Management, LLC
Health Information ServicesBiotechnology
+63.25%
5
Institutional Venture Management XV, LLC
Software - InfrastructureApparel RetailStaffing & Employment Services
+50.21%
6
Benefit Street Partners LLC
N/ACommunication EquipmentElectrical Equipment & Parts
+48.85%
7
Hestia Capital Management, LLC
Integrated Freight & LogisticsDepartment StoresPackaged Foods
+42.26%
8
Lykos Global Management, LP
Software - Infrastructure
+38.86%
9
P.A.W. CAPITAL CORP
Software - InfrastructureSoftware - ApplicationSemiconductor Equipment & Materials
+37.21%
+37.07%
11
ION Crossover Partners Ltd
Software - ApplicationInternet Content & InformationN/A
+36.83%
12
Daventry Group, LP
Software - ApplicationSoftware - InfrastructureCommunication Equipment
+36.15%
13
T3 Companies, LLC
Medical Instruments & SuppliesSemiconductorsBiotechnology
+34.62%
14
CARNEGIE MELLON UNIVERSITY
Software - ApplicationREIT - Hotel & MotelMedical Instruments & Supplies
+33.17%
15
Sassicaia Capital Advisers LLC
SemiconductorsN/AComputer Hardware
+30.66%
16
Centerbridge Partners, L.P.
REIT - Hotel & MotelN/A
+29.54%
17
SAPPHIRE VENTURES, L.L.C.
Software - InfrastructureSoftware - Application
+28.15%
18
Madryn Asset Management, LP
Diagnostics & ResearchHealth Information Services
+26.90%
19
Windward Management LP
Communication EquipmentInternet Content & InformationConsumer Electronics
+26.71%
+26.29%