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BOXER 13-F Top Buys $KYMR $REPL $ITOS $URGN $QURE Top Sells $NUVL $RNA $ANAB $XENE $APLS Top Holdings $TNGX $RVMD $REPL $MRUS $KYMR -
DEEP TRACK 13-F Top Buys $INSM $AXSM $IONS $PCVX $GPCR Top Sells $ITCI $BBIO $SRPT $AMGN $EWTX Top Holdings $GH $IONS $PTGX $DVAX $INSM -
WHALE ROCK 13-F Top Buys $NFLX $NVDA $SE $AVGO $CPNG Top Sells $GOOGL $OKTA $AMZN $APP $MSFT Top Holdings $CLS $NVDA $META $AVGO $APP -
Bill Ackman's Pershing Square Capital Management has updated its portfolio with notable changes in the second quarter of 2025. The firm increased its stake in Alphabet Inc. (GOOGL) by 21% and initiated a new position in Amazon.com Inc. (AMZN) valued at approximately $1.28 billion, making Amazon the firm's fourth-largest holding. Additionally, Pershing Square added shares in Hertz Global Holdings (HTZ), Hilton Worldwide Holdings (HLT), and Barnes & Noble (BN), while exiting its position in Cheniere Energy (CP). Both Alphabet and Amazon currently hold a Strong Buy rating. Other prominent investment firms also disclosed portfolio moves for Q2 2025, including Stanley Druckenmiller, who sold his entire Amazon position, and various funds such as Duquesne Family, OrbiMed, Baupost, Cormorant, Ecor1, Whale Rock, Deep Track, and Boxer, which reported their top buys, sells, and holdings across a range of sectors.
