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It’s that time of year again – OWL’s curated list of new 13F filers is here! At OWL, we try to make it as easy as possible to identify interesting new managers, which is why we’re excited to share that “New 13F Filers” is now an automated feed our users can access anytime on the platform.
The feed is available as a “Saved Search” using OWL’s powerful new manager search functionality. Our users can also create their own version of the search and the output based on 70+ unique filters.
From this year’s batch of just under 700 first-time 13F filers, we highlight 33 below with active equity portfolios and high-profile pedigrees. Most are recent launches, while a few are established managers who recently crossed the AUM threshold for 13F reporting. The list spans 20 cities and includes several notable hedge fund spinouts, pod spinouts, and sector funds (including six focused on Biotech).
New 13F Filers
- Location: London
- Founded: 2024
- Key Person: Gilberto Marcheggiano
- Regulatory AUM: $1.4B
- Top Holdings: IVV, MSFT, BA
- Note: ex-Citadel; global macro
- Location: Hong Kong
- Founded: 2019
- Key Person: Wei Zhang
- Regulatory AUM: $228m
- Top Holdings: RVMD, Xylox, PTGX
- Note: Ex-Janchor, Healthcare/biotech; has filed in HK previously
- Location: New York
- Founded: 2024
- Key Person: Ning Jin
- Regulatory AUM: $3B
- Top Holdings: JCI, AMZN, SCHW
- Note: ex-Viking CIO
- Location: Mill Valley, CA
- Founded: 2024
- Key Person: Ben Williams
- Regulatory AUM: $362m
- Top Holdings: BRX, EXR, GLPI
- Note: REITs; ex-Walleye
- Location: New York
- Founded: 2025
- Key Person: Jeff Eisenstein
- Regulatory AUM: $776m
- Top Holdings: BLK, FITB, IRM
- Note: ex-Citadel
- Location: San Francisco
- Founded: 2021
- Key People: Kevin Mak, Jasper Chan
- Regulatory AUM: $155m
- Top Holdings: GME, NKTR, ABVX
- Note: Quant. Kevin Mak is also Director of Real-time Analysis and Investment Lab at Stanford
- Location: Emeryville, CA
- Founded: 2024
- Key Person: Jonathan Forman
- Regulatory AUM: $644m
- Top Holdings: NVS, PFE, ICUI
- Note: Biotech; ex-Citadel, Redmile
- Location: Hong Kong
- Founded: 2024
- Key Person: Ray Bao
- Regulatory AUM: $890m
- Top Holdings: SNPS, VIK, ENTG
- Note: ex-D1 Capital
- Location: Calabasas, CA
- Founded: 2010
- Key Person: Darin Milmeister
- Regulatory AUM: $652m
- Top Holdings: RGLD, ELE, IAG
- Note: Real assets
- Location: Miami
- Founded: 2025
- Key Person: Jonah Lupton
- Regulatory AUM: $168m
- Top Holdings: TMDX, NBIS, IREN
- Note: L/S Equity
- Location: Stamford, CT
- Founded: 2024
- Key Person: Benjamin Mandel
- Regulatory AUM: $146m
- Top Holdings: GOOG, AMZN, MA
- Note: son of Steve Mandel, ex-Egerton, Discovery Capital
- Location: New York
- Founded: 2023
- Key Person: Eric Wolff
- Regulatory AUM: $318m
- Top Holdings: TPK, CMP, TFX
- Note: ex-Hawk Ridge
- Location: New York
- Founded: 2021
- Key Person: Jason Wulf
- Regulatory AUM: $138m
- Top Holdings: TSM, POST, AMZN
- Note: ex-Tower Road, Hoplite
- Location: Chicago
- Founded: 2022
- Key Person: Christopher Olson
- Regulatory AUM: $125m
- Top Holdings: AG, CGAU, PSLV
- Note: Real assets
- Location: Los Angeles
- Founded: 2023
- Key Person: Shaun Mehra
- Regulatory AUM: $101m
- Top Holdings: PRAX, BMRN, XERS
- Note: Biotech; ex-Citadel/Tamridge
- Location: Dallas
- Founded: 2023
- Key Person: Tai-Li Chang
- Regulatory AUM: $81m
- Top Holdings: BOXX, XFOR, SRZN
- Note: Biotech; ex-Highside
- Location: San Francisco
- Founded: 2024
- Key People: Justin Hughes, Rachael Clarke, Andrew Del Medico
- Regulatory AUM: $179m
- Top Holdings: ECPG, SKWD, FLYW
- Note: ex-Phase 2, Philadelphia Financial
- Location: Park City
- Founded: 2023
- Key Person: Kristov Paulus
- Regulatory AUM: $119m
- Top Holdings: NVDA, GOOGL, META
- Note: ex-Whale Rock
- Location: Toronto
- Founded: 2021
- Key Person: Greg Dean
- Regulatory AUM: $194m
- Top Holdings: YETI, GSHD, KNSI
- Note: Small cap; ex-Cambridge
- Location: Stamford, CT
- Founded: 2023
- Key Person: Nick Laster
- Regulatory AUM: $810m
- Top Holdings: MDLN, CRWV, WAY
- Note: ex-Soros
- Location: Tampa
- Founded: 2020
- Key People: Mark Cooper, Jema Cooper
- Regulatory AUM: $764m
- Top Holdings: BTG, FTI, DPZ
- Note: Small caps, international long only & L/S; backed by Maryland State Pension
- Location: Menlo Park
- Founded: 2024
- Key People: Richard Klemm, Hongbo Lu
- Regulatory AUM: $33m
- Top Holdings: TERN, PTGX, VOR
- Note: ex-OrbiMed, Vivo Capital
- Location: Miami
- Founded: 2023
- Key Person: David Hobbs
- Regulatory AUM: $101m
- Top Holdings: HLT, LIN, AZO
- Note: ex-D1 Capital
- Location: New York
- Founded: 2024
- Key Person: Ari Herman
- Regulatory AUM: $156m
- Top Holdings: COHR, JCI, MMM
- Note: ex-Brahman
- Location: Westmont, IL
- Founded: 2023
- Key People: William Blank, Matthew Sesterhenn
- Regulatory AUM: $117m
- Top Holdings: RLMD, GLD, AAPL
- Note: Biotech; ex-Aspire
- Location: New York
- Founded: 2024
- Key People: Alex Rosen, Simon Basseyn
- Regulatory AUM: $293m
- Top Holdings: ERAS, RLAY, LBRX
- Note: ex-Venrock, TCG X, Ghost Tree
- Location: New York
- Founded: 2023
- Key Person: Patrick Yang
- Regulatory AUM: $181m
- Top Holdings: NVDA, MTSI, TDS
- Note: ex-Millenium, ExodusPoint
- Location: New York
- Founded: 2023
- Key Person: Jason Beverage, David Lin
- Regulatory AUM: $710m
- Top Holdings: ITT, WAB, CNI
- Note: Alpha Capture, ex-Two Sigma
- Location: Waltham, MA
- Founded: 2025
- Key Person: Romit Shah
- Regulatory AUM: $110m
- Top Holdings: MU, INTC, TER
- Note: ex-Matrix
- Location: Stamford, CT
- Founded: 2023
- Key Person: Sahul Sharma
- Regulatory AUM: $316m
- Top Holdings: IBN, V, COF
- Note: ex-Point72, DE Shaw
- Location: Boston
- Founded: 2025
- Key Person: Richie Pierce
- Regulatory AUM: $614m
- Top Holdings: TT, AAON, XOM
- Note: ex-Balyasny
- Location: Dallas
- Founded: 2019
- Key Person: Alex Vezendan
- Regulatory AUM: $113m
- Top Holdings: EB, TIPT, RPAY
- Note: Concentrated, micro-cap; ex-Citadel
- Location: Westport, CT
- Founded: 2025
- Key Person: Aaron Diamond
- Regulatory AUM: $1B
- Top Holdings: CVE, GLNG, JBL
- Note: Long/short equity; Millennium spinout
Note – for AUM values, we typically rely on form ADV data, but in some cases we used other sources such as estimated holdings value.
Recent Buys & Sells
- Infleqtion - Maverick initiated a new position in the quantum technologies manufacturer on 2/13.
- TotalEnergies - Elliott increased its short position in the French energy and petroleum company to $1.6 billion on 2/19.
- Sinko Kogyo – Goodhart initiated a new position in the Japanese air conditioner manufacturer and management company on 2/12.
Other News & Events
- Sequoia’s Former India Unit Rocked by a Bitter Split Over Power & Profit Shares
- Equities, Gold Drove Wyoming Retirement System’s 17.8% Return in 2025
- Meet Tekmerion: The classics-obsessed macro investor spinning out of Brevan Howard with $1 billion
- Gavin Baker (Atreides) on Nvidia
- Schonfeld to Start Second Equity Unit With Focus on Asia
- Inside the hedge fund hiring frenzy
- What Ribbit Sees Before Everyone Else
- Millennium Alumni Launch Commodities Hedge Funds Targeting $1.4 Billion
- Millennium Adds $250M to FourSixThree Credit Mandate in Less-Liquid Push
- Nishant Kumar (Bloomberg): Everyone Won in Hedge Fund Land in 2025. Some Just a Lot More.
- Bowdoin Hiring Chief Investment Officer
- WKKF hiring Investment Analyst
- Ford Foundation hiring Investment Analyst
- Roche Venture Fund hiring Investment Director
- Mercer hiring Chief Investment Officer
- Norges Bank hiring Investment Manager
- UC hiring Senior Investment Analyst
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