Roberto Mignone
Bridger Management · SEC CIK 1166309
Long/short, quality growth.
Q1 2026
Latest 13F
$127.97M
Filed US book
24
Positions
Largest holdings, as filed
Top 15 of 24 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| MORGAN STANLEY | MS | $18.48M | 14.4% |
| AMAZON COM INC | AMZN | $13.07M | 10.2% |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | $11.07M | 8.7% |
| FLUTTER ENTMT PLC | $9.42M | 7.4% | |
| DEXCOM INC | DXCM | $6.40M | 5.0% |
| ALCON AG | $6.35M | 5.0% | |
| NIKE INC | NKE | $6.34M | 5.0% |
| ALPHABET INC | GOOGL | $5.32M | 4.2% |
| VISA INC | V | $5.20M | 4.1% |
| CHURCHILL DOWNS INC | CHDN | $5.14M | 4.0% |
| ARTIVION INC | AORT | $4.86M | 3.8% |
| MICROSOFT CORP | MSFT | $4.55M | 3.6% |
| MARTIN MARIETTA MATLS INC | MLM | $4.50M | 3.5% |
| ELI LILLY & CO | LLY | $4.36M | 3.4% |
| UBER TECHNOLOGIES INC | UBER | $4.20M | 3.3% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.