Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2026Fund LettersBaillie Gifford -Emerging Markets- MercadoLibre Internet RetailInternet & Direct Marketing Retail Bull NASDAQBrazil, Consumer Discretionary, credit cards, e-commerce, Fintech, Free Shipping, Growth Investment, Latin America, Logistics, market share, Payments, platform
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors Bull New York Stock ExchangeAdvanced Node, AI infrastructure, capital expenditure, Chip Manufacturing, Foundry, Monopoly, semiconductors, supply chain, Taiwan, technology hardware
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated GrowthSPOT Spotify Internet Content & InformationInteractive Media & Services Bull New York Stock ExchangeArtificial Intelligence, Audio Streaming, Data Moat, margin expansion, monetization, Music, Personalization, Podcasts, SaaS, Subscription
Jul 21, 2026Fund LettersBaillie Gifford -International Concentrated GrowthMELI MercadoLibre Internet RetailInternet & Direct Marketing Retail Bull NASDAQadvertising, Brazil, credit cards, digital payments, e-commerce, Fintech, growth, Latin America, market share gains, marketplace, Unit economics
Jul 21, 2026Fund LettersBaillie Gifford -Emerging MarketsPETR4.SA Petrobras Oil & Gas IntegratedIntegrated Oil & Gas Bull -Brazil, dividend, Downstream, energy, Government Subsidies, Integrated Oil & Gas, operational excellence, Pre-salt Production, refining, Upstream, working capital
Jul 21, 2026Fund LettersBaillie Gifford -Emerging MarketsB3SA3.SA B3 Financial Data & Stock ExchangesFinancial Exchanges & Data Bull -Brazil, equity market, Financial Exchange, financials, interest rate sensitivity, Market Infrastructure, Monopoly, recurring revenue, trading volumes
Jul 21, 2026Fund LettersBaillie Gifford -Emerging Markets2454.TW MediaTek SemiconductorsSemiconductors Bull Taiwan Stock Exchange2nm Technology, Adas, Advanced Packaging, AI ASIC, Automotive AI, diversification, Edge AI, semiconductors, System-on-Chip, Taiwan, technology hardware, Tensor Processing Unit
Jul 21, 2026Fund LettersBaillie Gifford -Emerging Markets000660.KS SK Hynix SemiconductorsSemiconductors Bull Korea ExchangeAI Datacenter, capacity expansion, DRAM, Enterprise SSD, HBM, High-Bandwidth Memory, market leader, memory chips, Nand, semiconductors, South Korea, technology hardware
Jul 21, 2026Fund LettersBaillie Gifford -Emerging Markets005930.KS Samsung Electronics Consumer ElectronicsSemiconductors Bull Korea ExchangeAdvanced Packaging, AI infrastructure, DRAM, Foundry, HBM, High-Bandwidth Memory, hyperscalers, memory chips, Nand, semiconductors, South Korea, technology hardware
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapG Genpact Ltd. Information Technology ServicesIT Consulting & Other Services Bull New York Stock ExchangeAI Concerns, AI implementation, Business process outsourcing, Digital transformation, Enterprise Services, IT services, Process Intelligence
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapLFUS Littelfuse Inc. Electronic ComponentsElectronic Equipment, Instruments & Components Bull NASDAQautomotive, Circuit Protection, data centers, growth, Industrial Components, margin expansion, Power Semiconductors
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapITRN Ituran Location and Control Ltd. Scientific & Technical InstrumentsTechnology Hardware, Storage & Peripherals Bull NASDAQAuto OEM Partnerships, Brazil, Israel, Latin America, recurring revenue, subscription revenue, Telematics, Vehicle Recovery
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapFBIN Fortune Brands Innovations Inc. Building Products & EquipmentBuilding Products Bull New York Stock Exchangeactivist involvement, Building Products, CEO transition, Consumer brands, home security, Moen, Plumbing Fixtures, turnaround
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapMLKN MillerKnoll Inc. Furnishings, Fixtures & AppliancesOffice Services & Supplies Bull NASDAQCommercial Interiors, Cyclical Recovery, deleveraging, Free Cash Flow, Office Furniture, premium brands, Value
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapPRG PROG Holdings Inc. Rental & Leasing ServicesConsumer Finance Bull New York Stock Exchangebuy now pay later, consumer finance, Fintech, Lease-to-Own, Non-prime Lending, Retail Partnerships
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapTPG TPG Inc. Asset ManagementAsset Management & Custody Banks Bull NASDAQAI Concerns, alternative assets, asset management, Fee Related Earnings, growth, market overreaction, private equity, Software Investments
Jul 21, 2026Fund LettersVulcan Value Partners - Small CapBMI Badger Meter Inc. Scientific & Technical InstrumentsIndustrial Machinery Bull New York Stock ExchangeIndustrial Equipment, Metering Infrastructure, net cash, oligopoly, Replacement Demand, Software, Value, Water Utilities
Jul 21, 2026Fund LettersVulcan Value Partners - All CapNOW ServiceNow Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Enhancement, Enterprise software, Growth at Scale, net cash, platform, SaaS, share repurchase, Value, workflow automation
Jul 21, 2026Fund LettersVulcan Value Partners - All CapVEEV Veeva Systems Inc. Health Information ServicesHealth Care Technology Bull New York Stock ExchangeAI Complement, growth, life sciences, Mission-Critical, net cash, regulatory compliance, SaaS, share repurchase, vertical software
Jul 21, 2026Fund LettersVulcan Value Partners - All CapEFX Equifax Inc. Consulting ServicesResearch & Consulting Services Bull New York Stock Exchangebarriers to entry, Credit Bureau, Data Services, double-digit growth, duopoly, Employment Verification, proprietary data, Value, Workforce Solutions

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