Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Dec 31, 2024Fund LettersParnassus Growth Equity FundDDOG Datadog Inc. Information TechnologySystems Software Bull NASDAQcloud monitoring, growth, IT infrastructure, SaaS, Software, technology
Dec 31, 2024Fund LettersParnassus Value Equity FundV Visa Inc. FinancialsFinancial Services Bull NYSEattractive valuation, Cash Displacement, digital payments, Global Merchant Network, High Quality Business, market leadership, network effects, transaction fees
Dec 31, 2024Fund LettersParnassus Value Equity FundAMAT Applied Materials Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Cyclical Recovery, Edge computing, Materials Engineering, Scale Advantages, semiconductor equipment, technology innovation, Wafer Fabrication
Dec 31, 2024Fund LettersParnassus Value Equity FundNVO Novo Nordisk Health CarePharmaceuticals Bull NYSEfinancial strength, GLP-1, Innovative Pipeline, Manufacturing Scale, market leadership, political uncertainty, Regulatory Concerns, weight-loss drugs
Dec 31, 2024Fund LettersParnassus Value Equity FundAZN AstraZeneca PLC Health CarePharmaceuticals Bull NASDAQattractive valuation, CEO Turnaround, China Investigation, Diverse Portfolio, drug development, Global Demand, pharmaceuticals, R&D pipeline
Dec 31, 2024Fund LettersParnassus Value Equity FundABNB Airbnb Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NASDAQcash flow generation, Consumer Discretionary, Cyclical Recovery, online marketplace, platform, Scalability, Short-term rentals, Travel
Dec 31, 2024Fund LettersWasatch Long/Short Alpha FundIONQ IonQ, Inc. TechnologyTechnology Hardware & Equipment Bear NYSEBear, Fundamental Disconnect, overvalued, Quantum Computing, Short Position, Speculative, technology
Dec 31, 2024Fund LettersWasatch Long/Short Alpha FundACHC Acadia Healthcare Company, Inc. Health CareHealth Care Facilities Bear NASDAQBear, Behavioral health, Business Model Deterioration, Government Investigation, Healthcare Facilities, Regulatory risk, Short Position
Dec 31, 2024Fund LettersWasatch Long/Short Alpha FundFND Floor & Decor Holdings, Inc. Consumer DiscretionaryHome Improvement Retail Bull NYSECategory Killer, Direct Sourcing, Flooring, home improvement, retail expansion, Self-funded growth, Specialty retail
Dec 31, 2024Fund LettersWasatch Long/Short Alpha FundICFI ICF International, Inc. Commercial & Professional ServicesResearch & Consulting Services Bull NASDAQcontrarian, Government Consulting, Government Contractor, Outsourcing, Policy Consulting, professional services, Technology Consulting
Dec 31, 2024Fund LettersWasatch Long/Short Alpha FundHQY HealthEquity, Inc. Financial ServicesSpecialized Finance Bull NASDAQEmployee Benefits, financial services, growth, Health Savings Accounts, HSA, Interest Rate Sensitive, market leader
Dec 31, 2024Fund LettersWasatch Long/Short Alpha FundPCTY Paylocity Holding Corp. Software & ServicesApplication Software Bull NASDAQgrowth, HR Management, Payroll Software, recurring revenue, SaaS, Software, technology
Dec 31, 2024Fund LettersWasatch Small Cap Growth StrategyTMDX TransMedics Group, Inc. Health CareHealth Care Equipment Bull NASDAQBiomedical, Healthcare Equipment, life sciences, Medical devices, medical technology, Organ Transplant, Standard of Care
Dec 31, 2024Fund LettersWasatch Small Cap Growth StrategyROAD Construction Partners, Inc. IndustrialsConstruction & Engineering Bull NASDAQAcquisitions, Civil Engineering, construction, infrastructure, Population growth, Revenue Growth, Southern States
Dec 31, 2024Fund LettersWasatch Small Cap Growth StrategyPCTY Paylocity Holding Corp. Information TechnologyApplication Software Bull NASDAQHR Management, Payroll Software, recurring revenue, revenue stabilization, SaaS, Software, turnaround
Dec 31, 2024Fund LettersWasatch Small Cap Growth StrategyBRBR BellRing Brands, Inc. Consumer StaplesPackaged Foods & Meats Bull NYSEbrand portfolio, consumer staples, earnings growth, growth, market share expansion, Nutritional Products, Protein Supplements
Dec 31, 2024Fund LettersAMG Yacktman Focused FundUHAL U-Haul Holding Co TransportationTrucking Bull NASDAQBusiness Owner Mentality, capital allocation, market share, Self-storage, Transportation, Truck Rental, value creation
Dec 31, 2024Fund LettersAMG Yacktman Focused FundBOL.PA Bolloré SE Media & EntertainmentMedia Bull Euronext Parisconglomerate, Corporate Restructuring, france, media, net cash, Sum-of-parts, Universal Music Group, value unlock, Vivendi
Dec 31, 2024Fund LettersAMG Yacktman Focused Fund005930.KS Samsung Electronics Co Ltd Technology Hardware & EquipmentTechnology Hardware, Storage & Peripherals Bull Korea Stock ExchangeFoundry, Hardware, memory chips, semiconductors, Share Buyback, Smartphones, South Korea, technology, Value
Dec 31, 2024Fund LettersAMG Yacktman FundBOL.PA Bolloré SE Communication ServicesMedia Bull Euronext Parisconglomerate discount, france, holding company, media, Spin-offs, Sum-of-parts, Universal Music Group, value unlock, Vivendi

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