Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersMeridian Growth FundTRMB Trimble, Inc. Technology Hardware & EquipmentTechnology Hardware, Storage & Peripherals Bull NASDAQAgricultural Technology, Construction Technology, Geospatial, Industrial technology, recurring revenue, subscription model, Transportation
Jun 30, 2024Fund LettersMeridian Growth FundALIT Alight, Inc. Software & ServicesIT Services Bull NYSEActivist Investment, Automation, Cloud software, Cost efficiency, Enterprise software, HR Services, Human Capital Technology
Jun 30, 2024Fund LettersMeridian Growth FundAGIO Agios Pharmaceuticals, Inc. Pharmaceuticals, Biotechnology & Life SciencesBiotechnology Bull NASDAQbiotechnology, Cellular Metabolism, drug development, FDA approval, Phase 3 trial, rare diseases, Thalassemia
Jun 30, 2024Fund LettersMeridian Growth FundCHWY Chewy, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSECustomer Base Growth, e-commerce, margin expansion, online retail, Pet Care, Pharmacy Business, recurring revenue
Jun 30, 2024Fund LettersMeridian Growth FundTMDX Transmedics Group, Inc. Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQHealthcare Equipment, market share gains, medical technology, Organ Transplant, profitability, Proprietary technology, Revenue Growth
Jun 30, 2024Fund LettersMeridian Hedged Equity FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAWS, Cloud computing, digital advertising, e-commerce, Emerging markets, generative AI, operating margins, technology
Jun 30, 2024Fund LettersMeridian Hedged Equity FundRIVN Rivian Automotive, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAdventure Vehicles, automotive, Electric Vehicles, gross margins, Joint venture, technology validation, vertical integration
Jun 30, 2024Fund LettersMeridian Hedged Equity FundVST Vistra Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEArtificial Intelligence, data centers, Electric Utilities, electricity demand, energy, Power generation, share repurchases
Jun 30, 2024Fund LettersMeridian Hedged Equity FundUSB U.S. Bancorp FinancialsBanks Bull NYSEbanking, Deposit Mix, dividend, Expense Control, financial services, net interest income, profitability
Jun 30, 2024Fund LettersMeridian Hedged Equity FundDIS The Walt Disney Company Communication ServicesEntertainment Bull NYSEContent Creation, Disney, entertainment, Intellectual Property, Media Networks, streaming services, theme parks
Jun 30, 2024Fund LettersMeridian Hedged Equity FundLSXMK Liberty Sirius XM Group, Inc. Communication ServicesBroadcasting Bull NASDAQAudio Entertainment, discount to NAV, Free Cash Flow, media, Satellite Radio, subscription model, Tracking stock
Jun 30, 2024Fund LettersMeridian Small Cap Growth FundAGS PlayAGS, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Neutral NYSEacquisition target, Equipment Manufacturing, Gaming Hardware, gaming industry, private equity, recurring revenue, Slot Machines
Jun 30, 2024Fund LettersMeridian Small Cap Growth FundSILK Silk Road Medical, Inc. Health CareHealth Care Equipment & Supplies Neutral NASDAQacquisition target, Boston Scientific, Carotid Artery, market share, Medical Device, Minimally Invasive, TCAR Procedure
Jun 30, 2024Fund LettersMeridian Small Cap Growth FundTMDX TransMedics Group, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQHealthcare Equipment, Logistics Network, Market expansion, medical technology, Organ Transplant, profitability, Proprietary technology
Jun 30, 2024Fund LettersMeridian Small Cap Growth FundALIT Alight, Inc. Information TechnologyIT Services Bull NYSEAutomation, cloud-based, Cost Reduction, Enterprise software, Hr Technology, Human Capital, SaaS
Jun 30, 2024Fund LettersMeridian Small Cap Growth FundBYRN Byrna Technologies, Inc. IndustrialsAerospace & Defense Bull NASDAQConsumer products, direct-to-consumer, e-commerce, innovation, law enforcement, Non-lethal Defense, Personal Security
Jun 30, 2024Fund LettersMeridian Small Cap Growth FundLZ LegalZoom.com, Inc. Communication ServicesInteractive Media & Services Bull NASDAQBrand moat, Legal Services, network effects, Online Platform, operating leverage, SaaS, small business
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundFIVN Five9, Inc. Information TechnologyApplication Software Bull NASDAQApplication Software, Cloud computing, Contact center, Customer service, growth, SaaS
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundADYEN Adyen N.V. Information TechnologyData Processing & Outsourced Services Bull EURONEXTe-commerce, Fintech, Global, growth, Omni Channel, Payments, technology platform
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundDIS The Walt Disney Company Communication ServicesEntertainment Bull NYSEContent, direct-to-consumer, entertainment, media, Streaming, theme parks, turnaround

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