Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Gpu, Hardware, market leadership, Product cycle, semiconductors, Software Ecosystem
Jun 30, 2024Fund LettersBaron Global Advantage FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI, datacenter, Gaming, GPUs, growth, semiconductors, technology
Jun 30, 2024Fund LettersBurke Wealth Managament The Focused Growth StrategyNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, CUDA, data center, Ecosystem, Gpu, growth, semiconductors, technology
Apr 10, 2024Fund LettersPatient Capital ManagementNVDA Nvidia Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, CUDA Software, data center, Gpu, growth, market leader, semiconductors, technology
Apr 2, 2024Fund LettersGeorge BoltonNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, data centers, earnings growth, Margins, semiconductors
Mar 31, 2024Fund LettersIthaka US Growth StrategyNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, Cloud computing, data center, Gaming, Gpu, growth, machine learning, semiconductors
Mar 31, 2024Fund LettersAristotle Atlantic Core Equity StrategyNVDA Nvidia Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Computing, data center, Gpu, hyperscalers, semiconductors, technology
Mar 31, 2024Fund LettersMeridian Hedged Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQArtificial Intelligence, automotive, Blackwell Platform, data centers, Gaming, GPUs, large language models, semiconductors
Mar 31, 2024Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data center, Gpu, growth, semiconductors, technology hardware
Mar 31, 2024Fund LettersRiverPark Large GrowthNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, asset-light, data center, Free Cash Flow, Gaming, Gpu, semiconductors
Mar 31, 2024Fund LettersBaron Global Advantage FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, Cloud computing, data center, Full-stack, generative AI, Gpu, growth, platform, semiconductors, vertical integration
Feb 2, 2024Fund LettersLVS Advisory - Event DrivenAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQAd-supported tier, cost-cutting, entertainment, growth, high conviction, Largest Position, Let Winners Run, Paid Sharing, Revenue Growth, Streaming
Jan 23, 2024Fund LettersIronvine Capital PartnersAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Enterprise software, high-ROIC, network effects, SaaS, Scale Advantages, subscription model
Jan 17, 2024Fund LettersWhite Falcon Capital ManagementARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Nu Holdings Ltd FinancialsConsumer Finance Bull NYSEBrazil, credit cards, cross-selling, Customer Acquisition, Data Analytics, digital banking, Emerging markets, Fintech, Latin America, technology platform
Jan 1, 2024Fund LettersAvenir CorporationAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, capital allocation, cloud services, Enterprise software, SaaS, technology
Dec 31, 2023Fund LettersBaron Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAccelerated Computing, AI, data centers, GPUs, growth, semiconductors, technology
Dec 31, 2023Fund LettersBaron Opportunity FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Software & ServicesSystems Software Bull NASDAQAI, Azure, Cloud computing, growth, SaaS, Software, technology
Dec 31, 2023Fund LettersBaron Focused Growth FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM Illumina, Inc. Health CareLife Sciences Tools & Services Bull NASDAQdiagnostics, DNA Sequencing, Genomics, high-margin, life sciences, Oncology Testing, Prenatal Testing, research
Dec 31, 2023Fund LettersAoris International FundAAPL|MSFT|NFLX|NVDA|UNH Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, Azure, Cloud computing, innovation, product development, Software, Teams, technology, value creation
Dec 31, 2023Fund LettersEnsemble CapitalAAPL|MSFT|NFLX|NVDA|UNH Netflix Communication ServicesEntertainment Bull NASDAQadvertising, Content, entertainment, Global, growth, media, Streaming, Subscription, technology, turnaround

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: