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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Jacob Asset Management is positioned for the acceleration of agentic AI adoption, which they view as a transformational force rivaling the dot-com boom. The firm added Securitize across multiple funds to capture the rapid expansion of tokenized real-world assets, and maintains concentrated exposure to next-generation CAR-T therapies in autoimmune diseases through Kyverna, Cabaletta, and Cartesian, where early data shows promise and valuations appear attractive."
Jacob Asset Management is positioned for the acceleration of agentic AI adoption, which they view as a transformational force rivaling the dot-com boom. The firm added Securitize across multiple funds to capture the rapid expansion of tokenized real-world assets, and maintains concentrated exposure to next-generation CAR-T therapies in autoimmune diseases through Kyverna, Cabaletta, and Cartesian, where early data shows promise and valuations appear attractive.
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