Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
— Jonathan Wellum
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Apple Inc
During the quarter, we initiated a position in Apple, a previously held portfolio company, on the view that near-term supply issues will work out over time. With over one...
Apple Inc. ($AAPL) represents 7.60% of the portfolio. Apple designs, manufactures,...
Apple designs premium consumer hardware devices, develops integrated operating systems, and delivers digital services across global markets. The manager maintains...
More institutional theses from ROCKLINC Partners Fund
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...
Our top 12 holdings represent approximately 72.22% of the total portfolio and 86.6% of the equity weighting in the portfolio. The top 12...