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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.
On the other hand, our semiconductor holdings detracted from performance. ASML (-0.5 pp)...
— Thomas Küpfer (CIO), Moritz Solèr (CEO)
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Other investors who've written on Broadcom Inc
Broadcom Inc. ($AVGO) provides custom silicon accelerators and networking hardware infrastructure, representing 3.91% of the fund. Shares declined 6.9%...
Broadcom Inc. ($AVGO) designs, develops, and supplies a broad range of semiconductor devices and enterprise software infrastructure solutions. The manager holds...
Despite short-term headwinds and market concerns over AI overcapacity, Broadcom's leadership in the custom ASIC market remains secure. The firm continues...
More institutional theses from LLOYD Capital - Focused Equity Strategy
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Thermo Fisher Scientific was the largest contributor (+2.0 percentage points), with the stock up 34.7%. After several years...