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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.
Added to the position at near-term lows. Shares later lifted...
— TimesSquare Capital Management LLC
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Other investors who've written on JFrog Ltd.
JFrog emerged as the strategy's top performer, recovering from a previous sector-wide software sell-off. The managers believe...
JFrog was the fund's top contributor, recovering from a previous software selloff as strong quarterly earnings and raised guidance validated its business strength. The manager highlights...
More institutional theses from TimesSquare Capital Management U.S. Mid Cap Growth Strategy
CG Oncology Inc. is a late-stage clinical biopharmaceutical company focused on developing therapeutics to treat bladder cancer.
Lattice Semiconductor Corp. develops semiconductor, silicon-based, silicon-enabled products including programmable gate arrays. A solid quarter...