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Space
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 30, 2026 |
Baron Focused Growth Fund Ronald Baron
|
View | AI, Space, Consumer, Electric Vehicles | ABNB, ACGL, BIRK, CHH, CSGP, DEI, DUOL, FDS, FIGS, GWRE, H, IBKR, IDXX, IOT, JEF, LVS, LYV, MSCI, MTN, ONON, RRR, SHOP, SPOT, TOL, TSLA, VRSK | AI, consumer, Electric Vehicles, growth, healthcare, real estate, Space, technology |
| 2025 Q4 | Dec 31, 2025 |
Green Ash Partners Adrian Courtenay
|
View | AI, Space, Monopolistic | 6954.T, 9984.T, AENA.MC, AIR.PA, AMZN, ASML, AXP, FER.MC, FTC.L, FWONK, GE, MA, MSFT, NG, PNG.TO, SAF.PA, SATS, TSLA, TSM, V | Hedge, Leverage, Monopolistic, Quality, SpaceX, special situations |
| 2025 Q4 | Jan 22, 2026 |
Touchstone Sands Capital International Growth Equity Fund Frank M. Sands
|
View | AI, Space, Defense, Energy Transition, Robotics, Cybersecurity | 6861.T, ADDTECH-B.ST, ADYEN.AS, AJINOMOTO.T, ARGX, ASML, BAJFINANCE.NS, DNP.WA, DOL.TO, EL.PA, FLUT, HDFCBANK.NS, HEXA-B.ST, III.L, MELI, NU, PME.AX, PNDORA.CO, RACE, SE, SHOP.TO, SPOT, STVG.MI, TSM, VACN.SW, WEGE3.SA | AI, defense, energy, growth, international, Robotics, Space, technology |
| 2025 Q4 | Feb 4, 2026 |
Baron Asset Fund Andrew Peck
|
View | AI, Space, Cloud, Life Science Tools | ACGL, APH, AXON, BAH, BIRK, CSGP, DAY, FICO, GWRE, IDXX, IEX, IT, MTD, RPGN, SPOT, TTD, VEEV, VRSK, WELL | AI, Biotechnology, growth, healthcare, mid cap, software, Space, technology |
| 2025 Q4 | Jan 22, 2026 |
Sands Capital Select Growth Fund Frank M. Sands
|
View | AI, Space, Defense, Energy Transition, Robotics, Cybersecurity | AMZN, APP, AVGO, CVNA, DASH, GOOGL, ICE, META, MSFT, NFLX, NU, NVDA, RARE, RBLX, SE, SHOP.TO, SPOT, SQ, TSM, V | AI, defense, energy, growth, infrastructure, Robotics, Space, technology |
| 2025 Q4 | Feb 5, 2026 |
Baron Opportunity Fund Michael A. Lippert
|
View | AI, Space, Cloud, Semiconductors, Streaming, GLP1 | ACLX, AMZN, ARGX, AXON, BRCM, CSGP, DUOL, EXAS, GOOGL, GTLB, HRTX, LLY, META, MSFT, NVDA, ONON, ORCL, SPOT, TSLA, TTD | AI, Cloud, growth, innovation, secular trends, semiconductors, Space, technology |
| 2025 Q4 | Jan 15, 2026 |
Contrarius Global Equity Fund Simon Raubenheimer Stephen Mildenhall
|
View | AI, Space, Luxury, Broadband, Spectrum | 000660.KS, BIDU, COIN, DELL, DEO, FOXA, GOOGL, KER.PA, LULU, MDLZ, MU, NVDA, ORCL, PARA, RI.PA, SATS, TSLA, TSM, UHR.SW | AI, contrarian, disruption, global, Satellites, Space, technology, value |
| 2025 Q4 | Jan 22, 2026 |
Sands Capital Technology Innovators Fund Frank M. Sands
|
View | AI, Space, Defense, Semiconductors, Energy Transition, Robotics, Cybersecurity | AMZN, APP, ASML, AVGO, AXON, CPNG, CVNA, DASH, DDOG, DUOL, GOOGL, IOT, MELI, META, MSFT, NFLX, NOW, NU, NVDA, PANW, PLTR, RBLX, SE, SHOP.TO, SPOT, SQ, TEAM, TSM, V | AI, defense, global, growth, innovation, Robotics, semiconductors, technology |
| 2025 Q4 | Feb 8, 2026 |
Baron Partners Fund Ronald Baron
|
View | AI, Space, Cloud, Streaming, Electric Vehicles | ACGL, BIRK, CHH, CSGP, FDS, GLPI, GWRE, H, HEI, IDXX, IRDM, IT, LLY, MSCI, MTN, RRR, SCHW, SPOT, TSLA | AI, Concentration, Disruptive Growth, Electric Vehicles, growth, mid cap, Space, technology |
| 2025 Q4 | Dec 31, 2025 | View | Space, Gaming, Arbitrage, Technology | ASTS, CORZ, GME, GOOGL, IBIT, MSTR, SPHE | arbitrage, Biotechnology, Concentration, gaming, Long/Short, rebalancing, Space, volatility | |
| 2025 Q4 | Jan 30, 2026 |
Flattery Wealth Management Andrew Flattery
|
View | AI, Space, Crypto, Gold | ASTS, CASY, CEF, CPRT, DE, GRMN, HEI, MSTR, RACE, RMS, SEB | AI, Bitcoin, contrarian, crypto, gold, Multi-baggers, Quality, Space |
| 2025 Q4 | Feb 26, 2026 |
Crossroads Capital Ryan O'Connor
|
View | AI, Space, Gaming, Space | ASTS, CLMT, FTAI, META, MSFT, NBIS, NTDOY, NVDA, ORCL, PLTR | aerospace, AI, gaming, growth, small cap, Space, technology, value |
| 2025 Q4 | Jan 22, 2026 |
Sands Capital Global Growth Fund Frank M. Sands
|
View | AI, Space, Defense, Energy Transition, Robotics, Cybersecurity | 6861.T, ADYEY, AMZN, ASML, AXON, CVNA, DOCU, DOL.TO, FLUT, GOOGL, ISRG, MELI, NET, NFLX, NOW, NVDA, SHOP.TO, SPOT, TSM, V | AI, defense, energy, global, growth, Robotics, Space, technology |
| 2025 Q3 | Oct 21, 2025 |
Citco Declan Quilligan
|
View | Space | - | Alternatives, Global Macro, Hedge Funds, liquidity, Multi-Strategy |
| 2025 Q3 | Oct 1, 2025 |
The Compounding Tortoise Mark Leonard
|
View | Space | - | Compounding, Concentration, earnings growth, Return on Capital, valuation |
| 2025 Q3 | Oct 27, 2025 |
13D Activist Fund Ken Squire
|
View | Space | BILL, PFGC, TRIP, VSAT, WK | activism, catalysts, Governance, Margins, SMIDcaps |
| 2025 Q3 | Oct 12, 2025 |
Ganes Focused Value Fund Wayne Jones
|
View | Space, Consumer, Retail | APE AU, AUB AU, LOV AU, PWR AU, REH AU | aerospace, consumer, diversification, growth, retail |
| 2024 Q4 | Dec 31, 2024 |
Latitude Global Fund Freddie Lait
|
View | Space | AI FP, AZO, BP, COR, DEO, DG FP, DLTR, FGR FP, GOOG, HEIA NA, JPM, KO, MCK, RYA ID, SONY, TSCO, TXN, UEEC, ULVR LN, V, WEC | compounders, Macro, Resilience, Rotation, volatility |
| 2024 Q2 | Jun 30, 2024 |
Latitude Global Fund Freddie Lait
|
View | Space | - | concessions, France, inflation, infrastructure, tollroads |
| 2023 Q2 | Jun 30, 2023 |
Latitude Global Fund Freddie Lait
|
View | Space | - | Capex, commodities, cyclicals, energy, Rotation |