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Space
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 28, 2026 |
Tourlite Capital Management Jeffrey G. Cherkin
|
View | Infrastructure, Data Centers, Space | AERO.SW, FIP, FTAI, GLNG, NFE, NTGR | aerospace, consumer, Event Driven, industrials, infrastructure, Long/Short, small cap, technology |
| 2025 Q4 | Jan 29, 2026 |
8th Wonder Investments Daniel Bellehsen
|
View | AI, Media, Luxury, Capital Markets, Space, Vertical Software | AAPL, AMZN, CMCSA, CRM, CSU.TO, DECK, DIS, GOOGL, HEI, LYV, META, MSFT, NFLX, NVDA, PARA, RH, SKX, TOI.TO, TSLA, WBD | aerospace, AI, Leadership, Luxury, M&A, Media, software, value |
| 2025 Q4 | Jan 29, 2026 |
Ironvine Capital Partners, LLC Matt Barnes
|
View | AI, Cloud, Semiconductors, Payments, E-commerce, Capital Markets, Space | ADI, AMAT, AMZN, AON, APH, ASML, BRK-A, HEI, MA, MCO, MSFT, SPGI, TSM, V | aerospace, AI, Capital markets, infrastructure, payments, Quality, semiconductors, technology |
| 2025 Q4 | Jan 30, 2026 |
Artisan Focus Fund Christopher Smith
|
View | AI, Automation, Semiconductors, Energy Transition, Data Centers, Space | AAPL, ADI, AXON, CAT, COF, ENR.DE, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RR.L, SHOP.TO, TSM, WELL, WFC | aerospace, AI, energy, financials, growth, industrials, semiconductors, technology |