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Technology
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Conestoga SMid Cap Composite Derek Johnston
|
View | Defense, Quality, Small Caps, Technology | AAON, AZTA, BCPC, BLFS, BMI, BSY, BWMN, COCO, CPRT, CSGP, CSW, CWAN, CWST, CYX, DGII, DSGX, ELVA, ESE, FSV, GNRC, GWRE, HEI.A, IDXX, IIIV, IRMD, IT, JKHY, KRMN, LMAT, MAMA, MEG, MLAB, MMSI, NGEN, NOVT, ODD, OLO, PHR, PL, PLMR, POOL, QTWO, RBC, RGEN, ROAD, ROL, ROP, SPSC, SSTI, STVN, TKNO, TREX, TRNS, TYL, UTI, VCEL, VEEV, VERX, VRSK, WCN, WLDN, WSO, WST | Biotechnology, defense, growth, industrials, Quality, small caps, technology |
| 2025 Q4 | Jan 21, 2026 |
Zeno Equity Partners LLP Cristiano Souza
|
View | Buybacks, Technology | BRK-A, DHR, FTV, GE, ITW, JCI, NVST, VRLT | Biotechnology, Capital Allocation, Conglomerates, Ownership, Spin-Offs, value creation |
| 2025 Q4 | Jan 13, 2026 |
Laughing Water Capital Matthew Sweeney
|
View | Defense, Small Caps, Waste Management, Technology | LFCR, LQDA, NN, PAR, SES.TO, THRY, UTHR, VTY.L, WCN | Biotechnology, contrarian, defense, Factor Investing, small caps, value |
| 2025 Q4 | Jan 21, 2026 |
Meridian Small Cap Growth Fund Chad Meade
|
View | Healthcare, Quality, Technology | ALKT, AMPL, AXGN, CCSI, CDNA, CERT, GPCR, KEX, RELY, TPB, VCYT, VNOM, ZNAS | Biotechnology, growth, healthcare, Quality, small caps, technology, value |
| 2025 Q4 | Jan 15, 2026 |
Alger Small Cap Focus Fund Amy Zhang
|
View | AI, Cloud, Oncology, Technology | ABT, EXAS, GH, NBIS, NTRA, QURE, STVN | AI, Biotechnology, Diagnostics, growth, healthcare, small cap, technology |
| 2025 Q4 | Jan 22, 2026 |
Arquitos Capital Management Steven L. Kiel
|
View | Technology, Biopharma M&A | ENDI, FNCH, LQDA, MRK, UTHR | Biotechnology, Concentration, Patents, SmallCap, special situations, value |
| 2025 Q4 | Jan 15, 2026 | View | AI, Small Caps, Capital Markets, Technology | BE, BETA, BHVN, DUOL, DYN, ELF, GKOS, IBP, INSM, LRN, NVS, PEN, PTGX, QLYS, RBC, SGRY, SSD, TREX, VRNS, WIX | active management, AI, Biotechnology, Capital markets, earnings, growth, small cap, Valuations | |
| 2025 Q4 | Jan 29, 2026 |
Weitz Partners III Opportunity Fund Wally Weitz
|
View | AI, Value, Technology | AMZN, AON, BRK-A, CHTR, DHR, EEFT, GOOGL, GPN, IEX, KMX, LBRDA, LH, MA, META, MSFT, ROP, SIRI, TECH, TMO, V | AI, Biotechnology, contrarian, healthcare, Long/Short, technology, value |