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Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 18, 2026 View AI, Cloud, Data AMZN, DEO, EXPN.L, FI, GOOGL, LSEG.L, META, MSFT, NVDA AI, Cloud, Data, global, Quality, technology, value
2025 Q4 Jan 13, 2026 View AI, Cloud, Gene Therapy, Biotechnology CABA, OMER, PRME, SNOW AI, Biotechnology, Cloud, Gene Therapy, growth, small cap, technology
2025 Q4 Feb 11, 2026 View AI, Cloud, E-commerce, Travel, Advertising, Music AMZN, BN, CMG, FMCC, FNMA, GOOG, HHH, HLT, HTZ, META, NKE, QSR, UBER, UMG.AS AI, Concentration, growth, megacaps, Performance, Quality, technology, valuation
2025 Q4 Jan 30, 2026 View AI, Automation, Cloud, Gold, Electric Vehicles 005380.KS, 0700.HK, AMD, AMZN, ASAI3.SA, BABA, BEKE, BMRI.JK, CRM, GLOB, Gold, GOOGL, HON, IWG.L, JCI, META, MRK, SIE.DE consumer, financials, global, healthcare, industrials, materials, technology, value
2025 Q4 Jan 21, 2026 View AI, Cloud, Semiconductors AAPL, AMZN, ASML, AVGO, GOOGL, HOOD, LRCX, META, MSFT, MU, NFLX, NOW, NVDA, ORCL, TSM AI, Cloud, global, growth, semiconductors, technology
2025 Q4 Jan 15, 2026
Alger Spectra Fund
Ankur Crawford
 View AI, Cloud, Technology CDTX, GOOGL, META, MRK, MSFT, NBIS, NTRA AI, Biotechnology, Cloud, Communication, growth, healthcare, 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 Jan 2, 2026 View AI, Cloud, Value ASCENTECH.T AI, Asia, Cloud, Japan, Mental Models, Philosophy, value
2025 Q4 Jan 9, 2026
Vision Capital
Eugene Ng
 View AI, Cloud, Semiconductors, E-commerce 000660.KS, 005930.KS, AMZN, GOOGL, MELI, META, MSFT, MU, NOW, NVDA, ORCL, PME.AX, SE, SPOT, STX, TSM, TTD, WDC, WISE.L, ZS AI, Asia, Cloud, E-Commerce, growth, long-term, semiconductors, technology
2025 Q4 Jan 18, 2026 View AI, Cloud, Semiconductors, Pharmaceuticals, Life Science Tools AAPL, AMAT, AMD, AZO, BALL, BRO, CRM, DHR, EFX, FISV, GOOGL, HD, KLAC, LIN, LLY, MSFT, ORCL, TMO, VRTX, WDAY AI, growth, healthcare, large cap, Quality, semiconductors, technology, value
2025 Q4 Jan 13, 2026 View AI, Cloud, Semiconductors, Streaming AAPL, AMZN, APH, AVGO, CRM, DHR, EFX, GOOG, JNJ, LIN, META, MSFT, NFLX, NVDA, ORCL, ROP, SAP, TSM, V AI, Cloud, growth, large cap, Quality, semiconductors, Streaming, technology
2025 Q4 Mar 2, 2026 View AI, Cloud, Semiconductors, E-commerce, Cybersecurity, Biotechnology ADYEN, AMZN, ARGX, ASML, BILL, CPNG, CRWD, DDOG, GDS, ILMN, MELI, NET, NU, NVDA, SHOP, SNOW, SQ, TSM, WIX, ZS AI, Cloud, E-Commerce, global, growth, innovation, semiconductors, technology
2025 Q4 Jan 30, 2026 View AI, Cloud, Semiconductors, Luxury, Data Centers AAPL, AMAT, AXP, BAC, BRK-B, CDW, DE, ELV, GOOGL, JPM, LMT, META, NOC, NU, NVDA, ONON, TSLA, TSM, UNH, WFC AI, Cloud, Long Term, semiconductors, technology, value
2025 Q4 Jan 22, 2026 View AI, Cloud, Growth, Data Centers ADBE, AMZN, ANET, AVGO, CELH, CSGP, GOOGL, LLY, MCK, META, MPWR, MSFT, NFLX, NOW, NVDA, RDDT, TSLA, TW, UBER, V, VRT, ZTS Fed, fundamentals, growth, large cap, Quality, rates, technology, Trump
2025 Q4 Jan 15, 2026 View AI, Cloud, Defense, Biotechnology ACAD, AIR, FSV, GKOS, KTOS, NTRA AI, Biotechnology, defense, growth, healthcare, industrials, small cap, technology
2025 Q4 Feb 9, 2026
Loomis Sayles Global Growth Fund
Aziz V. Hamzaogullari
 View AI, Automation, Cloud, E-commerce, Streaming 6954.T, AMZN, BA, BABA, GOOGL, MELI, META, MSFT, NFLX, NKE, NVO, ORCL, QCOM, RACE, SHOP.TO, TSLA, UAA, UL AI, Automation, Cloud, global, growth, Quality, Streaming, technology
2025 Q4 Jan 7, 2026 View AI, Cloud, Semiconductors, Technology ACN, ADBE, ANET, AVGO, CMG, DDOG, EQIX, ETN, GOOGL, ISRG, LLY, MRVL, NVDA, ORCL, PLTR, SBUX, TMO, UNH, VRTX, WDAY AI, growth, healthcare, large cap, momentum, semiconductors, technology, underperformance
2025 Q4 Jan 29, 2026 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 18, 2026
Magellan Global Fund
Arvid Streimann
 View AI, Cloud, Semiconductors, Luxury AMZN, ASML, CMG, GOOGL, MA, META, MSFT, NESN.SW, NFLX, NVO, PG, RMS.PA, SAP, TSM, UNH, V, YUM AI, Cloud, global, growth, Luxury, Quality, semiconductors, technology
2025 Q4 Jan 13, 2026 View AI, Cloud, Semiconductors, Streaming AAPL, AMT, AMZN, APH, AVGO, BRK-B, EFX, GOOG, META, MSFT, MTD, NFLX, NVDA, ORCL, ROP, TSM, VLTO AI, Cloud, growth, large cap, Quality, semiconductors, Streaming, technology
2025 Q4 Mar 10, 2026
Peterson Investment Fund
Matthew Peterson
 View AI, Cloud, E-commerce, Buybacks BABA, BRK.B, DJCO, GOOG, NPSNY AI, Capital Allocation, China, Compounding, Concentration, technology, Value Investing
2025 Q4 Jan 30, 2026 View AI, Cloud, Semiconductors, Energy Transition AMZN, AVGO, BX, CME, COST, CSGP, DHR, GOOGL, LPLA, MA, META, MPWR, MSCI, MSFT, NVDA, PWR, TMO, TSM, V, WELL AI, growth, large cap, Quality, semiconductors, technology
2025 Q4 Jan 14, 2026 View AI, China, Cloud, Semiconductors, Cybersecurity 0700.HK, 6857.T, 8035.T, AAPL, AMZN, ASML, AVGO, AZN.L, BABA, FTNT, GOOGL, META, MSFT, NOW, NVDA, ORCL, TMO, TSM AI, China, Cloud, cybersecurity, growth, infrastructure, semiconductors, technology
2025 Q4 Jan 18, 2026 View AI, Cloud, Semiconductors, Streaming, Medical Devices AMD, AMZN, AVGO, BX, CRDO, ELF, GOOG, HWM, ISRG, LLY, META, MRVL, NFLX, NOW, ORCL, SHOP, TTD, UBER, VEEV AI, concentrated, growth, large cap, technology
2025 Q4 Feb 8, 2026 View AI, Cloud, Semiconductors ATE, CIEN, CLS, CRDO, FN, LITE, NVDA, TSEM AI, Cloud, growth, infrastructure, private equity, semiconductors, technology
2025 Q4 Jan 9, 2026
Tsai Capital
Christopher Tsai
 View AI, Cloud, Robotics, E-commerce, Electric Vehicles AAPL, AMZN, BN, BRK-B, COST, GOOGL, IDXX, MA, META, MKL, MSCI, MSFT, NVDA, QXO, TSLA, TYL, V Compounding, disruption, Ecosystems, growth, innovation, Networks, technology
2025 Q4 Jan 29, 2026 View AI, Cloud, Value AIG, BNP.PA, CMCSA, CRM, ELV, ERIC, FFIV, FISV, GEHC, GOOGL, UNH, USB, WBD, WDAY AI, financials, global, healthcare, software, technology, valuation, value
2025 Q4 Jan 18, 2026 View AI, Cloud, E-commerce, Coffee, Pet Care AMT, AMZN, DEO, DG, ES, GOOGL, LLOY.L, MA, META, MSFT, NESN.SW, SAP, TSM, UNH, ZBH AI, Cloud, Consumer Staples, global, large cap, Quality, technology
2025 Q4 Jan 14, 2026
Wedgewood Partners
David A. Rolfe
 View AI, Cloud, Valuation, Semiconductors, Quality AAPL, AMZN, BKNG, CB, CDW, CPRT, EW, GOOGL, META, MSI, ODFL, ORLY, POOL, PYPL, SPGI, TSCO, TSM, UNH, URI, V AI, growth, large cap, Portfolio Management, Quality, technology, valuation
2025 Q4 Mar 9, 2026
RiverPark Large Growth
Conrad van Tienhoven
 View AI, Cloud, Semiconductors, E-commerce, Streaming, GLP1 AAPL, AMAT, AMZN, DIS, GOOGL, ISRG, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER AI, Cloud, growth, healthcare, large cap, semiconductors, Streaming, 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 26, 2026 View AI, Cloud, Semiconductors AAPL, ADBE, ALGN, AMZN, AVGO, CTAS, DDOG, DHR, DKNG, FICO, GNRC, GOOG, HLT, INTU, IOT, ISRG, META, MRVL, MSFT, NFLX, NOW, NVDA, NXPI, TT, TTD, UBER, VEEV, WDAY, ZTS AI, Cloud, growth, large cap, semiconductors, software, technology
2025 Q4 Jan 16, 2026 View AI, Cloud, Data Centers, Onshoring, GLP1 AAPL, AMZN, ARGX, AVGO, DHR, ETN, GOOGL, LLY, MA, MDGL, MELI, MSFT, NVDA, ORCL, TSM AI, Cloud, growth, healthcare, large cap, Pharmaceuticals, technology
2025 Q4 Jan 12, 2026 View AI, Cloud, Semiconductors, Data Centers 300750.SZ, AMZN, CEG, CIEN, CRH, GALDA.SW, GEV, GOOGL, MA, MSFT, MSI, NVDA, ORCL, RHM.DE, TSM, UBER, VRT AI, Cloud, Data centers, global, growth, semiconductors, technology
2025 Q4 Feb 11, 2026 View AI, Cloud, Semiconductors, E-commerce ADYEN, AMZN, ASML, AVGO, CPNG, CRWD, GOOGL, ILMN, IOT, KKR, MELI, META, MPWR, NOW, NVDA, SHOP, SNOW, TEAM, TSLA, TSM AI, Cloud, E-Commerce, growth, large cap, semiconductors, technology
2025 Q4 Jan 30, 2026
Antipodes Global Fund
Jacob Mitchell
 View AI, Cloud, Gold, Semiconductors AAPL, AMD, AMZN, ASAI, BEKE, BMRI.JK, CRM, Gold, GOOGL, HON, HYMTF, JCI, LLY, META, MRK, SIEGY, STM, TCEHY AI, cyclicals, financials, global, healthcare, industrials, materials, technology
2025 Q4 Jan 18, 2026 View AI, Cloud, Consumer AMT, AMZN, CMG, CRM, DG, ES, GOOGL, MA, MELI, META, MSFT, NESN.SW, NVO, OR.PA, SAP, TSM AI, Cloud, consumer, Defensive, global, Quality, technology
2025 Q4 Jan 15, 2026 View AI, Cloud, Oncology, Technology ABT, EXAS, GH, NBIS, NTRA, QURE, STVN AI, Biotechnology, Diagnostics, growth, healthcare, small cap, 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 26, 2026
NZS Capital – Growth
Brad Slingerlend
 View AI, Cloud, Semiconductors AJG, APH, ASML, CDNS, CMG, CSU.TO, DHR, DNP.WA, FI, FND, FROG, GOOGL, HRTX, ISRG, LIN, LRCX, MNDY, PGR, ROP, TSM, URI AI, growth, positioning, semiconductors, software, technology, valuation
2025 Q3 Nov 14, 2025
Sohra Peak Capital Partners
Jonathan Cukierwar
 View Cloud - Discipline, Quality, Research, SmallCap, valuation
2025 Q3 Oct 21, 2025 View AI, Cloud, Small Caps AORT, PI, PLMR, SMTC, SPSC, VRTX AI, Automation, Cloud, Digitization, small caps
2025 Q3 Nov 16, 2025
UBS Asset Management
Edoardo Rulli
 View Cloud - capital, efficiency, integration, regulation, Scale
2025 Q3 Oct 30, 2025
Stewart Asset Management
Thomas Valenzuela
 View Cloud - earnings growth, Global Equities, Long-Term Investing, profitability, tariffs
2025 Q3 Nov 16, 2025 View Cloud - earnings, healthcare, Rotation, staples, value
2025 Q3 Oct 30, 2025 View Cloud - earnings growth, Equity Returns, fundamentals, Long-Term Investing, valuation
2025 Q3 Nov 23, 2025 View Cloud IFP CN cash flows, commodities, Concentration, Discipline, value
2025 Q3 Oct 12, 2025 View AI, Cloud, Healthcare AMD, EQIX, ICE, INTU, META, VMC AI, Cloud, growth, healthcare, innovation
2025 Q3 Oct 3, 2025
Vision Capital
Eugene Ng
 View AI, Cloud 3690 HK, JD, LULU, NET, PLTR Artificial Intelligence, Cloud infrastructure, Data Analytics, digital transformation, software
2025 Q3 Oct 11, 2025
Torre Financial
Federico Torre
 View AI, Cloud, Semiconductors, Quality ADBE, AMD, AMZN, ANET, ASML, CRM, FDS, GOOGL, INTU, MELI, META, MSFT, NVDA, ORCL, TMO, TSM AI, growth, large cap, Quality, semiconductors, technology, US
2025 Q3 Oct 12, 2025 View AI, Cloud, Battery 300750 CH, ORCL AI, Battery, Cloud, infrastructure, Semiconductor
2025 Q2 Jul 21, 2025 View AI, Cloud, Semiconductors AAPL, GLBE, GOOG, META, MSFT, NFLX, NVDA, OKTA, PANW, SPOT, TEAM, TSM, V AI, Cloud, innovation, semiconductors
2023 Q2 Jul 21, 2023
REQ Global Compounders
Oddbjørn Dybvad
 View Cloud - CashFlow, Compounding, Decentralization, growth, M&A

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