Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Disruption
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 16, 2025 |
Platinum International Technology Fund Andrew Clifford
|
View | AI, Disruption, Valuation | GOOG, ISRG, META | Artificial Intelligence, Big tech, Cloud Computing, disruption, infrastructure |
| 2025 Q2 | Jul 2, 2025 |
Vision Capital Eugene Ng
|
View | Disruption | 3690 HK, 9618 HK, LULU, MELI | disruption, Founders, growth runway, innovation, technology |
| 2025 Q2 | Jul 22, 2025 |
VT Holland Advisors Equity Fund Andrew Hollingworth
|
View | Disruption | NU | compounders, disruption, Founders, growth, scale economics |