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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
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 13, 2026
Oakmark Global Select Fund
William C. Nygren
 View E-commerce, Pharmaceuticals BABA, BAYRY, CHTR, CNHI, GOOGL, IQV, MBG.DE, RHHBY, SNY China, Europe, global, healthcare, Pharmaceuticals, technology, value
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 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 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 Jan 20, 2026 View AI, Energy Transition, E-commerce, Copper, Semiconductor Cycle, Infrastructure Spending 000270.KS, 000660.KS, 005930.KS, 1299.HK, 2318.HK, 267270.KS, 5871.TW, 6758.T, 8001.T, 8002.T, 8591.T, 8729.T, BABA, BARN.SW, CAP.PA, DHL.DE, IAG.L, JAZZ, LIN, LTM, LUN.TO, MG.TO, ML.PA, NVS, NXT.L, VIPS, YAR.OL Asia, diversification, Europe, industrials, international, Outperformance, technology, value
2025 Q4 Jan 11, 2026 View Energy, Semiconductors, Financials, E-commerce, Trade Policy 0027.HK, 005930.KS, 0700.HK, 300750.SZ, BABA, BIRG.L, BNP.PA, C, CACI, COF, FCX, GOOGL, LLY, META, NN.AS, ORA.PA, RELIANCE.NS, SAP.DE, SCHW, SHEL, T, TSCO.L, TSM, TTE Digital Economy, financials, global, growth, semiconductors, technology, Trade Policy, value
2025 Q4 Feb 10, 2026 View AI, E-commerce, Dollar BCG.L, DSY.JO, FN, FRT.HM, MELI, SE Dollar, E-Commerce, emerging markets, frontier markets, Latin America, Quality, underperformance, Vietnam
2025 Q4 Jan 16, 2026 View E-commerce, SaaS CRTA.L, THG.L, THRY, TRST.L, UNFI, WEW.DE E-Commerce, Europe, SaaS, small caps, technology, value
2025 Q4 Jan 15, 2026 View AI, China, Commodities, Semiconductors, E-commerce, South Korea 000333.SZ, 000660.KS, 005380.KS, 005930.KS, 0700.HK, 2318.HK, 2454.TW, 2939.TW, 300750.SZ, AXSB.NS, B3SA3.SA, BABA, FM.TO, IMP.JO, KMB.NS, MELI, NPN.JO, RELIANCE.NS, SE, SQM, TSM AI, China, commodities, emerging markets, growth, semiconductors, South Korea, technology
2025 Q4 Feb 22, 2026 View Energy Transition, E-commerce, Data Centers CROX, CVNA, IHS, MELI, RYAAY, TLN Bottom-up, E-Commerce, energy, global, nuclear, technology, value
2025 Q4 Jan 13, 2026
Oakmark Global Fund
David G. Herro
 View Semiconductors, E-commerce, Food 005930.KS, BABA, CHTR, CNHI, DSV.CO, GM, IQV, IT, MBG.DE, MDLZ consumer, global, healthcare, Performance, semiconductors, technology, value
2025 Q4 Feb 5, 2026 View E-commerce, Electric Vehicles, Social Media, Advertising META, SHOP.TO, SPOT, TSLA, TTD Compounding, Concentration, long-term, Quality, technology
2025 Q4 Jan 21, 2026 View AI, Quality, E-commerce AMZN, JD2.L, META, NU, TSM, WISE.L AI, Compounding, global, long-term, Owner Managers, Quality
2025 Q4 Mar 9, 2026 View AI, Semiconductors, E-commerce, Streaming, Pharmaceuticals AAPL, AMZN, COMP, DIS, DUOL, FIS, GOOGL, ISRG, KMX, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER AI, growth, healthcare, Long/Short, Quality, technology
2025 Q4 Jan 20, 2026 View AI, Defense, Emerging markets, Semiconductors, E-commerce 005930.KS, 0700.HK, 1299.HK, 1398.HK, 2330.TW, 6758.T, ALC.SW, ALFA.ST, ALV.DE, ASML, ATCO-A.ST, BBVA, D05.SI, MELI, NTES, NVO, NVS, ROG.SW, SE, SU.PA AI, defense, emerging markets, international, semiconductors, technology, Valuations
2025 Q4 Jan 6, 2026 View AI, Automation, China, Semiconductors, E-commerce, Trade Policy 2269.HK, 6098.T, 6954.T, ASML, BABA, BEKE, BEPC, CSU.TO, D05.SI, FFH.TO, GALDA.SW, GOOGL, INCY, LULU, MA, MU, PRX.AS, REGN, RYA.L, SCHW, SE, TEAM, TEMN.SW, TJX AI, Automation, China, growth, international, semiconductors, Trade Policy, value
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 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 15, 2026 View AI, Automation, Semiconductors, E-commerce ADYEY, AMZN, APP, CRH, DASH, ELV, ENSG, FTAI, GOOGL, MA, META, MLM, MSCI, MSFT, NFLX, NVDA, RPRX, RYAAY, SCI, TSM AI, global, growth, long-term, Quality, technology
2025 Q4 Feb 24, 2026
Hayden Capital
Fred Liu
 View AI, Gaming, E-commerce 1519.HK, 7974.T, ABNB, APP, BKNG, CPNG, DASH, EDU, EXPE, GTLB, MELI, NFLX, NOW, RBLX, SE, SPOT, TEAM, TTWO, U, UBER AI, competition, E-Commerce, gaming, international, software, technology, valuation
2025 Q4 Jan 14, 2026 View Payments, E-commerce, Software 4443.T, ADYEN.AS, AMZN, CSU.TO, KXS.TO, MELI, PINS, TW, WIX, WK global, growth, Networks, software, technology
2025 Q4 Jan 27, 2026 View AI, Quality, Gaming, E-commerce, Semiconductor Cycle 0700.HK, 7974.T, 8035.T, ASML, BABA, LONN.SW, MELI, MNDY, SAP, SHL.DE, SHOP, TEP.PA AI, E-Commerce, gaming, growth, international, Quality, semiconductors, underperformance
2025 Q4 Jan 22, 2026 View AI, Defense, Semiconductors, Energy Transition, Robotics, E-commerce 000660.KS, 005930.KS, 0700.HK, 1211.HK, 122870.KS, 1299.HK, 1810.HK, 2269.HK, 2454.TW, 300750.SZ, 3690.HK, 4966.TW, 500570.BO, 532978.BO, APHS.NS, ASML, BABA, BBCA.JK, CPNG, DIDI, DNP.WA, FPT.VN, FTA, GLOB, GRAB, HDB, HDFCLIFE.NS, HTHT, ICT.PS, KSPI.L, MELI, NU, PHNX.NS, RADL3.SA, SE, TSM, WEGE3.SA, WMMVY AI, China, E-Commerce, emerging markets, growth, Memory Chips, semiconductors, technology
2025 Q4 Jan 19, 2026 View Energy Transition, E-commerce, Capital Markets, Utilities ABEV3.SA, AMER3.SA, BPAC11.SA, CASN3.SA, EQTL3.SA, GFSA3.SA, GOLL4.SA, ITUB4.SA, MELI, NU, OIBR3.SA, PRIO3.SA, SEER3.SA, UGPA3.SA, WEG.SA Brazil, Capital Allocation, E-Commerce, Industrial, long-term, Utilities, value creation
2025 Q4 Jan 2, 2026 View AI, E-commerce, Data Centers, Defense Spending AMZN AI, blue chip, consumer discretionary, dividends, industrials, large cap, Quality, 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 29, 2026
Rozendal Global Fund
Wilhelm Hertzog
 View Gold, E-commerce, Materials, Trade Policy, Pharmaceuticals 6586.T, AENA.MC, AMS.JO, BAYRY, BLU.JO, CGR.JO, COH.JO, DEO, HAR.JO, JD, KSPI.L, MTN.JO, SLV, TBS.JO, YRK.JO emerging markets, Europe, gold, long-term, materials, Precious Metals, trade war, value
2025 Q4 Jan 15, 2026 View AI, Semiconductors, E-commerce, Streaming 0700.HK, 1211.HK, 1810.HK, 2413.T, 3690.HK, ADYEN.AS, ASML, ATCO-A.ST, BABA, BNTX, CPNG, DHER.DE, KER.PA, KINV-B.ST, MELI, MRNA, NU, NVDA, NVO, OCDO.L, OR.PA, PDD, RACE, RMS.PA, SAP, SE, SHOP, SPOT, TSLA, TSM, WISE.L AI, concentrated, E-Commerce, growth, international, semiconductors, 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 14, 2026 View AI, Quality, E-commerce, Marketplaces, Software ASML, FLTR.L, HUB.AX, REA.AX, SHOP.TO, XRO.AX AI, EGCs, growth, international, long-term, Quality, technology, underperformance
2025 Q4 Jan 6, 2026 View AI, Value, E-commerce, Household Products AMZN, BABA, CLX, GOOGL, LULU, NKE, NVDA AI, China, Concentration, consumer, technology, valuation, value
2025 Q4 Feb 8, 2026 View AI, Quality, E-commerce 1299.HK, 6098.T, 9983.T, ADYEN.AS, ALC, AON, ARM, BABA, CP, DSY.PA, EXPN.L, FEMSAUBD.MX, GALD, GRAB, HDFCBANK.NS, HEIA.AS, HLN.L, INFY, LIN, MELI, OR.PA, SAP, SE, SGE.L, SHOP, SRT3.DE, STE, TEAM, TSM, UL, UMG.AS, WALMEX.MX, WCN, YUMC AI, Cyclical, E-Commerce, growth, international, Quality, Southeast Asia, valuation
2025 Q4 Jan 24, 2026 View Payments, E-commerce, Buybacks, Coal APG, BEL, DR.TO, FC, FOUR, KITS.TO, LMB, LNF.TO, LSPD.TO, NRP, SQ, SYZ, TOST, VYX Buybacks, Coal, concentrated, E-Commerce, payments, small caps, value
2025 Q4 Jan 15, 2026 View Semiconductors, Logistics, E-commerce, Copper 000333.SZ, 005930.KS, 0700.HK, 1299.HK, 1698.HK, 2318.HK, 2454.TW, 3064.T, 3656.T, 3690.HK, 3994.T, 4612.T, 600519.SS, 6098.T, 6273.T, 6758.T, 6861.T, 7309.T, 7733.T, 7974.T, 8035.T, 8113.T, 8729.T, ADYEN.AS, ASML, ATCO-A.ST, B3SA3.SA, BN.PA, BNTX, CFR.SW, CPA, CPNG, CRH, CSU.TO, DB1.DE, DEMANT.CO, DIM.PA, DSV.CO, DSY.L, EDEN.PA, EXPN.L, FBK.MI, G24.DE, GMKN.ME, HDB, ICICIGI.NS, IMCD.AS, KGP.L, KNEBV.HE, KSPI.L, LMN.TO, LUN.TO, MC.PA, MELI, MIPS.ST, MNDY, NEX.PA, NVO, NVZMY, PDD, RAT.DE, RIO, ROG.SW, RYA.L, SALM.OL, SAP, SDZ.SW, SE, SEB-A.ST, SHOP.TO, SIMO, SJ.TO, SPOT, TFII, TOI.TO, TPRO.MI, TSM, U11.SI, UL E-Commerce, growth, international, Quality, semiconductors, technology, value
2025 Q4 Jan 13, 2026
Infuse Partners
Ryan Reeves
 View FinTech, E-commerce, Medical Devices, Software DUOL, MELI, NU, SNWV, TMDX E-Commerce, Education, Fintech, growth, Latin America, long-term, Medical Devices, technology
2025 Q4 Feb 12, 2026
Optimist Fund
Jordan McNamee
 View Value, Growth, E-commerce AFRM, CVNA, DASH, DICEY.L, FVRR, HFG, LTHM, META, MNDY, NFLX, PTON, ROOT, TDUP, UBER, W Compounding, E-Commerce, growth, long-term, technology, value
2025 Q4 Jan 26, 2026
Mobius Capital Partners
Carlos Hardenberg
 View AI, Semiconductors, Quality, E-commerce, Travel EPAM, KARO, MELI, MMYT, TCOM active management, Asia, emerging markets, mid cap, Quality, Recovery, technology, underperformance
2025 Q4 Jan 15, 2026 View AI, Semiconductors, E-commerce, Streaming 1299.HK, 6146.T, 6857.T, 6861.T, ADYEN.AS, ARGX, ASML, ATCO-A.ST, DSV.CO, GALP.SW, MELI, NU, OR.PA, RACE, RMS.PA, SE, SHOP, SPOT, TSM, WTC.AX AI, E-Commerce, growth, international, semiconductors, 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 20, 2026
Nightview Capital
Arne Alsin
 View AI, China, Semiconductors, E-commerce, Capital Markets, Travel, Electric Vehicles AMZN, BABA, NITE, TSLA, TSM AI, Autonomy, China, growth, long-term, Physical AI, 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 Feb 8, 2026
SGA – Emerging Markets Growth
HRISHIKESH (HK) GUPTA
 View AI, Private Credit, Quality, E-commerce, Semiconductor Cycle 035420.KS, 0700.HK, 1299.HK, 1398.HK, 9983.T, BABA, BJFN, CPALL.BK, CPI.JO, FEMSA, GRAB, HDFCBANK.NS, HTHT, INFY, MELI, MMYT, OR.PA, SE, SLM.JO, TCS.NS, TME, TOTS3.SA, TSM, UL, WALMEX.MX, XP, YUMC AI, Cyclical, E-Commerce, emerging markets, Quality, semiconductors, valuation
2025 Q4 Jan 13, 2026 View AI, Energy Transition, Quality, Payments, E-commerce ADYEY, AMZN, ASML, CRM, CSL, DHR, GOOGL, LEGN.PA, MCO, MELI, MSCI, MSFT, SIK.SW, SNPS, SPOT, SU.PA, TMO, TSM, VWS.CO, WDAY AI, Energy Transition, global, long-term, Quality, sustainability, technology, valuation
2025 Q4 Jan 15, 2026 View AI, Crypto, Gaming, E-commerce, Streaming, Biotechnology AFRM, ALNY, AMZN, APP, CSGP, DASH, DDOG, GH, GOOGL, IOT, META, NET, NFLX, NVDA, RBLX, SHOP, SNOW, TSLA, W, WDAY AI, Biotechnology, concentrated, E-Commerce, growth, long-term, technology, US
2025 Q3 Oct 20, 2025 View AI, Healthcare, E-commerce AXON, CVNA, DXCM, GALD SW, GOOG, III LN, IMCD NA, ISRG, NFLX, NVDA, RGEN, SHOP, SIKA SW, TEAM, TSM Artificial Intelligence, E-Commerce, Global Growth, healthcare, semiconductors
2025 Q3 Oct 20, 2025 View Healthcare, Financials, E-commerce 6098 JP, ADYEN NA, ARGX, CSU CN, EVD GR, GALD SW, HEX NO, III LN, MELI, NU, PDRB, SE, SHOP, SIKASW, TSM Artificial Intelligence, E-Commerce, financials, Global Growth, healthcare
2025 Q2 Jun 30, 2025
Octahedron Capital
Ram Parameswaran
 View AI, Semiconductors, Software, E-commerce - AI, semiconductors, software

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