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Electric Vehicles
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 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 6, 2026 |
North Sky Capital, LLC Scott Barrington
|
View | AI, Energy Transition, Capital Markets, Critical Minerals, Electric Vehicles | MSFT, NVDA, TSLA | Clean Technology, Energy Storage, impact investing, infrastructure, private equity, Renewable Energy, Secondary Markets, Solar |
| 2025 Q4 | Jan 30, 2026 |
Baron Focused Growth Fund Ronald Baron
|
View | AI, Space, Consumer, Electric Vehicles | ABNB, ACGL, BIRK, CHH, CSGP, DEI, DUOL, FDS, FIGS, GWRE, H, IBKR, IDXX, IOT, JEF, LVS, LYV, MSCI, MTN, ONON, RRR, SHOP, SPOT, TOL, TSLA, VRSK | AI, consumer, Electric Vehicles, growth, healthcare, real estate, Space, technology |
| 2025 Q4 | Jan 16, 2026 |
GDS Investments Glenn D. Surowiec
|
View | AI, Value, Buybacks, Electric Vehicles | ABNB, AMZN, CRWV, DEO, F, GE, GM, GOOGL, LEN, NVO, ORCL, RIVN, STZ, TDW, TREX, VAL, WMT, ZTS | AI, Buybacks, cyclicals, Electric Vehicles, Quality, Rotation, technology, value |
| 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 4, 2026 |
AMG Yacktman Focused Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 005380.KS, 005930.KS, 012330.KS, AAPL, CNRL.TO, FOXA, MSFT, MU, NFLX, NVDA, PEP, SCHW, UHAL, WBD | AI, Auto Parts, free cash flow, Media, semiconductors, South Korea, technology, value |
| 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 | Feb 4, 2026 |
AMG Yacktman Fund Stephen Yacktman
|
View | AI, Media, Value, Semiconductors, Electric Vehicles, South Korea | 000660.KS, 005930.KS, 012330.KS, AAPL, CNQ, FOXA, GOOGL, MSFT, MU, NFLX, NVDA, PEP, PG, SCHW, UHAL, UMG.AS, VIV.PA, WBD | AI, Electric Vehicles, free cash flow, long-term, Media, semiconductors, South Korea, value |
| 2025 Q4 | Jan 21, 2026 |
Platinum Asia Fund Cameron Robertson
|
View | AI, China, Electric Vehicles | 000338.SZ, 000660.KS, 005930.KS, 0700.HK, 1024.HK, 1109.HK, 3968.HK, 601318.SS, ASII.JK, BABA, BILI, IGOA.NS, JD, JFC.PS, MWG.HM, PONY, TCOM, TSM, VEI, ZTO | AI, Asia, China, Electric Vehicles, financials, semiconductors, technology |
| 2025 Q4 | Feb 5, 2026 |
Rowan Street Capital Alex Kopel
|
View | E-commerce, Electric Vehicles, Social Media, Advertising | META, SHOP.TO, SPOT, TSLA, TTD | Compounding, Concentration, long-term, Quality, technology |
| 2025 Q4 | Jan 30, 2026 |
Antipodes Global Value Fund Jacob Mitchell
|
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 |