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Software
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Dec 31, 2025 | View | AI, Semiconductors, Data Centers, Trade Policy, Software | AAPL, ADBE, ASML, BWXT, CMCSA, CRM, GOOGL, ISRG, META, MU, NOW, NVDA, ORCL, SNOW, TDG | AI, Data centers, Enterprise Software, growth, semiconductors, technology, Trade Policy | |
| 2025 Q4 | Feb 13, 2026 |
Eagle Capital Management, LLC Ravenel B. Curry III
|
View | Semiconductors, Oil, Capital Markets, Software, Agriculture | ASML, BAYRY, LSEGY, SAP, SHEL, TSM, TSMC | Agriculture, energy, international, semiconductors, software, technology, value |