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Enterprise Software
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 7, 2025 |
Hertford Capital Marc-Lennart Bräutigam
|
View | AI, Trade Policy, Enterprise Software | AOF.DE, COM.MI, JST.DE, KSB3.DE, LSL.L, MAB1.L, MOL.MI, MONY.L, PFE, PLNW.PA, SFQ.DE, SINT.ST, WOSG.L | AI, Europe, small caps, software, tariffs, value |
| 2025 Q3 | Oct 12, 2025 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy Grant R. Babyak
|
View | AI, Defense, Capital Markets, Biotechnology, Enterprise Software | ACVA, BJ, CWST, KTOS, MIR, NVDA, PAR, SITM, UNF, VERX | AI, Biotechnology, defense, Federal Reserve, growth, M&A, small cap, software |
| 2025 Q3 | Oct 16, 2025 |
Laughing Water Capital Matthew Sweeney
|
View | Value, Defense, Homebuilders, Biotechnology, Enterprise Software | CLAR, DISH, LFCR, NN, PAR, T, THRY, VTY.L | concentrated, fundamentals, Patience, Private Market, small caps, undervalued, value |
| 2025 Q3 | Nov 8, 2025 |
Greenhaven Road Capital Scott Miller
|
View | Alternative Asset Managers, Enterprise Software, Specialty Pharma, Specialty Insurance | ALTG, ASTS, BUR, CLBT, HGTY, KFS, KKR, LFCR, PAR, SOC | AI, Asset Management, Concentration, private credit, software, value |
| 2025 Q3 | Oct 10, 2025 |
The Bristlemoon Global Fund George Hadjia
|
View | AI, Semiconductors, Quality, Enterprise Software | AAPL, ADI, AER, APP, ASML, BABA, CDNS, CRM, FICO, GOOGL, HEMN.ST, INTC, META, MSFT, NVDA, PAR, SNPS, TSM, UBER, V | AI, global, Long/Short, Quality, semiconductors, software, technology |