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FinTech
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 18, 2026 |
Baron FinTech Fund Josh Saltman
|
View | AI, Crypto, FinTech, Capital Markets, Mortgage | APO, COF, CWAN, FI, FICO, GWRE, HLI, HOOD, IBKR, INTU, JKHY, KKR, LPLA, MA, MELI, MS, NU, SCHW, SHOP, SPGI, V | AI, Banking, Capital markets, crypto, financials, Fintech, growth, technology |
| 2025 Q4 | Jan 6, 2026 | View | FinTech | - | Compounding, Fintech, payments, regulation, Tokenization | |
| 2025 Q4 | Jan 27, 2026 |
Buckley Capital Zack Buckley
|
View | Gaming, FinTech, Payments, Technology, Fitness, Space | ALL, BFIT, DAVE, FTAI, GE, HLT, HWM, IHG.L, IWG.L, LNW, LQDA, MAR, PRTH, RR.L, RTX, SAF.PA, UTHR, VRNA, WLFC | aerospace, Europe, Fintech, gaming, Inflection, small caps, turnaround, value |
| 2025 Q4 | Feb 22, 2026 |
Unconventional Value Tim Gallagher
|
View | AI, FinTech, SaaS, Satellites | AMZN, HIMS, PGY, PL, RELY, SPIR, THRY, UPST, WISE.L, WU, XMTR | AI, Fintech, growth, SaaS, Satellites, small cap, technology, value |
| 2025 Q4 | Jan 12, 2026 |
Blue Tower Asset Management Andrew Oskoui
|
View | AI, Value, FinTech, Buybacks | 4028.T, BELFB, CGEO.L, ENVA, WCC | AI, Banking, Buybacks, Fintech, growth, international, productivity, value |
| 2025 Q4 | Feb 8, 2026 |
Signia Capital Management Richard Beaven
|
View | FinTech, Natural Gas, Metallurgical Coal, Oilfield Sand | AESI, GDOT, METC, TBBK | catalysts, Coal, energy, Fintech, Microcap, Natural Gas, small cap, value |
| 2025 Q4 | Jan 27, 2026 |
The Osterweis Opportunity Fund James Callinan
|
View | AI, Semiconductors, FinTech, Robotics, Oncology, Drones | AX, BIRK, CAVA, CECO, CWST, FSV, GH, GWRE, LSCC, LTH, MOD, MTSI, NOVT, SITM, TREX, TTAN, WAY | AI, Biotech, Fintech, growth, healthcare, semiconductors, small cap, technology |
| 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 10, 2026 |
LVS Advisory – Event Driven Luis V. Sanchez
|
View | AI, Energy Transition, FinTech, Streaming | AMZN, CW, GOOGL, IBKR, META, NFLX, TLN, WBD, WISE | AI, Event-Driven, Fintech, growth, Leverage, Netflix, Power, software, Streaming |
| 2025 Q4 | Jan 13, 2026 |
AVI Global Trust Joe Bauernfreund
|
View | Semiconductors, FinTech, Biotechnology | 000660.KS, 004800.KS, 005930.KS, 028260.KS, 207940.KS, 4527.T, 6727.T, 9531.T, AVGO, CHRY.L, FRAS.L, J36.SI, NVDA, NWSA, VIV.PA | Biotechnology, Discounts, Holding Companies, Korea, NAV, semiconductors, technology, value |
| 2025 Q4 | Feb 10, 2026 |
LVS Advisory – Growth Luis V. Sanchez
|
View | AI, Energy Transition, FinTech, Streaming | AMZN, CW, GOOGL, IBKR, META, NFLX, TLN, WISE | AI, energy, Fintech, growth, software, Streaming, technology |
| 2025 Q4 | Jan 2, 2026 |
N/A – Not a hedge fund The Oak Bloke
|
View | Energy, FinTech, Infrastructure, Mining, Biotechnology | ANIC.L, AUGM.L, BSRT.L, CGEO.L, DEC.L, DGI9.L, FAIR.L, IPO.L, KZG.L, PINE.L, POW.L, PTAL.L, TCAP.L, TMT.L | Biotechnology, Discounts, energy, Fintech, Mining, small caps, United Kingdom, value |
| 2025 Q4 | Jan 28, 2026 |
Rodrigo Benedetti Rodrigo Benedetti
|
View | AI, Gold, FinTech, Oil, Biotechnology | ARKK, CLS, KITS.TO, MSFT, NBIS, ORCL, QQQ, QURE, REGN, SLNO, SPY, STRL, TEVA, TGEN, TSSI, TWST, VRT, XOP | AI, Biotechnology, commodities, Fintech, gold, healthcare, oil |
| 2025 Q3 | Oct 1, 2025 |
Manole Capital Management Warren Fisher
|
View | Innovation, Inflation, FinTech | - | AI, cash flow, Fintech, inflation, tariffs |
| 2025 Q3 | Oct 8, 2025 |
Maple Tree Capital – Jonagold HenryInvests
|
View | AI, Growth, FinTech, Volatility, Retail | HIMS, UPST | AI, Fintech, growth, Retail Investing, volatility |
| 2025 Q3 | Oct 15, 2025 |
Ariel Appreciation Fund John W. Rogers
|
View | AI, FinTech, Mid Caps | FI, GS, KMX, KN, MAT, PBH, PSKY, REZI, SPHR | Artificial Intelligence, consumer tech, Fintech, Mid Caps, Value Investing |
| 2025 Q2 | Aug 11, 2025 |
Baron FinTech Fund Josh Saltman
|
View | FinTech | ATEG, CME, CWAN, FI, HOOD, INTU, MELI, PGR, SCHW | Digital payments, Financial Services, Fintech, innovation, Platforms |