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Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Feb 4, 2026 View Automation, Gaming, Banking, Trade Policy 005930.KS, 5401.T, 6594.T, 6758.T, 6954.T, 7532.T, ALL.AX, BAP, BN, CCO, D05.SI, EBS.VI, EXPN.L, MUV2.DE, ROG.SW, SAF.PA Asia, Automation, Banking, Europe, gaming, international, Quality, value
2025 Q4 Feb 26, 2026
Crossroads Capital
Ryan O'Connor
 View AI, Space, Gaming, Space ASTS, CLMT, FTAI, META, MSFT, NBIS, NTDOY, NVDA, ORCL, PLTR aerospace, AI, gaming, growth, small cap, Space, technology, value
2025 Q4 Jan 21, 2026 View AI, Defense, Gaming, Cybersecurity, Infrastructure Spending, Biotechnology ALL, AME, ARGX, AXON, CASY, COR, CRS, CSL, DASH, EME, HOOD, INSM, ORLY, PINS, POOL, RGEN, ROST, TPG, TTWO, VEEV AI, consumer, financials, growth, healthcare, industrials, mid cap, 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 14, 2026 View Semiconductors, Gaming, Payments 0700.HK, 3639.HK, 9435.T, ALAB.L, AMD, AMZN, CSU.TO, FUTU, GAW.L, META, NVDA, PDD, RELY, STRP, TCOM, TSM, WISE.L Asia, Concentration, gaming, global, long-term, payments, semiconductors, value
2025 Q4 Jan 21, 2026 View Energy, Gaming, Homebuilders, Travel ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value
2025 Q4 Feb 3, 2026
Van Der Mandele Arar Fund
Joost van der Mandele
 View Semiconductors, Gaming, Gold Miners 000660.KS, BFIT.AS, GRVY, IMB.L, JXN, ONEW, STLA, XLY.TO Cannabis, gaming, Gold Miners, semiconductors, tariffs, Trump, value
2025 Q4 Dec 31, 2025 View Space, Gaming, Arbitrage, Technology ASTS, CORZ, GME, GOOGL, IBIT, MSTR, SPHE arbitrage, Biotechnology, Concentration, gaming, Long/Short, rebalancing, Space, volatility
2025 Q4 Jan 26, 2026 View AI, Gaming, Travel, Real Estate APG, ARE, ARGX, BSY, CHDN, CHWY, CMPO, CPAY, CWST, DKNG, DOCS, DT, EXPE, LNW, PFGC, PTC, RBLX, RESI, TDY, TYL, XPO AI, dispersion, fundamentals, gaming, mid cap, real estate, stock selection, technology
2025 Q4 Feb 2, 2026
AGT Partners
Gregory See
 View AI, Gold, Semiconductors, Gaming, Banks, Alternative Asset Managers, Offshore Wind, Palm Oil 0700.HK, 0883.HK, 5MP.SI, AAPL, APO, D05.SI, KKR, OV8.SI, TSM Alternative Assets, Asia, Banking, gaming, Offshore Wind, semiconductors, small caps, value
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 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 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 21, 2026 View AI, Quality, Gaming, Streaming 0700.HK, ADBE, AMZN, BSX, CSGP, GOOGL, ICLR, LLY, MELI, NVDA, OR.PA, ORCL, PAYC, SGE.L, SHL.DE, SHOP, SPOT, TSM, WDAY, WTW AI, global, growth, Quality, software, technology
2025 Q3 Oct 30, 2025 View AI, Gaming 7CD GR Artificial Intelligence, gaming, Global Equities, IP Expansion, productivity

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