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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 9, 2026 |
The Bristlemoon Global Fund George Hadjia
|
View | AI, Semiconductors, Software, Home Improvement, Mortgage, Restaurants | ADBE, APP, ASML, EYE, FICO, FND, GOOGL, HD, LOW, NKE, PRTG, SBUX, SNPS, UBER | AI, growth, Housing, Restaurants, semiconductors, software, technology, value |
| 2025 Q4 | Mar 6, 2026 |
Argosy Investors Mike Loeb
|
View | AI, Software, Home Improvement, GLP1 | DAVA, EPAM, FND, HD, LLY, LOW, NVO | AI, Cyclical, Pharmaceuticals, retail, software, value |