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India
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 12, 2026 |
Hood River Capital – International Opportunity Fund Brian Smoluch
|
View | AI, China, India | C79.AX, CCS.DE, META | AI, China, Europe, India, international, Outperformance, small cap |
| 2025 Q4 | Feb 5, 2026 |
Stewart Investors Rizi Mohanty
|
View | AI, China, Emerging markets, Semiconductors, India, Quality | 005930.KS, 0700.HK, 2379.TW, 2454.TW, 6503.T, ALC, BABA, BAJAJHLDNG.NS, BAP, BOSCHLTD.NS, CARTRADE.NS, CTAS, KEI.NS, KOTAK.NS, M&M.NS, NU, PRX.AS, QUAL3.MX, SE, TARSONS.NS, TECHM.NS, TOTVS3.SA, TSM, TUBEINVEST.NS, WEG3.SA | AI, Asia, China, emerging markets, India, long-term, Quality, semiconductors |
| 2025 Q4 | Jan 27, 2026 |
Baron Emerging Markets Fund Michael Kass
|
View | AI, China, Semiconductors, India, Energy Transition, Banking | 000660.KS, 005930.KS, 0700.HK, 1024.HK, 300750.SZ, BABA, BAJFINANCE.NS, BAP, BEL.NS, BHARTIARTL.NS, HDFCBANK.NS, NU, RELIANCE.NS, SQM, TSM, ZLAB | AI, Banking, China, emerging markets, geopolitics, India, semiconductors, technology |
| 2025 Q4 | Jan 20, 2026 |
Gymkhana Partners ANDREI STETSENKO
|
View | Value, Defense, India, Small Caps | AMZN, ASTRA.NS, BHARATBIJ.NS, FINPIPE.NS, GOOGL, INTC, JAMNAUTO.NS, MSFT, RELIANCE.NS, SANSERA.NS, TATAELXSI.NS, UNIMECH.NS | defense, growth, India, Manufacturing, Reform, small caps, value |
| 2025 Q4 | Jan 12, 2026 |
SVN Capital Fund Shreekkanth Viswanathan
|
View | AI, India, Alternative Asset Managers, P&C Insurance, Space | 532978.NS, 533655.NS, COHR, HEI, KKR, KNSL, RML.PA | aerospace, AI, Alternative Asset Managers, Concentration, India, insurance, Quality, value |
| 2025 Q3 | Oct 9, 2025 |
2Point2 Capital Long Term Value Fund Amit Mantri
|
View | India, Governance, Regulation, Liquidity, Short Selling | 8NI0 GR, LKNCY | Governance, India, Market Liquidity, regulation, Short Selling |
| 2025 Q3 | Oct 28, 2025 |
Baron Emerging Markets Fund Michael Kass
|
View | AI, China, India | 0TDG LN, 1024 HK, 700 HK, BABA, BHE IN, GDS, INDUSTOW IN, INPST NA, TRENT IN, TSM | Artificial Intelligence, China, Data centers, emerging markets, India |
| 2025 Q3 | Oct 28, 2025 |
Compounding Gems Aravalli Fund I, LP Saurabh Khandelwal
|
View | India | - | fundamentals, growth, India, Midcaps, valuation |
| 2025 Q3 | Sep 30, 2025 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | - | Capital Market Deepening, Currency Depreciation, Defense Manufacturing, Domestic Demand, India Equities |
| 2025 Q2 | Jul 1, 2025 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | - | Defense Indigenization, earnings growth, India Equities, small caps, Supply Chain Shift |
| 2024 Q4 | Mar 21, 2025 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | BHARAT IN, BJHI IN, CHOLAHLD IN, DAGRI IN, FINPIPE IN, GALAPREC IN, JUBLINGR IN, KPRMILL IN, MHSC IN, SANSERA IN | Holding Companies, India Equities, Industrial Growth, Long-Term Compounding, Market Correction |
| 2023 Q4 | Apr 16, 2024 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | ASTEC IN, JAMNAAUTO IN, KHL IN, RADICO IN, SHRIRAMFIN IN, SPLPETRO IN, TATACHEM IN | Domestic Consumption, Earnings Compounding, Financialization, India Growth, Small Mid Caps |
| 2022 Q4 | Apr 27, 2023 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | EBECK IN, GRAUWEIL IN, IMPL IN, RHIM IN, SPLPETRO IN, SUPRAJIT IN, UNIENTER IN | Currency Risk, India Equities, Infrastructure Investment, Supply Chain Diversification, Valuation Discount |
| 2021 Q4 | Dec 31, 2021 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | BJHI IN, GODREJIND IN, GRAUWEIL IN, REPCO IN | Currency Volatility, emerging markets, India Equities, Long-Term Growth, Small Cap Value |
| 2020 Q4 | Dec 31, 2020 |
Gymkhana Partners ANDREI STETSENKO
|
View | India | - | emerging markets, India Equities, Long-Term Growth, Small Mid Caps, Structural Reforms |