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Large Caps
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Sequoia Fund Arman Gokgol-Kline
|
View | Quality, Large Caps | - | Competitive Advantage, diversification, Global Equities, Large Caps, Quality |
| 2025 Q3 | Oct 21, 2025 |
Renaissance Investment Management – Large Cap Growth Michael E. Schroer
|
View | AI, Large Caps | APP, CTAS, FI, FIX, GOOG, IT, TPR, TW | AI, diversification, Large Caps, technology, valuation |
| 2025 Q2 | Jul 27, 2025 |
1290 Avantis U.S. Large Cap Growth Fund Eduardo Repetto
|
View | Large Caps, Growth Investing | - | consumer, growth, Large Caps, technology |
| 2025 Q2 | Jul 27, 2025 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Active Management, Large Caps, Value Investing | APA, C, FFIV, KHC, NOV, UNH | active management, healthcare, Large Caps, Value Investing |