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Life Science Tools
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Parnassus Core Equity Fund Andrew Choi
|
View | AI, Cloud, Semiconductors, Pharmaceuticals, Life Science Tools | AAPL, AMAT, AMD, AZO, BALL, BRO, CRM, DHR, EFX, FISV, GOOGL, HD, KLAC, LIN, LLY, MSFT, ORCL, TMO, VRTX, WDAY | AI, growth, healthcare, large cap, Quality, semiconductors, technology, value |
| 2025 Q4 | Jan 23, 2026 |
Baron Health Care Fund Neal Kaufman
|
View | GLP1, Life Science Tools, Biopharma M&A, Biotechnology | ABBV, ACLX, ARGX, ARQT, AZN, BSX, DHR, DSXY, EHC, ELAN, INSM, ISRG, LLY, MASI, MTD, PEN, RDNT, RGEN, SYK, TEVA, TMO, WELL | Biotechnology, GLP1, healthcare, Life Sciences, M&A, Medical Devices, Pharmaceuticals |
| 2025 Q4 | Feb 4, 2026 |
Baron Asset Fund Andrew Peck
|
View | AI, Space, Cloud, Life Science Tools | ACGL, APH, AXON, BAH, BIRK, CSGP, DAY, FICO, GWRE, IDXX, IEX, IT, MTD, RPGN, SPOT, TTD, VEEV, VRSK, WELL | AI, Biotechnology, growth, healthcare, mid cap, software, Space, technology |