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Managed Care
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 20, 2026 |
Meditation Capital Timothy Liu
|
View | AI, Managed Care | ELV, GTLB, MOH | AI, Health Insurance, Margins, Medicaid, technology, value |
| 2025 Q4 | Jan 15, 2026 |
Moon Capital Management Garrett Arms
|
View | Managed Care | AAPL, MOH, NVDA | Compounding, fundamentals, healthcare, Managed Care, Margins, Medicaid, value |
| 2025 Q4 | Jan 30, 2026 |
Sequoia Fund Arman Gokgol-Kline
|
View | AI, Defense, Managed Care, Music, Workplace Safety | ACN, AHT.L, ALGN, COF, CSU.TO, ELV, ERF.PA, GOOGL, ICE, JEC, META, MSA, RR.L, SCHW, TSM, UMG.AS, UNH | AI, Concentration, defense, healthcare, long-term, Quality, technology, value |