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Medical Devices
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
Deep Sail Capital Partners Sean Westropp
|
View | Defense, Inflation, Medical Devices | BYND, CRDO, DXCM, KRKNF, NSLO, SNWV, SYK | defense, growth, healthcare, inflation, Long/Short, Medical Devices, small cap, technology |
| 2025 Q4 | Jan 13, 2026 |
Infuse Partners Ryan Reeves
|
View | FinTech, E-commerce, Medical Devices, Software | DUOL, MELI, NU, SNWV, TMDX | E-Commerce, Education, Fintech, growth, Latin America, long-term, Medical Devices, technology |
| 2025 Q4 | Jan 18, 2026 |
Ithaka US Growth Strategy Scott O'Gorman
|
View | AI, Cloud, Semiconductors, Streaming, Medical Devices | AMD, AMZN, AVGO, BX, CRDO, ELF, GOOG, HWM, ISRG, LLY, META, MRVL, NFLX, NOW, ORCL, SHOP, TTD, UBER, VEEV | AI, concentrated, growth, large cap, technology |
| 2025 Q4 | Jan 21, 2026 |
TimesSquare Capital Management U.S. Small Cap Growth Strategy Grant R. Babyak
|
View | Nuclear, Cybersecurity, Medical Devices, Specialty Retail, Biotechnology | ABVX.PA, AXGN, BOOT, CBLL, CWST, FROG, LGCE, MTSI, NAMS, NSKE, OLLI, SLNO, STVN, TTEK, UEC, WRBY | Biotechnology, consumer, energy, growth, healthcare, industrials, small caps, technology |