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Music
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 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 |
| 2025 Q4 | Feb 11, 2026 |
Pershing Square Holdings Bill Ackman
|
View | AI, Cloud, E-commerce, Travel, Advertising, Music | AMZN, BN, CMG, FMCC, FNMA, GOOG, HHH, HLT, HTZ, META, NKE, QSR, UBER, UMG.AS | AI, Concentration, growth, megacaps, Performance, Quality, technology, valuation |