Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Oncology
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
The Osterweis Opportunity Fund James Callinan
|
View | AI, Semiconductors, FinTech, Robotics, Oncology, Drones | AX, BIRK, CAVA, CECO, CWST, FSV, GH, GWRE, LSCC, LTH, MOD, MTSI, NOVT, SITM, TREX, TTAN, WAY | AI, Biotech, Fintech, growth, healthcare, semiconductors, small cap, technology |
| 2025 Q4 | Jan 15, 2026 |
Alger Small Cap Focus Fund Amy Zhang
|
View | AI, Cloud, Oncology, Technology | ABT, EXAS, GH, NBIS, NTRA, QURE, STVN | AI, Biotechnology, Diagnostics, growth, healthcare, small cap, technology |
| 2025 Q4 | Jan 15, 2026 |
RTW Investments Roderick Wong
|
View | Technology, Biopharma, Gene Therapy, Rare Diseases, Oncology | ALNY, ARGX, AVID, DYN, IMTX, INSM, MDGL, PTCT, RCKT, STOK, TARS, UCB, URGN | Biotechnology, Drug Discovery, Gene Therapy, healthcare, M&A, Pharmaceuticals, Rare Diseases |