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Pharmaceuticals
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
Impax US Sustainable Economy Fund Scott LaBreche
|
View | AI, Sustainability, Pharmaceuticals, GLP1 | AAPL, AMD, AMZN, AVGO, CLX, CPB, GIS, GOOG, GOOGL, JNJ, LLY, MA, META, MRK, MSFT, NVDA, ORCL, PLTR, STT, V, ZTS | AI, Esg, healthcare, large cap, Pharmaceuticals, semiconductors, sustainability, technology |
| 2025 Q4 | Feb 11, 2026 | View | Value, Defense, Pharmaceuticals | 005930.KS, 6869.T, 7958.T, BA.L, CNHI, CVSG.L, DHL.DE, GOOGL, HEIA.AS, IONS, JSG.L, NESN.SW, NOVN.SW, PRU.L, ROG.SW, RWM.DE, SAF.PA, SW.PA, TTE, U11.SI | Asia, defense, Europe, Hedging, international, Pharmaceuticals, value | |
| 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 26, 2026 |
Harris Associates International Equity Strategy David Herro
|
View | Value, Semiconductors, Logistics, Pharmaceuticals, Specialty Chemicals | 005930.KS, 6301.T, AZN, BABA, BAYRY, CNHI, DASTY, DSV.CO, EXO.MI, IMCD.AS, MBG.DE, NVS, SAND.ST, SDR.L, SKF-B.ST, SNY, SY1.DE, UL, WLN.PA | Chemicals, Europe, international, Logistics, Pharmaceuticals, semiconductors, value |
| 2025 Q4 | Feb 11, 2026 |
Tweedy, Browne Value Fund Jay Hill
|
View | Value, Defense, Pharmaceuticals | 005930.KS, BRK-A, CNHI, CVS.L, DHLG.DE, ENVB, FDX, GOOGL, HEIA.AS, IONS, JNJ, NESN.SW, NVST.SW, PRU.L, RMS.PA, ROG.SW, SAF.PA, TTE, U11.SI, WFC | defense, global, healthcare, industrials, international, Pharmaceuticals, technology, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Small-Cap Value Fund Vic Cunningham
|
View | Value, Pharmaceuticals, Regional Banks, Aluminum | ALG, BATRK, BXC, COLL, CTAS, ECPG, FPH, ICFI, KALU, LXU, MYRG, NYCB, OCSL, PB, PRA, SEB, SUPN, UMBF, UNF | Aluminum, Governance, Owner-Operator, Pharmaceuticals, Regional Banks, small caps, value |
| 2025 Q4 | Jan 29, 2026 |
Rozendal Global Fund Wilhelm Hertzog
|
View | Gold, E-commerce, Materials, Trade Policy, Pharmaceuticals | 6586.T, AENA.MC, AMS.JO, BAYRY, BLU.JO, CGR.JO, COH.JO, DEO, HAR.JO, JD, KSPI.L, MTN.JO, SLV, TBS.JO, YRK.JO | emerging markets, Europe, gold, long-term, materials, Precious Metals, trade war, value |
| 2025 Q4 | Feb 11, 2026 | View | Value, Defense, Dividends, Pharmaceuticals | 005930.KS, BAE.L, CNHI, DHL.DE, GOOGL, IONS, J36.SI, KEMIRA.HE, MEGACPO.MX, NESN.SW, NOVN.SW, RB.PA, RHM.DE, ROG.SW, SAF.PA, TFC, TTE, U11.SI, USB, ZURN.SW | defense, dividends, global, industrials, Pharmaceuticals, value | |
| 2025 Q4 | Jan 23, 2026 |
American Century International Growth Fund Rajesh Gandhi
|
View | AI, Digital Transformation, Factory Automation, Pharmaceuticals | 6758.T, 6954.T, 7532.T, AI.PA, AIR.PA, ASML, AZN, BABA, BVI.PA, GALDA.SW, GLE.PA, IBE.MC, RACE, REL.L, ROG.SW, SAP, SU.PA | AI, Automation, Europe, international, Japan, large cap, Pharmaceuticals |
| 2025 Q4 | Feb 12, 2026 |
Artemis US Select Fund (Class I Accumulation Shares GBP) Cormac Weldon
|
View | AI, Semiconductors, Pharmaceuticals | AMAT, AMD, AXON, CAH, CTVA, ETN, IQV, KO, LLY, LYV, META, MU, NVT, PH, RCL, WDC | AI, growth, healthcare, Pharmaceuticals, semiconductors, technology, US Equities |
| 2025 Q4 | Jan 13, 2026 |
Oakmark Global Select Fund William C. Nygren
|
View | E-commerce, Pharmaceuticals | BABA, BAYRY, CHTR, CNHI, GOOGL, IQV, MBG.DE, RHHBY, SNY | China, Europe, global, healthcare, Pharmaceuticals, technology, value |
| 2025 Q4 | Mar 9, 2026 |
RiverPark Long/Short Opportunity Fund David A. Rolfe
|
View | AI, Semiconductors, E-commerce, Streaming, Pharmaceuticals | AAPL, AMZN, COMP, DIS, DUOL, FIS, GOOGL, ISRG, KMX, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER | AI, growth, healthcare, Long/Short, Quality, technology |
| 2025 Q4 | Jan 5, 2026 |
Greenfield Investment Management Erin Greenfield
|
View | Value, Infrastructure, Pharmaceuticals | BLDR, BNT.DE, CARR, CSU.TO, GOOGL, HEI.DE, INTC, JMHLY, MCK, OMC, POW.TO, RSHO, RYAAY, TAP, WCC | Airlines, Conglomerates, global, infrastructure, Pharmaceuticals, semiconductors, technology, value |
| 2025 Q4 | Feb 11, 2026 |
Tweedy, Browne International Value Jay Hill
|
View | Value, Defense, Pharmaceuticals | 005930.KS, 6869.T, 7958.T, BA.L, BRK-B, CNHI, CVSG.L, DGE.L, GOOGL, IONS, JNJ, JSG.L, NESN.SW, NOVN.SW, ROG.SW, RWM.DE, SAF.PA, SW.PA, TTE, WFC | defense, Europe, Hedging, international, Japan, Pharmaceuticals, value |
| 2025 Q4 | Jan 15, 2026 | View | AI, China, Value, Energy Transition, Pharmaceuticals, Defense Spending | 0700.HK, 8035.T, AZN.L, CLS.TO, EL.PA, ENR1.DE, GALD.SW, HEI.DE, III.L, ITX.MC, LIN, NVO, NWG.L, RACE, ROG.SW, RYA.L, SE, SIE.DE, SONY, TT, UCG.MI | AI, Asia, banks, Europe, growth, international, Pharmaceuticals, value |