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Platforms
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 9, 2025 |
ITUS Capital Fundamental Value Fund Naveen Chandramohan
|
View | Platforms, Consumption, Chemicals | - | Chemicals, consumption, Domestic Demand, Manufacturing, Platforms |
| 2025 Q2 | Jul 21, 2025 |
Sands Capital Select Growth Fund Frank M. Sands
|
View | AI, Innovation, Platforms | AJG, AVGO, CVNA, NFLX, NVDA, RARE, RBLX, SHOP, TEAM, UBER, V | AI, growth, innovation, Platforms |