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SaaS
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 22, 2026 |
Unconventional Value Tim Gallagher
|
View | AI, FinTech, SaaS, Satellites | AMZN, HIMS, PGY, PL, RELY, SPIR, THRY, UPST, WISE.L, WU, XMTR | AI, Fintech, growth, SaaS, Satellites, small cap, technology, value |
| 2025 Q4 | Mar 4, 2026 |
Saltlight Capital David Eborall
|
View | AI, Semiconductors, SaaS, Data Centers | AMD, AMZN, ASML, BLU.JO, CCL.JO, GOOGL, INTC, MELI, MSFT, NVDA, SE, TSM | AI, global, growth, semiconductors, software, technology |
| 2025 Q4 | Jan 6, 2026 |
Ghosh Capital Shomik Ghosh
|
View | Risk Management, SaaS, Options | AEM, APH, AVGO, CWAN, GOOGL, HOOD, MSFT, MU, NVDA, RHM.DE, SII, WIX | Concentration, Leverage, Options, risk management, SaaS, technology, value |
| 2025 Q4 | Jan 8, 2026 |
Hertford Capital Marc-Lennart Bräutigam
|
View | SaaS, Construction, Mortgage | ACM.DE, BAMI.MI, CRAYN.OL, MAB1.L, MOL.MI, MRL.L, NA9.DE, PHLL.L, QXO, TPFG.L, WOSG.L | Construction, Europe, Mortgage, small caps, software, special situations, value |
| 2025 Q4 | Jan 16, 2026 |
Far View Capital Management Brad Hathaway
|
View | E-commerce, SaaS | CRTA.L, THG.L, THRY, TRST.L, UNFI, WEW.DE | E-Commerce, Europe, SaaS, small caps, technology, value |