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Streaming
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford -International Concentrated Growth Paulina McPadden
|
View | AI, Semiconductors, E-commerce, Streaming | 0700.HK, 1211.HK, 1810.HK, 2413.T, 3690.HK, ADYEN.AS, ASML, ATCO-A.ST, BABA, BNTX, CPNG, DHER.DE, KER.PA, KINV-B.ST, MELI, MRNA, NU, NVDA, NVO, OCDO.L, OR.PA, PDD, RACE, RMS.PA, SAP, SE, SHOP, SPOT, TSLA, TSM, WISE.L | AI, concentrated, E-Commerce, growth, international, semiconductors, technology |
| 2025 Q4 | Feb 10, 2026 |
LVS Advisory – Event Driven Luis V. Sanchez
|
View | AI, Energy Transition, FinTech, Streaming | AMZN, CW, GOOGL, IBKR, META, NFLX, TLN, WBD, WISE | AI, Event-Driven, Fintech, growth, Leverage, Netflix, Power, software, Streaming |
| 2025 Q4 | Jan 13, 2026 |
Mar Vista US Quality Silas Myers
|
View | AI, Cloud, Semiconductors, Streaming | AAPL, AMZN, APH, AVGO, CRM, DHR, EFX, GOOG, JNJ, LIN, META, MSFT, NFLX, NVDA, ORCL, ROP, SAP, TSM, V | AI, Cloud, growth, large cap, Quality, semiconductors, Streaming, technology |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford -International Growth Tom Coutts
|
View | AI, Semiconductors, E-commerce, Streaming | 1299.HK, 6146.T, 6857.T, 6861.T, ADYEN.AS, ARGX, ASML, ATCO-A.ST, DSV.CO, GALP.SW, MELI, NU, OR.PA, RACE, RMS.PA, SE, SHOP, SPOT, TSM, WTC.AX | AI, E-Commerce, growth, international, semiconductors, technology |
| 2025 Q4 | Feb 10, 2026 |
LVS Advisory – Growth Luis V. Sanchez
|
View | AI, Energy Transition, FinTech, Streaming | AMZN, CW, GOOGL, IBKR, META, NFLX, TLN, WISE | AI, energy, Fintech, growth, software, Streaming, technology |
| 2025 Q4 | Jan 13, 2026 |
Mar Vista US Quality Select Silas Myers
|
View | AI, Cloud, Semiconductors, Streaming | AAPL, AMT, AMZN, APH, AVGO, BRK-B, EFX, GOOG, META, MSFT, MTD, NFLX, NVDA, ORCL, ROP, TSM, VLTO | AI, Cloud, growth, large cap, Quality, semiconductors, Streaming, technology |
| 2025 Q4 | Jan 21, 2026 |
Polen Capital – Global Growth Damon Ficklin
|
View | AI, Quality, Gaming, Streaming | 0700.HK, ADBE, AMZN, BSX, CSGP, GOOGL, ICLR, LLY, MELI, NVDA, OR.PA, ORCL, PAYC, SGE.L, SHL.DE, SHOP, SPOT, TSM, WDAY, WTW | AI, global, growth, Quality, software, technology |
| 2025 Q4 | Feb 9, 2026 |
Loomis Sayles Global Growth Fund Aziz V. Hamzaogullari
|
View | AI, Automation, Cloud, E-commerce, Streaming | 6954.T, AMZN, BA, BABA, GOOGL, MELI, META, MSFT, NFLX, NKE, NVO, ORCL, QCOM, RACE, SHOP.TO, TSLA, UAA, UL | AI, Automation, Cloud, global, growth, Quality, Streaming, technology |
| 2025 Q4 | Jan 18, 2026 |
Ithaka US Growth Strategy Scott O'Gorman
|
View | AI, Cloud, Semiconductors, Streaming, Medical Devices | AMD, AMZN, AVGO, BX, CRDO, ELF, GOOG, HWM, ISRG, LLY, META, MRVL, NFLX, NOW, ORCL, SHOP, TTD, UBER, VEEV | AI, concentrated, growth, large cap, technology |
| 2025 Q4 | Feb 5, 2026 |
Baron Opportunity Fund Michael A. Lippert
|
View | AI, Space, Cloud, Semiconductors, Streaming, GLP1 | ACLX, AMZN, ARGX, AXON, BRCM, CSGP, DUOL, EXAS, GOOGL, GTLB, HRTX, LLY, META, MSFT, NVDA, ONON, ORCL, SPOT, TSLA, TTD | AI, Cloud, growth, innovation, secular trends, semiconductors, Space, technology |
| 2025 Q4 | Mar 9, 2026 |
RiverPark Large Growth Conrad van Tienhoven
|
View | AI, Cloud, Semiconductors, E-commerce, Streaming, GLP1 | AAPL, AMAT, AMZN, DIS, GOOGL, ISRG, LLY, META, MSFT, NFLX, NVDA, SHOP, UBER | AI, Cloud, growth, healthcare, large cap, semiconductors, Streaming, technology |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford – US Equity Growth Kirsty Gibson
|
View | AI, Crypto, Gaming, E-commerce, Streaming, Biotechnology | AFRM, ALNY, AMZN, APP, CSGP, DASH, DDOG, GH, GOOGL, IOT, META, NET, NFLX, NVDA, RBLX, SHOP, SNOW, TSLA, W, WDAY | AI, Biotechnology, concentrated, E-Commerce, growth, long-term, technology, US |
| 2025 Q4 | Feb 8, 2026 |
Baron Partners Fund Ronald Baron
|
View | AI, Space, Cloud, Streaming, Electric Vehicles | ACGL, BIRK, CHH, CSGP, FDS, GLPI, GWRE, H, HEI, IDXX, IRDM, IT, LLY, MSCI, MTN, RRR, SCHW, SPOT, TSLA | AI, Concentration, Disruptive Growth, Electric Vehicles, growth, mid cap, Space, technology |
| 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 Q3 | Oct 12, 2025 |
Ashva Capital Management Ankur Shah
|
View | Financials, Compounding, Streaming | DIS, HOOD, XLF | Compounding, financials, Fintech, Patience, Streaming |