145020 KS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 29, 2025	Polen Capital – Emerging Markets Growth	7.6%	22.5%	145020 KS, 2345 TT, CATL, DNOPY, POST, PRX NA	AI, China, Electrification, India, Taiwan	Polen Capital highlights optimism for emerging markets driven by healthier fiscal policy, structural growth, and demographic tailwinds. The fund focuses on high-quality, innovative companies like CATL, TSMC, and Prosus benefiting from AI, electrification, and consumer shifts. Despite short-term volatility, valuations remain attractive relative to developed markets.	DNP HUGEL INP ACCT PROS CATL DNP HUGEL INP ACCT PROS CATL	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of 145020-KS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

145020-KS

145020-KS

Letters With This Ticker

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BSD Shareholders of 145020-KS

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