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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 30, 2026 | Sands Capital Emerging Markets Growth Fund | 29.1% | 22.5% | 000660 KS, 002594.SZ, 005930 KS, 0700.HK, 1299 HK, 2308.TW, 2454.TW, 402340 KS, BABA, SE, TSM | AI Infrastructure, China, emerging markets, India, Korea, Memory, semiconductors, Taiwan | View | ||
| 2026 Q2 | Jul 30, 2026 | Cooper Investors Global Equities Fund (Unhedged) | 6.6% | - | 2330.TW, 402340 KS, 4478.T, 6367.T, ALS.TO, CME, CTVA, FWONK, LLYVK, PSK.TO, RYAN, SHEN, STVN, TKO | AI Infrastructure, Capital Pools, diversification, Japan, Live Sports, real assets, semiconductors, Spin-Offs | CME ALS.TO PSK.TO SHEN STVN CTVA 6367.T FWONK RYAN 4478.T 402340.KS 2330.TW |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Daniel S. Loeb | SK Square Co Ltd | Information Technology | Technology Holding Companies | Bull | New York Stock Exchange | AI, buybacks, Governance, Memory, NAV discount | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||